（原标题：美股前瞻 | 三大股指期货跌幅显著收窄，特朗普豪掷120亿美元启动"金库计划"） 1. 2月2日(周一)美股盘前，美股三大股指期货跌幅显著收窄。截至发稿，道指期货跌0.09%，标普500指数期货跌0.38%，纳指期货跌0.66%。 2. 截至发稿，德国DAX指数涨0.91%，英国富时100指数涨0.64%，法国CAC40指数涨0.60%，欧洲斯托克50指数涨0.47%。 3. 截至发稿，WTI原油跌4.75%，报62.11美元/桶。布伦特原油跌4.52%，报66.19美元/桶。 市场消息 美国打响关键矿产战略储备战，特朗普豪掷120亿美元启动"金库计划"。美国总统特朗普计划启动一项战略性关键矿产储备，并提供 120 亿美元的 种子资金，旨在美方努力削减对中国稀土及其他金属依赖的过程中，使制造商免受供应冲击。这项名为"金库项目"的合资计划，拟将 1.67 亿美元 的私人资本与美国进出口银行提供的 100 亿美元贷款相结合，汽车制造商、科技公司及其他制造商采购并储存矿产。描述该计划细节的高级政府 官员透露，这将是美国私营部门首个此类储备库。这代表了美方为积累工业经济(包括汽车、航空航天和能源领域)所需关 ...

Oracle ( NYSE:ORCL ) announced on Friday that it expects to raise $45 billion to $50 billion in cash this year through a balanced mix of debt and equity financing. ...

每经AI快讯，2月2日，甲骨文股价盘前延续涨势，上涨6.1%。 ...

Core Insights - Oracle has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Source-to-Pay Suites for its Oracle Fusion Cloud Procurement, highlighting its strong Ability to Execute and Completeness of Vision [1][4] Group 1: Oracle Procurement Capabilities - Oracle Procurement leverages embedded AI and analytics to enhance source-to-pay processes, improve spend visibility, and foster supplier collaboration, addressing the increasing pressure on procurement leaders to operate efficiently [2] - The solution aims to reduce risk, optimize savings, and improve profitability through integrated source-to-settle capabilities and automation of finance and supply chain processes [2][6] - Key features include AI-driven supplier management, strategic sourcing, streamlined requisition and ordering processes, and enhanced contract lifecycle management [6][7] Group 2: Oracle Fusion Applications - Oracle Fusion Applications provide a comprehensive suite of AI-powered cloud applications that facilitate faster execution, smarter decision-making, and cost reduction across various organizational functions [3][7] - The applications integrate finance, HR, supply chain, and customer experience data on a single platform, promoting standardization and breaking down organizational silos [3]

转载请注明央视财经 编辑：令文芳 （央视财经《天下财经》）当地时间2月1日，美国甲骨文公司宣布，将在今年募集至多500亿美元资金，用于扩建云基础设施。 甲骨文公司宣布，计划于2026年采用股权与债务并行的方式，募集450亿至500亿美元资金，主要用于扩充云基础设施的配套产能，以满足核心客户的合约需 求。此前，甲骨文已与包括超威半导体、Meta、英伟达、OpenAI等在内的头部科技公司签订了服务合约。为履行这些合约，公司亟需扩大产能。甲骨文拟 通过发行与股权挂钩的证券及普通股的方式，募集约半数资金，相关工具包括强制可转换优先股，以及一项规模最高达200亿美元的新增市价发行股权计 划。剩余半数资金通过发行优先无担保债券募集。 据报道，由于市场对甲骨文公司的募资能力担忧加剧，多家美国银行已明确停止向其人工智能数据中心项目提供贷款，为缓解融资困境，甲骨文公司计划裁 员2万至3万人，此举预计将释放80亿至100亿美元的现金流。不仅如此，甲骨文还在考虑出售部分业务。 ...

格隆汇2月2日｜甲骨文(ORCL.US)盘前涨幅扩大至4%，此前一度跌近5%，消息上，惠誉给予甲骨文公 司高级票据"BBB"评级，同时确认其发行人信用评级，展望稳定。 ...

每经AI快讯，2月2日，甲骨文盘前涨幅扩大至4%，此前一度跌近5%。 ...

甲骨文股价扭转走势，盘前最新上涨4%。 来源：滚动播报 ...

为了给OpenAI凑齐3000亿美金的算力投名状，硅谷老教父Larry Ellison杀疯了！3万名员工集体祭天，283亿美金买回来的医疗巨头Cerner直接送上拍卖 台。为了买显卡，甲骨文正在自残？ 还记得2022年吗？Larry Ellison砸出283亿美金收购Cerner时，Flag立得震天响。 建立国家级公共卫生数据库，是我们最重要的使命。 结果不到三年，Cerner就从「心头好」变成了「抵债货」。 甲骨文正在秘密执行史上最狠组织清洗：裁掉20000至30000人。20%以上的劳动力，直接给AI野心挪窝。 甲骨文没钱了吗？不，他手里攥着5230亿美金的待履行订单，那是「幸福的烦恼」。 这份为期5年、价值3000亿的合同，简直是财务黑洞。 为了吞下这笔生意，甲骨文必须先垫付1560亿美金的硬件支出。 300万块顶级GPU是什么概念？那是英伟达一年的产能。 钱从哪来？裁员。砍掉这3万个岗位，每年能抠出100亿美金自由现金流。 这些钱直接运往德州和威斯康星的数据中心工地，变成一颗颗发烫的显卡。 OpenAI的交易正在从财务上生吞甲骨文。 而这家千亿巨头的现金流，已经绷到了断裂边缘。 信用崩了：甲骨文正在变 ...

Core Viewpoint - Oracle Corp's stock experienced a decline following the announcement of a financing plan aimed at expanding its Oracle Cloud Infrastructure business [1] Financing Plan - Oracle plans to raise approximately half of the required funding through equity-linked and common equity issuances, including a newly authorized at-the-market equity program of up to $20 billion [2] - The remaining funds will be secured through a one-time issuance of investment-grade senior unsecured bonds early in 2026 [2] Stock Performance - Oracle's stock is trading about 14.5% below its 20-day simple moving average (SMA) and 33% below its 100-day SMA, indicating significant bearish pressure [3] - The stock has decreased by 2.38% over the past 12 months and is closer to its 52-week lows than highs [3] Technical Indicators - The Relative Strength Index (RSI) is at 31.46, considered neutral, while the Moving Average Convergence Divergence (MACD) is below its signal line, indicating bearish pressure [4] - The combination of neutral RSI and bearish MACD suggests mixed momentum for the stock [4] Upcoming Earnings - Investors are anticipating the next earnings report scheduled for March 9 [5] Analyst Consensus & Recent Actions - The stock carries a Buy Rating with an average price target of $306.41 [6] - Recent analyst actions include a premarket price drop of 3.69% to $158.50 [6] - Key resistance is noted at $163.50 and key support at $154.50 [6] - EPS estimate is $1.56, up from $1.47 year-over-year, and revenue estimate is $16.90 billion, up from $14.13 billion year-over-year [6] - Valuation shows a price-to-earnings ratio of 30.9x, indicating a premium valuation [6] - Morgan Stanley has an Equal-Weight rating and lowered the target to $213.00 [6] - UBS maintains a Buy rating but lowered the target to $280.00 [6] - RBC Capital has a Sector Perform rating and lowered the target to $195.00 [6]