[Market Movement Interpretation] Daily Target: 2x Long ORCL Surges on September 17: ENGIE Power Supply + AI Data Center

1. On September 17, ENGIE signed a renewable energy supply agreement with Oracle, providing 568 MW of renewable electricity for Oracle's Texas operations through a Texas wind power portfolio, supporting its continuously expanding business operations.
2. On September 17, RWE Group signed a 433 MW virtual power purchase agreement with Oracle. The total related investments correspond to over 1.7 GW of generation capacity, which will support Texas data center operations and help Oracle achieve a 100% match between AI data center power consumption and carbon-free electricity by 2035.
3. On September 17, U.S. stocks opened higher, the Nasdaq rose 1.5%, and semiconductor and cloud computing sectors strengthened. Nebius plans to increase prices for some GPU computing power. Oracle's share price followed, rising 2.3%, creating an industry linkage in the AI infrastructure sector.

(Disclaimer: This content is summarized from publicly available information collected by AI technology and is for reference only. It does not constitute investment advice.)