7月29日，Galaxy Digital盘中下跌8.12%，报19.24美元/股，成交额4572.75万美元。
消息面上，AI基础设施板块资金持续流出，市场对循环融资及昂贵债务负担的担忧加剧。Galaxy Digital近日定价35.1亿美元2031年到期优先担保票据，票面利率高达9.875%，属高收益（垃圾级）债券，所募资金将用于在德克萨斯州建设8座数据大厅（合计400兆瓦公用事业容量）。同日公司宣布以约750万美元收购德州麦格雷戈500英亩土地，用于建设第二座AI数据中心园区，初期容量74兆瓦，预计2028年接电。密集的资本开支叠加高息融资成本，令投资者质疑公司在不大幅稀释股权的情况下能否持续为扩张计划提供资金，板块同行Cipher Digital当日同样跌超5%。
（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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