异动解读｜Galaxy Digital盘中上涨5.6%，Q2每股亏损显著好于预期叠加数据中心业务亮眼提振反弹

行情直击08-07

8月7日，Galaxy Digital盘中上涨5.6%，报20.33美元/股，成交额1979.2万美元。消息面上，公司此前发布Q2财报，调整后每股亏损0.09美元，显著优于市场预期的亏损0.41美元；尽管营收855.7万美元不及预期，但数据中心业务贡献2000万美元调整后毛利与1100万美元调整后EBITDA，Helios一期已按时向CoreWeave交付133兆瓦关键IT负载，二期260兆瓦建设推进中。华尔街分析师平均目标价41.06美元，摩根士丹利维持增持评级及37美元目标价。财报发布初期市场聚焦营收缺口导致股价大幅下挫，随着抛压消化，盈利端超预期及数据中心增长前景重新获得市场关注，股价出现修复性反弹。

（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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