异动解读｜微软盘中下跌3.01%，终止甲骨文30亿美元云租赁谈判叠加股东诉讼双重利空

行情直击06-18

6月18日，微软盘中下跌3.01%，报381.95美元/股，成交额94.67亿美元。

消息面上，微软近期因安全合规问题终止了与甲骨文价值逾30亿美元的云基础设施租赁谈判，原因在于甲骨文公有云未获得FedRAMP安全认证且拒绝进行配套改造。该消息加剧市场对AI资本开支前景的担忧，拖累芯片及AI相关板块普跌。同时，微软此前遭股东集体诉讼，被指控淡化AI基建成本并掩盖Azure增速放缓，期权市场亦出现超2700万美元的实值看跌期权大单，机构看跌情绪显著。多重利空叠加下，微软短期承压明显。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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