8月6日，甲骨文盘中下跌3.37%，报145.225美元/股，成交额4.57亿美元。
消息面上，标准普尔此前将甲骨文长期发行人信用评级从BBB下调至BBB-，仅比投机级高出一档，市场对其AI豪赌带来的财务风险担忧持续发酵。此次降级核心原因在于甲骨文为追赶AI浪潮进行的巨额资本支出导致自由现金流严重恶化，同时其6380亿美元剩余履约义务中约一半来自单一客户OpenAI，高度集中的客户依赖被视为关键信用风险。此外，反映甲骨文违约风险的CDS利差已创下历史收盘新高，越过2008年峰值，多家评级机构亦警告AI投资狂潮正冲击科技巨头财务稳健性。
（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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