美股异动丨云计算服务商概念股夜盘集体下跌,马斯克警告新云厂商将迎倒闭潮

格隆汇
Oct 26
美股市场云计算服务商概念股在目前的夜盘交易中集体下跌。其中,CoreWeave、Nebius、IREN跌超3%,Applied Digital跌超2%。 消息面上,SpaceX CEO埃隆·马斯克美东时间周日在X平台发帖表示,SpaceX已完成400亿美元债务融资,资金将用于采购GPU。马斯克指出,当前债务市场的融资环境已经明显分化,“但凡企业没有独立于AI数据中心之外的可观营收,基本很难拿到融资”。据此,他预判新云厂商将迎来大规模整合与倒闭潮,后续又表示,SpaceX不会收购任何新云厂商,并称此举“毫无意义”。 和覆盖多行业的大型综合云厂商不同,Nebius、CoreWeave这类新云厂商大多面向科技客户,提供专为AI打造的算力资源。目前,市场已经开始看空美国新云及数据中心企业。市场担忧,这类企业依靠举债扩张AI算力的模式不具备可持续性,并由此触发板块抛售行情。

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