7月29日，Hut 8盘中下跌5.08%，报95.96美元/股，成交额3298.43万美元，延续前一交易日跌势。
消息面上，英国《金融时报》于7月28日确认Hut 8德州1吉瓦Beacon Point数据中心园区的租户为英伟达，合同潜在总价值达500亿美元。但该消息实质早在7月20日已基本释放——Hut 8彼时宣布与"高投资级客户"签署第二份15年期98亿美元租约，当日股价已大涨超14%。此次仅为租户身份确认，增量信息有限，市场呈现典型"利好兑现"式回调。此外，公司将于8月4日发布财报，市场预期EPS为-0.47美元，短期基本面压力亦抑制做多情绪。
（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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