甲骨文:不寻常的信号

锦缎研究院
Dec 15, 2025

本文系基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议上周五,一则关于数据中心建设可能延迟的消息,让数据库巨头甲骨文的股价在持续下跌中再次受挫,也进一步加深了投资者对AI泡沫的担忧。比股价波动更值得玩味的,是公司声明的文字游戏:它只否认了“合同规定必须完成的时间节点”有延迟,却对公众更关心的“整体项目时间表”是否推迟避而不谈。这种措辞上的微妙差别,就像一场金融世界的“罗生门”,透露出比施工...

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