业内人士分析，最近这轮软件股抛售潮的导火索是美国AI初创公司Anthropic发布的一款新工具，这款 工具加剧了投资者对软件行业将受AI颠覆的担忧。 在此背景下，对冲基金开始大举做空软件股。根据S3 Partners的数据，在iShares扩展科技软件ETF （IGV）成分股中，目前做空压力最大的个股为TeraWulf和Asana。具体来看，TeraWulf可供交易股份中 被做空的比例已超过35%，而Asana的做空比例也达到25%。此外，Dropbox和Cipher Mining分别有19% 和17%的流通股被做空。 数据显示，随着软件行业总市值蒸发1万亿美元，对冲基金已从软件类股的做空交易中获得240亿美元的 暴利。 近期美股软件板块遭遇深度调整，包括微软、甲骨文在内的多只个股出现大幅下跌，行业总市值大幅缩 水。业内人士认为，美国AI初创公司发布的新工具导致投资者对软件行业将受AI颠覆的担忧加剧，是 此轮抛售潮的重要导火索，并且引发了对冲基金集中做空。数据显示，随着软件行业总市值蒸发1万亿 美元，对冲基金已从软件类股的做空交易中获得240亿美元的暴利。 机构表示，长期来看，面对技术变革带来的冲击，软件行业 ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for allegedly making materially false and misleading statements regarding its business operations and financial health during the specified class period from June 12, 2025, to December 16, 2025 [2][3]. Allegation Details - The lawsuit claims that Oracle's management misrepresented the impact of its AI infrastructure strategy, which is said to lead to significant increases in capital expenditures (CapEx) without corresponding near-term revenue growth [3]. - It is alleged that the increased spending poses serious risks to Oracle's debt and credit rating, free cash flow, and overall ability to fund its projects [3]. - The representations made by Oracle's management regarding the company's business, operations, and future prospects are claimed to be materially false and misleading or lacking a reasonable basis [3]. Next Steps - Investors who purchased Oracle shares during the class period and suffered losses are encouraged to contact the law firm for more information on their rights and potential claims [4].

Bet_Noire/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00) Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Welcome back to another week of Wall Street Roundup. Brian Stewart: Great to be here. Rena Sherbill: It's great to have you talk to us. We've got Bitcoin, we've ...

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, announces that a securities fraud class action lawsuit has been filed on behalf of investors who purchased or otherwise acquired Oracle Corporation ("Oracle†or the "Company†) (NYSE: ORCL) securities between June 12, 2025 and December 16, 2025, inclusive (the "Class Period†). Oracle investors have until April 6, 2026 to file a lead plaintiff motion. IF YOU SUFFERED A LOSS ON YOUR. ...

LOS ANGELES, Feb. 06, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies.  Investors have until the deadlines listed below to file a lead plaintiff motion. Investors suffering losses on their investments are encouraged to contact The Law Offices of Frank R. Cruz to discuss their legal rights in these class actions at 310-914-5007 or by email to fcruz@frankcruzlaw.com. Blac ...

Core Insights - Oracle allegedly failed to disclose that its AI strategy would lead to significant increases in capital expenditures (CapEx) without corresponding near-term revenue growth [1] Company Summary - The company is facing scrutiny over its AI strategy, which is expected to result in substantial CapEx increases [1] - There is a concern that the anticipated revenue growth from the AI initiatives may not materialize in the near term, raising questions about the sustainability of the investment [1]

LOS ANGELES, Feb. 06, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Oracle Corporation (“Oracle” or “the Company”) (NYSE: ORCL) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company’s securities between June 12, 2025 and December 16, 2025, inclusive (the “Class Period”) ...

市场对人工智能资本回报的担忧正引发美股科技板块剧烈震荡。过去一周，微软、英伟达、亚马逊、Alphabet、Meta及甲骨文等科技巨头市值累 计蒸发约1.35万亿美元，核心原因在于投资者愈发质疑该领域动辄数千亿美元的资本支出能否转化为实际盈利。 2月6日，据FactSet数据，上述企业在近期财报中均显示出持续的资本扩张计划。据媒体报道，今年全球科技巨头计划向AI相关基础设施投入约 6600亿美元，这一规模已超越多个中等规模经济体GDP。投资者担忧，天量投入背后可能隐藏着投资效率低下与产能过剩风险。 GAM Investments投资总监Paul Markham指出，当前市场正被"情绪传染效应"笼罩，尤其在涉及AI硬件及基础设施的公司中，股价波动或将持续加 剧。他强调： "围绕大语言模型建设所需的天量资本支出、最终回报周期，以及潜在的产能过剩疑虑，已成为持续压制市场情绪的结构性问题。" 尽管部分个股在周五盘前交易中略有反弹，但亚马逊在美股盘中仍录得9%的显著跌幅，反映出市场对AI商业化前景的判断正从乐观转向审慎。这 场由资本回报焦虑主导的抛售潮，标志着AI投资叙事已从规模崇拜阶段进入效率检验时期。 亚马逊激进押注 ...

美股科技股集体反弹，AMD涨超6%，英伟达、博通涨超5%，台积电涨超4%，甲骨文涨超3%，特斯拉 涨2%，微软、苹果涨超1%。 本文源自：金融界AI电报 ...

中国贸促会即将发布的《2025年中国企业对外投资现状及意向调查报告》为当前中国企业全球化进程描 绘了一幅积极向上的图景。报告数据显示，近八成受访企业有扩大或维持对外投资的意向，近九成企业 对中国对外投资前景持较为乐观态度。尤为值得关注的是，六成受访企业对外投资利润率呈现增加或持 平态势，且近一半企业倾向于"抱团出海"，制造业成为其优先选择的投资领域。这一系列数据表明，中 国企业出海已从早期的规模扩张转向高质量发展阶段，产业链的协同与数字化支撑成为新的核心竞争 力。 针对上述痛点，第一线 DYXnet也早与 Oracle等头部云厂商展开深入的技术合作，旨在通过资源互补， 构建"全球算网协同底座"。在这一合作模式中，第一线依托自身全球成熟的网络节点布局，提供云连 接、SD-WAN 等高品质网络服务；而 Oracle 则凭借完善的海外云资源布局及 OCI 的高性能 AI 算力， 提供强大的云端计算支持。 在这样的大背景下，中国企业出海的内涵正发生深刻变化。随着制造业特别是珠三角地区的消费电子、 家电等优势产业加速向东南亚及全球核心枢纽布局，企业面临的挑战已不再仅仅是资本输出，更在于如 何构建高效、稳定且具备算力支撑 ...