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落单的秀儿

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- 落单的秀儿落单的秀儿
  ·03-24 22:18
  $甲骨文(ORCL)$ 这是跌的莫名其妙
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- 落单的秀儿落单的秀儿
  ·02-26
  $甲骨文(ORCL)$ 最烂就属你
  228 评论
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- 落单的秀儿落单的秀儿
  ·02-03
  $甲骨文(ORCL)$ 还真是老千股。
  428 评论
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- 落单的秀儿落单的秀儿
  ·02-03
  $甲骨文(ORCL)$ 骗炮发套
  537 评论
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- 落单的秀儿落单的秀儿
  ·01-29
  $甲骨文(ORCL)$ 完犊子货
  501 评论
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- 落单的秀儿落单的秀儿
  ·01-28
  $甲骨文(ORCL)$ 我真是不知道说什么好，这货填不完的窟窿。我玩A股也没买过这种股。一路向下不带反弹的
  1,077 评论
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- 落单的秀儿落单的秀儿
  ·01-15
  $甲骨文(ORCL)$ 有意思的很
  526 评论
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- 落单的秀儿落单的秀儿
  ·01-08
  $美团-W(03690)$ 确实是只烂股
  806 评论
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- 落单的秀儿落单的秀儿
  ·2025-12-17
  洗就洗，也不能老盯着甲骨文洗吧。
  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。
  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
  1,026 评论
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- 落单的秀儿落单的秀儿
  ·2025-12-15
  $甲骨文(ORCL)$ 这比缅A还刺激
  936 评论
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href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 这是跌的莫名其妙","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 这是跌的莫名其妙","text":"$甲骨文(ORCL)$ 这是跌的莫名其妙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546211656282264","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536702960694464,"gmtCreate":1772051884722,"gmtModify":1772051886629,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> &nbsp;最烂就属你","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> &nbsp;最烂就属你","text":"$甲骨文(ORCL)$ 最烂就属你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536702960694464","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528497712539048,"gmtCreate":1770058308728,"gmtModify":1770058311280,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 还真是老千股。","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 还真是老千股。","text":"$甲骨文(ORCL)$ 还真是老千股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528497712539048","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528495066202256,"gmtCreate":1770057593531,"gmtModify":1770064839193,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 骗炮发套","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 骗炮发套","text":"$甲骨文(ORCL)$ 骗炮发套","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528495066202256","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527112865756120,"gmtCreate":1769697869717,"gmtModify":1769698048777,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 完犊子货","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 完犊子货","text":"$甲骨文(ORCL)$ 完犊子货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527112865756120","isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526382376559768,"gmtCreate":1769539059798,"gmtModify":1769539061700,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 我真是不知道说什么好，这货填不完的窟窿。我玩A股也没买过这种股。一路向下不带反弹的","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 我真是不知道说什么好，这货填不完的窟窿。我玩A股也没买过这种股。一路向下不带反弹的","text":"$甲骨文(ORCL)$ 我真是不知道说什么好，这货填不完的窟窿。我玩A股也没买过这种股。一路向下不带反弹的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526382376559768","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522043723223736,"gmtCreate":1768488044445,"gmtModify":1768488048071,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 有意思的很","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 有意思的很","text":"$甲骨文(ORCL)$ 有意思的很","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522043723223736","isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519661099700816,"gmtCreate":1767845579107,"gmtModify":1767845581335,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 确实是只烂股","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 确实是只烂股","text":"$美团-W(03690)$ 确实是只烂股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519661099700816","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511810863063040,"gmtCreate":1765980885861,"gmtModify":1765980888212,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"洗就洗，也不能老盯着甲骨文洗吧。","listText":"洗就洗，也不能老盯着甲骨文洗吧。","text":"洗就洗，也不能老盯着甲骨文洗吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511810863063040","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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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 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":{"ORCL":"甲骨文","OBDE":"Blue Owl Capital Corp III"},"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 Digital方面则仅表示正处于“尽职调查的最后阶段”。","news_type":1,"symbols_score_info":{"OBDE":1,"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511110329884696,"gmtCreate":1765809816250,"gmtModify":1765809818463,"author":{"id":"4203473475279660","authorId":"4203473475279660","name":"落单的秀儿","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203473475279660","authorIdStr":"4203473475279660"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 这比缅A还刺激","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 这比缅A还刺激","text":"$甲骨文(ORCL)$ 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