异动解读 | Applied Digital盘前大涨8.68%,AI基础设施业务前景看好

异动解读
Jun 05, 2025

周四盘前,人工智能基础设施供应商Applied Digital(APLD)股价大涨8.68%,延续了近期的强劲上涨势头。该公司股价在过去三个交易日内已累计上涨近100%,成为市场热点。

Applied Digital股价的飙升主要源于本周初宣布的一项重大业务进展。该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。

市场对AI相关股票的热情持续高涨,尤其是与英伟达有关联的公司更受青睐。Applied Digital作为新兴的AI基础设施提供商,正好处于这一热潮的中心。此外,华尔街分析机构B. Riley Securities已上调了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。随着AI技术的快速发展和应用需求的不断增长,Applied Digital有望在未来继续受益于这一行业趋势。

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