2026-06-11：AI投入账单显现：SMCI暴跌28%、Oracle发出400亿美元警示，基础设施交易正吞噬股东权益

AI 的增长故事真的还在继续吗？SMCI 拿着三百九十亿美元订单，却因为七十亿美元融资暴跌；Oracle 云收入大涨九成多，市场却盯上了四百亿美元资本账单。更反直觉的是，油价上九十美元，XOM 图形却给出做空信号。资金到底在撤离 AI，还是只是在换一种 AI？完整研报链接：https://deepmarket.report/zh/report/us_stocks/2026-06-11

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2026-06-11：AI投入账单显现：SMCI暴跌28%、Oracle发出400亿美元警示，基础设施交易正吞噬股东权益

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