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老生常谈了

异动解读 | 甲骨文盘中大跌5.06%，AI巨额支出引发市场担忧

甲骨文（ORCL）今日盘中大跌5.06%，引起了市场的广泛关注。消息面上，甲骨文最新财报显示，其资本支出高达120亿美元，远超市场预期，但营收和云业务增长不及预期。此外，公司自由现金流转为负值，债务水平高企，加剧了投资者对其财务状况的担忧。分析师指出，甲骨文在人工智能领域的巨额投入尚未带来预期的收入增长，市场对其AI战略的可持续性产生质疑。尽管公司管理层表示这些投入将在未来转化为营收，但投资者显然对此持谨慎态度。

异动解读 | 甲骨文盘中大跌5.06%，AI巨额支出引发市场担忧

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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