甲骨文(ORCL)今日盘中股价大幅下挫5.02%，引发了市场广泛关注。
消息面上，甲骨文正面临一项股东集体诉讼，指控公司在人工智能基础设施投资相关问题上描绘了过于乐观的增长前景，但相关投入尚未有效转化为收入，同时淡化了大规模资本支出带来的财务压力以及对OpenAI等合作方依赖加深的风险，这打击了投资者信心。
与此同时，市场对人工智能技术颠覆传统软件商业模式的担忧加剧。Anthropic公司为Claude Cowork推出的新插件功能被市场视为可能直接替代部分传统软件，引发了“软件末日”(SaaSpocalypse)的恐慌，导致全球软件股遭遇抛售。在此背景下，对冲基金正凶猛做空软件行业，进一步加剧了股价下行压力。此外，甲骨文近期宣布拟筹资高达500亿美元押注云数据基础设施，激进的资本开支计划也引发了市场对其财务状况和投资回报的担忧。
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