8月19日，甲骨文盘中下跌3.07%，报138.51美元/股，成交额10.38亿美元。
消息面上，Energy Transfer旗下Transwestern于8月17日向联邦能源监管委员会递交文件，申请变更Green Chile天然气管道部分线路走向，此前新墨西哥州土地办公室已两次驳回该项目通行权申请。该管道是甲骨文Jupiter AI数据中心（总投资上限1650亿美元）的关键配套工程，预计投运日期已从8月15日延后至明年2月1日。管道审批反复受阻令项目落地前景进一步承压。
此外，近两周期权市场持续出现大规模偏空大单，包括782万美元熊市看跌价差、合成空头及远期虚值Call卖出等，机构资金对中长期走势维持谨慎态度。叠加此前标普将甲骨文信用评级下调至BBB-，AI基建巨额资本开支持续压制估值修复空间。
（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。）
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