担忧雪上加霜!甲骨文被爆部分数据中心推迟至2028年竣工,AI股大跌

华尔街见闻
Dec 13, 2025

在甲骨文AI支出激增、博通业绩电话会未达投资者高预期后,媒体称,甲骨文将部分为OpenAI开发的数据中心竣工日期从2027年推迟至2028年。甲骨文盘中跌超6%,抛售甚至波及电力股。后公司否认消息,称所有合约数据中心均未出现延误,股价收跌4.5%。继甲骨文和博通的业绩表现引发投资者担忧后,周五甲骨文传出的数据中心延期消息令AI概念股雪上加霜,投资者对人工智能(AI)领域泡沫的疑虑加剧。美东时间12...

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