巴克莱银行下调甲骨文债务评级至"低配",指出甲骨文为AI数据中心建设的巨额资本支出已远超自由现金流能力,债务股本比高达500%,是主要科技公司中最高。巴克莱预测甲骨文信用评级可能降至BBB-,接近垃圾债门槛。巴克莱下调甲骨文债务评级,警示债务风险。11月11日,巴克莱银行固定收益研究部发布报告,指出甲骨文为履行其庞大的AI合同而进行的资本支出,已远超其自由现金流的支撑能力,迫使其严重依赖外部融资。...
Source Link巴克莱银行下调甲骨文债务评级至"低配",指出甲骨文为AI数据中心建设的巨额资本支出已远超自由现金流能力,债务股本比高达500%,是主要科技公司中最高。巴克莱预测甲骨文信用评级可能降至BBB-,接近垃圾债门槛。巴克莱下调甲骨文债务评级,警示债务风险。11月11日,巴克莱银行固定收益研究部发布报告,指出甲骨文为履行其庞大的AI合同而进行的资本支出,已远超其自由现金流的支撑能力,迫使其严重依赖外部融资。...
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