Tiger Brokers

云计算板块局部强势 NEBIUS(NBIS)涨10.35%、Cerebras Systems(CBRS)涨9.64%

金吾财讯
Jul 21

金吾财讯 | 云计算板块局部强势，截至发稿，NEBIUS (NBIS) 涨 10.35%，Cerebras Systems (CBRS) 涨 9.64%，Bitdeer Technologies Group (BTDR) 涨 7.17%，Hut 8 (HUT) 涨 5.25%，CoreWeave (CRWV) 涨 4.41%，慧与科技 (HPE) 涨 3.73%，IREN Ltd (IREN) 涨 3.46%，甲骨文 (ORCL) 涨 2.85%，HIVE Digital Technologies (HIVE) 涨 2.59%。消息面上，公开资料显示，英伟达(NVDA)向美国证券交易委员会(SEC)提交的文件披露，其持有荷兰云服务商NEBIUS 9.3%股权，持仓构成包括119万股现有股份及约2100万股预付认股权证，对应约20亿美元规模。此外，IREN与Hut 8纷纷于7月20日宣布与科技巨头签署大额AI云计算合同，亦共同提振市场情绪。其中，IREN宣布与微软(MSFT)、英伟达、Perplexity及FigureAI等客户签署总价值28亿美元的多年期云计算合同，并据此将全年AI云服务年化运营收入目标从37亿美元上调至逾40亿美元，其中85%已有签约合同支撑。Hut 8宣布其位于德克萨斯州的Beacon Point数据中心园区已完成全面租赁，与一家未具名的高投资级企业签署了一份为期15年、价值98亿美元的租约，该租户将其签约算力容量翻倍至704兆瓦。若计入延期选项，该协议潜在总价值可能超过500亿美元，15年合同总价值亦达196亿美元。

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