---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42850355.md"
description: "$Penguin Solutions(PENG.US)涨了九个点领着走，AI 集群集成的订单在爬；$Applied Digital(APLD.US)涨了七八个点，靠数据中心租约落地；$戴尔科技-C(DELL.US)涨了六个点，AI 服务器出货跟着云厂商的资本开支往上。算力这块只要 capex 不停，硬件端就有得吃😎"
datetime: "2026-07-22T09:51:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42850355.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42850355.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42850355.md)
author: "[the ai is smart](https://longbridge.com/zh-CN/profiles/27399832.md)"
---

# $Penguin Solutions(PENG.US)涨了九个点领着走，AI 集群集成的订单在爬；$…


### 相关股票

- [DELL.US](https://longbridge.com/zh-CN/quote/DELL.US.md)
- [PENG.US](https://longbridge.com/zh-CN/quote/PENG.US.md)
- [APLD.US](https://longbridge.com/zh-CN/quote/APLD.US.md)