异动解读 | 人工智能基础设施热潮推动,Fermi公司上市首日盘中大涨19.05%

异动解读
Oct 01

由前得克萨斯州州长、美国能源部长里克·佩里(Rick Perry)共同创办的数据中心房地产投资信托公司Fermi Inc.(股票代码:FRMI)今日在纳斯达克上市,盘中大涨19.05%,引发市场高度关注。该公司股票开盘价为42美元,是其21美元首次公开发行(IPO)价格的两倍,显示出投资者对人工智能基础设施领域的强烈兴趣。

Fermi公司成立不到一年,尽管尚未产生收入,但其IPO估值已达125亿美元。公司的雄心勃勃的计划是建设世界上最大的能源和数据综合体,利用核能、天然气和太阳能提供动力。分析师认为,对人工智能驱动的基础设施的需求,以及Fermi将其与现代能源相结合的计划,是吸引投资者的主要因素。

然而,专家也提醒投资者需保持谨慎。Renaissance Capital高级策略师马特·肯尼迪(Matt Kennedy)表示,任何购买Fermi股票的投资者都需要有"只要你建好了,他们就会来"的心态。分析师们强调,执行力将是维持市场热情的关键,预计投资者将密切关注公司已签署的合同及其雄心勃勃的建设进展。

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