异动解读 | 英伟达业绩超预期,应用数字(APLD)盘前大涨10.83%

异动解读
Nov 20, 2025

周四盘前,应用数字公司(APPLIED DIGITAL CORP,股票代码:APLD)股价大涨10.83%,引发市场关注。这一显著涨幅与科技巨头英伟达的强劲业绩密切相关。

应用数字公司是英伟达生态系统中的重要一员,该公司使用英伟达芯片为其处理人工智能工作负载的数据中心提供动力。英伟达近期公布的第三季度业绩表现强劲,并发布了乐观的第四季度业绩预期,这直接带动了包括应用数字在内的相关概念股的上涨。

据报道,英伟达预计第四季度营收将达到650亿美元(上下浮动2%),远超分析师平均预期的616.6亿美元。这一消息激发了投资者对人工智能和高性能计算领域持续增长的信心,进而推动了应用数字等相关公司的股价上涨。值得注意的是,应用数字公司今年以来的累计涨幅已达约202%,反映出市场对其业务前景的看好。

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