Core Points - Wuhan Dameng Database Co., Ltd. announced the implementation of its 2025 semi-annual profit distribution plan [1] - The profit distribution plan was approved at the fourth extraordinary general meeting of shareholders on September 12, 2025 [1] - The total share capital is 113,240,000 shares, with a cash dividend of 0.6 yuan per share (including tax), totaling 67,944,000 yuan in cash dividends [1] - The record date for the distribution of dividends is October 14, 2025, with the ex-dividend date and cash dividend payment date set for October 15, 2025 [1]

达梦数据9月26日大宗交易平台出现一笔成交，成交量20.00万股，成交金额4380.00万元，大宗交易成交 价为219.00元，相对今日收盘价折价14.62%。该笔交易的买方营业部为广发证券股份有限公司黄石花湖 大道证券营业部，卖方营业部为广发证券股份有限公司黄石花湖大道证券营业部。 进一步统计，近3个月内该股累计发生41笔大宗交易，合计成交金额为12.61亿元。 证券时报·数据宝统计显示，达梦数据今日收盘价为256.50元，下跌5.00%，日换手率为3.08%，成交额 为5.88亿元，全天主力资金净流出1.07亿元，近5日该股累计下跌3.77%，近5日资金合计净流出2.09亿 元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 20.00 | 4380.00 | 219.00 | -14.62 | 广发证券股份有限公司黄 | 广发证券股份有限公司黄 | | | | | | 石花湖大 ...

达梦数据9月25日大宗交易平台出现一笔成交，成交量20.00万股，成交金额4300.00万元，大宗交易成交 价为215.00元，相对今日收盘价折价20.37%。该笔交易的买方营业部为广发证券股份有限公司黄石花湖 大道证券营业部，卖方营业部为广发证券股份有限公司黄石花湖大道证券营业部。 进一步统计，近3个月内该股累计发生41笔大宗交易，合计成交金额为13.17亿元。 9月25日达梦数据大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 20.00 | 4300.00 | 215.00 | -20.37 | 广发证券股份有限公司黄 | 广发证券股份有限公司黄 | | | | | | 石花湖大道证券营业部 | 石花湖大道证券营业部 | （文章来源：证券时报网） 证券时报·数据宝统计显示，达梦数据今日收盘价为270.00元，上涨1.89%，日换手率为2.40%，成交额 为4.75亿元 ...

Group 1 - The A-share market has experienced significant changes over the past year, with total market capitalization increasing from 68 trillion to 104 trillion, surpassing the 100 trillion mark [1] - The bull market was initiated by the "924" policy, leading to a rapid rise in the Shanghai Composite Index, which increased by nearly 1000 points within a few trading days [1] - The second wave of the bull market began in late June, driven by sectors such as chips, semiconductors, AI, and innovative pharmaceuticals, further solidifying the bull market trend [1][2] Group 2 - The technology sector has become the new market leader, with the total market capitalization of the electronics industry surpassing that of the banking sector [2] - Over a thousand stocks have doubled in value, primarily in industries like machinery, electronics, and biomedicine, indicating a strong performance in the tech sector [2] - The shift of household savings from real estate to the stock market, along with increased foreign investment, has fueled the liquidity-driven bull market [2] Group 3 - Technology innovation is now a core national strategy, with the market capitalization of technology companies exceeding 25% of the A-share market [3] - The number of technology firms among the top 50 companies has increased from 18 to 24, highlighting the growing importance of tech companies in the market [3] - Financial resources are increasingly directed towards technology sectors, particularly in areas benefiting from domestic substitution policies [3] Group 4 - The channels for long-term capital entering the market are expanding, with various types of long-term funds holding approximately 21.4 trillion in A-shares, a 32% increase since the end of the 13th Five-Year Plan [4] - Regulatory efforts are being made to accelerate the entry of long-term capital, which is expected to favor stable cash flow and high dividend yield companies [4] Group 5 - Financial support for the real economy has intensified, with banks and insurance companies providing 170 trillion in new funds over five years, particularly for high-end manufacturing [5] - Companies with core technologies aligned with new productive forces are likely to receive more resource support, benefiting sectors like high-end equipment and new energy vehicles [5] Group 6 - The capital market is expected to continue its bull market trajectory, with a significant increase in the proportion of technology companies among newly listed firms [6] - The market has seen a notable increase in companies returning value to investors, with total distributions reaching 10.6 trillion over the past five years, an increase of over 80% compared to the previous period [6] Group 7 - Regulatory bodies are actively improving mechanisms for capital formation and long-term capital entry, enhancing market resilience and risk management [7] - The annualized volatility of the Shanghai Composite Index has decreased from 19% to 15.9%, indicating improved market stability [7]

近期甲骨文公司宣布了一项重大的领导层变动，公司的11年老将，CEO Safra Catz卸任CEO职务，但将 继续以董事会执行副主席的身份参与公司运作。随之而来的是甲骨文重启双CEO制，由云基础设施总裁 Clay Magouyrk和行业总裁Mike Sicilia共同担任新任首席执行官。这一决定被解读为公司在人工智能基 础设施领域的战略重组。 新任CEO的履历表明，甲骨文正在向人工智能大基础设施时代全面发力。Magouyrk以其在云工程领域 的核心贡献而著称，而Sicilia则致力于推动行业应用与AI的融合。这次人事调整被视作埃里森All in AI 战略的坚定表达，这不仅为公司未来在AI基建中的角色打下基础，也提升了投资者对甲骨文的长期投 资信心。 尽管甲骨文签署的巨额合同引发了一些关于可持续性的问题，尤其是涉及OpenAI等公司的合同未来收 入转化能力，但此举也增强了公司在AI时代的战略地位。甲骨文成为这些AI巨头的计算基础设施的主 要提供商，这一定位使其能够规避应用层面激烈的竞争，稳健地享受行业增长的红利。 来源：市场资讯 （来源：美股情报站） 9月23日这一天，甲骨文（Oracle, ORCL）股价一 ...

证券日报网讯华峰超纤（300180）9月22日在互动平台回答投资者提问时表示，公司部分系统使用的甲 骨文的数据库，除此之外，几无其他合作。 ...

Group 1: Artificial Intelligence Industry Development - The meeting emphasized the need to seize strategic opportunities and implement the "Artificial Intelligence+" initiative, promoting deep integration of AI across various sectors [2] - Focus areas include technology, industry, consumption, livelihood, governance, and global cooperation, aiming to empower numerous industries with AI [2] - The establishment of high-level AI industrial parks and the cultivation of key industries such as smart terminals, networks, and equipment were highlighted [2] Group 2: Quality Improvement Strategy - The meeting stressed the importance of a quality-first mindset and the implementation of a quality enhancement strategy to develop new economic advantages centered on technology, standards, brands, quality, and services [2] - Strengthening quality management and building a robust quality management service platform were key points discussed to enhance the influence and reputation of Wuhan's brands [2] Group 3: Aviation Development - The meeting called for leveraging the city's position as an international comprehensive transportation hub, focusing on market demand and effective management of aviation development funds [3] - The goal is to create a dual hub for international air passenger and cargo transport, promoting high-quality development of the civil aviation industry in the city [3]

Core Viewpoint - The company is positioned as a leading digital service provider driven by data integration and AI, focusing on the transformation of the digital economy in China [1][2]. Group 1: Market Opportunity - The digital economy in China is projected to reach 63.8 trillion yuan in 2024, an increase of nearly 1 trillion yuan from 2023 [1]. - The artificial intelligence industry is expected to grow to 400 billion yuan by 2025 and exceed 1 trillion yuan by 2030 [1]. - The Xinchuang industry is anticipated to reach a market size of 2.5 trillion yuan by 2025, with an annual growth rate exceeding 20% [1]. Group 2: Company Performance - In the first half of 2025, the company achieved revenue of 3.78 billion yuan, a year-on-year increase of 44% [1]. - Revenue from enterprise services reached 1.74 billion yuan, with a growth rate of 55% [1]. - Cloud service revenue grew by 22%, and database business revenue surged by 66% [1]. Group 3: Strategic Direction - The company is transitioning from a traditional solution provider to a data intelligence service provider, focusing on a new development direction of "one body, two wings, and three engines" [2]. - "One body" refers to the digital foundation, including cloud platforms and intelligent IoT [2]. - "Two wings" indicate a dual drive of productization and service enhancement through cloud services and data operations [2]. - "Three engines" emphasize the core of capability building, aiming for a self-controlled, secure, and intelligent development system [2]. Group 4: Future Outlook - The company plans to shift from project delivery to operational services and from system integration to data and intelligent integration [3]. - Key growth areas include trusted data spaces, upgrading government cloud to intelligent industry cloud, database products driving Xinchuang development, and digital foundations promoting comprehensive industry upgrades [3].

据天眼查APP显示，武汉达梦数据库股份有限公司成立于2000年11月13日。注册资本11324万人民币。 （数据宝） 达梦数据9月17日大宗交易平台出现一笔成交，成交量32.68万股，成交金额8677.08万元，大宗交易成交 价为265.48元，相对今日收盘价折价0.94%。该笔交易的买方营业部为机构专用，卖方营业部为信达证 券股份有限公司北京西单北大街证券营业部。 进一步统计，近3个月内该股累计发生39笔大宗交易，合计成交金额为12.04亿元。 证券时报·数据宝统计显示，达梦数据今日收盘价为268.00元，上涨1.44%，日换手率为2.00%，成交额 为3.91亿元，全天主力资金净流入2310.08万元，近5日该股累计上涨5.64%，近5日资金合计净流入 6945.89万元。 两融数据显示，该股最新融资余额为8.95亿元，近5日增加6100.00万元，增幅为7.32%。 9月17日达梦数据大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） ...

一夜之间，甲骨文就从垂垂老矣的数据库公司变成AI巨擘，以及成为未来TikTok 股权交易的最大赢家。 01 81岁的埃里森给54岁的马斯克上了一课。 当地时间9月10日，甲骨文跳空高开，股价涨幅一度超过40%，收盘市值一天增加2240亿美元，创下1992年以来最大单日涨幅！拉里·埃里森个人财富也水 涨船高，暴涨890亿美元，一度超越马斯克，首次登顶世界首富！ 美东时间9 月15 日，甲骨文股价再度上涨3.41%。此前八月，它就被美国私人金融和投资咨询公司Motley Fool列入"美股十巨头"之列。这"十巨头"除了此 前的"七姐妹"（英伟达（NVDA）、微软（MSFT）、苹果（AAPL）、亚马逊（AMZN）、Alphabet（GOOGL）、Meta Platforms（META）、特斯拉 （TSLA）之外，加上了甲骨文（ORCL）、博通（AVGO）和奈飞（NFLX），认为它们将引领AI前进方向。 跻身AI 巨头，甲骨文对云计算市场也野心勃勃。六月份的2025财年第四季度收益报告里，甲骨文CEO萨弗拉·卡兹曾宣称："甲骨文不仅有望成为全球最大 的云应用公司，而且还有望成为全球最大的云基础设施公司之一。" 甲骨文 ...