庄启明的个人主页 - 老虎社区

庄启明

庄启明

~经济独立，启发明智~

IP属地：福建

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0勋章

12-17 23:43

故意放空，利于他们低位建仓，英伟达的护城河还是很高的，打垮它，目前是不可能，不够谷歌吹的多牛，还是有距离和时间的。

12-17 23:06

一时情绪而已

甲骨文100亿美元数据中心融资受阻，甲骨文：仍按计划进行，推进情况合预期

12-13

李宗盛的“你像个孩子似的”————决定是容易的，等待是困难的，看好的公司，几个拿的住？春天播种秋天收获。

12-10

$奈飞(NFLX)$ 需要时间来消化

12-06

$辉瑞(PFE)$ 加油加油加油加油加油

12-04

丫霸了

蔚来：EC6与售后满意度双夺冠，售后三连冠

12-04

这么用心的企业一定行，做好护城河，遥遥领先。

所有的全力以赴，只为让你万无一失

11-06

$辉瑞(PFE)$ 你需要时间和机会

11-06

$辉瑞(PFE)$ 被低估的企业，加油

10-20

加油，你行的。

辉瑞研发开放创新中心在浦东揭幕

10-20

$辉瑞(PFE)$ 这么有远见的企业，必须买。

10-20

有远见的企业。

辉瑞研发开放创新中心在浦东揭幕

10-16

这才是🈶远见的好商人。

富国银行、辉瑞CEO警告美国正面临失去全球竞争优势的风险

10-15

还有眼光和见识的CEO。

辉瑞(PFE.US)CEO呼吁：美国制药业需要与中国合作

10-10

$辉瑞(PFE)$ 加油，我们看好你哦

10-03

$辉瑞(PFE)$ 时间是把杀猪刀，价值回归需要和市场情绪的释放。

10-03

$辉瑞(PFE)$ 时间是把杀猪刀，需要时间来凑

09-30

辉瑞已经步入更高的市场地位，加油。

辉瑞将在美国投资700亿美元用于药品生产，白宫官员称辉瑞将降价

09-18

$亿航智能(EH)$ 加油加油加油

09-16

$辉瑞(PFE)$ 特朗普这个不靠谱的人，怎么定位她？是我们要思考的。

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21:22","market":"us","language":"zh","title":"甲骨文100亿美元数据中心融资受阻，甲骨文：仍按计划进行，推进情况合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1109714733","media":"华尔街见闻","summary":"12月17日，$甲骨文(ORCL)$、$Blue Owl(OBDE)$盘前均跌超3%！报道称甲骨文耗资100亿美元的密歇根数据中心项目因$Blue Owl(OBDE)$基金融资谈判陷入僵局而前景不明。","content":"<html><head></head><body><blockquote><p>据报道，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1千兆瓦的数据中心。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。不过，甲骨文随后回应表示，有关项目的股权交易最终谈判“进展按计划进行”，整体推进情况符合预期。甲骨文股价周三早盘跌超4.8%，公司回应之后股价刷新日低。</p></blockquote><p style=\"text-align: justify;\">媒体报道，甲骨文公司在该公司雄心勃勃的人工智能（AI）基础设施扩张计划上遭遇重大挫折，其最大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过，甲骨文随后回应称，该项目的谈判仍然按计划进行，整体推进情况符合预期，且交易中不包括蓝猫头鹰资本（Blue Owl Capital）。</p><p style=\"text-align: justify;\">12月17日，据英国金融时报消息，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1GW的数据中心。然而，<strong>随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。</strong>这座数据中心原计划为OpenAI提供服务。</p><p style=\"text-align: justify;\">报道指出，这一融资合作的破裂使得该项目的资金来源陷入不确定状态。知情人士称，<strong>尽管黑石（Blackstone）已就作为财务合作伙伴介入进行了谈判，但目前尚未签署任何投资协议，这令该密歇根设施的融资前景充满不确定性。</strong>目前，甲骨文尚未与新的支持者正式签署协议。</p><p style=\"text-align: justify;\">甲骨文股价在消息传出后立即下挫，并拖累科技板块整体走低。分析称，这一事件凸显出，<strong>当私募信贷市场开始收紧资金供给时，支撑AI基础设施建设的资金链条可能面临断裂风险。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/517e1c2c92550dc6064fc71fccc503e3\" tg-width=\"1024\" tg-height=\"666\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf9d80e73361d9d74f0e46979b31544c\" tg-width=\"1024\" tg-height=\"626\"/></p><p style=\"text-align: justify;\"><strong>不过，甲骨文公司随后回应表示，有关其位于密歇根州的数据中心项目的股权交易，最终谈判“进展按计划进行”，整体推进情况符合预期。</strong></p><p style=\"text-align: justify;\">甲骨文在一份声明中称，该项目的开发合作伙伴Related Digital已经在多项竞争性方案中选定了“最佳的股权合作伙伴”，并补充表示，这一合作伙伴将不会是Blue Owl Capital。</p><p style=\"text-align: justify;\">分析指出，此次融资动荡直接暴露了甲骨文AI基础设施战略日益紧张的资金链。该公司近几个月的大规模支出和激进的债务融资行为已引发市场警觉，导致其股价较9月的高点下跌超过40%，过去一个月跌近15%，债券亦遭到抛售。周三早盘，甲骨文股价跌超4.8%，公司回应之后股价刷新日低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/362f9500d6c0f7dbe1ea1546ff9b2a0b\" tg-width=\"696\" tg-height=\"564\"/></p><h2 id=\"id_2589096189\">融资条款收紧与债务担忧</h2><p style=\"text-align: justify;\">报道称，据知情人士透露，Blue Owl退出的核心原因在于市场情绪的转变。</p><p style=\"text-align: justify;\"><strong>鉴于包括甲骨文自身承诺在内的巨额AI支出以及不断攀升的债务水平，贷款方开始推动实施更严格的租赁和债务条款。这使得该交易对Blue Owl而言，在财务吸引力上不如早期的项目。</strong></p><p style=\"text-align: justify;\">甲骨文的债务状况正成为投资者和评级机构关注的焦点。据华尔街见闻文章，甲骨文最新的财报显示，截至11月底，甲骨文包括租赁义务在内的净债务约为1050亿美元，高于一年前的近780亿美元。</p><p style=\"text-align: justify;\">大摩预测，到2028年，这一数字将飙升至约2900亿美元。此外，监管文件显示，甲骨文的总租赁承诺在截至11月底的三个月内从1000亿美元激增至2480亿美元。</p><p style=\"text-align: justify;\">报道称，一位熟悉甲骨文与贷款方及数据中心运营商交易结构的人士指出，与亚马逊和微软等竞争对手相比，甲骨文在租赁上面临更苛刻的条款。该人士表示，贷款方更倾向于与经验更丰富、项目投机性较低的“超大规模企业”合作。</p><h2 id=\"id_1319372907\">项目延期风险与建设挑战</h2><p style=\"text-align: justify;\">除了财务条款分歧外，<strong>项目的执行风险也是Blue Owl退出的考量因素之一。</strong>Blue Owl担心由开发商Related Digital承建的Saline Township基地可能会面临延期。</p><p style=\"text-align: justify;\">该项目作为甲骨文与OpenAI达成的3000亿美元协议的一部分，旨在未来五年内提供4.5GW的算力。然而，该项目自8月启动以来便面临诸多问题，包括当地政府最初拒绝重新分区申请从而引发诉讼。</p><p style=\"text-align: justify;\">尽管案件已和解且预计明年第一季度动工，但早期的波折加剧了投资方对项目进展的担忧。</p><h2 id=\"ai\">私募信贷收紧或威胁AI基础设施建设</h2><p style=\"text-align: justify;\">分析指出，Blue Owl的突然退出引发市场对AI投资周期能否持续的担忧。</p><p style=\"text-align: justify;\">作为甲骨文数据中心项目的主要资金提供方，该机构过去一直为这类项目投入自有资金并筹集数十亿美元债务融资。</p><p style=\"text-align: justify;\">Blue Owl通常通过投入自有资金并筹集数十亿美元债务来建设设施，拥有数据中心的所有权，并将其长期租赁给甲骨文。</p><p style=\"text-align: justify;\">这种模式曾在得克萨斯州Abilene价值150亿美元的基地和新墨西哥州180亿美元的园区项目中得到应用。</p><p style=\"text-align: justify;\">然而，<strong>随着密歇根项目谈判的破裂，这种依赖特定私募资本合作伙伴进行资产负债表外融资的模式正面临考验。</strong></p><p style=\"text-align: justify;\">市场分析人士指出，如果连私募信贷机构都开始对AI基础设施项目说&#34;不&#34;，那么整个AI投资周期能否顺利完成将面临重大疑问。这对数据中心生态系统和甲骨文本身都可能构成严重利空。</p><p style=\"text-align: justify;\">早在2024年6月就有市场观察者警告，支撑这类大规模资本支出的债务融资最终将面临临界点。如今这一预警似乎正在成为现实，私募信贷市场对科技企业债务负担和AI支出回报的担忧正在从隐忧转为实际行动。</p><p style=\"text-align: justify;\">据报道，甲骨文目前正在与多家美国银行洽谈筹集380亿美元的债务融资，试图在该关键时刻填补资金缺口。</p><p style=\"text-align: justify;\">甲骨文方面回应称，其开发合作伙伴Related Digital已从竞争者中选择了“最佳股权合作伙伴”，并称最终谈判正按计划进行。Related Digital方面则仅表示正处于“尽职调查的最后阶段”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>甲骨文100亿美元数据中心融资受阻，甲骨文：仍按计划进行，推进情况合预期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文100亿美元数据中心融资受阻，甲骨文：仍按计划进行，推进情况合预期\n</h2>\n\n<h4 class=\"meta\">\n\n2025-12-17 21:22 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1千兆瓦的数据中心。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。不过，甲骨文随后回应表示，有关项目的股权交易最终谈判“进展按计划进行”，整体推进情况符合预期。甲骨文股价周三早盘跌超4.8%，公司回应...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"OBDE":"Blue Owl Capital Corp III","ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109714733","content_text":"据报道，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1千兆瓦的数据中心。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。不过，甲骨文随后回应表示，有关项目的股权交易最终谈判“进展按计划进行”，整体推进情况符合预期。甲骨文股价周三早盘跌超4.8%，公司回应之后股价刷新日低。媒体报道，甲骨文公司在该公司雄心勃勃的人工智能（AI）基础设施扩张计划上遭遇重大挫折，其最大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过，甲骨文随后回应称，该项目的谈判仍然按计划进行，整体推进情况符合预期，且交易中不包括蓝猫头鹰资本（Blue Owl Capital）。12月17日，据英国金融时报消息，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1GW的数据中心。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。这座数据中心原计划为OpenAI提供服务。报道指出，这一融资合作的破裂使得该项目的资金来源陷入不确定状态。知情人士称，尽管黑石（Blackstone）已就作为财务合作伙伴介入进行了谈判，但目前尚未签署任何投资协议，这令该密歇根设施的融资前景充满不确定性。目前，甲骨文尚未与新的支持者正式签署协议。甲骨文股价在消息传出后立即下挫，并拖累科技板块整体走低。分析称，这一事件凸显出，当私募信贷市场开始收紧资金供给时，支撑AI基础设施建设的资金链条可能面临断裂风险。不过，甲骨文公司随后回应表示，有关其位于密歇根州的数据中心项目的股权交易，最终谈判“进展按计划进行”，整体推进情况符合预期。甲骨文在一份声明中称，该项目的开发合作伙伴Related Digital已经在多项竞争性方案中选定了“最佳的股权合作伙伴”，并补充表示，这一合作伙伴将不会是Blue Owl Capital。分析指出，此次融资动荡直接暴露了甲骨文AI基础设施战略日益紧张的资金链。该公司近几个月的大规模支出和激进的债务融资行为已引发市场警觉，导致其股价较9月的高点下跌超过40%，过去一个月跌近15%，债券亦遭到抛售。周三早盘，甲骨文股价跌超4.8%，公司回应之后股价刷新日低。融资条款收紧与债务担忧报道称，据知情人士透露，Blue Owl退出的核心原因在于市场情绪的转变。鉴于包括甲骨文自身承诺在内的巨额AI支出以及不断攀升的债务水平，贷款方开始推动实施更严格的租赁和债务条款。这使得该交易对Blue Owl而言，在财务吸引力上不如早期的项目。甲骨文的债务状况正成为投资者和评级机构关注的焦点。据华尔街见闻文章，甲骨文最新的财报显示，截至11月底，甲骨文包括租赁义务在内的净债务约为1050亿美元，高于一年前的近780亿美元。大摩预测，到2028年，这一数字将飙升至约2900亿美元。此外，监管文件显示，甲骨文的总租赁承诺在截至11月底的三个月内从1000亿美元激增至2480亿美元。报道称，一位熟悉甲骨文与贷款方及数据中心运营商交易结构的人士指出，与亚马逊和微软等竞争对手相比，甲骨文在租赁上面临更苛刻的条款。该人士表示，贷款方更倾向于与经验更丰富、项目投机性较低的“超大规模企业”合作。项目延期风险与建设挑战除了财务条款分歧外，项目的执行风险也是Blue Owl退出的考量因素之一。Blue Owl担心由开发商Related Digital承建的Saline Township基地可能会面临延期。该项目作为甲骨文与OpenAI达成的3000亿美元协议的一部分，旨在未来五年内提供4.5GW的算力。然而，该项目自8月启动以来便面临诸多问题，包括当地政府最初拒绝重新分区申请从而引发诉讼。尽管案件已和解且预计明年第一季度动工，但早期的波折加剧了投资方对项目进展的担忧。私募信贷收紧或威胁AI基础设施建设分析指出，Blue Owl的突然退出引发市场对AI投资周期能否持续的担忧。作为甲骨文数据中心项目的主要资金提供方，该机构过去一直为这类项目投入自有资金并筹集数十亿美元债务融资。Blue Owl通常通过投入自有资金并筹集数十亿美元债务来建设设施，拥有数据中心的所有权，并将其长期租赁给甲骨文。这种模式曾在得克萨斯州Abilene价值150亿美元的基地和新墨西哥州180亿美元的园区项目中得到应用。然而，随着密歇根项目谈判的破裂，这种依赖特定私募资本合作伙伴进行资产负债表外融资的模式正面临考验。市场分析人士指出，如果连私募信贷机构都开始对AI基础设施项目说\"不\"，那么整个AI投资周期能否顺利完成将面临重大疑问。这对数据中心生态系统和甲骨文本身都可能构成严重利空。早在2024年6月就有市场观察者警告，支撑这类大规模资本支出的债务融资最终将面临临界点。如今这一预警似乎正在成为现实，私募信贷市场对科技企业债务负担和AI支出回报的担忧正在从隐忧转为实际行动。据报道，甲骨文目前正在与多家美国银行洽谈筹集380亿美元的债务融资，试图在该关键时刻填补资金缺口。甲骨文方面回应称，其开发合作伙伴Related Digital已从竞争者中选择了“最佳股权合作伙伴”，并称最终谈判正按计划进行。Related 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18:42","market":"hk","language":"zh","title":"蔚来：EC6与售后满意度双夺冠，售后三连冠","url":"https://stock-news.laohu8.com/highlight/detail?id=2588044742","media":"和讯网","summary":"【12月3日，2025年中国新能源汽车行业用户满意度指数测评结果发布】当日，由中国质量协会举办的2025年中国新能源汽车行业用户满意度指数(NEV - CACSI)测评结果正式揭晓。蔚来EC6荣膺纯电动中型SUV用户满意度第一名。 此外，蔚来售后服务再度斩获用户满意度第一名，实现连续三年获此荣誉。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担","content":"<html><body><article><p><strong>【12月3日，2025年中国新能源汽车行业用户满意度指数测评结果发布】</strong>当日，由中国质量协会举办的2025年中国新能源汽车行业用户满意度指数(NEV - CACSI)测评结果正式揭晓。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>EC6荣膺纯电动中型SUV用户满意度第一名。 此外，<a href=\"https://laohu8.com/S/09866\">蔚来</a>售后服务再度斩获用户满意度第一名，实现连续三年获此荣誉。</p><p>本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来：EC6与售后满意度双夺冠，售后三连冠</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; 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CACSI)测评结果正式揭晓。蔚来EC6荣膺纯电动中型SUV用户满意度第一名。 此外，蔚来售后服务再度斩获用户满意度第一名，实现连续三年获此荣誉。本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203220551978e0054&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","09866":"蔚来-SW","BK1588":"回港中概股","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203220551978e0054&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588044742","content_text":"【12月3日，2025年中国新能源汽车行业用户满意度指数测评结果发布】当日，由中国质量协会举办的2025年中国新能源汽车行业用户满意度指数(NEV - CACSI)测评结果正式揭晓。蔚来EC6荣膺纯电动中型SUV用户满意度第一名。 此外，蔚来售后服务再度斩获用户满意度第一名，实现连续三年获此荣誉。本文由 AI 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，做好护城河，遥遥领先。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506875988951680","repostId":"2588502854","repostType":2,"repost":{"id":"2588502854","kind":"highlight","weMediaInfo":{"introduction":"蔚来官方公众账号","home_visible":1,"media_name":"蔚来","id":"1061141779","head_image":"https://static.tigerbbs.com/461b3743fad24c09a80e713f39da6adf"},"pubTimestamp":1764763200,"share":"https://www.laohu8.com/m/news/2588502854?lang=zh_CN&edition=full","pubTime":"2025-12-03 20:00","market":"us","language":"zh","title":"所有的全力以赴，只为让你万无一失","url":"https://stock-news.laohu8.com/highlight/detail?id=2588502854","media":"蔚来","summary":"在蔚来，每一点安全提升，都值得全力以赴。从全向AEB到应对连环追尾的AES，从防止“开门杀”的预警到离车后的生命体征监测，这些功能很强大，但我们最骄傲的，不仅是你用它化险为夷，而是你一路平安，完全忘记了它们的存在。愿所有的全力以赴，都能在关键时刻让你“万无一失”。#蔚来 #全国交通安全日 #蔚来智慧安全点击即刻预约试驾蔚来全系车型\n\n文章原文","content":"<html><body><p lang=\"en\" role=\"option\">在<a 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src=\"https://static.tigerbbs.com/985a93785cfe4b91b0f36f03598e5d01\"/><img src=\"\"/><img src=\"\"/><img src=\"https://static.tigerbbs.com/5d01fcade1344048baa78e1b24b60acf\"/><img src=\"https://static.tigerbbs.com/eada2c0d03c846eaa0e7a5a9807c39a4\"/><img src=\"\"/><img src=\"\"/><img src=\"https://static.tigerbbs.com/a70ef75c9c4c4ffeb5664d914c6a4fd8\"/><img src=\"https://static.tigerbbs.com/074a15ec181140559d287f36da9d036b\"/><img src=\"\"/><img src=\"\"/><img src=\"https://static.tigerbbs.com/10cc1eda7095444397908d93f2c0019b\"/><img src=\"https://static.tigerbbs.com/6bcc7e68359a4d2c8fe4b8c0680ba3e5\"/><img src=\"\"/><img src=\"\"/></div>\n<br/>\n文章原文\n<br/>\n<img height=\"1px\" src=\"https://static.tigerbbs.com/783f813f7fa24c88975b8f511e9f2cf0\" width=\"1px\"/>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK1588":"回港中概股","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and 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#蔚来智慧安全点击即刻预约试驾蔚来全系车型\n\n文章原文","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"09866":0.9,"NIO.SI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497322792755920,"gmtCreate":1762439486612,"gmtModify":1762439488337,"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 你需要时间和机会","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 你需要时间和机会","text":"$辉瑞(PFE)$ 你需要时间和机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497322792755920","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497320619848240,"gmtCreate":1762439466996,"gmtModify":1762439468746,"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 被低估的企业，加油","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 被低估的企业，加油","text":"$辉瑞(PFE)$ 被低估的企业，加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497320619848240","isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491317209677896,"gmtCreate":1760971643235,"gmtModify":1760971646487,"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"themes":[],"htmlText":"加油，你行的。","listText":"加油，你行的。","text":"加油，你行的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491317209677896","repostId":"2576859046","repostType":2,"repost":{"id":"2576859046","kind":"news","pubTimestamp":1760961641,"share":"https://www.laohu8.com/m/news/2576859046?lang=zh_CN&edition=full","pubTime":"2025-10-20 20:00","market":"us","language":"zh","title":"辉瑞研发开放创新中心在浦东揭幕","url":"https://stock-news.laohu8.com/highlight/detail?id=2576859046","media":"人民财讯","summary":"人民财讯10月20日电，据浦东发布消息，10月20日下午，辉瑞在浦东揭幕辉瑞研发开放创新中心。辉瑞研发开放创新中心是一个致力于推动中国生物医药行业创新和研发的综合性平台。该中心依托辉瑞北京、上海两地研发中心的资源优势，为中国本土高校、创新生物技术企业、医院及临床研究机构提供能力建设与资源支持。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.PFE&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　人民财讯10月20日电，据浦东发布消息，10月20日下午，<span><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></span><span></span>在浦东揭幕<span href=\"http://quote.eastmoney.com/unify/r/106.PFE\" target=\"_blank\" web=\"1\">辉瑞</span>研发开放创新中心。<span href=\"http://quote.eastmoney.com/unify/r/106.PFE\" target=\"_blank\" web=\"1\">辉瑞</span>研发开放创新中心是一个致力于推动中国生物医药行业创新和研发的综合性平台。该中心依托辉瑞北京、上海两地研发中心的资源优势，为中国本土高校、创新生物技术企业、医院及临床研究机构提供能力建设与资源支持。 </p><p>（文章来源：人民财讯）</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>辉瑞研发开放创新中心在浦东揭幕</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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class=\"title\">\n辉瑞研发开放创新中心在浦东揭幕\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-20 20:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202510203538952896.html><strong>人民财讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人民财讯10月20日电，据浦东发布消息，10月20日下午，辉瑞在浦东揭幕辉瑞研发开放创新中心。辉瑞研发开放创新中心是一个致力于推动中国生物医药行业创新和研发的综合性平台。该中心依托辉瑞北京、上海两地研发中心的资源优势，为中国本土高校、创新生物技术企业、医院及临床研究机构提供能力建设与资源支持。 （文章来源：人民财讯）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510203538952896.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","IE00BBT3K403.USD":"LEGG 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（文章来源：人民财讯）","news_type":1,"symbols_score_info":{"PFE":1.5}},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491317241709376,"gmtCreate":1760971610497,"gmtModify":1760971613691,"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这么有远见的企业，必须买。","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这么有远见的企业，必须买。","text":"$辉瑞(PFE)$ 这么有远见的企业，必须买。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491317241709376","isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491318477410496,"gmtCreate":1760971566161,"gmtModify":1760971570896,"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"themes":[],"htmlText":"有远见的企业。","listText":"有远见的企业。","text":"有远见的企业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491318477410496","repostId":"2576859046","repostType":2,"repost":{"id":"2576859046","kind":"news","pubTimestamp":1760961641,"share":"https://www.laohu8.com/m/news/2576859046?lang=zh_CN&edition=full","pubTime":"2025-10-20 20:00","market":"us","language":"zh","title":"辉瑞研发开放创新中心在浦东揭幕","url":"https://stock-news.laohu8.com/highlight/detail?id=2576859046","media":"人民财讯","summary":"人民财讯10月20日电，据浦东发布消息，10月20日下午，辉瑞在浦东揭幕辉瑞研发开放创新中心。辉瑞研发开放创新中心是一个致力于推动中国生物医药行业创新和研发的综合性平台。该中心依托辉瑞北京、上海两地研发中心的资源优势，为中国本土高校、创新生物技术企业、医院及临床研究机构提供能力建设与资源支持。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.PFE&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　人民财讯10月20日电，据浦东发布消息，10月20日下午，<span><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></span><span></span>在浦东揭幕<span href=\"http://quote.eastmoney.com/unify/r/106.PFE\" target=\"_blank\" web=\"1\">辉瑞</span>研发开放创新中心。<span href=\"http://quote.eastmoney.com/unify/r/106.PFE\" target=\"_blank\" web=\"1\">辉瑞</span>研发开放创新中心是一个致力于推动中国生物医药行业创新和研发的综合性平台。该中心依托辉瑞北京、上海两地研发中心的资源优势，为中国本土高校、创新生物技术企业、医院及临床研究机构提供能力建设与资源支持。 </p><p>（文章来源：人民财讯）</p> </div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>辉瑞研发开放创新中心在浦东揭幕</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n辉瑞研发开放创新中心在浦东揭幕\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-20 20:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202510203538952896.html><strong>人民财讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人民财讯10月20日电，据浦东发布消息，10月20日下午，辉瑞在浦东揭幕辉瑞研发开放创新中心。辉瑞研发开放创新中心是一个致力于推动中国生物医药行业创新和研发的综合性平台。该中心依托辉瑞北京、上海两地研发中心的资源优势，为中国本土高校、创新生物技术企业、医院及临床研究机构提供能力建设与资源支持。 （文章来源：人民财讯）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510203538952896.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","IE00BBT3K403.USD":"LEGG 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ACC","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0225771236.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (USD) INC MF","BK4585":"ETF&股票定投概念"},"source_url":"http://finance.eastmoney.com/a/202510203538952896.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576859046","content_text":"人民财讯10月20日电，据浦东发布消息，10月20日下午，辉瑞在浦东揭幕辉瑞研发开放创新中心。辉瑞研发开放创新中心是一个致力于推动中国生物医药行业创新和研发的综合性平台。该中心依托辉瑞北京、上海两地研发中心的资源优势，为中国本土高校、创新生物技术企业、医院及临床研究机构提供能力建设与资源支持。 （文章来源：人民财讯）","news_type":1,"symbols_score_info":{"PFE":1.5}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489795889311952,"gmtCreate":1760606212080,"gmtModify":1760606214592,"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"themes":[],"htmlText":"这才是🈶远见的好商人。","listText":"这才是🈶远见的好商人。","text":"这才是🈶远见的好商人。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489795889311952","repostId":"2575762524","repostType":2,"repost":{"id":"2575762524","kind":"live","pubTimestamp":1760580668,"share":"https://www.laohu8.com/m/news/2575762524?lang=zh_CN&edition=full","pubTime":"2025-10-16 10:11","market":"hk","language":"zh","title":"富国银行、辉瑞CEO警告美国正面临失去全球竞争优势的风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2575762524","media":"格隆汇","summary":"富国银行首席执行官Charlie Scharf与辉瑞首席执行官Albert Bourla周三在华盛顿出席论坛时警告，虽然美国在多个领域仍具领导地位，但政策不稳与投资不足正，美国正面临失去全球竞争优势的","content":"<html><body><p>富国银行首席执行官Charlie Scharf与辉瑞首席执行官Albert Bourla周三在华盛顿出席论坛时警告，虽然美国在多个领域仍具领导地位，但政策不稳与投资不足正，美国正面临失去全球竞争优势的风险，但人工智能或可成为维持领先地位的关键。Scharf表示，公司开发人员因AI生产效率提升20%至40%，虽然没有裁员，但AI令能完成更多工作。他又预期金融业将面临重大监管变革，包括资本及流动性要求的调整。Bourla呼吁，美国应专注于提升自身创新及生产力，而非单纯遏制中国发展，并称AI将成为医药研发的下一个发展。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>富国银行、辉瑞CEO警告美国正面临失去全球竞争优势的风险</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n富国银行、辉瑞CEO警告美国正面临失去全球竞争优势的风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-16 10:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>富国银行首席执行官Charlie Scharf与辉瑞首席执行官Albert Bourla周三在华盛顿出席论坛时警告，虽然美国在多个领域仍具领导地位，但政策不稳与投资不足正，美国正面临失去全球竞争优势的风险，但人工智能或可成为维持领先地位的关键。Scharf表示，公司开发人员因AI生产效率提升20%至40%，虽然没有裁员，但AI令能完成更多工作。他又预期金融业将面临重大监管变革，包括资本及流动性要求...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","PFE":"辉瑞","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0122379950.USD":"贝莱德世界健康科学A2","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) 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USD"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2575762524","content_text":"富国银行首席执行官Charlie Scharf与辉瑞首席执行官Albert Bourla周三在华盛顿出席论坛时警告，虽然美国在多个领域仍具领导地位，但政策不稳与投资不足正，美国正面临失去全球竞争优势的风险，但人工智能或可成为维持领先地位的关键。Scharf表示，公司开发人员因AI生产效率提升20%至40%，虽然没有裁员，但AI令能完成更多工作。他又预期金融业将面临重大监管变革，包括资本及流动性要求的调整。Bourla呼吁，美国应专注于提升自身创新及生产力，而非单纯遏制中国发展，并称AI将成为医药研发的下一个发展。","news_type":1,"symbols_score_info":{"WFC":1.5,"PFE":1.5}},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489477155615168,"gmtCreate":1760528839503,"gmtModify":1760528841706,"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"themes":[],"htmlText":"还有眼光和见识的CEO。","listText":"还有眼光和见识的CEO。","text":"还有眼光和见识的CEO。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489477155615168","repostId":"2575513203","repostType":2,"repost":{"id":"2575513203","kind":"news","pubTimestamp":1760511620,"share":"https://www.laohu8.com/m/news/2575513203?lang=zh_CN&edition=full","pubTime":"2025-10-15 15:00","market":"hk","language":"zh","title":"辉瑞(PFE.US)CEO呼吁：美国制药业需要与中国合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2575513203","media":"智通财经","summary":"智通财经APP获悉，辉瑞首席执行官阿尔伯特·布尔拉周二表示，美国制药业需要与中国制药业开展合作。此番表态正值美国总统特朗普对主要经济竞争对手中国实施一系列关税措施之际。美国众议院去年也曾通过法案试图限制美国企业与中国药企合作。今年初，辉瑞与中国三生制药达成协议，以12.5亿美元预付款加最高48亿美元里程碑付款的条件，获得一款实验性癌症疗法的授权。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)首席执行官阿尔伯特·布尔拉周二表示，美国制药业需要与中国制药业开展合作。过去十年间，中国凭借高效的研发流程使其在全球药物研发中的占比跃升至30%。</p><p>布尔拉在纽约出席美中关系全国委员会晚宴时指出：\"在生物制药领域，中国惊人的速度、成本和规模优势已引发全球竞争格局转变。\"他透露，中国目前拥有约1200种新药候选药物，而十年前这一数字仅为60种。</p><p>此番表态正值美国总统特朗普对主要经济竞争对手中国实施一系列关税措施之际。这些针对<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元进口商品的关税政策，据称旨在缩小巨额贸易逆差、重振制造业并打击芬太尼贸易。</p><p>美国众议院去年也曾通过法案试图限制美国企业与中国药企合作。该法案最终未获参议院通过，但今年早些时候已有新版本被重新提交。</p><p>尽管中美存在贸易摩擦，欧美制药公司仍寄望中国补充其药物研发管线。今年初，辉瑞与中国<a href=\"https://laohu8.com/S/01530\">三生制药</a>达成协议，以12.5亿美元预付款加最高48亿美元里程碑付款的条件，获得一款实验性癌症疗法的授权。</p><p>布尔拉强调：\"中国生物科技公司去年占大型药企药物授权交易总量的近三分之一，这是创新来源地的重大转变。\"他补充称，<a href=\"https://laohu8.com/S/01177\">中国生物制药</a>企业招募临床试验患者的效率可达美国同行的2至5倍。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>辉瑞(PFE.US)CEO呼吁：美国制药业需要与中国合作</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1355242.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002232.USD":"Allianz Global High Payout USD","BK4599":"减肥药","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0225771236.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" (USD) INC MF","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","SG9999013999.USD":"UOB 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22:19","market":"us","language":"zh","title":"辉瑞将在美国投资700亿美元用于药品生产，白宫官员称辉瑞将降价","url":"https://stock-news.laohu8.com/highlight/detail?id=1192781803","media":"老虎资讯综合","summary":"白宫将宣布推出“TRUMPRX”药品购买网站。","content":"<html><head></head><body><p>据华尔街日报： <a href=\"https://laohu8.com/S/PFE\">辉瑞</a> 首席执行官预计将宣布在美国投资700亿美元用于药品生产。</p><p>据多名白宫官员透露，辉瑞将于周二与总统唐纳德·特朗普的活动上宣布降低处方药价格的计划。其中一名官员称，预计辉瑞将宣布在美国普遍下调药价，并且参加美国医疗补助计划保险项目的美国人将在部分辉瑞药品上享受“最惠国”定价。特朗普多次向制药企业施压，要求其在美国的药价与外国买家支付的价格保持一致。</p><p>辉瑞还将通过“TrumpRx”这一计划中的政府网站，以大幅折扣面向消费者直接销售药品。该平台将允许美国人以现金购买由政府协商确定折扣的药品。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/239cefed17d82cea1a056713829e8188\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=\"https://laohu8.com/S/MKDTY\">$摩贝(MKDTY)$</a>开始退市，怎么赔","text":"$摩贝(MKDTY)$开始退市，怎么赔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/663282733","isVote":1,"tweetType":1,"viewCount":4742,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514293439826917","authorId":"3514293439826917","name":"羽田","avatar":"https://static.tigerbbs.com/28e04f3a1adae7f3768895ef620ed818","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3514293439826917","idStr":"3514293439826917"},"content":"问这种衰问题能不能不要用这个头像？","text":"问这种衰问题能不能不要用这个头像？","html":"问这种衰问题能不能不要用这个头像？"},{"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"content":"去中国，直接找他们赔钱","text":"去中国，直接找他们赔钱","html":"去中国，直接找他们赔钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511824099008768,"gmtCreate":1765984013976,"gmtModify":1765984016389,"author":{"id":"3447258680782140","authorId":"3447258680782140","name":"庄启明","avatar":"https://static.tigerbbs.com/1cdc53929b69f8b806e35f1372121ca4","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3447258680782140","idStr":"3447258680782140"},"themes":[],"title":"","htmlText":"一时情绪而已","listText":"一时情绪而已","text":"一时情绪而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511824099008768","repostId":"1109714733","repostType":2,"repost":{"id":"1109714733","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1765977768,"share":"https://www.laohu8.com/m/news/1109714733?lang=zh_CN&edition=full","pubTime":"2025-12-17 21:22","market":"us","language":"zh","title":"甲骨文100亿美元数据中心融资受阻，甲骨文：仍按计划进行，推进情况合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1109714733","media":"华尔街见闻","summary":"12月17日，$甲骨文(ORCL)$、$Blue Owl(OBDE)$盘前均跌超3%！报道称甲骨文耗资100亿美元的密歇根数据中心项目因$Blue Owl(OBDE)$基金融资谈判陷入僵局而前景不明。","content":"<html><head></head><body><blockquote><p>据报道，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1千兆瓦的数据中心。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。不过，甲骨文随后回应表示，有关项目的股权交易最终谈判“进展按计划进行”，整体推进情况符合预期。甲骨文股价周三早盘跌超4.8%，公司回应之后股价刷新日低。</p></blockquote><p style=\"text-align: justify;\">媒体报道，甲骨文公司在该公司雄心勃勃的人工智能（AI）基础设施扩张计划上遭遇重大挫折，其最大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过，甲骨文随后回应称，该项目的谈判仍然按计划进行，整体推进情况符合预期，且交易中不包括蓝猫头鹰资本（Blue Owl Capital）。</p><p style=\"text-align: justify;\">12月17日，据英国金融时报消息，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1GW的数据中心。然而，<strong>随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。</strong>这座数据中心原计划为OpenAI提供服务。</p><p style=\"text-align: justify;\">报道指出，这一融资合作的破裂使得该项目的资金来源陷入不确定状态。知情人士称，<strong>尽管黑石（Blackstone）已就作为财务合作伙伴介入进行了谈判，但目前尚未签署任何投资协议，这令该密歇根设施的融资前景充满不确定性。</strong>目前，甲骨文尚未与新的支持者正式签署协议。</p><p style=\"text-align: justify;\">甲骨文股价在消息传出后立即下挫，并拖累科技板块整体走低。分析称，这一事件凸显出，<strong>当私募信贷市场开始收紧资金供给时，支撑AI基础设施建设的资金链条可能面临断裂风险。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/517e1c2c92550dc6064fc71fccc503e3\" tg-width=\"1024\" tg-height=\"666\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf9d80e73361d9d74f0e46979b31544c\" tg-width=\"1024\" tg-height=\"626\"/></p><p style=\"text-align: justify;\"><strong>不过，甲骨文公司随后回应表示，有关其位于密歇根州的数据中心项目的股权交易，最终谈判“进展按计划进行”，整体推进情况符合预期。</strong></p><p style=\"text-align: justify;\">甲骨文在一份声明中称，该项目的开发合作伙伴Related Digital已经在多项竞争性方案中选定了“最佳的股权合作伙伴”，并补充表示，这一合作伙伴将不会是Blue Owl Capital。</p><p style=\"text-align: justify;\">分析指出，此次融资动荡直接暴露了甲骨文AI基础设施战略日益紧张的资金链。该公司近几个月的大规模支出和激进的债务融资行为已引发市场警觉，导致其股价较9月的高点下跌超过40%，过去一个月跌近15%，债券亦遭到抛售。周三早盘，甲骨文股价跌超4.8%，公司回应之后股价刷新日低。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/362f9500d6c0f7dbe1ea1546ff9b2a0b\" tg-width=\"696\" tg-height=\"564\"/></p><h2 id=\"id_2589096189\">融资条款收紧与债务担忧</h2><p style=\"text-align: justify;\">报道称，据知情人士透露，Blue Owl退出的核心原因在于市场情绪的转变。</p><p style=\"text-align: justify;\"><strong>鉴于包括甲骨文自身承诺在内的巨额AI支出以及不断攀升的债务水平，贷款方开始推动实施更严格的租赁和债务条款。这使得该交易对Blue Owl而言，在财务吸引力上不如早期的项目。</strong></p><p style=\"text-align: justify;\">甲骨文的债务状况正成为投资者和评级机构关注的焦点。据华尔街见闻文章，甲骨文最新的财报显示，截至11月底，甲骨文包括租赁义务在内的净债务约为1050亿美元，高于一年前的近780亿美元。</p><p style=\"text-align: justify;\">大摩预测，到2028年，这一数字将飙升至约2900亿美元。此外，监管文件显示，甲骨文的总租赁承诺在截至11月底的三个月内从1000亿美元激增至2480亿美元。</p><p style=\"text-align: justify;\">报道称，一位熟悉甲骨文与贷款方及数据中心运营商交易结构的人士指出，与亚马逊和微软等竞争对手相比，甲骨文在租赁上面临更苛刻的条款。该人士表示，贷款方更倾向于与经验更丰富、项目投机性较低的“超大规模企业”合作。</p><h2 id=\"id_1319372907\">项目延期风险与建设挑战</h2><p style=\"text-align: justify;\">除了财务条款分歧外，<strong>项目的执行风险也是Blue Owl退出的考量因素之一。</strong>Blue Owl担心由开发商Related Digital承建的Saline Township基地可能会面临延期。</p><p style=\"text-align: justify;\">该项目作为甲骨文与OpenAI达成的3000亿美元协议的一部分，旨在未来五年内提供4.5GW的算力。然而，该项目自8月启动以来便面临诸多问题，包括当地政府最初拒绝重新分区申请从而引发诉讼。</p><p style=\"text-align: justify;\">尽管案件已和解且预计明年第一季度动工，但早期的波折加剧了投资方对项目进展的担忧。</p><h2 id=\"ai\">私募信贷收紧或威胁AI基础设施建设</h2><p style=\"text-align: justify;\">分析指出，Blue Owl的突然退出引发市场对AI投资周期能否持续的担忧。</p><p style=\"text-align: justify;\">作为甲骨文数据中心项目的主要资金提供方，该机构过去一直为这类项目投入自有资金并筹集数十亿美元债务融资。</p><p style=\"text-align: justify;\">Blue Owl通常通过投入自有资金并筹集数十亿美元债务来建设设施，拥有数据中心的所有权，并将其长期租赁给甲骨文。</p><p style=\"text-align: justify;\">这种模式曾在得克萨斯州Abilene价值150亿美元的基地和新墨西哥州180亿美元的园区项目中得到应用。</p><p style=\"text-align: justify;\">然而，<strong>随着密歇根项目谈判的破裂，这种依赖特定私募资本合作伙伴进行资产负债表外融资的模式正面临考验。</strong></p><p style=\"text-align: justify;\">市场分析人士指出，如果连私募信贷机构都开始对AI基础设施项目说&#34;不&#34;，那么整个AI投资周期能否顺利完成将面临重大疑问。这对数据中心生态系统和甲骨文本身都可能构成严重利空。</p><p style=\"text-align: justify;\">早在2024年6月就有市场观察者警告，支撑这类大规模资本支出的债务融资最终将面临临界点。如今这一预警似乎正在成为现实，私募信贷市场对科技企业债务负担和AI支出回报的担忧正在从隐忧转为实际行动。</p><p style=\"text-align: justify;\">据报道，甲骨文目前正在与多家美国银行洽谈筹集380亿美元的债务融资，试图在该关键时刻填补资金缺口。</p><p style=\"text-align: justify;\">甲骨文方面回应称，其开发合作伙伴Related Digital已从竞争者中选择了“最佳股权合作伙伴”，并称最终谈判正按计划进行。Related Digital方面则仅表示正处于“尽职调查的最后阶段”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>甲骨文100亿美元数据中心融资受阻，甲骨文：仍按计划进行，推进情况合预期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文100亿美元数据中心融资受阻，甲骨文：仍按计划进行，推进情况合预期\n</h2>\n\n<h4 class=\"meta\">\n\n2025-12-17 21:22 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1千兆瓦的数据中心。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。不过，甲骨文随后回应表示，有关项目的股权交易最终谈判“进展按计划进行”，整体推进情况符合预期。甲骨文股价周三早盘跌超4.8%，公司回应...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"OBDE":"Blue Owl Capital Corp III","ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109714733","content_text":"据报道，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1千兆瓦的数据中心。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。不过，甲骨文随后回应表示，有关项目的股权交易最终谈判“进展按计划进行”，整体推进情况符合预期。甲骨文股价周三早盘跌超4.8%，公司回应之后股价刷新日低。媒体报道，甲骨文公司在该公司雄心勃勃的人工智能（AI）基础设施扩张计划上遭遇重大挫折，其最大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过，甲骨文随后回应称，该项目的谈判仍然按计划进行，整体推进情况符合预期，且交易中不包括蓝猫头鹰资本（Blue Owl Capital）。12月17日，据英国金融时报消息，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1GW的数据中心。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。这座数据中心原计划为OpenAI提供服务。报道指出，这一融资合作的破裂使得该项目的资金来源陷入不确定状态。知情人士称，尽管黑石（Blackstone）已就作为财务合作伙伴介入进行了谈判，但目前尚未签署任何投资协议，这令该密歇根设施的融资前景充满不确定性。目前，甲骨文尚未与新的支持者正式签署协议。甲骨文股价在消息传出后立即下挫，并拖累科技板块整体走低。分析称，这一事件凸显出，当私募信贷市场开始收紧资金供给时，支撑AI基础设施建设的资金链条可能面临断裂风险。不过，甲骨文公司随后回应表示，有关其位于密歇根州的数据中心项目的股权交易，最终谈判“进展按计划进行”，整体推进情况符合预期。甲骨文在一份声明中称，该项目的开发合作伙伴Related Digital已经在多项竞争性方案中选定了“最佳的股权合作伙伴”，并补充表示，这一合作伙伴将不会是Blue Owl Capital。分析指出，此次融资动荡直接暴露了甲骨文AI基础设施战略日益紧张的资金链。该公司近几个月的大规模支出和激进的债务融资行为已引发市场警觉，导致其股价较9月的高点下跌超过40%，过去一个月跌近15%，债券亦遭到抛售。周三早盘，甲骨文股价跌超4.8%，公司回应之后股价刷新日低。融资条款收紧与债务担忧报道称，据知情人士透露，Blue Owl退出的核心原因在于市场情绪的转变。鉴于包括甲骨文自身承诺在内的巨额AI支出以及不断攀升的债务水平，贷款方开始推动实施更严格的租赁和债务条款。这使得该交易对Blue Owl而言，在财务吸引力上不如早期的项目。甲骨文的债务状况正成为投资者和评级机构关注的焦点。据华尔街见闻文章，甲骨文最新的财报显示，截至11月底，甲骨文包括租赁义务在内的净债务约为1050亿美元，高于一年前的近780亿美元。大摩预测，到2028年，这一数字将飙升至约2900亿美元。此外，监管文件显示，甲骨文的总租赁承诺在截至11月底的三个月内从1000亿美元激增至2480亿美元。报道称，一位熟悉甲骨文与贷款方及数据中心运营商交易结构的人士指出，与亚马逊和微软等竞争对手相比，甲骨文在租赁上面临更苛刻的条款。该人士表示，贷款方更倾向于与经验更丰富、项目投机性较低的“超大规模企业”合作。项目延期风险与建设挑战除了财务条款分歧外，项目的执行风险也是Blue Owl退出的考量因素之一。Blue Owl担心由开发商Related Digital承建的Saline Township基地可能会面临延期。该项目作为甲骨文与OpenAI达成的3000亿美元协议的一部分，旨在未来五年内提供4.5GW的算力。然而，该项目自8月启动以来便面临诸多问题，包括当地政府最初拒绝重新分区申请从而引发诉讼。尽管案件已和解且预计明年第一季度动工，但早期的波折加剧了投资方对项目进展的担忧。私募信贷收紧或威胁AI基础设施建设分析指出，Blue Owl的突然退出引发市场对AI投资周期能否持续的担忧。作为甲骨文数据中心项目的主要资金提供方，该机构过去一直为这类项目投入自有资金并筹集数十亿美元债务融资。Blue Owl通常通过投入自有资金并筹集数十亿美元债务来建设设施，拥有数据中心的所有权，并将其长期租赁给甲骨文。这种模式曾在得克萨斯州Abilene价值150亿美元的基地和新墨西哥州180亿美元的园区项目中得到应用。然而，随着密歇根项目谈判的破裂，这种依赖特定私募资本合作伙伴进行资产负债表外融资的模式正面临考验。市场分析人士指出，如果连私募信贷机构都开始对AI基础设施项目说\"不\"，那么整个AI投资周期能否顺利完成将面临重大疑问。这对数据中心生态系统和甲骨文本身都可能构成严重利空。早在2024年6月就有市场观察者警告，支撑这类大规模资本支出的债务融资最终将面临临界点。如今这一预警似乎正在成为现实，私募信贷市场对科技企业债务负担和AI支出回报的担忧正在从隐忧转为实际行动。据报道，甲骨文目前正在与多家美国银行洽谈筹集380亿美元的债务融资，试图在该关键时刻填补资金缺口。甲骨文方面回应称，其开发合作伙伴Related Digital已从竞争者中选择了“最佳股权合作伙伴”，并称最终谈判正按计划进行。Related 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