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甲骨文股价走低，分析师热议AI扩张下的利润率压力_蜘蛛资讯网

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，引发了对潜在股权稀释和融资成本的质疑。　　甲骨文公布的第三季度业绩强劲，营收增长22%。该公司正通过大型云交易积累订单积压，但市场认为投资者正在承受高额支出带来的短期阵痛，尤其是在这些积压订单转化为利润之前。争论的焦点在于，分析师认为存在利润率压力以及与AI推广相关的风险。　　今年股价的波动加剧，原因在于人们仍在担忧AI基础设施投资及其所吸引的资本游戏在科技行业和云计算领域是否具有可持续性。责任

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