周三夜盘，人工智能基础设施供应商Applied Digital（APLD）股价大涨8.91%，延续了近期的强劲涨势。该股最近三个交易日累计上涨超过90%，引发市场广泛关注。
此轮涨势主要源于Applied Digital本周初宣布的重大业务进展。公司与英伟达支持的专业云服务提供商CoreWeave签订了两份为期15年的租赁协议，预计将为Applied Digital带来约70亿美元的收入。这一合作不仅显著提升了公司的长期业务前景，也进一步确立了其在人工智能和高性能计算基础设施领域的地位。
Applied Digital首席执行官韦斯·卡明斯表示："这些租赁协议巩固了Applied Digital作为下一代人工智能和高性能计算关键基础设施新兴提供商的地位。通过与CoreWeave新签订的长期租赁协议，我们在向先进计算基础设施的战略扩张中迈出了重要一步。"此外，华尔街分析机构B. Riley Securities也上调了Applied Digital的目标价，从8美元提高到15美元，进一步推动了投资者的信心。
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.