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Oracle (ORCL) Stock Decline Offers Potential Buying Opportunity - GuruFocus

Google 📅 02/26 14:09 ORCL.O
Oracle (ORCL) Stock Decline Offers Potential Buying Opportunity GuruFocus

研报掘金丨群益证券(香港):予通富微电“买进”评级,AMD获Meta大单,公司间接受益

格隆汇 📅 02/26 14:08
格隆汇2月26日|群益证券(香港)研报指出,Meta与AMD宣布合作,将部署总计六千兆瓦AMD的晶片(MI450)。预计未来数年内将为AMD带来超千亿美元规模的收入。通富微电作为AMD的核心封测厂商,有望深度受益于大客户业务规模的提升,上调2027年盈利预测5%。就金额来看,预计订单总金额将超千亿美金。此次合作利好通富微电,通富微电是AMD的核心封装厂(通富微电收购AMD的海外封测业务),通富微电...

Thai Air Eyes 5% Revenue Growth as It Adds Jets, Expands in Asia

Bloomberg 📅 02/26 14:08
Thai Airways International Pcl expects revenue to grow 5% this year as it adds new aircraft and expands in key Asian markets, including India and China. The state-controlled carrier targets 200 billion baht ($6.4 billion) revenue in 2026, up from 190 billion baht a year earlier, according to Chief Executive Officer Chai Eamsiri . It plans to increase its operating fleet to about 100 aircraft this ...

AXA SA posts record 2025 earnings on strong P&C margins, investment income

Investing 📅 02/26 14:08

China sees rise in Chinese New Year travel, but per capita spending remains flat

SCMP 📅 02/26 14:08
China logged an overall increase in travel during the just-concluded Chinese New Year break compared with last year’s holiday period, but analysts said spending per capita stayed flat. The country saw 596 million domestic trips over the extended public holiday that ended on Monday, a year-on-year increase of 95 million, Xinhua reported. About 17.8 million cross-border trips were logged over the sa...

中国交建等在舟山成立海工科技发展公司

同花顺 📅 02/26 14:07
企查查APP显示,近日,中交三航局海工科技发展(舟山)有限公司成立,注册资本2.6亿元,经营范围包含金属结构销售;工程管理服务;建筑材料销售;船舶港口服务;建筑工程机械与设备租赁等。企查查股权穿透显示,该公司由中国交建旗下中交第三航务工程局有限公司等共同持股。(人民财讯)

黄仁勋再度回应AI对软件业影响:市场“判断失误”,AI助手将提高软件效率

同花顺 📅 02/26 14:07 NVDA.O
对于AI(人工智能)助手将蚕食软件行业的担忧,黄仁勋反驳称“市场判断失误”。当地时间2月25日,英伟达CEO黄仁勋在接受外媒采访时表示,市场误判了AI对软件公司的威胁。他重申了自己的观点,即AI助手不会取代这些软件工具,而是会反过来使用它们,虽然这听起来“有悖常理”,大批软件公司将使用AI助手来开发软件并提高效率。黄仁勋表示:“我们今天所使用的所有这些工具,无论是Cadence、Synopsys、...

Engie SA To Acquire UK Power Networks

Nasdaq 📅 02/26 14:06
(RTTNews) - Engie SA (ENGI.PA, ENGIY), on Thursday, signed an agreement to acquire UK Power Networks for an equity value of 10.5 billion pounds, marking a major step in strengthening its position in regulated electricity networks and expanding its footprint in the UK.

'I'm ready' - Park bids to show Man Utd form for England

BBC News 📅 02/26 14:06
Manchester United midfielder Jess Park has been in brilliant form since her move in the summer - but can she take that into England's upcoming matches?

Rakuten Bank shares slide as fintech restructuring talks reopen

Investing 📅 02/26 14:06

常熟汽饰与紫荆桃李AI项目正式启动

同花顺 📅 02/26 14:06
常熟汽饰集团与上海紫荆桃李科技有限公司召开了AI项目启动暨签约会,开启集团AI智能化建设的新阶段。双方将基于AI大模型、几何深度学习及CAD软件二次开发技术,为集团构建覆盖汽车内外饰的智能研发系统,实现设计合规性检查、数据检索、几何特征识别、APQP交付物自动化、AI辅助建模等核心功能;同时通过部署支持大规模训练的GPU算力集群,开发CAD软件自动化插件,全面提升研发效率与智能化水平。(人民财讯)

'Software will eat AI,' HSBC says. Here are the bank's top picks

CNBC 📅 02/26 14:06 MSFT.OGOOG.OAMZN.O
"Software is already eating AI" and will continue to do so, according to HSBC, with the bank shrugging off recent market fears about the sector being displaced by artificial intelligence. Software stocks plunged earlier this month as widespread concerns that AI could make software-as-a-service, or SaaS, business models obsolete, sparked a sell-off and warnings of an impending " SaaSpocalypse ." Bu...

未来3年投入超200亿商品补贴!京东“百亿超市”频道正式上线

同花顺 📅 02/26 14:05 9618.HK
为进一步提升 “又好又便宜” 的消费体验,满足用户对日用快消品实在好价、简单优惠、正品保障的消费需求,京东APP正式上线“百亿超市”频道,加大百亿补贴对商超品类的投入力度。在“百亿超市”频道内,京东计划未来3年内,投入超200亿元商品补贴,帮助品牌实现额外销售增量2000亿;并通过平台加大直补力度、品牌直供和品牌授权的方式,让用户无需拼团、不用比价、不玩套路,就能轻松购买到价格实惠的品质好货,把消...

直线拉升!寒武纪大涨近10%

格隆汇 📅 02/26 14:05
格隆汇2月26日|受相关传闻影响,寒武纪午后直线拉升,一度放量大涨9.81%至1188.88元。

How Ford's Q4 Shows More Profits on the Way

The Motley Fool 📅 02/26 14:05
Ford Motor Company (NYSE: F) , General Motors (NYSE: GM) , and Stellantis (NYSE: STLA) certainly have much in common as automakers, especially considering their core profit engine, North America. Despite so much in common, the three stocks have traded wildly differently over the past three years with GM nearly doubling, Ford remaining largely flat with a 9% gain, and Stellantis shedding roughly ha...

Alphabet’s Quiet Edge: The Hidden Assets Powering Its Run

Marketbeat 📅 02/26 14:05 GOOG.O
Beyond Search and Cloud, Alphabet’s 14% stake in Anthropic provides both equity upside and infrastructure revenue exposure tied to the rise of Claude.

中芯國際(00981)出現大手賣出8.2萬股,成交價$69.1,涉資566.62萬 - AASTOCKS.com

Google 📅 02/26 14:04 981.HK
中芯國際(00981)出現大手賣出8.2萬股,成交價$69.1,涉資566.62萬 AASTOCKS.com

集邦咨询:涨价效应带动2025年第四季度DRAM产业营收成长达29.4%

格隆汇 📅 02/26 14:04
格隆汇2月26日|根据TrendForce集邦咨询最新调查显示,由于AI应用由LLM模型训练延伸至推理,推动CSPs业者的数据中心建置重心由AI Server延伸至General Server,进一步推动存储器采购重心由HBM3e、LPDDR5X及大容量RDIMM延伸至各类容量的RDIMM,积极释出追加订单,带动Conventional DRAM的合约价大幅上涨,2025年第四季DRAM产业营收为...

Capital Southwest declares $0.1934 dividend

Seeking Alpha 📅 02/26 14:04
Capital Southwest ( CSWC ) declares $0.1934/share monthly dividend , in line with previous. Payable April 30; for shareholders of record April 15; ex-div April 15. Payable May 29; for shareholders of record May 15; ex-div May 15. Payable June 30; for shareholders of record June 15; ex-div June 15. The company also declared a quarterly supplemental dividend of $0.06 per share with date payable June...

騰訊控股(00700)出現大手買入1.4萬股,成交價$514.5,涉資720.3萬 - AASTOCKS.com

Google 📅 02/26 14:04 700.HK
騰訊控股(00700)出現大手買入1.4萬股,成交價$514.5,涉資720.3萬 AASTOCKS.com

泰國及美國舉行亞洲規模最大軍演逾八千人參加 涵蓋太空及網絡領域合作

无线新闻 📅 02/26 14:03
泰國和美國舉行「金色眼鏡蛇」演習,是目前亞洲規模最大的軍演,涵蓋太空及網絡領域合作。 第三天「金色眼鏡蛇」演習在泰國春武里府繼續,包括聯合兩棲訓練。演習在周二揭幕,由泰國皇家武裝部隊和美國印太司令部聯合主辦,將會進行全面實地訓練和高級別戰略協調,而今年的重點是聯合全局作戰,將傳統的海陸空,與太空以及網絡作戰相結合。約30個國家、共逾8,000人參加。 美國印太司令部表示,美軍共出動約200名陸戰隊...

王兴兴回应德国总理参观宇树,称德国市场潜力巨大

同花顺 📅 02/26 14:03 3690.HK
德国总理默茨26日抵达浙江杭州,继续中国之行,根据行程,默茨将参观中国机器人企业宇树科技。宇树科技董事长王兴兴在接受采访时表示自己深感荣幸,他说,此次活动是一个建立与德国更多企业合作的窗口,以及在全球范围内共同推动智能机器人产业发展的契机,德国市场潜力巨大,相信智能机器人和AI产业的良好发展态势,对行业发展和全人类都有非常好的作用。 (中新网)

机构:涨价效应带动2025年第四季度DRAM产业营收成长达29.4%

同花顺 📅 02/26 14:03
根据TrendForce集邦咨询最新调查显示,由于AI应用由LLM模型训练延伸至推理,推动CSPs业者的数据中心建置重心由AI Server延伸至General Server,进一步推动存储器采购重心由HBM3e、LPDDR5X及大容量RDIMM延伸至各类容量的RDIMM,积极释出追加订单,带动Conventional DRAM的合约价大幅上涨,2025年第四季DRAM产业营收为535.8亿美元,...

格隆汇2月26日丨欧洲复兴开发银行将2026年区域经济增长预期从3.4%上调至3.6%。

格隆汇 📅 02/26 14:02
格隆汇2月26日丨欧洲复兴开发银行将2026年区域经济增长预期从3.4%上调至3.6%。

Atlas Arteria FY25 Profit Drops

Nasdaq 📅 02/26 14:02
(RTTNews) - Atlas Arteria Ltd. (ALX.AX, MAQAF), an operator of private toll roads, reported Thursday lower profit in fiscal 2025, while Proportional EBITDA and revenues increased from last year.

BlueScope rejects revised takeover bid from Steel Dynamics, SGH

Investing 📅 02/26 14:01

离岸人民币兑美元升破6.83,创2023年3月以来新高

格隆汇 📅 02/26 14:01
格隆汇2月26日|离岸人民币兑美元涨超260点,升破6.83,至6.8277,创2023年3月以来新高。

Israeli soldiers shot a Palestinian boy and stood around as he bled to death, video shows

BBC News 📅 02/26 14:01
Israeli forces blocked Palestinian ambulances while a 14-year-old lay bleeding for at least 45 minutes.

喜相逢集团创历史新低

格隆汇 📅 02/26 14:01
格隆汇2月26日丨喜相逢集团(02473.HK)跌3.82%,报1.2600港元,股价创历史新低,总市值19.49亿港元。

CMB.TECH ANNOUNCES Q4 2025 RESULTS - EIGHT VLCCS SOLD AT STELLAR PRICES

Globe News Wire 📅 02/26 14:01
CMB.TECH ANNOUNCES Q4 2025 RESULTS EIGHT VLCCS SOLD AT STELLAR PRICES
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