异动解读|Rackspace Technology盘中上涨8.32%,超跌反弹叠加AI基础设施板块走强

行情直击
Jul 06

7月6日,Rackspace Technology盘中上涨8.32%,报6.205美元/股,成交额1599.59万美元。

消息面上,公司此前与AMD签署30兆瓦AI算力分阶段部署最终协议,该协议覆盖自年底至2028年的大规模计算资源部署,面向医疗等受监管企业工作负载。协议公布后股价累计大涨逾30%,但随后经历连续回调,7月2日单日跌幅达11.86%至5.72美元。当前反弹或与短期超卖修复及AI基础设施板块整体走强有关,同板块CoreWeave涨5.88%、Applied Digital涨5.6%。需注意公司仍面临约15%全球裁员带来的1400万至1900万美元重组费用,且当前亏损状态持续,瑞银维持中性评级、目标价5美元。

(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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