异动解读｜Hut 8盘中上涨5.01%，Anthropic 350亿美元算力大单与业务重组持续催化

行情直击09-08

9月8日，Hut 8盘中上涨5.01%，报98.24美元/股，成交额1.85亿美元。消息面上，多重利好持续发酵：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。

与此同时，Hut 8完成业务重组，将加拿大传统托管云服务业务出售给Opti9科技，但保留加拿大数据中心所有权及GPU、高性能计算业务，进一步聚焦AI算力基础设施赛道。机构层面，摩根士丹利此前给予增持评级，多家机构新增持仓，看好其"加密挖矿+AI基础设施"双重属性。

（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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