异动解读|SharonAI Holdings盘中下跌8.29%,AI基础设施板块持续承压

行情直击
Jul 27

7月27日,SharonAI Holdings盘中下跌8.29%,报59.66美元/股,成交额2594.01万美元。

消息面上,AI基础设施板块近期整体持续承压,同类GPU云服务公司CoreWeave跌2.14%、Applied Digital跌3.14%,板块联动效应明显。公司此前于7月25日已录得超8%跌幅,短期延续调整态势。

基本面方面,公司今年以来先后与英伟达签署六年算力协议(合同价值最高达48.8亿美元)、完成超额认购的16亿美元战略融资,计划部署多达4万颗Grace Blackwell GB300 GPU。分析师给予买入评级,均价目标120.88美元。但公司最新季报显示仍处于亏损状态,EPS为-1.43美元,营收同比下滑。当前股价较52周高点178美元已回落逾66%。

SharonAI Holdings Inc.是一家专注于高性能计算行业的控股公司,旨在收购与开发面向人工智能技术的GPU及数据中心基础设施。

(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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