异动解读|Galaxy Digital盘中下跌8.31%,数据中心一期如期交付但利好或已充分消化

行情直击
Jul 07

7月7日,Galaxy Digital盘中下跌8.31%,报24.26美元/股,成交额8142.13万美元。消息面上,公司宣布已完成西德克萨斯州Helios数据中心园区一期工程,向CoreWeave交付133兆瓦关键IT负载,15年期租约租金自二季度起计入。

然而,该里程碑早在一季度财报中已被明确披露并承诺于二季度末前完成,市场预期较为充分。此外,公司一季度仍录得净亏损2.16亿美元,加密资产持仓缩水至13.6亿美元,基本面尚待改善。二期260兆瓦工程正在推进,预计明年上半年交付,三期合计承诺负载达526兆瓦。

(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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