甲骨文股价周四下跌7%，受大选后对AI交易的广泛担忧拖累，延续了过去近一个月近20%的跌幅。
Oracle stock fell 7% Thursday, pulled down by broader fears around the AI trade post-election and continuing a slide that has seen them lose nearly 20% over the past month.
甲骨文深度暴露于美国数据中心建设扩张不断上升的风险之中。投资者担心大选结果可能会放缓企业的扩张步伐，并使项目成本增加。
Oracle is deeply exposed to the rising risks around the U.S. data- center build-out. Investors are concerned that the election results could slow down companies' expansions and make projects more expensive.
《华尔街日报》周三报道称，OpenAI高层正在讨论大选结果是否意味着该公司明年必须重置对数据中心产能的预期。甲骨文是OpenAI计划数据中心支出的主要受益者，在得克萨斯州、新墨西哥州和威斯康星州都有在建项目。
The Journal reported on Wednesday that senior leaders at OpenAI were discussing whether the election results meant the company would have to reset expectations regarding its data-center capacity next year. Oracle is a big beneficiary of OpenAI’s planned data center spending, with projects under construction in Texas, New Mexico, and Wisconsin.