异动解读|SharonAI Holdings盘中上涨12.27%,AI基础设施板块集体反弹

行情直击
Jul 30

7月30日,SharonAI Holdings盘中上涨12.27%,报47.7美元/股,成交额3120.84万美元。消息面上,AI基础设施板块在连续三个交易日遭遇大幅抛售后集体反弹,同类GPU云服务公司CoreWeave涨15.84%、Applied Digital涨16.9%,板块联动效应显著。

公司此前连续多日大幅下挫,较52周高点178美元累计回落逾76%。基本面方面,公司今年先后与英伟达签署六年算力协议、完成超额认购的16亿美元战略融资,计划部署多达4万颗Grace Blackwell GB300 GPU,并预计到明年中期部署超5.5万块英伟达GPU。公司预计相关营收将于第三、四季度末开始产生。SharonAI Holdings Inc.是一家专注于高性能计算行业的控股公司,旨在收购与开发面向人工智能技术的GPU及数据中心基础设施。

(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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