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2024-12-13 05:02:34

Oracle Bone Inscriptions's revenue in the fiscal quarter did not surprise investors. The stock price fell after hours, and the quarterly revenue of database giant Oracle Bone Inscriptions met expectations, which disappointed some investors who hoped that the cloud business would perform better. Oracle Bone Inscriptions shares fell in after-hours trading. Oracle Bone Inscriptions announced after-hours Monday that its second-quarter revenue increased by 9% to $14.1 billion. Cloud business revenue increased by 52% to $2.4 billion, in line with analysts' expectations. Oracle Bone Inscriptions has been trying to find its foothold in the computing and storage leasing market, which is now dominated by larger competitors Amazon and Microsoft. Larry Ellision, chairman of Oracle Bone Inscriptions, paid special attention to the company's ability to provide hardware and integrated software for handling artificial intelligence tasks. Safra Catz, CEO of Oracle Bone Inscriptions, said in the performance conference call that the company expects revenue growth of about 8% in the third quarter, excluding some projects, earnings per share is expected to be between 1.47 and 1.51 dollars, and cloud business revenue is expected to increase by about 24%. These performance prospects are not as good as analysts' estimates. Oracle Bone Inscriptions shares closed at $190.45 on Monday, down about 7% in after-hours trading. The company's share price has soared by 81% this year.Sources: The current Secretary-General of OPEC, Ghais, will be re-elected. Four representatives of the Organization of Petroleum Exporting Countries (OPEC) said that the organization will re-elect the current Secretary-General Haitham Al-Ghais for a three-year term at a virtual meeting on December 10th. A source said that the meeting will start at 18:30 Beijing time today and is expected to be short and only deal with administrative affairs.South Korea's Ministry of Finance: The recent market volatility is a bit excessive, and measures to stabilize the market will be taken to deal with it.


Hisense responded to the rumors of layoffs: all of them are false guesses. Hisense Weibo issued a statement saying: Thank you for your concern for Hisense. At present, the relevant data and information about Hisense's layoffs circulated on the Internet are all false guesses. Hisense will hold some media and self-media responsible for their bad behavior of deliberately exaggerating the number and proportion of layoffs. Hisense, like most enterprises, allocates human resources through evaluation mechanism. At the end of each year, the organization and employees are appropriately adjusted according to the performance of enterprises and individuals, and the middle and high-level employees of the company are treated equally, and there are gains and losses at all levels.CITIC Securities: The supply or trend of government bonds will increase, and the subsequent banking system will face certain undertaking pressure. According to the CITIC Securities Research Report, the supply or trend of government bonds will increase in the medium and long term, and the subsequent banking system will face certain undertaking pressure. Under the logic of debt conversion, the continuous issuance of replacement special bonds will reduce the capital occupation of the banking system, but it will also increase the pressure of interest margin on the asset side, which may have a greater impact on small and medium-sized rural commercial banks. In addition, banks undertake a large number of medium and long-term interest-rate bonds or put pressure on their liquidity indicators, but at present, all indicators of state-owned banks have a high margin of safety, and we think the overall impact may be more controllable. At the beginning of next year, we can focus on the influence of small and medium-sized banks' bond buying behavior, or form a certain bullish support for long-term bond interest rates.Hisense responded to the rumors of layoffs: all of them are false guesses. Hisense Weibo issued a statement saying: Thank you for your concern for Hisense. At present, the relevant data and information about Hisense's layoffs circulated on the Internet are all false guesses. Hisense will hold some media and self-media responsible for their bad behavior of deliberately exaggerating the number and proportion of layoffs. Hisense, like most enterprises, allocates human resources through evaluation mechanism. At the end of each year, the organization and employees are appropriately adjusted according to the performance of enterprises and individuals, and the middle and high-level employees of the company are treated equally, and there are gains and losses at all levels.


Pacific Securities: The historical low of the valuation office of liquor industry is about to be repaired. The Pacific Securities Research Report pointed out that the liquor industry is rationally slowing down, and the valuation office is at a historical low, and it is about to be repaired. Next year, the leading growth target will generally drop to single digits. However, the accumulated inventory risk and pricing pressure still need time to gradually ease after the imbalance between supply and demand has intensified in the past two years and the previous industry bubble has receded. With the economic recovery stimulated by this round of policies and the stabilization of the bottom of the real estate industry, the liquor industry is expected to usher in a wave of recovery. Since 2023, industry differentiation has intensified, but with the improvement of management level and refined channel operation in recent years, excellent wine enterprises have stronger marketing foundation and anti-risk ability compared with previous downward cycles. The price of high-end wine determines the brand position, so the approval price is more important, which depends on the choice of quantity and price and the control of approval price by wine enterprises. Sub-high-end needs to pay more attention to channel risks. The high growth brought by pre-distribution investment needs to be tested in the downward period, and once the channel collapses and stalls, it is difficult to reverse it. Real estate wine pays attention to the growth momentum of internal product structure and the market potential in and around the province. The upgrading speed determines the slope and the ceiling determines the space. Suggested attention: Wuliangye, LU ZHOU LAO JIAO CO.,LTD, Shuijingfang, etc.Hisense responded to the rumors of layoffs: all of them are false guesses. Hisense Weibo issued a statement saying: Thank you for your concern for Hisense. At present, the relevant data and information about Hisense's layoffs circulated on the Internet are all false guesses. Hisense will hold some media and self-media responsible for their bad behavior of deliberately exaggerating the number and proportion of layoffs. Hisense, like most enterprises, allocates human resources through evaluation mechanism. At the end of each year, the organization and employees are appropriately adjusted according to the performance of enterprises and individuals, and the middle and high-level employees of the company are treated equally, and there are gains and losses at all levels.Everbright Securities: Guide the innovative development of new technologies, new models and new formats in the power field. Everbright Securities Research Report stated that the National Energy Administration issued the Guiding Opinions on Supporting the Innovative Development of New Business Entities in the Power Field to guide the innovative development of new technologies, new models and new formats in the power field: Encourage virtual power plants to aggregate distributed photovoltaic, decentralized wind power, new energy storage, adjustable load and other resources to provide flexible adjustment capabilities for the power system; Support qualified industrial enterprises and industrial parks to carry out smart microgrid construction; Support to participate in the electricity market, in order to release more accurate node price signals; In principle, new business entities can be exempted from applying for power business licenses.

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