Oracle(US:ORCL) 贝塔投资智库·2025-09-11 04:02Market Overview - The Hong Kong pharmaceutical sector experienced a significant decline, with multiple stocks opening down over 10% due to reports of the Trump administration planning to restrict Chinese pharmaceuticals [1] - Green Heart Group (00094) saw a surge of over 83% upon resuming trading after selling New Zealand forestry assets and proposing a special dividend of 0.01 HKD per share [1] - Kaizhile Group (02122) rose over 62% as the company entered the TCG market and formed an operational service partnership with Pokémon [1] - COFCO Joycome (01610) increased by over 6% following reports of an upcoming meeting on pig production capacity regulation [1] - Goldwind Technology (02208) fell by 4.1% as the company plans to invest 18.92 billion CNY in a wind power hydrogen ammonia project [1] - Qianxun Technology (01640) rose over 3% with explosive revenue growth in the first half of the year, particularly in e-commerce [1] - Jiali International (01050) surged nearly 15.2%, doubling its stock price this month as it actively engages with NVIDIA [1] - Changfei Optical Fiber and Cable (06869) increased over 18% due to rising demand for AI-driven data center interconnects, with institutions optimistic about the company's core benefits [1] - Shenzhou Holdings (00861) opened up over 7.5%, driven by hot concepts and performance growth [1] - Jiajie Ankang-B (02617) rose over 8%, with a market capitalization exceeding 40 billion HKD after the approval of its II phase clinical trial for Engeletin [1] US Market Highlights - Oracle (ORCL.US) surged by 35.95% following a shocking 55 billion USD order, increasing its market capitalization by over 270 billion USD [2] - TSMC (TSM.US) rose by 3.79%, achieving the second-highest revenue in August and a record for the same period in previous years [2] - Synopsys (SNPS.US) plummeted by 35.84% due to Q3 performance and Q4 guidance falling short of expectations [2] - Bilibili (BILI.US) increased by 2.59%, anticipating the launch of a new card game titled "Three Kingdoms: Hundred Generals Card" during the upcoming Spring Festival [2] - NVIDIA (NVDA.US) rose by 3.85% after announcing the release of the Rubin CPX, set to launch by the end of 2026 [2] - GDS (GDS.US) fell by 2.22% as Oracle's cloud business growth expectations ignited enthusiasm in the data market [2] - Faraday Future (FFAI.US) increased by 3.09% as it regained normal public company status through compliance supervision [2] - Tuniu (TOUR.US) rose by 3.67% as travel bookings for the National Day holiday showed significant improvement [2] - Apple (AAPL.US) declined by 3.23% due to market dissatisfaction with its "incremental" updates during the autumn product launch event [2] - ARM (ARM.US) increased by 9.47% after announcing the release of its next-generation chip design, Lumex [3] - Broadcom (AVGO.US) rose by 9.77%, with the CEO predicting that AI revenue will surpass other revenue streams within two years [3]