[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio55d6629c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio55d6629c","甲骨文因担忧3000亿美元数据中心项目延期","\u002Fdoc\u002Fdcio55d6629c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>\u003Cspan>据彭博报道，甲骨文已向该项目开发商——\u003C\u002Fspan>Blue Owl Capital\u003Cspan>旗下子公司\u003C\u002Fspan>Stack Infrastructure\u003Cspan>——发出援引不可抗力条款的正式通知。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>报道称，甲骨文此举并非意图退出主要租户地位，而是寻求在项目无法按原计划于\u003C\u002Fspan>2028\u003Cspan>年上线的情况下，推迟相关付款义务。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>消息公布后，甲骨文盘前股价随即下跌\u003C\u002Fspan>4%\u003Cspan>，\u003C\u002Fspan>Blue Owl Capital\u003Cspan>股价同步下挫\u003C\u002Fspan>2.3%\u003Cspan>，数据中心供能商\u003C\u002Fspan>Bloom Energy\u003Cspan>盘前跌幅亦达\u003C\u002Fspan>4.4%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Project Jupiter\u003Cspan>是一个规模庞大的特殊目的载体（\u003C\u002Fspan>SPV\u003Cspan>）项目，计划在新墨西哥州约\u003C\u002Fspan>1400\u003Cspan>英亩土地上建设四座数据中心，为\u003C\u002Fspan>OpenAI\u003Cspan>提供总计\u003C\u002Fspan>3000\u003Cspan>亿美元的算力，融资结构涵盖债券、贷款及\u003C\u002Fspan>Blue Owl\u003Cspan>股权。此次不可抗力通知的发出，令市场对该项目能否如期推进的疑虑骤然升温，相关贷款此前已跌至承压水平。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不可抗力通知：防御性操作，法律效力存疑\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>据彭博援引知情人士报道，甲骨文向\u003C\u002Fspan>Stack Infrastructure\u003Cspan>发出的这份通知，核心目的在于在项目建设出现延误时，为自身确立合同层面的保护立场，以推迟潜在的付款义务。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>企业援引不可抗力条款，通常是在遭遇超出自身控制范围的突发情况时，寻求免除或暂缓合同义务的法律依据。然而，知情人士同时指出，目前尚不确定这一操作能否实际免除甲骨文此前已承诺的财务责任。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>对此，甲骨文发言人回应称：\u003C\u002Fspan>\"Project Jupiter\u003Cspan>仍在按计划推进，我们对新墨西哥州的承诺坚定不移，对项目前景充满信心。\u003C\u002Fspan>\"\u003Cspan>该发言人未就不可抗力通知本身作出具体置评。\u003C\u002Fspan>Blue Owl\u003Cspan>方面则拒绝发表评论。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>项目本已深陷困境，融资链压力全面显现\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Project Jupiter\u003Cspan>在此次通知发出之前，已面临来自多方的阻力。据彭博此前报道，该项目遭遇反对声音与监管层面的挫折，相关贷款已跌至承压水平。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>从项目结构来看，\u003C\u002Fspan>Project Jupiter\u003Cspan>以\u003C\u002Fspan>SPV\u003Cspan>形式运作，属于表外融资安排，将债券、贷款与\u003C\u002Fspan>Blue Owl\u003Cspan>股权捆绑在一起，涉及多家大型金融机构。这一高度杠杆化的融资结构，使得任何一个环节出现松动，都可能对整条资金链形成连锁冲击。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>此次不可抗力通知发出后，市场反应迅速蔓延：甲骨文、，\u003C\u002Fspan>Blue Owl Capita\u003Cspan>、\u003C\u002Fspan>Bloom Energy\u003Cspan>集体大跌，显示投资者对项目前景的担忧已从核心参与方向周边供应链扩散。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>2028\u003Cspan>年上线目标蒙上阴影，项目命运存疑\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>知情人士表示，甲骨文发出不可抗力通知的直接触发点，正是对\u003C\u002Fspan>Project Jupiter\u003Cspan>能否按原计划于\u003C\u002Fspan>2028\u003Cspan>年投入运营的不确定性。该项目此前已因反对声音和监管阻碍而进展受阻，此次甲骨文的防御性动作进一步加剧了外界对项目能否落地的疑虑。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>市场评论人士指出，\u003C\u002Fspan>Project Jupiter\u003Cspan>的\u003C\u002Fspan>SPV\u003Cspan>结构将多家顶级金融机构的利益深度绑定，一旦项目出现实质性延误乃至搁置，潜在的连锁反应不容低估。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>目前，甲骨文坚称项目\u003C\u002Fspan>\"\u003Cspan>按计划推进\u003C\u002Fspan>\"\u003Cspan>，但其援引不可抗力条款的实际行动与这一表态之间的落差，已令投资者保持高度警惕。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FO\u002FORCL\u002FORCL.jpg","2026-09-24T18:41:27","2026.09.24","2026\u002F09\u002F24",59971,[22],"ORCL","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]