<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）股價在過去幾天呈現拋物線上升，使其成為華爾街表現最佳的公司之一。股價飆升至 6.60 美元的高點，是自 7 月 17 日以來的最高點，比本月最低點高出 120%。與今年最低水平相比，股價也飆升了 177%。</p>
<h2>Nvidia 投資 APLD</h2>
<p>Applied Digital 股票在高交易量環境中飆升。雅虎財經的數據顯示，週一的交易量超過 5200 萬股，大幅高於平均 938 萬股。</p>
<p>該股票還成為社交媒體平台（如 X 和 StockTwits）上熱門話題之一。</p>
<p>這一漲勢發生在該公司籌集了 1.6 億美元資金後，其中大部分來自半導體行業最知名的公司 Nvidia。它還從房地產行業領軍企業 Related Industries 獲得了資金。</p>
<p>這項投資引人注目，因為 Nvidia 在技術行業扮演着重要角色，製造最先進的 GPU。在過去幾年中，由於持續的人工智能趨勢，該公司已成為全球第三大公司。</p>
<p>Nvidia 過去曾投資過幾家人工智能公司。尤其值得一提的是，它在今年早些時候投資了 SoundHound AI，將其股價推高至 10.26 美元的高點。然而，自那時以來，該股票已下跌超過 55%，跌至目前的 4.50 美元。</p>
<h2>Applied Digital 正在成長</h2>
<p>首先，Applied Digital 是一家經營數據中心的科技公司。該公司最初專注於比特幣挖礦，這是一個高風險高回報的行業。然而，它於 2022 年改變了業務策略，完全退出了挖礦業務。</p>
<p>現在，Applied Digital 為比特幣挖礦行業的公司提供數據中心解決方案，這些公司在其數據中心租用空間。目前，有七家大型比特幣挖礦公司是其客户，佔其總收入的約 83%。</p>
<p>Applied Digital 還進軍了雲計算行業。該部門於 2023 年推出，為公司提供雲服務，包括人工智能和機器學習開發人員。它通過提供 GPU 計算解決方案來幫助他們處理大型工作負載。它擁有超過 6200 塊 GPU，其中大部分來自 Nvidia。</p>
<p>這是一個預計將繼續增長的大行業，因為對人工智能解決方案的需求不斷增加。它還提供 HPC Hosting 解決方案，正在建設人工智能數據中心。</p>
<h2>強勁的季度業績</h2>
<p>最新的財務業績顯示，Applied Digital 的財務狀況良莠不齊。其營收超過 4370 萬美元，高於 2022 年全年的 850 萬美元。</p>
<p>其淨虧損超過 6480 萬美元，調整後的 EBITDA 為 480 萬美元。該季度的亮點是其基礎設施升級，因為公司不斷發展業務。它還解決了位於 Ellendale 數據中心託管設施的變壓器問題，並將其恢復到全容量。</p>
<p>今年，Applied Digital 實現了超過 1.656 億美元的營收，大幅增長，遠高於 2023 年的 5550 萬美元。如預期，該公司出現了 1.49 億美元的鉅額淨虧損。</p>
<p>分析師對 Applied Digital 的增長持樂觀態度。平均估計是，其財年第一季度的營收將達到 5380 萬美元，2025 年將達到 2.59 億美元，2026 年將達到 4.02 億美元。這表明公司的增長勢頭將加速。</p>
<p>分析師對該公司持積極展望，Needham、Roth MKM、B. Riley Securities 和 HC Wainwright 的分析師給予買入評級。分析師們的平均目標價為 9 美元，遠高於目前的 6.58 美元。</p>
<p>然而，投資 Applied Digital 存在風險。首先，該公司僅依賴比特幣挖礦行業的少數客户。這意味着僅失去其中一家客户就可能導致巨大損失。</p>
<p>其次，Nvidia 的投資並不意味着未來會表現良好。一個很好的例子是 SoundHound，自幾個月前 Nvidia 投資以來，其股價表現不佳。</p>
<p>第三，人工智能行業可能會像其他行業（如電動汽車、大麻和 3D 打印）一樣出現週期性。</p>
<h2>Applied Digital 股價分析</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>日線圖顯示，APLD 股價在 5 月觸底至 2.37 美元，目前已飆升超過 178%，達到自 7 月以來的最高點。它已突破了 50 天和 200 天指數移動平均線（EMA），表明機構和零售需求增加。</p>
<p>該股票還突破了上升通道的上側，並接近關鍵阻力點 7.22 美元，即 6 月的最高點。此外，相對強度指數（RSI）已向上指向超買點。</p>
<p>因此，我認為該股票將上漲至 7.22 美元，然後在 Nvidia 消息開始消退時恢復向下趨勢。</p>
<p>本文來源於 Invezz，轉載請註明出處。</p>

APLD

<p>應用數字（APLD）股票呈拋物線式上漲，最高達到 0.60 美元，比本月最低點上漲了 120%，比年內最低點上漲了 177%。這一漲勢得到了英偉達和相關行業的大量投資支持，幫助其從比特幣挖礦轉型為數據中心和雲服務，主要面向人工智能公司。儘管公司收入增長強勁，但仍面臨一些風險，包括對少數比特幣客户的依賴以及人工智能行業可能出現的波動。最近分析師的評級仍然積極，目標價遠高於當前水平</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）股價在過去幾天呈現拋物線上升，使其成為華爾街表現最佳的公司之一。股價飆升至 6.60 美元的高點，是自 7 月 17 日以來的最高點，比本月最低點高出 120%。與今年最低水平相比，股價也飆升了 177%。</p>
</div><h2>Nvidia invests in APLD</h2>
<div class="lb-trans"><h2>Nvidia 投資 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 股票在高交易量環境中飆升。雅虎財經的數據顯示，週一的交易量超過 5200 萬股，大幅高於平均 938 萬股。</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>該股票還成為社交媒體平台（如 X 和 StockTwits）上熱門話題之一。</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>這一漲勢發生在該公司籌集了 1.6 億美元資金後，其中大部分來自半導體行業最知名的公司 Nvidia。它還從房地產行業領軍企業 Related Industries 獲得了資金。</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>這項投資引人注目，因為 Nvidia 在技術行業扮演着重要角色，製造最先進的 GPU。在過去幾年中，由於持續的人工智能趨勢，該公司已成為全球第三大公司。</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 過去曾投資過幾家人工智能公司。尤其值得一提的是，它在今年早些時候投資了 SoundHound AI，將其股價推高至 10.26 美元的高點。然而，自那時以來，該股票已下跌超過 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 正在成長</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 是一家經營數據中心的科技公司。該公司最初專注於比特幣挖礦，這是一個高風險高回報的行業。然而，它於 2022 年改變了業務策略，完全退出了挖礦業務。</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>現在，Applied Digital 為比特幣挖礦行業的公司提供數據中心解決方案，這些公司在其數據中心租用空間。目前，有七家大型比特幣挖礦公司是其客户，佔其總收入的約 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 還進軍了雲計算行業。該部門於 2023 年推出，為公司提供雲服務，包括人工智能和機器學習開發人員。它通過提供 GPU 計算解決方案來幫助他們處理大型工作負載。它擁有超過 6200 塊 GPU，其中大部分來自 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>這是一個預計將繼續增長的大行業，因為對人工智能解決方案的需求不斷增加。它還提供 HPC Hosting 解決方案，正在建設人工智能數據中心。</p>
</div><h2>Strong quarterly results</h2>
<div class="lb-trans"><h2>強勁的季度業績</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>最新的財務業績顯示，Applied Digital 的財務狀況良莠不齊。其營收超過 4370 萬美元，高於 2022 年全年的 850 萬美元。</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>其淨虧損超過 6480 萬美元，調整後的 EBITDA 為 480 萬美元。該季度的亮點是其基礎設施升級，因為公司不斷發展業務。它還解決了位於 Ellendale 數據中心託管設施的變壓器問題，並將其恢復到全容量。</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 實現了超過 1.656 億美元的營收，大幅增長，遠高於 2023 年的 5550 萬美元。如預期，該公司出現了 1.49 億美元的鉅額淨虧損。</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>分析師對 Applied Digital 的增長持樂觀態度。平均估計是，其財年第一季度的營收將達到 5380 萬美元，2025 年將達到 2.59 億美元，2026 年將達到 4.02 億美元。這表明公司的增長勢頭將加速。</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>分析師對該公司持積極展望，Needham、Roth MKM、B. Riley Securities 和 HC Wainwright 的分析師給予買入評級。分析師們的平均目標價為 9 美元，遠高於目前的 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，投資 Applied Digital 存在風險。首先，該公司僅依賴比特幣挖礦行業的少數客户。這意味着僅失去其中一家客户就可能導致巨大損失。</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 的投資並不意味着未來會表現良好。一個很好的例子是 SoundHound，自幾個月前 Nvidia 投資以來，其股價表現不佳。</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，人工智能行業可能會像其他行業（如電動汽車、大麻和 3D 打印）一樣出現週期性。</p>
</div><h2>Applied Digital stock price analysis</h2>
<div class="lb-trans"><h2>Applied Digital 股價分析</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>日線圖顯示，APLD 股價在 5 月觸底至 2.37 美元，目前已飆升超過 178%，達到自 7 月以來的最高點。它已突破了 50 天和 200 天指數移動平均線（EMA），表明機構和零售需求增加。</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>該股票還突破了上升通道的上側，並接近關鍵阻力點 7.22 美元，即 6 月的最高點。此外，相對強度指數（RSI）已向上指向超買點。</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，我認為該股票將上漲至 7.22 美元，然後在 Nvidia 消息開始消退時恢復向下趨勢。</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>本文來源於 Invezz，轉載請註明出處。</p>
</div>

對於 Applied Digital (APLD) 股票來説是非常好的消息，但風險依然存在