消息面上,公司近期AI数据中心布局密集推进:5月6日签署保底价值98亿美元的德州Beacon Point数据中心15年期租赁协议(总价值最高可达251亿美元);此后又宣布投资约1600万美元升级路易斯安那州水利基础设施,以支持River Bend AI数据中心园区运营,项目预计下半年完工,园区为数十亿美元级一期投资。股价自5月19日低点约91美元持续反弹,当前已收复前期调整失地并续创新高。同板块中,IREN涨4.13%,行业整体走强。
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