Firmus上市搁浅凸显投资者转趋谨慎 亚太AI领域IPO交易门槛料被抬高

智通财经
Oct 12
【Firmus上市搁浅凸显投资者转趋谨慎 亚太AI领域IPO交易门槛料被抬高】Firmus Grid Ltd.首次公开募股的搁浅在亚洲火热的股票市场引起强烈反响,使得投资者对取决于未来收益的AI基础设施领域交易更加进行甄别。这家英伟达支持的数据中心运营商上周搁置融资规模高达55亿美元的IPO交易,投资者对该公司估值飙升至300亿美元感到迟疑。这家澳大利亚公司目前正寻求与现有投资者进行私募融资。从Firmus的经历可以看出,随着许多公司寻求为AI布局筹措资金,一年多来市场迎来了密集的交易,而眼下投资者变得更加谨慎。彭博汇编的数据显示,今年以来,亚太地区的IPO、股份配售和大宗交易的融资规模接近2500亿美元,2025年全年约为2600亿美元。“投资者们会问,谁来为此买单,以及资金成本是多少,”Private Portfolio Managers投资组合经理Max Herron-Vellacott表示,在做出投资决策时风险与回报的权衡将受到更严格的考量。“这提高了每笔交易的标准,投资者对乐观的假设将不再那么宽容。”

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