异动解读｜Applied Digital盘前上涨5.27%，CoreWeave业绩超预期提振AI算力板块

行情直击08-12 16:19

8月12日，Applied Digital盘前上涨5.27%，报31.26美元/股，成交额55.79万美元。

消息面上，AI算力供应商CoreWeave公布第三季度销售指引为34.5亿至36亿美元，超出分析师预期，在手合同金额达1040亿美元，季度结束后新增客户承诺逾250亿美元。CoreWeave盘后飙涨约15%，带动数据中心运营商Applied Digital等AI基础设施标的联动走强。

Applied Digital作为CoreWeave的重要托管合作伙伴，此前公布的第四季度营收同比增长407%至2.59亿美元，调整后每股收益0.04美元大幅超越市场预期的-0.22美元。公司近期还完成21.5亿美元高级担保票据发行，并获得5.5亿美元循环信贷额度，资金面持续改善。CoreWeave业绩验证了AI算力需求的持续景气，对Applied Digital的订单前景构成正面支撑。

（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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