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。
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