异动解读｜Applied Digital盘中下跌5.08%，电力协议利好消化后持续回调叠加行业承压

行情直击06-26

6月26日，Applied Digital盘中下跌5.08%，报38.80美元/股，成交额1.12亿美元。

消息面上，公司近期与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，利好落地后股价持续走弱。同板块中CoreWeave同日下跌3.32%，行业整体承压。此前公司曾签署52亿美元超大规模云服务商租约及15.9亿美元票据融资，短期利好密集兑现后市场进入消化调整阶段。

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。

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