7月28日，Galaxy Digital盘中下跌8.11%，报20.365美元/股，成交额4401.51万美元。
消息面上，公司当日宣布以约750万美元收购德克萨斯州McGregor约500英亩土地，用于建设AI与高性能计算数据中心园区，初期开发目标为74兆瓦，预计2028年开始通电。这是公司第二个重大数据中心投资项目。此前7月24日，公司刚完成35.1亿美元9.875%高收益优先担保票据定价，资金用于德州八座数据大厅建设。
市场担忧主要集中在：公司在一季度净亏损2.16亿美元的背景下，持续以高成本杠杆（垃圾债级别利率近10%）大举扩张资本密集型业务，且下次财报将于8月5日发布，盈利前景不确定性较高。
（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。）
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