消息面上,公司近日宣布敲定一笔7.25亿美元设备融资额度(到期日为2030年9月),资金将用于为AI原生云平台采购GPU、CPU及其他硬件设备,且协议附带最高可再增加3亿美元的扩展选项。尽管公司CFO Matt Steinfort重申第三季度及全年业绩指引并维持2027年展望不变,但大规模资本开支计划持续引发市场分歧——投资者担忧巨额设备融资将加重公司财务负担及现金流压力。自融资消息公布以来,公司股价已从131美元附近大幅回落,累计跌幅超12%。
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