异动解读｜APPLIED DIGITAL CORP盘中下跌5.2%，财报发布前板块承压叠加机构中性评级压制

行情直击07-28

7月27日，APPLIED DIGITAL CORP盘中下跌5.2%，报25.78美元/股，成交额3.3亿美元。

消息面上，公司将于当日盘后发布财报，市场预期本季度营收约9483.65万美元，同比增长156.29%，调整后每股亏损收窄至-0.22美元。此前摩根士丹利于7月23日以Equalweight（中性）评级首次覆盖该股，低于市场一致买入评级及73.42美元均价目标，机构观点偏谨慎。同日AI数据中心基础设施板块整体走弱，CoreWeave下跌2.6%、DigitalOcean下跌5.71%，板块联动压力显现。公司前期因签署52亿美元超大规模租约及15.9亿美元债券融资等利好连续上涨，短期获利回吐压力在财报窗口集中释放。

（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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