异动解读 | 人工智能需求推动业绩超预期,应用数字盘中大涨29.31%

异动解读
31 Jul

数据中心运营商应用数字(Applied Digital Corp,股票代码:APLD)今日盘中大涨29.31%,延续了盘前的强劲涨势。这一显著涨幅主要受到公司最新公布的季度财报超出市场预期以及人工智能需求驱动的推动。

根据公司发布的财报,截至2025年5月31日的第四财季,应用数字实现营收3800万美元,同比增长41%,超过分析师预期的3710万美元。公司公布的调整后每股亏损为3美分,远优于分析师预期的15美分亏损。这一亮眼的业绩表现主要得益于人工智能、机器学习和云服务需求的激增,公司的基础设施允许其有效扩展以人工智能为重点的云服务。

此外,应用数字与CoreWeave签订了两项为期15年的租赁协议,预计在租赁期内将获得70亿美元的收入,进一步增强了投资者对公司长期增长前景的信心。分析师对公司前景看好,Roth MKM将预期价格从17.50美元上调至24美元。目前,9位分析师中有8位将该股评为"买入",平均目标价为14美元,显示出市场对公司未来发展前景的积极态度。

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