异动解读｜Applied Digital盘中下跌5.45%，财报利好兑现后获利回吐叠加板块承压

行情直击07-29

7月29日，Applied Digital盘中下跌5.45%，报25.18美元/股，成交额8003.9万美元。

消息面上，公司于7月27日盘后发布第四季度财报，调整后每股收益0.04美元，远超市场预期的-0.22美元；营收2.587亿美元，大幅超出预期的9483.6万美元。财报落地后股价一度在盘后及次日盘前反弹超5%，但利好兑现后获利回吐压力集中释放。此外，同业CoreWeave当日下跌3.69%，AI数据中心板块整体承压形成联动拖累。此前摩根士丹利以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，机构谨慎观点仍在压制估值修复空间。

（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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