甲骨文面临千亿美元资金缺口应对OpenAI云订单

DoNews
Oct 28, 2025

甲骨文面临千亿美元资金缺口应对OpenAI云订单甲骨文与OpenAI“3000亿美元云订单”的消息引发市场高度关注,消息爆出后首个交易日公司股价暴涨36%,随后进入剧烈震荡状态。资本市场在情绪释放后开始聚焦两个核心问题:甲骨文是否具备交付能力,以及OpenAI是否具备支付能力。该订单计划从2027年开始分五年执行,年均下单600亿美元。2025财年甲骨文总营收为574亿美元,其中云和许可证业务收入...

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