JP Morgan: Oracle is in the "performance demonstration stage" as it has placed heavy bets on AI debt

華爾街見聞
2025.12.15 15:49
隨着華爾街在人工智能熱潮中尋找裂縫，甲骨文公司激進的人工智能（AI）支出計劃，使這家雲計算巨頭的企業債券受到了嚴密的關注。摩根大通信貸分析師埃裏卡·斯皮爾（Erica Spear）預計，該公司債券所面臨的壓力將在新的一年裏持續存在。 在財報顯示甲骨文的雲收入低於分析師預期後，該公司的股價暴跌，其衡量信用風險的指標創下 16 年來的新高。 根據 CreditSights 分析師的説法，自甲骨文發佈財報以來，其債券利差有所擴大，目前其債務交易已穩固處於高收益領域。
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