7月2日，甲骨文盘中上涨3.09%，报146.9美元/股，成交额10.72亿美元。消息面上，甲骨文此前一周累计暴跌19%，创2001年互联网泡沫以来最大单周跌幅，当前系统软件板块持续回暖为股价提供修复动力。
尽管公司最新披露AI数据中心投资风险——若OpenAI等核心客户无法支付账单或续约，昂贵算力资产可能面临闲置困境——但深度超跌后的技术性修复仍在延续。公司目前背负约1300亿美元债务，计划筹集400亿美元支撑AI基建，同时裁员约2.1万人以压缩成本。板块内CrowdStrike涨2.88%、NEBIUS涨2.15%、Palo Alto Networks涨1.08%，行业整体走强带动反弹。目前71%的分析师建议买入该股，为近15年来最高比例。
（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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