APPLIED DIGITAL CORP（纳斯达克：APLD）今日盘中股价大涨13.63%，成为市场焦点。
消息面上，公司公布的2026财年第二季度营收达1.266亿美元，远超分析师预期的8800万美元，同比增长250%。这一强劲表现主要得益于人工智能数据中心需求的爆发式增长。公司近期与美国超级分销商签订了价值50亿美元的长期租约，计划在Polaris Forge 2园区建设200兆瓦的基础设施，进一步巩固其在AI基础设施领域的领先地位。
此外，APPLIED DIGITAL CORP已与北达科他州两家超大规模企业签订租约，首席执行官称该地区凉爽的气候和丰富的能源为竞争优势。公司还宣布分拆云业务并与Ekso Bionics合并成立AI-focused ChronoScale，保留97%所有权，凸显其战略布局。市场普遍认为，公司在AI基础设施领域的先发优势和持续执行力将推动长期增长。
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