穆迪主要担忧甲骨文过度依赖少数客户产生的对手风险。该机构预计,甲骨文的债务增速将超过EBITDA增速,杠杆率或升至4倍,自由现金流在较长时期内可能为负。目前,甲骨文的穆迪信用评级为Baa2,位于投资级低端。穆迪评级机构对甲骨文公司近期签署的3000亿美元人工智能合同发出风险警告,重申该软件巨头的信用评级展望为负面,主要担忧集中在对手风险和债务负担加重等方面。据见闻此前消息,OpenAI已与甲骨文...
Source Link穆迪主要担忧甲骨文过度依赖少数客户产生的对手风险。该机构预计,甲骨文的债务增速将超过EBITDA增速,杠杆率或升至4倍,自由现金流在较长时期内可能为负。目前,甲骨文的穆迪信用评级为Baa2,位于投资级低端。穆迪评级机构对甲骨文公司近期签署的3000亿美元人工智能合同发出风险警告,重申该软件巨头的信用评级展望为负面,主要担忧集中在对手风险和债务负担加重等方面。据见闻此前消息,OpenAI已与甲骨文...
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