异动解读|甲骨文盘中下跌3.23%,投行下调目标价叠加数据中心成本暴增持续施压

行情直击
Jul 20

7月20日,甲骨文盘中下跌3.23%,报122.35美元/股,成交额6.36亿美元。

消息面上,Rothschild & Co Redburn将甲骨文目标价从155美元大幅下调至110美元,低于当前股价,维持卖出评级。此外,据报道甲骨文在新墨西哥州165亿美元AI数据中心项目因环保审批受阻,被迫将天然气电厂改为燃料电池方案,成本骤增数十亿美元;威斯康星州项目亦新增逾1亿美元监管合规支出。此前公司CDS飙升至198.23基点的历史峰值,信用评级距垃圾级仅一步之遥,多重利空叠加持续打压市场信心。

(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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