8月12日，Applied Digital盘中上涨9.73%，报30.99美元/股，成交额1.16亿美元。
消息面上，AI算力巨头CoreWeave公布业绩大幅超预期，股价飙涨逾21%，带动数据中心及AI基础设施板块全线走强。Applied Digital作为CoreWeave的重要托管合作伙伴，直接受益于AI算力需求景气度验证。公司此前公布的第四季度营收同比增长407%至2.59亿美元，调整后每股收益0.04美元，大幅超越市场预期的-0.22美元。此外，B. Riley近期将其目标价由66美元上调至75美元，维持买入评级，分析师平均目标价约74美元，较当前股价仍有显著上行空间。公司还与MDU Resources子公司签署电力供应协议，为北达科他州430兆瓦AI工厂提供能源保障，产能扩张路径清晰。
（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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