8月17日，甲骨文盘中下跌3.24%，报145.645美元/股，成交额6.41亿美元。
消息面上，上周五Energy Transfer披露为甲骨文Project Jupiter数据中心供气的Green Chile Project天然气管道投运日期从原定的8月15日延至明年2月1日，该管道是星际之门大合同中最关键组成部分之一的核心配套设施。延期源于管道途经新墨西哥州公共土地遭当地居民抗议及州土地局多次拒批。甲骨文虽回应称木星项目仍按计划推进，但市场担忧情绪仍在延续。
背景上，摩根大通近日将甲骨文目标价从210美元下调至200美元，标普此前已将其信用评级降至BBB-，AI基建巨额资本开支导致自由现金流深度转负，叠加期权市场连续出现百万美元级熊市价差大单，空头主导力量明显。
（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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