BlockBeats 消息，12 月 11 日，CoinDesk 分析师 James Van Straten 发文表示，尽管美联储降息 25 个基点，风险资产仍承受压力，主要因为甲骨文（Oracle）财报不及预期，再加上美联储释放的鹰派指引。比特币目前在 9 万美元附近，24 小时下跌 2.8%，与华尔街科技股指数纳斯达克挂钩的期货下跌 0.80%。
周三晚间，Oracle 公布了截至 2025 年 11 月 30 日的 2026 财年第二季度财报，总营收略低于市场共识，其中传统软件收入下降，新许可销售尤其疲弱。这再次凸显了以债务驱动的人工智能基础设施支出狂潮、承诺的收入与延迟到账的现金流现实之间的差距。
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