异动解读|TeraWulf盘中下跌5.14%,Q2巨亏与大摩下调目标价后多空博弈持续

行情直击
Aug 18

8月18日,TeraWulf盘中下跌5.14%,报16.765美元/股,成交额8241.48万美元。此前一个交易日反弹5.18%后再度回落,延续Q2财报发布以来的剧烈震荡格局。

消息面上,公司Q2每股亏损1.94美元,远逊市场预期的0.22美元亏损,营收4480万美元亦不及预期;摩根士丹利此前将目标价从72美元下调至62.50美元,虽维持跑赢大盘评级,但目标价大幅下修叠加业绩巨亏持续压制市场情绪。当前股价围绕16-17美元区间反复拉锯,多空分歧显著。公司已从传统比特币挖矿转型为HPC数据中心运营商,Q2高性能计算租赁收入占比约71%,此前与Anthropic签订的20年、约190亿美元租约为长期收入提供支撑,但短期巨亏仍主导定价。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10