甲骨文股价将迎来2001年以来最糟糕的一个季度

环球市场播报2025-12-26

本季度到目前为止，甲骨文的股价已经下跌了30%。在这个时间段还剩下四个交易日的情况下，该股正处于2001年和互联网泡沫破灭以来的最大跌幅。　　投资者越来越怀疑这家数据库软件供应商是否有能力为ChatGPT运营商OpenAI开放更多的服务器场。OpenAI去年9月同意斥资逾3000亿美元与甲骨文合作。　　本月早些时候，甲骨文公布的季度收入和自由现金流低于预期。在财报电话会议上，新任命的财务主管...

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Kehring要求2026财年的资本支出达到500亿美元，比9月份的计划高出43%，是去年同期的两倍。此外，甲骨文还计划以2480亿美元的租金来提升云计算能力，以及建设数据中心。\n　　这样的增长将需要大量的债务。今年9月，甲骨文通过发行巨额债券筹集了180亿美元，这是科技行业有史以来规模最大的债券发行之一。Kehring在财报电话会议上承诺保持甲骨文的投资级债务评级。但一些持怀疑态度的投资者却不这么认为，他们推高了甲骨文信用违约掉期的价格。\n　　D.A. Davidson的分析师在12月12日给客户的一份报告中写道：“考虑到甲骨文已经勉强保住了投资级评级，我们会担心甲骨文在不重组OpenAI合同的情况下履行这些义务的能力。”他们对该股的评级相当于持有。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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