奥本海默：将甲骨文(ORCL.N)目标价从235美元上调至275美元。

A股油服工程板块异动走高，科力股份涨超18%，通源石油涨超11%，潜能恒信、中曼石油、贝肯能源等个股跟涨。消息面上，伊朗马赫沙赫尔石化公司遭以色列袭击，部分设施受损。

CPCA data: May retail sales of passenger vehicles 1.510 mln units (May 1-31), down 22.1% YoY and up 9.2% MoM; YTD retail 7.099 mln, down 19.5% YoY. Market-characteristics: inventory-led competition intensifying and industry divergence widening. NEV growth is no longer broad-based—high-end electric models are surging while low-end, budget models and county/township and entry-level segments are contracting sharply. The short-lived new-car stimulus is weakening market pull. Channel stress is rising: accelerated, often forced, destocking; dealers generally loss-making and operational risks increasing. Conclusion: May improvement reflects only a structural repair; product-level electrification upgrades and overseas exports have become the primary long-term growth supports for the sector.