异动解读｜TeraWulf盘中下跌5.09%，Anthropic长约消息后高位回落延续叠加财报前瞻偏弱

行情直击07-29

7月29日，TeraWulf盘中下跌5.09%，报16.22美元/股，成交额5061.29万美元。该股延续此前与Anthropic签署长约后的高位回落走势，叠加即将发布的财报预期偏弱，市场情绪持续承压。

消息面上，公司此前与Anthropic就肯塔基州Justified数据园区签订为期20年的租赁协议，预计全周期合同收入约190亿美元。该股7月8日因该消息冲高至22.7美元后持续回落，至今累计回撤幅度已超28%。与此同时，公司将于8月5日发布财报，市场一致预期本季度营收约4639万美元，同比仅增0.31%，预计调整后每股收益为-0.23美元，机构观点整体偏向谨慎。尽管Chardan、Bernstein、BofA Securities等多家机构维持买入评级，共识目标价38.11美元显著高于当前股价，但短期内获利回吐压力与盈利预期疲软形成双重制约。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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