甲骨文财报重燃AI担忧、科技股受挫 亚洲股市走势分化

Group 1 - The Federal Reserve's recent interest rate cut has led to a rise in the U.S. stock market, approaching historical highs, while Asian markets showed mixed performance [1][2] - Oracle's disappointing earnings report has caused significant declines in Asian tech stocks, with Oracle's shares dropping 11.5% post-market, raising concerns about cash flow due to heavy investments in AI [2][3] - SoftBank Group, a major investor in AI, saw its stock price fall by 7.7%, contributing to the overall decline in the Tokyo market, where the Nikkei 225 index dropped 0.9% [2][3] Group 2 - The Bank of Japan's anticipated interest rate hike is putting pressure on local stock markets, while Hong Kong's Monetary Authority has followed the Fed's lead by lowering its benchmark rate to 4.00%, the lowest since October 2022 [3] - The Australian S&P/ASX 200 index stabilized after three consecutive declines, rising nearly 0.2% due to gains in gold and mining stocks, with the unemployment rate holding steady at 4.3% [3] - The South Korean Composite Index fell 0.6% after warnings from the main stock exchange regarding SK Hynix's significant stock price increase this year, leading to a 3.8% drop in its shares [3] Group 3 - In the U.S. market, the S&P 500 index rose 0.7%, nearing its historical high, while the Dow Jones Industrial Average increased by 1% [4] - Federal Reserve Chairman Jerome Powell's comments indicated a complex situation with a cooling job market and rising inflation pressures, suggesting the Fed may maintain current rates for now [4] - General Electric's energy division saw a significant stock price increase of 15.6% after raising its revenue forecast for 2028 and doubling its dividend [5]