Oracle股票下跌5%, 是因为担心债务和AI在数据中心交易失败后支出。 Oracle stock dropped 5% amid fears over debt and AI spending after a data center deal fell through.

Oracle股份在周三下跌约5%至179美元, 此前有报导称蓝猫资本不会为开放AI公司100亿美元的密歇根州数据中心项目提供资金, Oracle shares fell around 5% to $179 on Wednesday after reports that Blue Owl Capital would not finance a $10 billion Michigan data center project for OpenAI, sparking investor concerns over the company’s rising debt, negative free cash flow, and aggressive AI infrastructure spending. 尽管Oracle对报告提出争议, 并声明选择了替代股权伙伴, 股本在更广泛的科技部门中下跌, 对AI驱动的增长的可持续性持怀疑态度, Despite Oracle disputing the reports and stating an alternative equity partner was selected, the stock dropped amid broader tech sector sell-offs fueled by skepticism about the sustainability of AI-driven growth. 这一下降是继最近收入亏空、资本支出高于预期以及关键数据中心交付延误之后出现的,将时限推至2028年。 The decline follows a recent earnings miss, higher-than-expected capital expenditures, and delays in key data center deliveries, pushing timelines to 2028. Oracle的债务猛增到超过1 240亿美元, 长期租赁承诺在三个月内上升148 % , 引发了金融可持续性问题。 Oracle’s debt has surged to over $124 billion, with long-term lease commitments rising 148% in three months, raising questions about financial sustainability. 股票仍然远远低于关键移动平均数,48%低于52周的最高值,反映出市场日益谨慎。 The stock remains well below key moving averages and 48% below its 52-week high, reflecting growing market caution.