Core Viewpoint - The technology sector is expected to rebound strongly after recent market fluctuations, particularly companies collaborating closely with Oracle, Nvidia, and Huawei [1] Group 1: Oracle - OpenAI has signed an agreement with Oracle to purchase $300 billion worth of computing power over approximately five years, leading to a 36% surge in Oracle's stock price, nearing a market cap of $1 trillion [3] - Oracle is collaborating with Shenzhou Information to launch the "登云数据库一体机," which integrates Oracle databases with Huawei's TaiShan servers [3] - Oracle is also working with Nanjing Information to develop a cross-border payment blockchain platform, achieving transaction processing speeds of 5,000 transactions per second [4] Group 2: Nvidia - Nvidia plans to launch a new product named Rubin CPX by the end of 2026, aimed at handling complex tasks such as video generation and software development, which is expected to further stimulate interest in technology stocks [3] - Nvidia's H20 GPU has been utilized to develop a financial risk control model, achieving a fraud detection accuracy of 99.7% and reducing inference latency to below 50ms [3] - The company is also collaborating with Nanjing Information to enhance customer satisfaction in intelligent customer service systems to 92% while reducing labor costs by 40% [4] Group 3: Huawei - Huawei is hosting the "Leap to Industry Intelligence" conference in Shanghai on September 18, focusing on advancements in industry intelligence [3] - The company has developed an "intelligent banking solution" that integrates with Huawei's Ascend 910B computing power, increasing transaction processing speed by four times compared to traditional solutions [3] - Huawei's partnership with Runhe Software involves the development of AI edge computing platforms, which have been deployed in smart grid and smart terminal applications [8] Group 4: Other Companies - Shenzhou Information is replacing IBM mainframes in projects for banks like China Postal Savings Bank and CITIC Bank as part of Huawei's distributed core banking system [4] - Ronglian Technology provides migration services from Oracle databases to Huawei's Gauss database for clients such as China Mobile and State Grid [6] - Guangdian Yuntong, a subsidiary of Nvidia, distributes Nvidia's DGX systems and GPUs, while also launching AI servers based on Kunpeng and Ascend processors for key industries [7]