摩根士丹利：将甲骨文(ORCL.N)目标价从207美元上调至210美元。

Morningstar says Tencent’s AI build-out will not be a sustained cash drain. After large compute purchases for training, the Hunyuan large language model (LLM) is expected to improve quickly; if Hunyuan underperforms, Tencent can lease the hardware to third parties to recoup investment. Morningstar sees the greatest long-term upside from commercializing AI across advertising, gaming and WeChat AI agents. Morningstar projects Tencent’s free cash flow turns positive in 2027, creating scope for larger share buybacks thereafter.

德国内政部发言人：（就即将举行的州选举表示）此时发生混合攻击并非巧合。