异动解读06-03
周一夜盘，Applied Digital（APLD）股价大涨5.13%，延续了该股当日的强劲涨势。盘中，Applied Digital股价一度飙升超过40%。
推动股价上涨的核心因素是公司宣布与专业云服务提供商CoreWeave签署了一项重大业务协议。根据公告，Applied Digital将在其位于北达科他州埃伦代尔的数据中心园区为CoreWeave提供250兆瓦（MW）的关键IT负载，用于托管CoreWeave的人工智能（AI）和高性能计算（HPC）基础设施。这份为期约15年的租赁协议预计将为Applied Digital带来约70亿美元的总收入。
这项协议标志着Applied Digital在向高级计算基础设施领域战略扩张方面迈出了重要一步。作为一家正在向数据中心房地产投资信托公司转型的企业，此次合作不仅为公司带来了可观的长期收入，还有助于缓解其在转型过程中面临的财务压力。同时，这也反映出AI和高性能计算行业对数据中心基础设施的巨大需求，突显了Applied Digital在这一快速增长市场中的战略定位。投资者对这一发展表现出极大的热情，推动了股价的持续上涨。
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