Market Overview - The U.S. stock market opened mixed with the Dow Jones up 0.01%, Nasdaq down 0.53%, and S&P 500 down 0.3% [1] - Notable declines were observed in pharmaceutical stocks, with Novo Nordisk down over 4% and Eli Lilly down over 3% following Trump's announcement of price reductions for weight loss drugs [1] - Bank stocks also fell, with Deutsche Bank down over 3% and Barclays down over 2% [1] - Other notable declines included Kingsoft Cloud and NIO, both down over 3% [1] Company News - Oracle reported that its AI cloud gross margin could reach 35%, citing a six-year AI infrastructure project with total revenue of $60 billion [2] - In the last 30 days, Oracle signed new cloud infrastructure supply contracts worth $65 billion, consisting of seven contracts from four different clients, including Meta but not OpenAI [2] - Alibaba and Ant Group announced a joint investment of $925 million (approximately 6.6 billion RMB) to acquire a 13-story commercial building in Hong Kong, establishing their headquarters there to expand international business [3] - Schlumberger reported a 2.5% year-over-year decrease in Q3 revenue, totaling $8.93 billion, while adjusted earnings per share were $0.69, exceeding market expectations of $0.66 [4] - Morgan Stanley predicts that the flying car industry will create a market size of $300 billion by 2030, with potential growth to $9 trillion by 2050, highlighting China's potential as the largest urban low-altitude transportation market [5]

格隆汇10月17日｜斯伦贝谢三季度营收89.3亿美元，预估89亿美元。三季度经调整后每股收益0.69美 元，预估0.66美元。斯伦贝谢仍预计2025年的资本投资约为24亿美元。 ...

该数字生态系统将整合SBM Offshore的运营工作流程、数据与全生命周期专业经验，以及斯伦贝谢的数 字技术，其中包括基于Cognite Data Fusion实现的OptiSite解决方案，该方案是斯伦贝谢Lumi数据与人工 智能平台的重要组成部分。系统全面实施后，将帮助海上资产运营团队在运营、维护和工程等领域，主 动识别并解决处于萌芽阶段的潜在问题，防止其进一步升级。这一目标将通过整合海底油井、立管、流 线及顶部系统工作流程等全资产基础设施的实时情境化数据分析来实现。通过跨领域智能集成，该生态 系统将在海上生产的全生命周期内实现更高效、更灵活的决策机制。 斯伦贝谢数字与集成总裁拉凯什·贾吉指出，这一联盟标志着海上资产生产和采收领域进入关键发展阶 段。通过将数十年积累的运营数据与专业经验集成至斯伦贝谢可扩展的数字平台，双方不仅能够获取可 执行的深度洞察，更将优化FPSO价值链以提升资产性能。他表示，两家企业共同致力于为客户提供可 衡量的价值与卓越运营水平。 中化新网讯 近日，斯伦贝谢与SBM Offshore宣布达成独家数字联盟，旨在优化海上生产系统的性能。 该联盟将斯伦贝谢在地下、海底、水面生产和采收领 ...

Core Points - Yantai Jereh Petroleum Service Group Co., Ltd. announced progress on its share repurchase plan, which was approved by the board on April 23, 2025, with a total fund of no less than 150 million yuan and no more than 250 million yuan for repurchasing shares at a price not exceeding 49 yuan per share [1][2] - The repurchase price was adjusted to a maximum of 48.31 yuan per share after the annual equity distribution on May 23, 2025, and further adjusted to a maximum of 48.16 yuan per share after the semi-annual equity distribution on September 24, 2025 [1][2] Summary by Sections Share Repurchase Plan - The company plans to use self-raised funds and a special loan for share repurchase, targeting A-shares for employee stock ownership plans [1] - The repurchase will occur within 12 months from the board's approval date [1] Repurchase Progress - As of September 30, 2025, the company has repurchased a total of 3.0875 million shares, accounting for 0.30% of the total share capital [2] - The highest transaction price was 38.65 yuan per share, while the lowest was 33.67 yuan per share, with a total transaction amount of approximately 106.23 million yuan [2] - The company has adhered to regulations and has not repurchased shares during prohibited periods, ensuring compliance with the established repurchase plan [2]

格隆汇10月10日丨中石化油服(01033.HK)公布，公司将于2025年10月28日(星期二)召开董事会会议，藉 以(其中包括)审议及批准公司及其附属公司截至2025年9月30日止九个月的未经审计季度业绩及其发布 并处理任何其他事务(如有)。 ...

All right, my first guest is cautious on a Mac 7 thinks the return on investment something of a valid concern and we're bringing out Great Hill Capital Chairman Thomas Hayes. Thomas um so okay listen this since since 2021 the top 10 stocks 55% of the market it's you know it's hard to fight against this because the guessing game on when this wouldn't be a valid investment you would have missed out between then and now. Well as you know we've been raging bulls since the the fall of October 2022.We've recently ...

Core Viewpoint - The company has signed a significant contract worth approximately $359.12 million with TotalEnergies for a project in Iraq, which is expected to positively impact its revenue and profit over the next 3-4 years [1] Group 1 - The contract is for the design, procurement, supply, construction, and trial operation of the second phase of the Latavi oil field and inter-well pipeline project [1] - The total contract amount is $359,118,182, which is approximately 2.553 billion RMB [1] - The contract is not expected to have a significant impact on the company's total assets, net assets, and net profit for the fiscal year 2025 [1] Group 2 - The contract is anticipated to have a positive effect on the company's operating income and total profit in the coming 3-4 years [1]

Core Insights - CNOOC Services has successfully deployed its self-developed OPUS eight-probe water-based electrical imaging logging instrument in the East Ba oilfield in Iraq, marking its commercial application in overseas markets [2] Technology and Innovation - The OPUS instrument features innovative designs such as a flexible short-section structure, a new hydraulic push system, and a "one-arm dual-probe" configuration, which enhance image clarity, wellbore coverage, and adaptability to well conditions [2] - The integration of electrical imaging circuits and orientation short sections into a single module reduces the instrument's length, lowers transportation difficulties, and improves operational flexibility and safety during downhole operations [2] Operational Impact - The eight-probe high coverage technology allows for the acquisition of more detailed stratigraphic information, providing a comprehensive reflection of downhole structures and reservoir characteristics, thus offering high-precision logging solutions for overseas markets [2] - The successful operation of OPUS provides valuable data support for fracture identification, sedimentary structure analysis, pore structure and heterogeneity description, and fluid pathway identification in the region [2]

Stocks turned in a lackluster performance throughout much of the session on Wednesday before seeing substantial volatility in afternoon trading following the Federal Reserve's highly anticipated monetary policy announcement.The major averages showed wild swings back and forth across the unchanged line before eventually closing mixed. While the Dow climbed 260.42 points or 0.6 percent to 46,018.32, the S&P 500 edged down 6.41 points or 0.1 percent to 6,600.35 and the Nasdaq fell 72.63 points or 0.3 percent ...

Core Points - The company Jerry Petroleum Service Group announced an adjustment in the maximum repurchase price of its shares from 48.31 CNY to 48.16 CNY starting September 24, 2025, due to the implementation of the 2025 semi-annual equity distribution [1][4] Group 1: Share Repurchase Overview - On April 23, 2025, the company's board approved a share repurchase plan with a budget of no less than 150 million CNY and no more than 250 million CNY, with an initial maximum repurchase price set at 49.00 CNY per share [2] - The repurchase is intended for employee stock ownership plans and equity incentives, with a 12-month implementation period from the board's approval [2] Group 2: Equity Distribution Details - The semi-annual equity distribution plan involves a cash dividend of 1.5 CNY per 10 shares, totaling approximately 153.11 million CNY, with a record date of September 23, 2025, and an ex-dividend date of September 24, 2025 [3] - After the equity distribution, the cash dividend per share will decrease to approximately 0.1495 CNY due to the exclusion of repurchased shares from the dividend distribution [3] Group 3: Impact of Price Adjustment - The adjustment of the repurchase price is based on the cash dividend distribution, resulting in a new maximum repurchase price of 48.16 CNY per share [4] - With the new maximum repurchase price, the company estimates it can repurchase approximately 519,100 shares at the upper limit of 250 million CNY, representing about 0.51% of the total share capital [4] - At the lower limit of 150 million CNY, the estimated repurchase would be around 311,460 shares, or about 0.30% of the total share capital [4]