The most vulnerable link in AI? The market "votes with its feet" against Oracle

华尔街见闻
2025.11.06 23:35

甲骨文股价（绿线）已经抹去了此前高达 5000 亿美元订单宣布时所有的暴涨涨幅，而且甲骨文债券的 CDS 却持续走高（红线代表反向）。

甲骨文股价（绿线）已经抹去了此前高达 5000 亿美元订单宣布时所有的暴涨涨幅，而且甲骨文债券的 CDS 却持续走高（红线代表反向）。

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