接近“腰斩”的甲骨文：一切都是我的错？

市场资讯12-18

　　来源：华尔街见闻

　　隔夜，甲骨文最新的数据中心风波周三再次引发了市场对人工智能资本支出的担忧，并波及整个市场，尽管这看起来更像是 Blue Owl 的问题而非甲骨文的问题。

　　甲骨文现在看起来简直一团糟，股价已跌至6月中旬以来的最低点（低于200日均线），较高点下跌45%，这是自2011年8月以来最大的跌幅，而其CDS已扩大到全球金融危机时期的水平。

　　甲骨文已经成了AI负面情绪的代表，成了纳指的“搅屎棍”。

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