Applied Digital Corp (APLD) 今日盘前股价大幅上涨5.31%，引起了市场的关注。
消息面上，公司近期与CoreWeave就北达科他州数据中心的租赁协议进行了重新调整。投资公司Needham指出，调整后公司贷款人由投资级（IG级）信用主体提供担保，取代了此前CoreWeave评级为BB级的母公司担保，这意味着项目层面的债务成本将有所降低。尽管公司此前公布第三财季业绩后股价一度下跌，Needham仍维持“买入”评级及41美元目标价，认为公司执行进展符合预期。
此外，Applied Digital已完成21.5亿美元私募融资，用于数据中心的扩建，这持续深化了公司从加密货币矿企向AI数据中心运营商的战略转型，增强了市场对其未来增长前景的信心。
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