异动解读|SharonAI Holdings盘前上涨9.77%,宣布将AI工厂GPU规模扩展至64000块

行情直击
Aug 04

8月4日,SharonAI Holdings盘前上涨9.77%,报57.45美元/股,成交额165.44万美元。

消息面上,公司宣布计划将其AI工厂平台英伟达GPU数量从现有的62,000块扩展至64,000块,预计于明年年中前完成,旨在进一步增强人工智能计算能力。此前公司已与英伟达签署六年算力协议,总合同价值最高达48.8亿美元,并完成16亿美元超额认购战略融资用于部署最多4万块Grace Blackwell GB300 GPU。公司预计明年中期部署超过55,000块英伟达GPU,总AI工厂容量已扩展至132MW。此外,前OpenAI研究员阿申布伦纳旗下基金已持有公司约10%股份,B. Riley给予买入评级及124美元目标价。公司下次财报将于8月6日发布,预期EPS为-0.21美元。

(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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