甲骨文(ORCL.N)：从2029财年开始，增长将依靠自有资金支持。

Injoinic reported 9M revenue of 1.339 bln yuan, up 14.56% YoY, and net profit attributable to shareholders of 202 mln yuan, up 76.38% YoY. Q3 revenue was 530 mln yuan, up 13.55% YoY; Q3 net profit attributable to shareholders was 98.03 mln yuan, up 56.76% YoY. Company said shipments rose across battery management, PMU, new-energy and industrial automotive segments; revenue increased and gross margin expanded during the period.

三星电子：与2026年相比，2027年人工智能驱动的需求增长将远超行业供应。