甲骨文(ORCL)今日盘前股价大幅上涨5.16%，表现强劲。
消息面上，据彭博社报道，全球债券投资巨头太平洋投资管理公司（Pimco）正与美国银行洽谈，拟为甲骨文在密歇根州萨林镇的大型数据中心项目提供约140亿美元的债务融资。该数据中心是OpenAI、甲骨文等联合推进的“Stargate”AI基础设施计划的重要组成部分。Pimco的参与表明机构资本愿意为甲骨文的AI数据中心项目提供大额长期资金，这极大地缓解了市场对甲骨文在AI云基础设施建设方面面临巨大资本开支压力的担忧。
此前，甲骨文曾宣布计划筹集450亿至500亿美元用于加速AI云设施建设，引发了市场对其资金状况的广泛关注。这笔潜在的140亿美元项目融资将以专门实体形式进行，债务不会直接计入甲骨文资产负债表，有助于公司在维持投资级信用评级的同时推进AI战略。分析认为，这显示了华尔街对AI算力长期需求的信心，并愿意用大规模资本支持相关基建。
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