异动解读｜Hut 8盘中上涨5.3%，Anthropic 350亿美元算力大单叠加业务重组持续催化

行情直击03:26

9月4日，Hut 8盘中上涨5.3%，报92.76美元/股，成交额2.84亿美元。

消息面上，Anthropic近日与英伟达支持的云服务商Lambda签署价值350亿美元的云计算协议，承载算力的数据中心正是Hut 8在得州努埃塞斯县开发的Beacon Point园区。英伟达此前已与Hut 8签署租约锁定产能，该园区两份15年期租约覆盖704兆瓦IT容量，合同总价值达196亿美元，续约选项可将总价值提升至500亿美元。此外，Hut 8已将加拿大传统托管云服务业务出售给Opti9科技，同时保留加拿大数据中心所有权，聚焦GPU及高性能计算业务，战略转型信号明确。

（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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