异动解读｜Keel Infrastructure盘中下跌8.22%，Q2业绩大幅不及预期持续承压叠加机构撤离AI基建板块

行情直击08-19

8月19日，Keel Infrastructure盘中下跌8.22%，报3.465美元/股，成交额1.1亿美元，几乎回吐前一交易日全部涨幅。

消息面上，公司Q2财报显示营收同比骤降50%至3,040万美元，每股亏损0.11美元，分别不及市场预期的3,150万至3,240万美元及亏损0.06至0.07美元，业绩缺口达83%。尽管此前董事Gagnon Benjamin于8月13日以均价3.33美元增持5.89万股一度提振情绪，但基本面压力未消。此外，最新13F持仓报告显示，机构投资者在第二季度普遍缩减AI基础设施相关持仓，减持方略占上风，市场对转型期公司的估值容忍度明显下降，前期反弹动能迅速衰竭。

（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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