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【日韩股市收涨，续创收盘新高】
日经225指数收盘涨1.2%，报44,372.50点。
日本东证指数收涨0.2%，报3,147.76点。
韩国首尔综指收盘涨0.9%，报3344.15点。
Bank of Korea board member says need to cut interest rates more | Reuters
https://www.reuters.com/world/asia-pacific/bank-korea-board-member-says-need-cut-interest-rates-more-2025-09-11/
📌OpenAI与甲骨文达成了一项价值高达3000亿美元的重磅协议
9月10日，OpenAI 已签署合同，在未来约五年内从甲骨文购买价值3000亿美元的算力。该协议将从2027年开始执行，所需的4.5GW电力容量相当于两座胡佛水坝的发电量，足以供应约400万户家庭用电。
甲骨文暴涨36%，市值增加2440亿美元，创1992年以来最佳单日表现
甲骨文创始人 Larry Ellison 的净资产增加 1000 亿美元。他已超越特斯拉首席执行官埃隆・马斯克，成为全球首富。
Oracle Corp. is predicting huge growth in its cloud business for many years out, and Wall Street is taking those numbers as a signal that the artificial-intelligence frenzy is alive and well. That excitement lifted semiconductor stocks on Wednesday
Hock Tan, the CEO of Broadcom, announced last week that he will be sticking around at least through 2030. Now Broadcom is out with more details about how he'll get paid over that time. Specifically, Tan will be granted performance-stock units, or PSUs, that are contingent on his staying with the company and hitting challenging AI-related revenue targets from fiscal 2028 to fiscal 2030.
To achieve a 100% payout percentage, equating to 610,521 shares, Tan needs to help Broadcom deliver $90 billion in applicable AI revenue over any four straight quarters in the performance period. Achieving $105 billion in AI revenue would earn him a 200% payout percentage, and getting to $120 billion or more would mean a 300% payout percentage. If Broadcom's applicable AI revenue is at $60 billion or below, Tan will forfeit the PSUs entirely.
#Tiger Trade# Why Broadcom's Stock Led The Chip Sector's Rally On Wednesday $Oracle Corp.(OCLCF)$ is predicting huge growth in its cloud business for many years out, and Wall Street is taking those numbers as a signal that the artificial-intelligence frenzy is alive and... https://tigr.link/s/40CDeQh
"S&P 500 notches record-high close as Oracle soars on AI optimism"
https://www.investing.com/news/economy-news/sp-500-futures-hit-record-high-ahead-of-inflation-data-oracle-jumps-4232903
$CoreWeave (CRWV.US)$ climbs 12% in pre-market trading, after closing 7% higher in the previous session.
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