<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/08/Bitfarms-acquires-first-US-large-scale-data-center.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/08/Bitfarms-acquires-first-US-large-scale-data-center.jpg"/></p>
<p>Applied Digital（APLD）股价在过去几天呈现抛物线上升，使其成为华尔街表现最佳的公司之一。股价飙升至 6.60 美元的高点，是自 7 月 17 日以来的最高点，比本月最低点高出 120%。与今年最低水平相比，股价也飙升了 177%。</p>
<h2>Nvidia 投资 APLD</h2>
<p>Applied Digital 股票在高交易量环境中飙升。雅虎财经的数据显示，周一的交易量超过 5200 万股，大幅高于平均 938 万股。</p>
<p>该股票还成为社交媒体平台（如 X 和 StockTwits）上热门话题之一。</p>
<p>这一涨势发生在该公司筹集了 1.6 亿美元资金后，其中大部分来自半导体行业最知名的公司 Nvidia。它还从房地产行业领军企业 Related Industries 获得了资金。</p>
<p>这项投资引人注目，因为 Nvidia 在技术行业扮演着重要角色，制造最先进的 GPU。在过去几年中，由于持续的人工智能趋势，该公司已成为全球第三大公司。</p>
<p>Nvidia 过去曾投资过几家人工智能公司。尤其值得一提的是，它在今年早些时候投资了 SoundHound AI，将其股价推高至 10.26 美元的高点。然而，自那时以来，该股票已下跌超过 55%，跌至目前的 4.50 美元。</p>
<h2>Applied Digital 正在成长</h2>
<p>首先，Applied Digital 是一家经营数据中心的科技公司。该公司最初专注于比特币挖矿，这是一个高风险高回报的行业。然而，它于 2022 年改变了业务策略，完全退出了挖矿业务。</p>
<p>现在，Applied Digital 为比特币挖矿行业的公司提供数据中心解决方案，这些公司在其数据中心租用空间。目前，有七家大型比特币挖矿公司是其客户，占其总收入的约 83%。</p>
<p>Applied Digital 还进军了云计算行业。该部门于 2023 年推出，为公司提供云服务，包括人工智能和机器学习开发人员。它通过提供 GPU 计算解决方案来帮助他们处理大型工作负载。它拥有超过 6200 块 GPU，其中大部分来自 Nvidia。</p>
<p>这是一个预计将继续增长的大行业，因为对人工智能解决方案的需求不断增加。它还提供 HPC Hosting 解决方案，正在建设人工智能数据中心。</p>
<h2>强劲的季度业绩</h2>
<p>最新的财务业绩显示，Applied Digital 的财务状况良莠不齐。其营收超过 4370 万美元，高于 2022 年全年的 850 万美元。</p>
<p>其净亏损超过 6480 万美元，调整后的 EBITDA 为 480 万美元。该季度的亮点是其基础设施升级，因为公司不断发展业务。它还解决了位于 Ellendale 数据中心托管设施的变压器问题，并将其恢复到全容量。</p>
<p>今年，Applied Digital 实现了超过 1.656 亿美元的营收，大幅增长，远高于 2023 年的 5550 万美元。如预期，该公司出现了 1.49 亿美元的巨额净亏损。</p>
<p>分析师对 Applied Digital 的增长持乐观态度。平均估计是，其财年第一季度的营收将达到 5380 万美元，2025 年将达到 2.59 亿美元，2026 年将达到 4.02 亿美元。这表明公司的增长势头将加速。</p>
<p>分析师对该公司持积极展望，Needham、Roth MKM、B. Riley Securities 和 HC Wainwright 的分析师给予买入评级。分析师们的平均目标价为 9 美元，远高于目前的 6.58 美元。</p>
<p>然而，投资 Applied Digital 存在风险。首先，该公司仅依赖比特币挖矿行业的少数客户。这意味着仅失去其中一家客户就可能导致巨大损失。</p>
<p>其次，Nvidia 的投资并不意味着未来会表现良好。一个很好的例子是 SoundHound，自几个月前 Nvidia 投资以来，其股价表现不佳。</p>
<p>第三，人工智能行业可能会像其他行业（如电动汽车、大麻和 3D 打印）一样出现周期性。</p>
<h2>Applied Digital 股价分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Applied-Digital-stock.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Applied-Digital-stock.png"/></p>
<p>日线图显示，APLD 股价在 5 月触底至 2.37 美元，目前已飙升超过 178%，达到自 7 月以来的最高点。它已突破了 50 天和 200 天指数移动平均线（EMA），表明机构和零售需求增加。</p>
<p>该股票还突破了上升通道的上侧，并接近关键阻力点 7.22 美元，即 6 月的最高点。此外，相对强度指数（RSI）已向上指向超买点。</p>
<p>因此，我认为该股票将上涨至 7.22 美元，然后在 Nvidia 消息开始消退时恢复向下趋势。</p>
<p>本文来源于 Invezz，转载请注明出处。</p>

APLD

<p>应用数字（APLD）股票呈抛物线式上涨，最高达到 0.60 美元，比本月最低点上涨了 120%，比年内最低点上涨了 177%。这一涨势得到了英伟达和相关行业的大量投资支持，帮助其从比特币挖矿转型为数据中心和云服务，主要面向人工智能公司。尽管公司收入增长强劲，但仍面临一些风险，包括对少数比特币客户的依赖以及人工智能行业可能出现的波动。最近分析师的评级仍然积极，目标价远高于当前水平</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/08/Bitfarms-acquires-first-US-large-scale-data-center.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/08/Bitfarms-acquires-first-US-large-scale-data-center.jpg"/></p>
<p>The Applied Digital (APLD) stock price has gone parabolic in the past few days, making it one of the best-performing companies in Wall Street. The stock surged to a high of $6.60, its highest point since July 17th and 120% above its lowest point this month. It has also soared by 177% from its lowest level this year.</p>
<div class="lb-trans"><p>Applied Digital（APLD）股价在过去几天呈现抛物线上升，使其成为华尔街表现最佳的公司之一。股价飙升至 6.60 美元的高点，是自 7 月 17 日以来的最高点，比本月最低点高出 120%。与今年最低水平相比，股价也飙升了 177%。</p>
</div><h2>Nvidia invests in APLD</h2>
<div class="lb-trans"><h2>Nvidia 投资 APLD</h2>
</div><p>Applied Digital shares surged in a high-volume environment. Data by Yahoo Finance shows that the volume on Monday stood at over 52 million, up sharply from the average of 9.38 million.</p>
<div class="lb-trans"><p>Applied Digital 股票在高交易量环境中飙升。雅虎财经的数据显示，周一的交易量超过 5200 万股，大幅高于平均 938 万股。</p>
</div><p>The stock was also among the top-trending names on social media platforms like X and StockTwits.</p>
<div class="lb-trans"><p>该股票还成为社交媒体平台（如 X 和 StockTwits）上热门话题之一。</p>
</div><p>This rally happened after the company raised $160 million in funding, mostly from Nvidia, the most popular name in the semiconductor industry. It also received funds from Related Industries, a leading player in the real estate industry.</p>
<div class="lb-trans"><p>这一涨势发生在该公司筹集了 1.6 亿美元资金后，其中大部分来自半导体行业最知名的公司 Nvidia。它还从房地产行业领军企业 Related Industries 获得了资金。</p>
</div><p>This investment is notable because of Nvidia’s role in the technology industry, where it manufactures the most advanced GPUs. In the past few years, the company has become the third-biggest firm in the world because of the ongoing AI trend.</p>
<div class="lb-trans"><p>这项投资引人注目，因为 Nvidia 在技术行业扮演着重要角色，制造最先进的 GPU。在过去几年中，由于持续的人工智能趋势，该公司已成为全球第三大公司。</p>
</div><p>Nvidia has invested in several AI companies in the past. Most notably, it invested in SoundHound AI earlier this year, pushing its stock to a high of $10.26. Since then, however, the stock has dropped by over 55% to the current $4.50.</p>
<div class="lb-trans"><p>Nvidia 过去曾投资过几家人工智能公司。尤其值得一提的是，它在今年早些时候投资了 SoundHound AI，将其股价推高至 10.26 美元的高点。然而，自那时以来，该股票已下跌超过 55%，跌至目前的 4.50 美元。</p>
</div><h2>Applied Digital is growing</h2>
<div class="lb-trans"><h2>Applied Digital 正在成长</h2>
</div><p>For starters, Applied Digital is a technology company that runs data centers. The company initially focused on Bitcoin mining, a high-risk and high-reward industry. It then changed its business strategy in 2022 and exited the mining business altogether.</p>
<div class="lb-trans"><p>首先，Applied Digital 是一家经营数据中心的科技公司。该公司最初专注于比特币挖矿，这是一个高风险高回报的行业。然而，它于 2022 年改变了业务策略，完全退出了挖矿业务。</p>
</div><p>Now, Applied Digital provides data center solutions to companies in the Bitcoin mining industry, who rent out space in its data centers. It now has seven big Bitcoin mining companies as clients who account for about 83% of its total revenue.</p>
<div class="lb-trans"><p>现在，Applied Digital 为比特币挖矿行业的公司提供数据中心解决方案，这些公司在其数据中心租用空间。目前，有七家大型比特币挖矿公司是其客户，占其总收入的约 83%。</p>
</div><p>Applied Digital has also moved to the cloud computing industry. Launched in 2023, the division provides cloud services to companies, including AI and machine learning developers. It does that by providing GPU computing solutions to help them handle big workloads. It has over 6,200 GPUs mostly from Nvidia.</p>
<div class="lb-trans"><p>Applied Digital 还进军了云计算行业。该部门于 2023 年推出，为公司提供云服务，包括人工智能和机器学习开发人员。它通过提供 GPU 计算解决方案来帮助他们处理大型工作负载。它拥有超过 6200 块 GPU，其中大部分来自 Nvidia。</p>
</div><p>This is a big industry that is expected to keep growing as demand for AI solutions continues rising. It also provides HPC Hosting solutions, where it is building AI data centers.</p>
<div class="lb-trans"><p>这是一个预计将继续增长的大行业，因为对人工智能解决方案的需求不断增加。它还提供 HPC Hosting 解决方案，正在建设人工智能数据中心。</p>
</div><h2>Strong quarterly results</h2>
<div class="lb-trans"><h2>强劲的季度业绩</h2>
</div><p>The most recent financial results showed that Applied Digital had mixed financial results. It made over $43.7 million in revenues, higher the $8.5 million it made in full-year 2022.</p>
<div class="lb-trans"><p>最新的财务业绩显示，Applied Digital 的财务状况良莠不齐。其营收超过 4370 万美元，高于 2022 年全年的 850 万美元。</p>
</div><p>Its net loss was over $64.8 million while its adjusted EBITDA came in at $4.8 million. The highlight for the quarter was its infrastructure upgrades as it continues to grow its business. It also resolved transformer issues at its Ellendale Data Center Hosting facility and restored it to full capacity.</p>
<div class="lb-trans"><p>其净亏损超过 6480 万美元，调整后的 EBITDA 为 480 万美元。该季度的亮点是其基础设施升级，因为公司不断发展业务。它还解决了位于 Ellendale 数据中心托管设施的变压器问题，并将其恢复到全容量。</p>
</div><p>For the year, Applied Digital made over $165.6 million, a big increase from the $55.5 million it made in 2023. As expected, the company had a big net loss of $149 million.</p>
<div class="lb-trans"><p>今年，Applied Digital 实现了超过 1.656 亿美元的营收，大幅增长，远高于 2023 年的 5550 万美元。如预期，该公司出现了 1.49 亿美元的巨额净亏损。</p>
</div><p>Analysts are optimistic about Applied Digital’s growth. The average estimate is that its revenue will come in at $53.8 million in the fiscal first quarter over $259 million in 2025 and $402 million in the following year. This shows that the company’s growth is set to accelerate.</p>
<div class="lb-trans"><p>分析师对 Applied Digital 的增长持乐观态度。平均估计是，其财年第一季度的营收将达到 5380 万美元，2025 年将达到 2.59 亿美元，2026 年将达到 4.02 亿美元。这表明公司的增长势头将加速。</p>
</div><p>Analysts have a positive outlook for the company, with those at Needham, Roth MKM, B. Riley Securities, and HC Wainwright have a buy rating. The analysts have an average target of $9, much higher than the current level of $6.58.</p>
<div class="lb-trans"><p>分析师对该公司持积极展望，Needham、Roth MKM、B. Riley Securities 和 HC Wainwright 的分析师给予买入评级。分析师们的平均目标价为 9 美元，远高于目前的 6.58 美元。</p>
</div><p>Still, there are risks for investing in Applied Digital. First, the company depends on just a handful of customers in the Bitcoin mining industry. This means that the loss of just one of them could lead to substantial losses.</p>
<div class="lb-trans"><p>然而，投资 Applied Digital 存在风险。首先，该公司仅依赖比特币挖矿行业的少数客户。这意味着仅失去其中一家客户就可能导致巨大损失。</p>
</div><p>Second, Nvidia’s investment is not a guarantee that it will do well in the future. A good example of this is SoundHound, whose stock has not done well since Nvidia invested in it a few months ago.</p>
<div class="lb-trans"><p>其次，Nvidia 的投资并不意味着未来会表现良好。一个很好的例子是 SoundHound，自几个月前 Nvidia 投资以来，其股价表现不佳。</p>
</div><p>Third, the AI industry may become cyclical as we saw with other industries like electric vehicles, cannabis, and 3D printing.</p>
<div class="lb-trans"><p>第三，人工智能行业可能会像其他行业（如电动汽车、大麻和 3D 打印）一样出现周期性。</p>
</div><h2>Applied Digital stock price analysis</h2>
<div class="lb-trans"><h2>Applied Digital 股价分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/09/Applied-Digital-stock.png" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/09/Applied-Digital-stock.png"/></p>
<p>The daily chart shows that the APLD stock price bottomed at $2.37 in May and has now soared by over 178% to its highest point since July. It has jumped above the 50-day and 200-day Exponential Moving Averages (EMA), pointing to more institutional and retail demand.</p>
<div class="lb-trans"><p>日线图显示，APLD 股价在 5 月触底至 2.37 美元，目前已飙升超过 178%，达到自 7 月以来的最高点。它已突破了 50 天和 200 天指数移动平均线（EMA），表明机构和零售需求增加。</p>
</div><p>The stock has also jumped above the upper side of the ascending channel and is nearing the crucial resistance point at $7.22, its highest point in June. Also, the Relative Strength Index (RSI) has pointed upwards and is nearing the overbought point.</p>
<div class="lb-trans"><p>该股票还突破了上升通道的上侧，并接近关键阻力点 7.22 美元，即 6 月的最高点。此外，相对强度指数（RSI）已向上指向超买点。</p>
</div><p>Therefore, I suspect that the stock will rise to $7.22 and then resume the downward trend as the Nvidia news start to fade.</p>
<div class="lb-trans"><p>因此，我认为该股票将上涨至 7.22 美元，然后在 Nvidia 消息开始消退时恢复向下趋势。</p>
</div><p>The post Very good news for Applied Digital (APLD) stock; but risks remain appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源于 Invezz，转载请注明出处。</p>
</div>

对于 Applied Digital (APLD) 股票来说是非常好的消息，但风险依然存在