异动解读|Bitdeer Technologies Group盘中下跌8.32%,大额AI数据中心订单未能提振股价

行情直击
Oct 09

10月9日,Bitdeer Technologies Group盘中下跌8.32%,报9.537美元/股,成交额4967.25万美元。

消息面上,公司近期密集披露多项重大AI数据中心进展。其于挪威Tydal园区签署了为期16年、总额47亿美元的AI/HPC共置租赁协议,配置121兆瓦IT容量以运行英伟达GPU;马来西亚A102设施亦已全面投运,预计合同收入超8亿美元。此外,公司预计一个月内签署A201产能合同并收取预付款。

从股价表现看,尽管上述订单规模可观,但市场对项目执行节奏与盈利转化仍持谨慎态度。此前财报显示公司第二季度调整后每股亏损2.08美元,远逊于市场预期的亏损0.36美元,亏损大幅走阔或持续压制估值修复。大额基础设施投入带来的资本开支压力与短期盈利能力的背离,可能构成资金离场的核心因素。

(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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