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2024-12-13 05:27:47

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.Galaxy Securities: Looking ahead, A-shares are expected to fluctuate upward. china galaxy Securities said that since September 24th, domestic policies have been intensively introduced. The convening of the Politburo meeting of the Chinese Communist Party on December 9 pointed out the important direction for economic work in 2025, and at the same time released a more positive and promising policy signal, and then focused on the statement of the Central Economic Work Conference. With the accelerated implementation of the stock policy and the introduction of a package of incremental policies, the economic fundamentals are expected to show a gradual improvement trend. The policy expectation of "stabilizing the property market and stock market" will help boost investors' confidence and protect the long-term healthy development of the A-share market. Looking forward to the market outlook, A shares are expected to fluctuate upwards.The Singapore Straits Times Index was basically flat at 3,795.86.


The initial strength of inter-bank spot bonds was obvious. The yield of active bonds of 7-year and 10-year treasury bonds dropped by 3.5bp. The yield of active bonds of 7-year and 10-year treasury bonds fell by 3.5bp, the yield of 7-year "24 interest-bearing treasury bonds 18" reported 1.725%, and the yield of 10-year "24 interest-bearing treasury bonds 11" hit 1.87%, all hitting record lows. The yield of 30-year "24 Special Treasury Bond 06" dropped by 3.1bp to 2.079%, the lowest since the end of February 2005.Galaxy Securities: Looking ahead, A-shares are expected to fluctuate upward. china galaxy Securities said that since September 24th, domestic policies have been intensively introduced. The convening of the Politburo meeting of the Chinese Communist Party on December 9 pointed out the important direction for economic work in 2025, and at the same time released a more positive and promising policy signal, and then focused on the statement of the Central Economic Work Conference. With the accelerated implementation of the stock policy and the introduction of a package of incremental policies, the economic fundamentals are expected to show a gradual improvement trend. The policy expectation of "stabilizing the property market and stock market" will help boost investors' confidence and protect the long-term healthy development of the A-share market. Looking forward to the market outlook, A shares are expected to fluctuate upwards.Japanese and Korean stock markets opened higher, with the Nikkei 225 index rising 0.55% to 39,375.49 points. South Korea's KOSPI index rose 1% to 2,384.51 points.


The Singapore Straits Times Index was basically flat at 3,795.86.Debon Securities: Pay attention to the investment opportunities in the fields of liquor, beer and leisure snacks. Debon Securities Research Report pointed out that 1) Liquor: The dealer conference will set the tone for next year, giving priority to the opportunities of low-value leading layout. Recently, wine companies have intensively held dealer meetings to set the tone for next year's growth. At present, wine enterprises are generally rational and pragmatic, and reasonable speed reduction reduces the burden on channels. With a series of economic policies, the consumption of enterprises and residents is expected to pick up in 2025. The competitiveness of head enterprises has been further enhanced through continuous evolution, so it is suggested to grasp the investment opportunities with low expectations at present. 2) Beer: The overall performance of the third quarterly report is under pressure due to the weak recovery of demand and weather, but it is expected that the ton price of major beer enterprises will maintain a steady and rising trend throughout the year. With the introduction of a series of policies to stimulate consumption, terminal demand is expected to improve, and the recovery of ready-to-drink scenes such as catering is expected to promote the upgrading and continuation of beer structure. 3) Leisure snacks: The performance of leisure snack enterprises is further differentiated, and the performance of high-potential targets is optimistic in the peak season. In the third quarter, the performance of leisure and snack enterprises was divided, and the growth toughness of high-potential enterprises remained the same. The follow-up Spring Festival peak season is expected to bring the possibility of exceeding expectations. At present, the level of income profit rate of head enterprises is expected to remain stable.China Xinbao signed a strategic cooperation agreement with the Henan provincial government, and "Henan released" the news of WeChat official account on December 10th. Recently, China Export Credit Insurance Corporation and the Henan provincial people's government signed a strategic cooperation agreement to promote a higher level of opening up in the new era. According to the strategic cooperation agreement, China Xinbao and the Henan Provincial People's Government will give full play to their respective advantages, continuously expand and deepen multi-field and multi-level cooperation in the field of opening up, take various measures to stabilize foreign trade, consolidate traditional markets and expand emerging markets; Actively cultivate and expand foreign trade entities and improve the level of digital trade empowerment and financing facilitation; Expand the new kinetic energy of foreign trade development and create new advantages of cross-border trade hub services in central China; Strengthen the chain stabilization of key industrial chains and actively implement the strategy of "going out"; Deepen the construction of Henan's "Belt and Road" platform mechanism, build an overseas risk prevention and control system, jointly promote the high-quality development of Henan's foreign trade and economic cooperation, and promote Henan's high-level opening up.

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