格隆汇9月23日｜甲骨文跌幅扩大至5%，上一交易日收涨超6%。 ...

每经AI快讯，9月23日，甲骨文跌幅扩大至5%，上一交易日收涨超6%。 ...

甲骨文跌幅扩大至5%，上一交易日收涨超6%。 来源：滚动播报 ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85 ...

文章核心观点 - 纽约大学金融学教授Aswath Damodaran预测，在当前的科技热潮中，产品和服务型公司将成为最大赢家，并提及甲骨文公司是潜在受益者之一 [2] - 甲骨文公司因其在企业数据库和ERP软件领域的强大护城河、向云计算订阅模式的成功转型以及强劲的财务表现而受到关注 [3][4] 分析师对行业趋势的预测 - 回顾过去几十年每一次重大技术热潮，初期受益者通常是提供基础架构的公司，但最终最大的赢家是产品和服务公司 [2] - 预计在未来数月和数年，产品和服务领域的公司将脱颖而出，成为主导力量 [2] 甲骨文公司的竞争优势 - 公司在企业数据库和ERP软件领域拥有深厚根基，这些产品受到银行、医院等大型客户的高度需求，构成了其强大的护城河 [3] - 通过整合SaaS、ERP和HCM，提供更具成本效益的云服务，创造了高转换成本和持久的竞争优势 [3] - 公司拥有庞大且经验丰富的直销团队，由创始人驱动的管理团队持续再投资以保持领先的知识产权和差异化产品组合 [4] - 公司拥有庞大的客户安装基础，客户转换成本高，续订和留存率持续保持在90%中段的高水平 [4] 财务表现与业务转型 - 公司最新季度业绩强劲，多项指标超出管理层指引和市场共识预期，特别是作为前瞻性收入指标的剩余履约义务签约额 [4] - 公司预计其2026财年营收增长将加速，并将指引上调至至少16%，主要由超过40%的云业务增长所驱动 [4] - 公司正从传统的本地部署、前期软件许可和维护收入模式，转向基于云计算的订阅模式，软件收入在客户合同期内确认 [4] - 尽管向云模式的转型对年度营收同比比较带来压力，但预计这将随着时间的推移带来更快的增长，因为客户终身价值更高 [4] - 云模式使公司能够更有效地将其服务和技术货币化，并为客户节省成本 [4]

摩根士丹利将甲骨文目标价从246.00美元上调至320.00美元。 来源：滚动播报 ...

U.S. stock futures presented a mixed picture in premarket trading on Tuesday, September 23, 2025, as investors digested a flurry of corporate news and awaited key economic signals, most notably a speech from Federal Reserve Chair Jerome Powell. This follows a robust Monday session where major indices notched their third consecutive day of record closing highs, largely propelled by optimism surrounding artificial intelligence and expectations of further Federal Reserve rate cuts.Premarket Trading Activity an ...

Move over Nvidia (NASDAQ:NVDA), there seems to be a new hot stock in town after Oracle (NYSE:ORCL) pulled the curtain on one of the best and most shocking quarters from a large-cap firm you'll hear of. ...

1. 9月23日(周二)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.16%，标普500指数期货涨0.01%，纳指期货涨0.01%。 | ■ US 30 | 46,454.60 | 46,485.00 | 46,354.50 | +73.10 | +0.16% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,694.40 | 6,697.60 | 6,687.10 | +0.60 | +0.01% | | ■ US Tech 100 | 24,764.50 | 24,785.00 | 24,732.50 | +3.40 | +0.01% | 2. 截至发稿，德国DAX指数涨0.34%，英国富时100指数涨0.16%，法国CAC40指数涨0.87%，欧洲斯托克50指数涨0.63%。 | 1 德國DAX30 | 23,616.56 | 23,730.83 | 23,562.93 | +80.09 | +0.34% | | --- | --- | --- | --- | --- | --- | | 淵 英國富時100 | 9,241.22 | ...

Stock continue strong on reports of deals for OpenAI and TikTok. gettyStock prices rose Monday to set new record highs. The large-cap S&P 500 index rose 0.4% while the technology-focused Nasdaq Composite went up 0.7%. The Dow Jones Industrial Average, focused on blue-chip stocks, gained 0.1%. AI and tech continue to contribute to this stock-price rally. Chip designer and world’s largest company Nvidia announced it will invest up to $100 billion in OpenAI, the organization that owns ChatGPT. Additionally, re ...