10月13日，甲骨文盘中下跌3.01%，报137.1392美元/股，成交额15.32亿美元。
消息面上，摩根士丹利警告称，甲骨文威斯康星州大型数据中心项目面临电力供应延期风险，有意义的电力供应可能要到2028年中才能到位，较公司此前指引的2027年下半年晚数月。分析师指出，延期并非带来资本开支喘息空间，而是将巨额债务偿还压力集中压缩至2028年，与Jupiter机房上线以及Abilene 94亿美元建设贷款到期形成叠加。
此外，甲骨文5年期信用违约互换利差已飙升至历史新高261个基点，隐含违约概率超过20%，反映出市场对其债务状况的担忧升温。上述因素共同压制股价表现。
（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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