来源：华尔街见闻 媒体报道，甲骨文公司在该公司雄心勃勃的人工智能（AI）基础设施扩张计划上遭遇重大挫折，其最 大的数据中心合作伙伴Blue Owl Capital已决定不再支持一项价值100亿美元的数据中心项目。不过，甲 骨文随后回应称，该项目的谈判仍然按计划进行，整体推进情况符合预期。 12月17日，据英国金融时报消息，三位知情人士透露，Blue Owl此前一直在与贷款方及甲骨文洽谈，计 划投资位于密歇根州Saline Township的一个规划容量达1GW的数据中心。然而，随着谈判陷入停滞， Blue Owl原计划安排高达100亿美元融资并进行大额股权投资的协议将无法推进。这座数据中心原计划 为OpenAI提供服务。 报道指出，这一融资合作的破裂使得该项目的资金来源陷入不确定状态。知情人士称，尽管黑石 （Blackstone）已就作为财务合作伙伴介入进行了谈判，但目前尚未签署任何投资协议，这令该密歇根 设施的融资前景充满不确定性。目前，甲骨文尚未与新的支持者正式签署协议。 甲骨文股价在消息传出后立即下挫，并拖累科技板块整体走低。分析称，这一事件凸显出，当私募信贷 市场开始收紧资金供给时，支撑AI基础设施建 ...

Group 1 - The Nasdaq Golden Dragon China Index increased by 0.7%, with notable gains in Chinese concept stocks such as Baidu rising over 2%, Bilibili rising over 1%, and Alibaba rising nearly 1% [1] - Oracle's stock fell over 3% due to reports that Blue Owl will not support Oracle's $10 billion data center deal, while Blackstone has entered negotiations as a financial partner but no agreements have been signed yet [1] - Netflix's stock rose over 1% as the company plans to complete the Warner Bros. Discovery transaction within 12-18 months and has submitted related HSR filing documents [1] Group 2 - On December 17, the Dow Jones opened up 0.12%, the S&P 500 rose 0.05%, and the Nasdaq increased by 0.10% [1]

The Oracle logo exhibited during the Mobile World Congress, on February 28, 2019 in Barcelona, Spain.Oracle stocks dipped about 4% on Wednesday following a report that discussions with Blue Owl Capital on backing a $10 billion data center in Michigan had stalled, although the cloud company later disputed the report.Blue Owl had been in talks with Oracle about funding a 1-gigawatt facility for OpenAI in Saline Township, Michigan, according to the Financial Times.However, the plans fell through due to concern ...

Group 1 - Concerns about overvaluation in the AI sector, timing mismatches in investments, and uncertainties in circular financing have negatively impacted tech stocks, leading to declines in the Nasdaq-100 and S&P 500 [2][3] - Oracle's shares fell 14% due to revenue misses, affecting related AI companies like NVIDIA and Micron, while Broadcom's stock dropped about 11% despite strong earnings, raising worries about high capital spending and delayed AI revenue [3][10] - Analysts remain bullish on AI's growth potential, but sudden selloffs in tech stocks may cause anxiety among retail investors [4] Group 2 - Defined Outcome ETFs are gaining popularity as they offer downside protection while allowing participation in market upside, making them an attractive investment option for 2026 [5] - These ETFs use options to create a structured payoff profile, capping maximum returns and buffering a specific percentage of losses, typically between 10% to 20% [6] - Goldman Sachs Asset Management is expanding its focus on defined outcome ETFs by acquiring Innovator Capital Management for $2 billion, expected to finalize in the first half of next year [8] Group 3 - The FT Vest Laddered Buffer ETF (BUFR) aims for capital appreciation with limited downside risk, charging 95 bps in fees, and has returned 9.7% over the past six months [9] - The FT Vest Laddered Nasdaq Buffer ETF (BUFQ) provides large-cap equity exposure while limiting downside risk, charging 100 bps in fees, and has gained about 9.8% over the past six months [11] - The AllianzIM U.S. Large Cap Buffer20 Dec ETF (DECW) matches returns of the SPDR S&P 500 ETF Trust with a 20% loss buffer, charging 74 bps in fees, and has increased by 11.3% over the past six months [12]

Group 1: Amazon - Amazon shares increased by approximately $3.55 in premarket trading due to news of OpenAI's potential investment exceeding $10 billion, which may also involve the use of Amazon AI chips [1][6] - Amazon plans to invest $35 billion in India by 2030, with expectations to quadruple exports to $80 billion by that year [2] - Oppenheimer raised its price target for Amazon from $290 to $305, highlighting that Amazon Web Services (AWS) could double its capacity by 2027, serving as a key catalyst for the stock [3] Group 2: Oracle - Oracle shares rose by about $2.35 in premarket trading after showing strong support at $188.65, following concerns over AI data center spending [4][6] - Mizuho analysts identified Oracle as a top enterprise stock for 2026, noting that 2025 was a transformative year for the company as it evolved into a key AI infrastructure player [5] - Analysts see Oracle as a long-term beneficiary of AI due to its comprehensive technology stack, including applications, a leading database for critical workloads, and Oracle Cloud Infrastructure (OCI) for AI training and inference, with an outperform rating and a price target of $400 [7]

甲骨文(ORCL.US)盘中跌超4%至180.31美元。消息面上，甲骨文最大的数据中心合作伙伴Blue Owl Capital将不会为甲骨文下一个价值100亿美元的数据中心项目提供资金支持，因为这家软件巨头正面临 日益增长的债务和人工智能支出方面的担忧。Blue Owl此前一直在与贷款机构和甲骨文就投资位于密歇 根州萨林镇、计划为OpenAI提供服务的1吉瓦数据中心进行谈判。但据三位知情人士透露，由于谈判陷 入僵局，该协议将无法继续推进。 ...

此次融资动荡直接暴露了甲骨文AI基础设施战略日益紧张的资金链。该公司近几个月的大规模支出和 激进的债务融资行为已引发市场警觉，导致其股价较9月的高点下跌超过40%，过去一个月跌近15%， 债券亦遭到抛售。 周三，甲骨文(ORCL.US)盘前跌2%，报184.80美元。据报道，三位知情人士透露，blue owl此前一直在 与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1千兆瓦的数据中 心，该设施旨在服务于OpenAI。然而，随着谈判陷入停滞，Blue Owl原计划安排高达100亿美元融资并 进行大额股权投资的协议将无法推进。甲骨文随后回应称，密歇根数据中心相关股权交易仍按计划推 进。 ...

甲骨文盘前仍保持超2%的跌幅，此前公司称密歇根数据中心相关股权交易仍按计划推进。 来源：环球市场播报 ...

Core Viewpoint - Oracle Corp's plans for a $10 billion data center in Michigan are uncertain due to failed funding negotiations with Blue Owl Capital, which has been a key financial supporter for Oracle's major U.S. data center projects [3] Group 1 - The proposed data center in Michigan represents a significant investment of $10 billion by Oracle Corp [3] - Blue Owl Capital was the primary financial backer for Oracle's largest data center initiatives in the United States [3] - The breakdown in funding talks raises concerns about the future of Oracle's expansion plans in the data center sector [3]

智通财经APP获悉，周三，甲骨文(ORCL.US)盘前跌2%，报184.80美元。据报道，三位知情人士透露， blue owl此前一直在与贷款方及甲骨文洽谈，计划投资位于密歇根州Saline Township的一个规划容量达1 千兆瓦的数据中心，该设施旨在服务于OpenAI。然而，随着谈判陷入停滞，Blue Owl原计划安排高达 100亿美元融资并进行大额股权投资的协议将无法推进。甲骨文随后回应称，密歇根数据中心相关股权 交易仍按计划推进。 此次融资动荡直接暴露了甲骨文AI基础设施战略日益紧张的资金链。该公司近几个月的大规模支出和 激进的债务融资行为已引发市场警觉，导致其股价较9月的高点下跌超过40%，过去一个月跌近15%， 债券亦遭到抛售。 ...