甲骨文人工智能战略调整引发市场震荡，过去一月股价暴跌25%

鞭牛士

7小时前

11月17日消息，据雅虎财经报道，甲骨文公司（纽约证券交易所代码：ORCL）在大胆转向人工智能（AI）后，市场反应强烈，导致其股价在过去一个月下跌了 25%。甲骨文公司雄心勃勃地进军人工智能领域，并为此进行了大量借贷，这引起了华尔街的不安。这家科技巨头承诺在未来几年内投资数千亿美元用于芯片和数据中心，主要目的是增强 ChatGPT 的创建者 OpenAI 的计算能力。据《金融时报》报道，...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117065111a6fdd179&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0545039389.USD","symbol_name":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117065111a6fdd179&s=b","article_id":"2584669997","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117065111a6fdd179&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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25%。甲骨文公司雄心勃勃地进军人工智能领域，并为此进行了大量借贷，这引起了华尔街的不安。这家科技巨头承诺在未来几年内投资数千亿美元用于芯片和数据中心，主要目的是增强 ChatGPT 的创建者 OpenAI 的计算能力。据《金融时报》报道，甲骨文公司战略转型的规模和速度引起了投资者的质疑，尤其是在大型科技公司建设大规模数据中心（即超大规模数据中心）的支出模式正受到密切关注之际。过去一个月，甲骨文的股价下跌了25%，跌幅几乎是表现第二差的超大规模数据中心运营商Meta的两倍。此次下跌抹去了甲骨文自9月份宣布收购OpenAI以来积累的超过2500亿美元的市值。Oracle 从软件向云计算转型进程的延迟，以及其在人工智能领域的大量投资，尤其令人担忧。尽管市场反应不尽如人意，但甲骨文仍然相信潜在的收益将大于风险，并指出人工智能的需求正在迅速增长，远远超过了目前的计算能力供应。Oracle 大胆进军人工智能领域，标志着其战略发生了重大转变，而市场的反应也凸显了这种转型所带来的风险。然而，随着对人工智能的需求不断增长以及潜在回报的增加，甲骨文的这次冒险或许最终会获得成功。（鞭牛士、AI普瑞斯编译）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}