异动解读|甲骨文盘中下跌3.34%,数据中心延期叠加巨额债务压力持续承压

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8月24日,甲骨文盘中下跌3.34%,报141.92美元/股,成交额4.56亿美元。

消息面上,多重利空因素叠加持续施压股价。此前有报道称甲骨文因劳动力和材料短缺将推迟与OpenAI相关的数据中心建设,尽管公司紧急否认,但市场对AI基建兑现能力的担忧加剧。同时,星际之门项目关键配套天然气管道Green Chile两度被新墨西哥州土地办公室驳回通行权申请,投运节点已从今年8月延至明年2月,进一步动摇市场信心。

基本面方面,公司目前背负超2187亿美元巨额债务,叠加新一轮裁员计划及医疗业务持续流失客户,摩根大通近期亦将目标价从210美元下调至200美元,机构情绪趋于谨慎。

(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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