【导读】美股纳指和标普创新高，甲骨文收涨36%；PPI意外大幅降温，美联储9月降息50个基点概率上升；今日盘 前将出炉8月CPI 中国基金报记者 张舟 昨夜开盘上演史诗级暴涨的科技巨头甲骨文，最终以单日36%涨幅收盘，股价创下历史新高，同时创下1992年来最 大单日涨幅。 昨夜芯片和半导体板块跟随大涨，英伟达、台积电等个股纷纷飘红。 美联储降息方面，刚出炉的美国8月PPI意外大幅降温，美联储9月降息50个基点概率上升至8%，维持利率不变概率 为0%。 今日美股盘前将出炉美国8月CPI。市场认为，这是美联储下周作出利率决策前的最后一个重要数据。此外，对于此 前法官阻止罢免美联储理事库克，特朗普政府选择了火速上诉。 美国纳指和标普均创新高 美东时间9月10日，美国三大股指涨跌互现，纳指和标普500指数均创新高。 截至收盘，道指跌0.48%，报45490.92点；标普500指数涨0.3%，报6532.04点；纳指涨0.03%，报21886.06点。 | 最高: 45731.50 | 今开: 45731.50 | 52周最高: 45770.20 | 量比:1.20 | | --- | --- | --- | --- ...

昨夜 芯片和半导体板块跟随大涨，英伟达、台积电等个股纷纷飘红。 美联储降息方面，刚出炉的美国 8 月 PPI 意外大幅降温，美联储 9 月降息 50 个基点概率上 升至 8% ，维持利率不变概率为 0% 。 今日美股盘前将出炉美国 8 月 CPI 。市场认为，这是美联储下周作出利率决策前的最后一个 重要数据。此外，对于此前法官阻止罢免美联储理事库克，特朗普政府选择了火速上诉。 美国纳指和标普均创新高 美东时间 9 月 10 日，美国三大股指涨跌互现，纳指和标普 500 指数均创新高。 截至收盘，道指跌 0.48% ，报 45490.92 点；标普 500 指数涨 0.3% ，报 6532.04 点； 纳指涨 0.03% ，报 21886.06 点。 【导读】美股纳指和标普创新高，甲骨文收涨 36% ； PPI 意外大幅降温，美联储 9 月降息 50 个基点概率上升；今日盘前将出炉 8 月 CPI 中国基金报记者 张舟 昨夜开盘上演史诗级暴涨的科技巨头甲骨文， 最终以单日 36% 涨幅收盘，股价创下历史新 高，同时创下 1992 年来最大单日涨幅。 | 最高: 45731.50 | 今开:45731.50 | ...

Group 1: Regulatory Actions in the Automotive Industry - The Ministry of Industry and Information Technology, along with five other departments, has launched a three-month campaign to address online chaos in the automotive industry, focusing on illegal profit-making activities [2][3] - Key issues targeted include the creation of false content to manipulate public perception of automotive companies, as well as the use of fake evaluations to extort businesses [2][3] - The campaign aims to enhance self-regulation among automotive companies and improve reporting channels for identifying online misconduct [4] Group 2: Misleading Advertising and Malicious Attacks - The initiative also addresses exaggerated and false advertising practices, including misleading claims about vehicle performance and sales figures [3] - There are concerns about malicious attacks on automotive companies, including organized efforts to discredit competitors and manipulate public opinion through fake news [3] Group 3: Corporate Responses and Market Implications - Automotive companies are encouraged to conduct self-assessments and report any identified issues to relevant authorities, aiming for a more transparent and fair market environment [4] - The initiative may lead to stricter regulations and oversight in the automotive sector, potentially impacting companies' marketing strategies and public relations efforts [4]

当地时间9月10日，甲骨文股价大涨并创历史新高。截至收盘，该股总市值大增至9230亿美元，折合人民币超6.5万亿元。 从美股整体表现看，三大股指涨跌不一。行业板块方面，大型科技股跌多涨少，热门中概股涨跌不一。 资料显示，甲骨文是一家全球领先的数据库软件供应商，主营业务为云基础设施服务和数据库许可业务 。根据公司2025年财报，云业务已成为推动公司 营收增长的核心动力，总营收达573.99亿美元，同比增长8.38%，净利润为124.43亿美元，同比上涨18.88%。 热门中概股涨跌不一 当地时间9月10日，美股三大股指涨跌不一。截至收盘，道指跌0.48%，标普500指数涨0.3%，纳指涨0.03%。 大宗商品方面，COMEX黄金期货价格小幅调整，国际油价震荡走强。展望后市，机构短期继续看多黄金，油价中长期或仍承压。 甲骨文股价大涨创新高 在巨额未确认履约义务（尚未确认的已签约收入）的强势助推下，当地时间9月10日，甲骨文股价大幅高开，盘中一度创出345.72美元/股的历史新高。 数据显示，截至收盘，甲骨文股价大涨36.07%，报328.62美元/股，总市值单日大增逾2446亿美元，达到9230亿美元，折合人民币 ...

Core Viewpoint - Oracle's stock surged over 41% on September 10, leading to a historic increase in wealth for co-founder Larry Ellison, who became the world's richest person with a net worth of $393 billion, driven by strong market expectations for AI growth [1][2]. Financial Performance - Oracle's latest earnings report for Q1 FY2026 showed adjusted earnings per share of $1.47, slightly below analyst expectations of $1.48, and revenue of $14.93 billion, also below the forecast of $15.04 billion [2]. - The company's remaining performance obligations (RPO) skyrocketed to $455 billion, a year-on-year increase of 359%, indicating strong demand for its cloud services [2][5]. Market Reaction - Following the earnings announcement, multiple investment banks raised Oracle's target price significantly, with Wolfe Research increasing it from $300 to $400, and Bank of America raising it from $295 to $368 [5][6]. - The surge in Oracle's stock price also positively impacted the broader semiconductor sector, with the Philadelphia Semiconductor Index rising by 2.5% [1]. Strategic Positioning - Oracle's cloud infrastructure revenue reached $3.3 billion in the last quarter, reflecting a 55% year-on-year growth, and is projected to reach $18 billion in FY2026, a nearly 77% increase from FY2025 [3]. - CEO Safra Catz announced an increase in capital expenditure guidance to approximately $35 billion to meet the surging demand for AI-related services [4]. AI Market Insights - Larry Ellison emphasized that Oracle has become a key provider of infrastructure for AI model training, having signed significant cloud contracts with leading AI companies like OpenAI and Meta [7]. - Ellison highlighted the potential of the AI inference market, predicting it to be larger than the AI training market, with applications across various industries [7][8].

Market Performance - The S&P 500 index rose by 0.3% to close at 6532.04 points, while the Nasdaq Composite increased by 0.03% to 21886.06 points. The Dow Jones Industrial Average fell by 0.48% to 45490.92 points [1] - Nvidia saw a significant increase of 3.85%, while Apple experienced a decline of 3.23%. Oracle's stock surged by 35.95%, resulting in a market capitalization increase of $243.8 billion (approximately 1.73 trillion RMB) [4][6] Economic Indicators - The U.S. PPI data for August showed unexpected cooling, influencing market performance. The upcoming CPI data is considered more critical, as it will impact the Federal Reserve's interest rate decision [3] - BMO Capital's U.S. interest rate strategy team indicated that investors are contemplating the implications of August's employment numbers and PPI on discussions regarding a potential 50 basis point rate cut, with a preference for a 25 basis point cut [3] Oracle's Performance - Oracle's founder, Larry Ellison, saw his net worth increase by $89 billion in one day, briefly surpassing Elon Musk as the world's richest person [6] - Oracle's reported unconfirmed performance obligations (RPO) surged from $138 billion to $455 billion, with a significant portion attributed to a $300 billion contract with OpenAI [7] Other Company Developments - Amazon is reportedly developing two AR glasses, with one model aimed at delivery personnel and expected to launch in Q2 2026 [8] - Robinhood plans to launch a social media platform called "Robinhood Social" in early 2024, showcasing verified trading activities of certified traders and investors [9] - Klarna's IPO on the NYSE saw a first-day increase of 14.55%, bringing its market valuation to $32.9 billion, although it remains below its peak valuation of $45.6 billion in 2021 [10]

老牌软件巨头甲骨文因人工智能数据中心热潮、未来云业务年增长目标翻倍而引爆股票市场。 9月10日纽交所开盘，甲骨文公司股价涨幅迅速扩大近43%，推动其联合创始人埃里森的财富在一天内暴增近1000 亿美元，创下有史以来单日最大财富增长纪录。在甲骨文的带动下，英伟达、博通、台积电等股价涨幅也都达到 了5%以上。 根据彭博亿万富豪指数，截至9月10日，埃里森的财富达到3930亿美元，超越马斯克，成为全球首富。随后，福布 斯实时富豪榜显示，埃里森总财富达4019亿美元，日增37%，成为史上第二个净资产突破4000亿美元大关的人， 第一个正是马斯克。 成立于1977年的甲骨文核心业务包括数据库管理系统、企业应用软件、云计算平台与基础设施、硬件系统及数据 分析解决方案。 美国总统特朗普第二次入主白宫之后，甲骨文与OpenAI、软银联合成立了"星际之门"项目，预计在他的任期内为 美国人工智能基础设施投资至少5000亿美元，以及创造10万个工作岗位。甲骨文随后还单独与OpenAI签约，共同 在美国开发容量达到4.5吉瓦的数据中心。 9月9日，甲骨文发布截至8月的2026财年第一季度财务业绩：总营收149亿美元，按固定汇率计算同 ...

北京时间9月10日晚，美股三大指数集体高开，截至23:00左右，道琼斯指数翻绿，纳斯达克中国金龙指数回调1.35%。 美股人工智能、云计算等领域多只个股创新高，英伟达股价涨幅扩大至5%，创2周新高；博通股价涨幅扩大至10.6%，续刷新高。台积电涨幅扩大至 5.3%，再创新高。 下跌方面，EDA软件龙头新思科技股价暴跌35%，创下自2004年以来最大跌幅；蔚来跌超9%；苹果盘中一度跌超3%，消息面上，北京时间凌晨，苹果举 行秋季新品发布会（详情）。 | 新思科技(SYNOPSYS) G | | | | --- | --- | --- | | SNPS.O | | | | 392.920 量974.55万 股本1.86亿 市盈 36.5 | 万得 | | | -211.450 -34.99% 换 5.25% 市值730亿 市净 2.64 | 盘口 | | | 盘中・ 五日 日Ｋ 月Ｋ 月Ｋ 更多 | | | | 叠加 | 卖1 393.100 5 | | | 818.590 | 35.45% 买1 392.920 100 | | | 11:10 392.925 11 | | | | 11:10 392.925 1 ...

视频丨张迎 | < ロ | 京来 | | | | --- | --- | --- | --- | | | NIO.N | | | | 5.685 | 量 1.60亿 股本22.32亿 市盈 -3.7 | | 万得 | | -0.595 -9.47% 换 7.70% 市值127亿 市净-75.33 | | | 盘口 | | 港股 46.72 -1.08 -2.26% | 溢价(H/US) 5.50% | | | | 盘中・ 五日 日K 月K 月K 更多 | | | 0 | | 叠加 | 卖1 | 5.690 53623 | | | 6.960 | 10.83% 买1 5.680 19242 | | | | | 11:10 5.680 | | 2 | | | 11:10 5.680 3414 | | | | 6.280 | 0 0001 11 0 0 0000 | | 100 | | | 11:10 5.680 | | 100 | | | 11:10 5.680 | | 201 | | | 11:10 5.690 | | 600 | | 09:30 | -10 83% 11:10 5.690 16:00 | | ...

记者丨李香香 刘雪莹 编辑丨曾静娇 视频 丨张迎 北京时间9月10日晚，美股三大指数集体高开，截至23:00左右，道琼斯指数翻绿，纳斯达克中国金龙指数回调1.35%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 45459.46 | 21979.48 | 6542.14 | | -251.88 -0.55% +99.99 +0.46% +29.53 +0.45% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 8119.35 | 23972.25 | 6551.75 | | -111.51 -1.35% +98.25 +0.41% +30.00 +0.46% | | | 美股人工智能、云计算等领域多只个股创新高，英伟达股价涨幅扩大至5%，创2周新高；博通股价涨幅扩大至10.6%，续刷新高。台积电涨幅 扩大至5.3%，再创新高。 下跌方面，EDA软件龙头新思科技股价暴跌35%，创下自2004年以来最大跌幅； 蔚来跌超9%； 苹果盘中一度跌超3%，消息面上，北京时间凌 晨，苹果举行秋季新品发布会（ 详情 ）。 | < 日 | 新思科技(SYN ...