万兴科技是中国数字创意软件领域产品覆盖面广、营收体量大、全球化程度高的A股上市公司，业务覆 盖200多个国家和地区，旗下已打造万兴喵影、万兴播爆、万兴脑图（原亿图脑图MindMaster）、万兴 图示（原亿图图示）、Wondershare SelfyzAI等明星产品，被视为"中国版Adobe"。 近日，AIGC软件A股上市公司万兴科技（300624.SZ）旗下AIGC视频创作平台万兴天幕AI App、万兴 天幕创作广场（tomoviee.cn），以及海外AI人像图像处理神器Wondershare SelfyzAI正式上线AI特效"萌 趣手办"，让更多创作者轻松踏入3D内容创作的奇妙世界，适用于社媒、文创、娱乐影视、广告营销等 领域。 近日，AIGC软件A股上市公司万兴科技（300624.SZ）旗下AIGC视频创作平台万兴天幕AI App、万兴 天幕创作广场（tomoviee.cn），以及海外AI人像图像处理神器Wondershare SelfyzAI正式上线AI特效"萌 趣手办"，让更多创作者轻松踏入3D内容创作的奇妙世界，适用于社媒、文创、娱乐影视、广告营销等 领域。 据悉，万兴天幕创作广场及万兴天幕AI ...

Group 1 - The database-software company achieved billion-dollar contract wins in its latest quarter, leading to a significant increase in share price by over 37% [1]

周三，甲骨文(ORCL.US)开盘暴涨超34%，创下1999年以来最大单日涨幅，市值增加了约2000亿美元。 消息面上，引爆股价的关键指标是甲骨文"剩余履约义务"(RPO)的惊人增长——该项衡量未来营收潜力 的指标同比暴涨359%，达到4550亿美元。Jefferies分析师Brent Thill团队在一份报告中表示："RPO在第 一季度表现抢眼，远超市场预期，这进一步印证了甲骨文业务正加速增长的趋势。"该行维持对甲骨 文"买入"评级，并将其目标价从270美元上调至360美元。 由Kirk Materne带领的分析师团队表示，尽管甲骨文第一财季整体业绩基本符合预期，但其甲骨文云基 础设施(OCI)的积压订单量加速增长，这才是本次财报的核心亮点，也印证了公司此前关于未来营收及 每股收益将加速增长的判断。 ...

Upgrades - BofA upgraded Rocket Companies (RKT) to Buy from Neutral with a price target of $24, up from $21, citing updated Federal Reserve rate cut forecast [2] - Morgan Stanley upgraded nCino (NCNO) to Overweight from Equal Weight with a price target of $36, up from $35, believing the cut in estimates provides an opportunity [2] - Susquehanna upgraded Saia (SAIA) to Positive from Neutral with a price target of $360, up from $340, expecting Q2 earnings to "snap-back" after a challenged fiscal Q1 report [3] - TD Cowen upgraded Nike (NKE) to Buy from Hold with a price target of $85, up from $62, citing improved margins, new management execution, and positive trends [3] - Citi upgraded Oracle (ORCL) to Buy from Neutral with a price target of $410, up from $240, after a "historic Q1 bookings quarter" with over $330 billion in bookings [4] - BofA also upgraded Oracle to Buy from Neutral with a price target of $368, up from $295, following exceptional RPO and backlog growth in Q1 [4] Downgrades - BofA double downgraded Synopsys (SNPS) to Underperform from Buy with a price target of $525, down from $625, due to uncertainty with top customer Intel and higher integration costs [5] - Morgan Stanley downgraded Trade Desk (TTD) to Equal Weight from Overweight with a price target of $50, down from $80, acknowledging a misjudgment on growth durability [5] - BofA downgraded BorgWarner (BWA) to Neutral from Buy with a price target of $46, up from $41, as shares approach historical valuation median range [5] - BofA downgraded Lear (LEA) to Neutral from Buy with a price target of $123, down from $135, citing challenges in the automotive industry affecting growth [5] - Evercore ISI downgraded HP Inc. (HPQ) to In Line from Outperform with an unchanged price target of $29, needing clearer paths to EPS and free cash flow estimates for further upside [5]

Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Wednesday 10th September.Coming up on the show, Trump floats 100% tariffs on China, but could there be a breakthrough in trade talks with India. AI will fuel cloud revenue explosion at Oracle. That's the prediction from the company's boss.Shares are soaring in the pre-market and cloner looks set for its IPO. The listing means the online lender is now valued at $15 billion. So grab your coffe ...

近年，万兴科技深耕AIGC赛道，深化"双模驱动"战略，一方面加速引入第三方通用模型，实现技术生 态协同增效，另一方面持续加大自研垂类大模型投入，于今年6月正式推出万兴天幕音视频多媒体大模 型2.0，并已正式上线万兴天幕创作广场及万兴天幕AI App，构建Web/移动端原生应用矩阵，推动音视 频创作从"专业化"向"大众化"变革。万兴天幕2.0加持下，万兴天幕创作广场及万兴天幕AI App首月AI 视频生成单条低至0.25元，推进AI视频迈向普惠及真实可控新阶段。 伴随AI布局落地，万兴科技AI商业化提速。万兴科技2025年上半年，公司实现营业收入7.6亿元，同比 增长7.77%。其中，AI服务器调用量累计超5亿次，同比增长超2倍；AI原生应用收入超6000万，付费用 户数和收入均增长超200%。为向新一轮AIGC浪潮进发，万兴科技持续强化全球人才布局，于今年上半 年吸引剑桥、帝国理工等高校毕业生加入，并于近期启动2026届全球校园招聘，研发岗位首年年薪可达 百万元，优秀者不设上限。 据悉，万兴天幕创作广场及万兴天幕AI App近期已同步推出"AI视频特效"功能模块，上新多款AI特效 玩法，如"多帧转场""拥抱童 ...

这位来自俄勒冈州的民主党人指责微软存在"严重的网络安全疏忽"，称这种疏忽导致了针对美国关键基 础设施的勒索软件攻击。他在信中以2024年阿森松医疗系统事件为例：作为美国最大的非营利医疗系统 之一，阿森松因黑客攻击被迫关闭多家医院计算机系统，造成手术暂停、超500万患者敏感数据泄露。 怀登办公室调查发现，攻击始于必应向一名承包商返回了恶意链接，该承包商点击后中招，黑客由此侵 入阿森松网络，随后利用Windows系统默认支持的RC4不安全加密技术，通过Kerberoasting攻击手段破 解特权账户密码，最终实现系统入侵。 智通财经APP获悉，美国俄勒冈州民主党参议员罗恩·怀登致信联邦贸易委员会（FTC）主席安德鲁·弗 格森，公开指责微软公司(MSFT.US)存在明显的网络安全漏洞，导致美国医院系统遭受勒索软件攻击， 并已呼吁联邦贸易委员会展开调查。 尽管微软发言人戴维·卡迪回应称RC4是"旧标准"，占其流量不足0.1%，且公司正逐步减少客户的使用并 计划于2026年起在新安装的Active Directory系统中默认禁用该技术，但怀登认为，目前绝大多数微软客 户仍暴露在攻击风险中。 值得注意的是，这并非怀登首 ...

由Kirk Materne带领的分析师团队表示，尽管甲骨文第一财季整体业绩基本符合预期，但其甲骨文云基 础设施(OCI)的积压订单量加速增长，这才是本次财报的核心亮点，也印证了公司此前关于未来营收及 每股收益将加速增长的判断。 智通财经APP获悉，周三，甲骨文(ORCL.US)开盘暴涨超34%，创下1999年以来最大单日涨幅，市值增 加了约2000亿美元。消息面上，引爆股价的关键指标是甲骨文"剩余履约义务"(RPO)的惊人增长——该 项衡量未来营收潜力的指标同比暴涨359%，达到4550亿美元。Jefferies分析师Brent Thill团队在一份报 告中表示："RPO在第一季度表现抢眼，远超市场预期，这进一步印证了甲骨文业务正加速增长的趋 势。"该行维持对甲骨文"买入"评级，并将其目标价从270美元上调至360美元。 ...

(Bloomberg) — Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares soaring. Most Read from Bloomberg If the stock’s 40% gain holds, Oracle would see its value rise by more than $230 billion to propel its market capitalization to roughly $916 billion, overtaking JPMorgan, Walmart Inc., Eli Lilly & Co. and Visa Inc. While it would be the biggest intraday jump for Oracle since 1 ...

WASHINGTON, DC - JULY 24: U.S. President Donald Trump and Federal Reserve Chair Jerome Powell tour the Federal Reserve’s $2.5 billion headquarters renovation project on July 24, 2025 in Washington, DC. The Trump administration has been critical of the cost of the renovation and Federal Reserve Chairman Jerome Powell. (Photo by Chip Somodevilla/Getty Images)Getty ImagesInflation numbers are scheduled for release on Thursday, September 11, 2025. We are concerned. Why? Back in 2022, surging prices forced the F ...