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卡塔爾方面表示,沃克拉港一艘油輪發生火災,民防部門已進行處理,無人員傷亡。
2026-09-09
卡塔爾方面表示,沃克拉港一艘油輪發生火災,民防部門已進行處理,無人員傷亡。
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2026-09-09
Leapmotor said its A10 model sold more than 30,000 units in August.
Leapmotor said its A10 model sold more than 30,000 units in August.
2026-09-09
BofA warns Oracle reports FY2027 Q1 on Sept. 10 and its stock is down ~25% since the prior quarter, reflecting concerns about data‑center profitability, rising component costs and wider credit spreads. BofA says investors should focus on three items: progress on data‑center capacity builds and the speed at which RPO (signed but unrecognized revenue) converts to revenue; capital expenditure and financing needs; and core software trends. BofA judges the market has largely priced balance‑sheet stre
BofA warns Oracle reports FY2027 Q1 on Sept. 10 and its stock is down ~25% since the prior quarter, reflecting concerns about data‑center profitability, rising component costs and wider credit spreads. BofA says investors should focus on three items: progress on data‑center capacity builds and the speed at which RPO (signed but unrecognized revenue) converts to revenue; capital expenditure and financing needs; and core software trends. BofA judges the market has largely priced balance‑sheet stress but not the upside if data‑center builds reach a tipping point and revenue growth reaccelerates, making the pre‑earnings risk/reward attractive. BofA maintains a $240 PT based on 2027E P/E of 26.5x; key risks are data‑center build delays, weaker enterprise software spending, adverse FX and AI lab activity that could erode long‑term software value (BofA report, Sept. 8).
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