智通财经APP获悉，周四，英伟达持仓概念Applied Digital(APLD.US)盘前涨超5%，报31.06美元。消息面上，该公司公布截至 2025 年11月30日的2026财年第二季度财务业绩，营收1.266 亿美元，同比增长 250%;普通股股东应占基本及稀释每股净亏损0.11 美元，同比收窄 82%;调整后净利润10 万美元。
管理层表示，人工智能基础设施代表着一代一遇的投资机遇，超大规模企业的资本支出每年已超过 4000 亿美元，且正快速增长。Applied Digital 通过早期对定制化下一代数据中心的战略投资，占据了有利地位。预计将在未来五年内实现超过 10 亿美元的净运营收入(NOI)目标。
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