{"id":19779,"date":"2025-12-17T17:14:47","date_gmt":"2025-12-17T10:14:47","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=19779"},"modified":"2025-12-17T17:14:47","modified_gmt":"2025-12-17T10:14:47","slug":"saham-oracle-tertekan-beban-investasi-ai-data-center-jadi-sorotan-pasar","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/saham-as\/saham-oracle-tertekan-beban-investasi-ai-data-center-jadi-sorotan-pasar-19779\/","title":{"rendered":"Saham Oracle Tertekan, Beban Investasi AI Data Center Jadi Sorotan Pasar"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_86 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/saham-oracle-tertekan-beban-investasi-ai-data-center-jadi-sorotan-pasar-19779\/#Saham_Oracle_Melanjutkan_Tren_Turun\" >Saham Oracle Melanjutkan Tren Turun<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/saham-oracle-tertekan-beban-investasi-ai-data-center-jadi-sorotan-pasar-19779\/#Lonjakan_Capex_dan_Komitmen_Sewa_Jadi_Sorotan\" >Lonjakan Capex dan Komitmen Sewa Jadi Sorotan<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"Saham_Oracle_Melanjutkan_Tren_Turun\"><\/span><b>Saham Oracle Melanjutkan Tren Turun<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400\">Saham Oracle Corporation (ORCL) kembali diperdagangkan melemah pada perdagangan Senin, menandai penurunan selama tiga hari berturut-turut dengan volume transaksi di atas rata-rata. Tekanan ini muncul di tengah perdebatan yang semakin intens terkait agresivitas investasi Oracle di sektor cloud dan pusat data berbasis kecerdasan buatan (AI).<\/span><\/p>\n<p><span style=\"font-weight: 400\">Pada perdagangan sore waktu setempat, saham Oracle turun lebih dari 1,5% ke level USD 186,82. Secara kumulatif, saham ini telah terkoreksi lebih dari 16% sejak perusahaan merilis laporan kinerja kuartal II fiskal pada pekan lalu, yang menunjukkan pendapatan di bawah ekspektasi pasar.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Lonjakan_Capex_dan_Komitmen_Sewa_Jadi_Sorotan\"><\/span><b>Lonjakan Capex dan Komitmen Sewa Jadi Sorotan<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400\">Tekanan terhadap saham Oracle semakin dalam setelah perusahaan menaikkan proyeksi belanja modal (capital expenditure\/capex) untuk tahun fiskal berjalan. Selain itu, dokumen laporan keuangan kuartalan (10-Q) mengungkapkan tambahan komitmen sewa senilai USD 248 miliar, dengan durasi kontrak mencapai 19 tahun dan mulai berlaku pada kuartal ketiga fiskal.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Angka ini melonjak hampir USD 100 miliar dibandingkan tiga bulan sebelumnya, memicu kekhawatiran baru di kalangan analis pasar.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Analis Evercore ISI, Kirk Materne, menilai lonjakan tersebut sebagai sinyal percepatan strategi Oracle dalam membangun kapasitas cloud skala besar. Menurutnya, Oracle kini berada dalam fase transisi krusial dari perusahaan perangkat lunak tradisional menjadi pemain utama infrastruktur cloud, meski dengan konsekuensi komitmen modal jangka panjang yang signifikan.<\/span><\/p>\n<p><b>Risiko Pendanaan dan Tekanan Neraca Keuangan<\/b><\/p>\n<p><span style=\"font-weight: 400\">Di sisi lain, kekhawatiran terhadap struktur pendanaan Oracle kian menguat. Analis D.A. Davidson, Gil Luria, menyoroti bahwa tambahan komitmen sewa tersebut berpotensi mempersempit ruang pendanaan perusahaan.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Oracle saat ini berada dekat batas rasio utang terhadap EBITDA sebesar 3,5x, yang menjadi ambang penting untuk mempertahankan peringkat utang investment grade. Dengan kebutuhan dana yang terus meningkat, pasar mulai mempertanyakan fleksibilitas keuangan Oracle serta kemampuannya menjaga profitabilitas di tengah ekspansi agresif data center.<\/span><\/p>\n<p><b>Oracle di Pusat Narasi AI Global<\/b><\/p>\n<p><span style=\"font-weight: 400\">Oracle sebelumnya menjadi salah satu saham unggulan dalam reli AI global, didorong oleh backlog kontrak infrastruktur cloud bernilai jumbo. Salah satu kesepakatan terbesar adalah kontrak senilai USD 300 miliar dengan OpenAI, pengembang ChatGPT, yang sempat mendorong lonjakan tajam saham Oracle pasca laporan keuangan September lalu.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Namun, optimisme tersebut kini berbalik arah. Investor mulai menilai ulang dampak jangka panjang dari kebutuhan investasi besar untuk memenuhi permintaan AI, terutama setelah Oracle melakukan penerbitan obligasi senilai USD 18 miliar guna mendanai ekspansi pusat data.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Manajemen Oracle menegaskan komitmennya untuk mempertahankan peringkat utang investment grade, sembari menyatakan bahwa biaya pembangunan data center tidak akan sebesar proyeksi pesimistis sebagian analis.<\/span><\/p>\n<p><b>Sentimen AI Goyah, Saham Data Center Ikut Terseret<\/b><\/p>\n<p><span style=\"font-weight: 400\">Tekanan terhadap Oracle turut menyeret saham-saham lain yang berkaitan dengan belanja data center AI. CoreWeave, penyedia infrastruktur cloud berbasis AI, turun sekitar 6%, sementara Nebius Group mencatat penurunan lebih dari 7% dalam perdagangan terbaru.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Saham raksasa cloud global juga bergerak melemah. Amazon, Microsoft, dan Alphabet tercatat berada di zona merah, mencerminkan kehati-hatian investor terhadap profitabilitas sektor AI di tengah belanja modal yang besar.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Di tengah pelemahan tersebut, saham Nvidia justru mencatatkan kenaikan terbatas, didukung laporan positif terkait permintaan chip AI di pasar China.<\/span><\/p>\n<p><b>Tekanan Teknis dan Arah Sentimen ke Depan<\/b><\/p>\n<p><span style=\"font-weight: 400\">Dari sisi teknikal, saham Oracle semakin tertekan setelah menembus level support jangka panjang dan bergerak jauh di bawah rata-rata pergerakan 200 hari. Saat ini, saham Oracle telah terkoreksi lebih dari 45% dari rekor tertingginya di level USD 345,72 yang dicapai pada September lalu.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Meski permintaan AI secara struktural masih dinilai kuat, pasar kini menuntut kejelasan mengenai waktu realisasi pendapatan dan kemampuan perusahaan menghasilkan margin positif di tengah masifnya pembangunan data center. Untuk Oracle, sentimen pemulihan masih bergantung pada keyakinan investor terhadap keseimbangan antara pertumbuhan AI dan disiplin keuangan perusahaan.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Saham Oracle melemah setelah lonjakan belanja dan komitmen sewa data center AI. Investor mencermati risiko pendanaan dan tekanan margin ke depan.<\/p>\n","protected":false},"author":33,"featured_media":19780,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[68,370,52],"class_list":["post-19779","post","type-post","status-publish","format-standard","has-post-thumbnail","category-saham-as","tag-ai","tag-oracle","tag-saham-as"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Saham Oracle melemah setelah lonjakan belanja dan komitmen sewa data center AI. 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