7月7日，甲骨文盘中下跌3.04%，报138.745美元/股，成交额21.1亿美元。此前该股曾短暂终止9连跌，但盘中再度转跌，延续过去22个交易日中跌18天的疲弱走势。
消息面上，市场对甲骨文AI基建巨额投入的可持续性担忧未散。公司财年资本支出飙升162%至近560亿美元，截至5月底背负约1300亿美元债务，并计划再融资400亿美元。此外，核心客户OpenAI面临财务挑战并可能推迟IPO，加剧了算力资产闲置风险的忧虑。尽管84%分析师维持买入评级、平均目标价隐含82%涨幅，但股价自历史高点已累跌56%，多空分歧显著。
（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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