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How do you view the recent "hawkish" stance of the Bank of Japan executives? Goldman Sachs: The next interest rate hike may still have to wait until January next year.
Goldman Sachs believes that when evaluating the timing of interest rate hikes, it is important to consider financial market stability and inflation trends. The bank predicts that January next year will be the best time to determine whether Japan's inflation will rebound, and based on this, determine that Japan will raise interest rates in January. However, if there is significant turmoil in the financial markets, the timing of the rate hike may become uncertain.
Oracle Analyst Ratings
Will the US relax its chip control on Saudi Arabia? Saudi officials: There is hope to obtain NVIDIA H200 next year.
① So far, strict chip export controls in the US have prevented chip exports to countries such as Saudi Arabia; ② This week there were reports that the US may relax its export restrictions on Saudi Arabia, allowing Saudi Arabia to potentially acquire Nvidia's H200 GPU; ③ Senior officials from the Saudi Data and Artificial Intelligence Authority have indicated that this progress is expected to happen next year.
Nvidia's Chip Supply To Saudi Arabia Boosts Regional Sentiment, Says Expert: 'I Think Regionally It's Great'
Strong cloud revenue drives optimistic financial forecasts! Oracle's fiscal year 2029 revenue may exceed $100 billion.
①Cloud computing giant Oracle expects its revenue for fiscal year 2026 to be at least $66 billion, exceeding analysts' expectations by $1.5 billion; ②In addition, the company is optimistic that it will achieve revenue of over $104 billion in fiscal year 2029; ③This is mainly due to the positive prospects of its cloud business.
Warren Buffett $13B Bet On Occidental Petroleum Turns Sour As Shares Plunge 29% Since Mid-April — Analyst Says He Could Buy More
