突发黑天鹅!4.7万亿巨头 直线下挫

中国基金报
Nov 12, 2025

【导读】巴克莱银行下调甲骨文评级,甲骨文开盘直线下挫  刚刚,总市值超过4.7万亿元的AI巨头甲骨文开盘直线下挫。截至发稿,股价跌超2%。   消息面上,11月11日,巴克莱银行发布研报称,将甲骨文(Oracle)的债务评级下调至“减持”,并警示其信用评级最终可能被降至BBB-,该级别距离“垃圾债”门槛仅一步之遥。  同时研报警告,甲骨文可能在2026年11月耗尽现金。  巴克莱的模型显示,过去...

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