Applied Digital Corp（股票代码：APLD）今日盘中股价大幅上涨16.11%，市场表现异常强劲。
消息面上，公司宣布已与美国一家高投资级的超大规模云服务商（Hyperscaler）达成一项新的长期租赁协议。该协议涉及公司在北方州的第四个AI工厂园区“Polaris Forge 3”，该园区设计可提供300兆瓦的关键IT负载，适配大规模AI训练与推理需求。此次签约后，Applied Digital四大园区的合同租赁收入总额升至310亿美元，若所有续约选项均被行使，总价值更可高达730亿美元。公司管理层表示，这验证了其严谨、可重复的AI工厂商业模型及持续推进大型AI基础设施项目的能力。
此外，行业龙头英伟达（NVDA）公布了强劲的第一季度财报，营收和每股收益均超出市场预期，这提振了市场对整个AI基础设施板块的信心，Applied Digital作为该领域的重要参与者，也受益于这一行业利好。
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