几乎腰斩!甲骨文跌势不止 AI行业泡沫风险加剧

第一财经
Dec 18, 2025

在今年9月10日以创纪录的涨幅刷新历史新高后,甲骨文股价便开始一路走低。本月以来,公司连遭利空突袭,进一步加剧了外界对于人工智能行业前景和估值泡沫的担忧。  截至周三收盘,甲骨文报178.45美元,下跌5.4%,近三个月累计跌幅48.5%。作为近两年推动美股牛市的关键因素,该行业对于明年市场的走向依然至关重要。  甲骨文否认融资泡汤传闻  据媒体报道,蓝猫头鹰资本(Blue Owl Capital...

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