异动解读｜Applied Digital盘中下跌7.28%，电力协议利好落地但行业整体承压

行情直击06-23

6月23日，Applied Digital盘中下跌7.28%，报45.105美元/股，成交额2.39亿美元。

消息面上，MDU Resources旗下蒙大拿-达科他公用事业公司与Applied Digital签署电力供应协议，为其位于北达科他州的Polaris Forge 3人工智能工厂供电，该设施满负荷运行需430兆瓦电力，预计明年8月投入运营，但协议未披露财务细节。市场解读为利好落地，叠加行业整体承压，同板块DigitalOcean跌8.24%、CoreWeave跌1.3%，公司股价回落幅度显著大于此前盘前跌幅。

Applied Digital是下一代数字基础设施的设计者、建设者和运营商，专注于为高性能计算及人工智能行业提供数据中心基础设施解决方案。

（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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