异动解读｜Applied Digital盘中下跌5.12%，电力协议利好消化后持续回调叠加行业承压

行情直击06-29 22:10

6月29日，Applied Digital盘中下跌5.12%，报36.69美元/股，成交额1.34亿美元。消息面上，公司此前与MDU Resources旗下蒙大拿-达科他公用事业公司签署电力供应协议，为北达科他州Polaris Forge 3人工智能工厂提供430兆瓦电力支持，该设施预计明年8月投入运营，但协议未披露财务细节，利好落地后股价连续多日走弱。同板块中CoreWeave同日下跌6.47%，AI基础设施板块整体承压。Applied Digital是下一代数字基础设施的设计者、建设者和运营商，专注于为高性能计算及人工智能行业提供数据中心基础设施解决方案。

（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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1125020773?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-06-29 22:10","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1125020773","market":"hk","top_or_hot":-1,"title":"异动解读｜Applied Digital盘中下跌5.12%，电力协议利好消化后持续回调叠加行业承压","media":"行情直击","content":"<p><p>6月29日，Applied Digital盘中下跌5.12%，报36.69美元/股，成交额1.34亿美元。消息面上，公司此前与MDU Resources旗下蒙大拿-达科他公用事业公司签署电力供应协议，为北达科他州Polaris Forge 3人工智能工厂提供430兆瓦电力支持，该设施预计明年8月投入运营，但协议未披露财务细节，利好落地后股价连续多日走弱。同板块中CoreWeave同日下跌6.47%，AI基础设施板块整体承压。Applied Digital是下一代数字基础设施的设计者、建设者和运营商，专注于为高性能计算及人工智能行业提供数据中心基础设施解决方案。</p><p>（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。）</p></p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读｜Applied Digital盘中下跌5.12%，电力协议利好消化后持续回调叠加行业承压</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜Applied Digital盘中下跌5.12%，电力协议利好消化后持续回调叠加行业承压\n</h2>\n\n<h4 class=\"meta\">\n\n2026-06-29 22:10 北京时间&nbsp;&nbsp;&nbsp;<strong>行情直击</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月29日，Applied Digital盘中下跌5.12%，报36.69美元/股，成交额1.34亿美元。消息面上，公司此前与MDU Resources旗下蒙大拿-达科他公用事业公司签署电力供应协议，为北达科他州Polaris Forge 3人工智能工厂提供430兆瓦电力支持，该设施预计明年8月投入运营，但协议未披露财务细节，利好落地后股价连续多日走弱。同板块中CoreWeave同日下跌6.47%...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"APLD","symbol_name":"APPLIED DIGITAL CORP","start_time":0,"source_url":"","article_id":"1125020773","we_media_id":"1059448697","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1125020773","pubTimestamp":1782742207,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"行情直击","introduction":"个股异动一手消息解读","home_visible":1,"id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"summary":"6月29日，Applied Digital盘中下跌5.12%，报36.69美元/股，成交额1.34亿美元。同板块中CoreWeave同日下跌6.47%，AI基础设施板块整体承压。Applied Digital是下一代数字基础设施的设计者、建设者和运营商，专注于为高性能计算及人工智能行业提供数据中心基础设施解决方案。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"APLD":"APPLIED DIGITAL CORP"},"translate_title":"Interpretation of the change | Applied Digital fell 5.12% in the intraday session, and the continuous correction after the benefits of the power agreement were digested and the industry was under pressure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"APLD":1},"content_text":"6月29日，Applied Digital盘中下跌5.12%，报36.69美元/股，成交额1.34亿美元。消息面上，公司此前与MDU Resources旗下蒙大拿-达科他公用事业公司签署电力供应协议，为北达科他州Polaris Forge 3人工智能工厂提供430兆瓦电力支持，该设施预计明年8月投入运营，但协议未披露财务细节，利好落地后股价连续多日走弱。同板块中CoreWeave同日下跌6.47%，AI基础设施板块整体承压。Applied Digital是下一代数字基础设施的设计者、建设者和运营商，专注于为高性能计算及人工智能行业提供数据中心基础设施解决方案。（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。）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1125020773","isCrawlerRequest":true}