Tiger Brokers

云计算服务商板块受压 IREN Ltd（IREN）跌11.40%、NEBIUS（NBIS）跌9.39%

金吾财讯
Oct 15

金吾财讯 | 美股云计算服务商板块受压，截至发稿，IREN Ltd（IREN）跌11.40%，NEBIUS（NBIS）跌9.39%，Hut8（HUT）跌8.37%，慧与科技（HPE）跌7.73%，CoreWeave（CRWV）跌7.39%，Riot Platforms（RIOT）跌7.35%，HIVE Digital Technologies（HIVE）跌6.03%，Bitdeer Technologies Group（BTDR）跌5.01%，WhiteFiber（WYFI）跌3.69%，Cerebras Systems（CBRS）跌2.32%，阿里巴巴（BABA）跌1.20%，亚马逊（AMZN）跌0.64%，Meta Platforms（META）跌0.61%。消息面上，Gartner发布最新报告称，到2030年，成本压力叠加缺乏差异化的商业模式，将迫使超过80%的新云服务商终止独立运营，Gartner将80%这一比例定义为“行业整合”。Gartner指出，到2030年，AI数据中心运营方（包括新云在内）若要覆盖已宣布的资本开支与融资成本，并实现12%的投资回报率门槛，需要累计创造8.5万亿美元营收；但同期企业与消费端能够归因于AI数据中心的总营收，预计最多只有3.6万亿美元，缺口接近4.9万亿美元。该机构预计，整个行业最早也要到2032年底才能达到12%的回报门槛。

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