8月4日，SharonAI Holdings盘中上涨8.73%，报56.955美元/股，成交额5352.85万美元。
消息面上，公司当日宣布与一家未披露名称的人工智能平台签署五年期云计算服务协议，合同总价值达3.73亿美元，预计相关收入将于明年一季度开始确认。同日，公司还宣布计划将AI工厂平台英伟达GPU数量从62,000块扩展至64,000块，预计明年年中前完成。此前公司已与英伟达签署六年算力协议，合同价值最高达48.8亿美元，并完成16亿美元超额认购融资用于部署高达4万块Grace Blackwell GB300 GPU。B. Riley给予买入评级及124美元目标价。
（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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