Applied Digital Corporation (APLD)今日盘中大跌5.57%,股价表现引发市场关注。
该公司正从传统的数据中心托管业务向资本密集型高性能计算数据中心业务转型,以抓住人工智能技术发展带来的机遇。尽管有望与云计算巨头签订为期10年、价值22亿美元的长期租约合同,未来三年营收有望实现爆发式增长,但客户合同的签订一直存在推迟风险。
分析人士指出,Applied Digital目前的估值溢价较高,如果合同签订继续延迟,加之公司大规模的资本支出将进一步加重现金流压力,这可能是此次股价下跌的主要原因。投资者对公司能否顺利完成业务转型存在疑虑。
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