人工智能数据中心运营商Applied Digital(APLD)周三盘前大跌5%,引起了投资者的广泛关注。
这一重挫主要受公司最新一季度业绩欠佳的影响。APLD本季度调整后每股亏损0.66美元,远超分析师预期的0.15美元亏损水平。尽管营收大增51.3%,但公司仍然高成本经营,加大了亏损幅度。
与此同时,APLD近期虽然获得了澳大利亚麦格理集团高达50亿美元的重大投资,用于扩建数据中心,但市场仍担忧公司在新建数据中心和扩大算力方面将面临高昂的资本支出压力和经营风险。数据中心建设是一个资金密集型行业,APLD等公司需要持续大规模投入,重金的资本支出可能将制约公司盈利能力。
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