甲骨文（ORCL）今日盘中股价出现大幅下跌，跌幅达5.00%，引起市场关注。
消息面上，甲骨文作为关键参与方的“星门”（Stargate）AI数据中心项目被曝陷入僵局。该项目由甲骨文、OpenAI及软银三方合作，自宣布以来因在领导权、职责分工与合作架构上存在严重分歧，至今未组建团队或建设任何数据中心，实质进展缓慢。这一重大合作项目的停滞引发了市场对甲骨文在人工智能基础设施领域执行能力及未来增长动能的担忧。
据报道，OpenAI一度计划自建数据中心以摆脱依赖，但因融资困难最终放弃，转而重新寻求与甲骨文等伙伴合作，但合作多以双边形式进行，且进展不及预期。项目的不确定性直接影响了投资者对甲骨文相关业务前景的信心，成为股价承压的重要因素。
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