中国基金报·2025-09-11 08:08Core Viewpoint - The article highlights a significant surge in technology stocks, driven primarily by Oracle's impressive financial performance and contracts, which has sparked optimism in the AI sector and related hardware stocks [2][14][17]. Market Performance - On September 11, the A-share market experienced a broad rally, with the ChiNext Index and the Sci-Tech 50 Index both rising over 5%. The Shanghai Composite Index increased by 1.65%, and the Shenzhen Component Index rose by 3.36% [2]. - A total of 4,221 stocks rose, with 94 hitting the daily limit up, while 1,047 stocks declined [3]. Sector Performance - The computing hardware sector showed strong performance, with companies like Industrial Fulian achieving a two-day limit up and reaching a historical high [4]. - Stocks related to optical modules and PCB, such as Shenghong Technology and Zhongji Xuchuang, saw increases of over 10% [8]. - Semiconductor stocks also experienced a significant rise, with companies like Haiguang Information and Juguang Technology hitting the daily limit up [11]. Key Drivers - The primary catalyst for the surge in technology stocks was Oracle's announcement of a projected $455 billion in unconfirmed contract revenue for the recent fiscal quarter, which is more than four times the amount from the previous year [14]. - Additionally, a contract between OpenAI and Oracle for $300 billion in computing power over five years was revealed, marking one of the largest cloud contracts in history [15][16]. - This deal is expected to require 4.5 gigawatts of power, equivalent to the output of over two Hoover Dams, indicating a substantial increase in AI-related spending [17].