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APLD

90 atoms · 跨 17 天 · 首见 2026-04-20 · 最近 2026-07-01

三色: 🟦 fact 70 · 🟥 take 20 · stance ▲45/▼0/◆12

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 6

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 90

时态: fresh:82 · stale:7 · aging:1

标签: 好数字:59 · 好信源:28 · 好观点:18 · 好思考:1

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

APLD 近期签署了一项 15 年期、价值约 52 亿美元的 AI 数据中心租赁协议，涉及 Delta Forge 2 的 210 MW 容量 ¹ ¹。该基础合同收入约为 52 亿美元 ¹，使得公司签约组合总额扩大至约 360 亿美元，覆盖五个 AI 工厂园区 ¹，其中包含 1.4 GW 的签约 IT 负载和 2.15 GW 的公用电力容量 ¹ ¹。CEO 表示，来自领先超大规模云商的持续需求是对其商业模式的强力验证 ¹。多位分析师因此上调目标价，例如 Needham 将目标价从 66 美元提升至 83 美元 ¹，Lake Street 则提高至 90 美元 [id=205ca0cf452c113b]。如果所有续约选项都被行使，潜在总收入可达约 127 亿美元 ¹。公司也在推进基础设施扩张，计划募集约 6 亿美元的新融资 ¹，其中包含用于 Polaris Forge 1 园区 150 MW 数据中心开发的 3 亿美元桥贷 ¹。

🧭 拥挤度 (一人一票): ▲ 4 位作者 (KOL4) vs ▼ 0 位作者

🟦 客观事实 (facts) (30)

<a id="atom-c7f99a286235bcb6"></a>🟦 2026-06-08 X·@AIStockSavvy ⭐ · 签署AI数据中心租赁协议 · 订单需求
$APLD Applied Digital Signs $𝟓.𝟐𝐁 AI Data Center Lease With U.S. Hyperscaler
tags: 好数字·好信源 · → daily
value: qty=$5.2B
<a id="atom-de750b90a7ee819f"></a>🟦 2026-06-08 X·@AIStockSavvy ⭐ · 租赁协议期限 · 合作客户
Applied Digital signs 𝟏𝟓-year lease for 𝟐𝟏𝟎 𝐌𝐖 at Delta Forge 2.
tags: 好数字·好信源 · → daily
value: qty=15-year
<a id="atom-a4a0acde918456c6"></a>🟦 2026-06-08 X·@AIStockSavvy ⭐ · 基础合同收入 · 营收
Agreement represents approximately $𝟓.𝟐𝐁 contracted revenue during base term.
tags: 好数字·好信源 · → daily
value: qty=$5.2B
<a id="atom-3b9486cbc570b403"></a>🟦 2026-06-08 X·@AIStockSavvy ⭐ · 合同组合总收入 · 营收
Total contracted portfolio expands to approximately $𝟑𝟔𝐁 across 𝟓 AI Factory campuses.
tags: 好数字·好信源 · → daily
value: qty=$36B
<a id="atom-22f4cab48a5cded1"></a>🟦 2026-06-08 X·@AIStockSavvy ⭐ · 合同组合IT负载量 · 供给产能
Portfolio now includes 𝟏.𝟒 𝐆𝐖 of contracted IT load and 𝟐.𝟏𝟓 𝐆𝐖 utility power.
tags: 好数字·好信源 · → daily
value: qty=1.4 GW
<a id="atom-5ed89cab026ba935"></a>🟦 2026-06-08 X·@AIStockSavvy ⭐ · 合同组合公用电力容量 · 供给产能
Portfolio now includes 𝟏.𝟒 𝐆𝐖 of contracted IT load and 𝟐.𝟏𝟓 𝐆𝐖 utility power.
tags: 好数字·好信源 · → daily
value: qty=2.15 GW
<a id="atom-dc91486acb28e22e"></a>🟦 2026-04-23 X·@DrNHJ ⭐ · 新增融资规模 · 融资
회사는 지속적인 인프라 확장을 위해 총 6억 달러(약 8,200억 원) 규모의 신규 자금 조달을 추진 중입니다.
tags: 好数字·好信源 · → daily
value: qty=6억 달러
<a id="atom-c7b0ec258225f50b"></a>🟦 2026-04-23 X·@DrNHJ ⭐ · 桥贷规模 · 融资
3억 달러 브릿지 대출: '폴라리스 포지 1(Polaris Forge 1)' 캠퍼스의 150MW 규모 '빌딩 3' 데이터센터 개발 자금으로 사용.
tags: 好数字·好信源 · → daily
value: qty=3억 달러
<a id="atom-642dd6c71d4717aa"></a>🟦 2026-04-23 X·@DrNHJ ⭐ · 循环信贷规模 · 融资
3억 달러 회전 한도 대출(Revolving Credit Facility): 플랫폼 전반의 개발 활동 및 운영 자금으로 사용.
tags: 好数字·好信源 · → daily
value: qty=3억 달러
<a id="atom-9d1a72271c965f6c"></a>🟦 2026-06-09 X·@AIStockSavvy · 宣布发行15.9亿美元优先担保票据 · 融资/资本开支
$APLD Applied Digital Announces Proposed Offering of $1.59 Billion of Senior Secured Notes
tags: 好数字·好信源 · → daily
value: qty=$1.59B · direction=offering
<a id="atom-47d825af77ea5e54"></a>🟦 2026-05-04 X·@AIStockSavvy · financing_amount · 融资
Applied Digital closes $300M senior secured bridge facility
tags: 好数字·好信源 · → daily
value: qty=$300M · date=2026-05-04
<a id="atom-cff35dc06b5d6d83"></a>🟦 2026-06-09 X·@zerohedge · signed 15-year take-or-pay lease with US-based AI hyperscaler for 210 MW critical IT load · 合作客户/数据中心算力
Applied Digital (APLD) is up 11% after the neocloud company said it signed a 15-year take-or-pay lease with a US-based artificial intelligence hyperscaler, for 210 megawatts of critical IT load at its Delta Forge 2 campus.
tags: 好数字 · → daily
value: qty=210 MW · date=15-year
<a id="atom-f6f46b697cf183b0"></a>🟦 2026-06-08 X·@DrNHJ · 신규 임대 계약 체결 · 订单需求
Applied Digital, '델타 포지 2' 210MW 신규 임대 계약 체결
tags: 好数字 · → daily
value: qty=210 MW
<a id="atom-2ea86c85b7fbdc1a"></a>🟦 2026-06-08 X·@DrNHJ · 계약 기간 · 订单需求
15년 테이크 오어 페이(Take-or-pay) 계약
tags: 好数字 · → daily
value: qty=15년
<a id="atom-731697b38521c920"></a>🟦 2026-06-08 X·@DrNHJ · 계약 가치 · 营收
기본 15년 기준 약 52억 달러
tags: 好数字 · → daily
value: qty=약 52억 달러 · date=15년 기본
<a id="atom-079e8325c830147d"></a>🟦 2026-06-08 X·@DrNHJ · 계약 가치 (갱신 시) · 营收
30년 갱신 옵션 모두 행사 시 최대 약 127억 달러
tags: 好数字 · → daily
value: qty=최대 약 127억 달러 · date=30년
<a id="atom-9d78e0c30fca02b6"></a>🟦 2026-06-08 X·@DrNHJ · 운영 시작 시점 · 路线图
운영 시작: 2028년 1분기 가동 예정
tags: 好数字 · → daily
value: date=2028년 1분기
<a id="atom-4d1daaa759d19e00"></a>🟦 2026-06-08 X·@DrNHJ · 전체 AI 팩토리 캠퍼스 총 IT 부하 · 供给产能
총 IT 부하: 1.4 GW
tags: 好数字 · → daily
value: qty=1.4 GW
<a id="atom-c492aef877ac1e68"></a>🟦 2026-06-08 X·@DrNHJ · 전체 그리드 연결 전력 · 供给产能
총 그리드 연결 전력: 약 2.15 GW
tags: 好数字 · → daily
value: qty=약 2.15 GW
<a id="atom-66372bf800069857"></a>🟦 2026-06-08 X·@DrNHJ · 총 계약 가치 (기본) · 营收
총 계약 가치: 약 360억 달러 (기본 임대 기준)
tags: 好数字 · → daily
value: qty=약 360억 달러
<a id="atom-7cfaff9129ebbc66"></a>🟦 2026-06-08 X·@DrNHJ · 총 계약 가치 (최대) · 营收
최대 860억 달러 (갱신 옵션 행사 시)
tags: 好数字 · → daily
value: qty=최대 860억 달러
<a id="atom-0b31b222b3df10f9"></a>🟦 2026-06-08 X·@DrNHJ · 고객사 구성 점유율 · 合作客户
전체 계약 매출의 약 70%가 투자적격 등급의 미국 내 하이퍼스케일러로부터 발생
tags: 好数字 · → daily
value: qty=약 70%
<a id="atom-3e880b1dcc097a33"></a>🟦 2026-05-21 X·@zerohedge · premarket price change · 合作客户/数据中心算力
Applied Digital (APLD) jumps 11% after the company signed a 15-year lease valued at about $7.5 billion with a US investment-grade hyperscaler for its Polaris Forge 3 campus.
tags: 好数字 · → daily
value: qty=+11% · direction=up
<a id="atom-32fe0f69fbd69aeb"></a>🟦 2026-05-21 X·@zerohedge · signed lease value · 合作客户
signed a 15-year lease valued at about $7.5 billion with a US investment-grade hyperscaler
tags: 好数字 · → daily
value: qty=~$7.5 billion
<a id="atom-5cd4209c4592f87e"></a>🟦 2026-04-23 X·@DrNHJ · Delta Forge 1 合同总价值 · 营收
계약 규모: 총 계약 가치 약 75억 달러 (한화 약 10조 원)
tags: 好数字 · → daily
value: qty=75억 달러
<a id="atom-0453f085ecf2b23b"></a>🟦 2026-04-23 X·@DrNHJ · Delta Forge 1 合同容量 · 供给产能
공급 용량: 300메가와트(MW)의 핵심 IT 부하 (AI 및 고성능 컴퓨팅(HPC) 인프라 지원 목적)
tags: 好数字 · → daily
value: qty=300MW
<a id="atom-2878f9da85a4cc43"></a>🟦 2026-04-23 X·@DrNHJ · 确认合同总营收 · 营收
이번 계약으로 회사의 전체 확정 계약 매출은 230억 달러(한화 약 31조 원) 이상으로 확대되었습니다.
tags: 好数字 · → daily
value: qty=230억 달러
<a id="atom-0468a4c24fb3a2cd"></a>🟦 2026-06-09 X·@AIStockSavvy · hyperscaler lease capacity · 订单需求/数据中心算力
new 210MW hyperscaler lease
tags: 好数字 · → daily
value: qty=210MW
[图: Needham对Applied Digital Corp. (APLD) 的买入评级和目标价上调分析图 — 新目标价: $83.00; 当前股价: $40.95; 预测上涨空间: +102.69%; 租赁容量: 210MW; 合同总价值 (TCV): ~$5.2B]
📷 原图
<a id="atom-6a777e1d8e0e5ea6"></a>🟦 2026-06-09 X·@AIStockSavvy · total contract value · 订单需求
合同总价值 (TCV): ~$5.2B
tags: 好数字 · → daily
value: qty=~$5.2B
[图: Needham对Applied Digital Corp. (APLD) 的买入评级和目标价上调分析图 — 新目标价: $83.00; 当前股价: $40.95; 预测上涨空间: +102.69%; 租赁容量: 210MW; 合同总价值 (TCV): ~$5.2B]
📷 原图
<a id="atom-a316cc1d8a58628b"></a>🟦 2026-06-09 X·@cnfinancewatch · Needham目标价上调 · 评级目标价
Needham上调目标价至$83，目标价$66→$83
tags: 好数字 · → daily
value: qty=$66→$83 · date=na

🟥 多头 takes (bullish) (19)

<a id="atom-3c624208ba0d7d2b"></a>🟥 2026-06-08 X·@AIStockSavvy · CEO称商业模式验证 · 管理层表态
"Continued demand from leading hyperscalers across five campuses is strong validation of our model."
tags: 好观点·好信源 · → daily
<a id="atom-2ee4716819705b1d"></a>🟥 2026-05-22 X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
raises PT to $70
tags: 好数字·好观点 · → daily
value: qty=$70
📷 原图
<a id="atom-d41188e1e1b34a31"></a>🟥 2026-06-09 X·@AIStockSavvy [老旧] · Needham target price · 评级目标价
Needham reiterates Buy on Applied Digital, raises PT to $83 from $66
tags: 好观点·好信源 · → daily
value: qty=$83 · date=当前
[图: Needham对Applied Digital Corp. (APLD) 的买入评级和目标价上调分析图 — 新目标价: $83.00; 当前股价: $40.95; 预测上涨空间: +102.69%; 租赁容量: 210MW; 合同总价值 (TCV): ~$5.2B]
📷 原图
<a id="atom-205ca0cf452c113b"></a>🟥 2026-06-09 X·@AIStockSavvy [老旧] · 目标价 · 评级目标价
$APLD | Lake Street maintains 𝐁𝐮𝐲 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟗𝟎 𝐟𝐫𝐨𝐦 $𝟕𝟎
tags: 好观点·好信源 · → daily
value: qty=$90 · date=2026-06-09
[图: 一张关于Applied Digital Corp. (APLD) 的卖方分析师评级更新图表，显示Lake Street将其目标价上调至$90.00并维持买入评级。 — 新目标价: $90.00; 当前股价: $40.95; 预计涨幅: +119.78%; 新增合同收入: $5.2B; 总签约收入: $36B]
📷 原图
<a id="atom-8ed989631cc2a410"></a>🟥 2026-06-08 X·@AIStockSavvy · 潜在总收入（含续约） · 营收预测
Revenue could reach approximately $𝟏𝟐.𝟕𝐁 if all renewal options are exercised.
tags: 好数字 · → daily
value: qty=$12.7B
<a id="atom-b23e97fc471c48d0"></a>🟥 2026-05-21 X·@AIStockSavvy · 分析师观点 · 订单需求/数据中心算力
Analyst sees rapid hyperscaler demand and expanding AI infrastructure pipeline driving upside.
tags: 好观点·好思考 · → daily
value: qty=rapid hyperscaler demand and expanding AI infrastructure pipeline driving upside
📷 原图
<a id="atom-2a6467f782a997d4"></a>🟥 2026-06-18 X·@AIStockSavvy · Northland 目标价 · 评级目标价
raises PT to $82
tags: 好数字 · → daily
value: qty=$82
📷 原图
<a id="atom-e5de651318106da6"></a>🟥 2026-05-27 X·@AIStockSavvy [老旧] · 目标价上调 · 评级目标价
B.Riley raises PT on Applied Digital to $66 from $53
tags: 好信源 · → daily
value: qty=$66.00 · date=当前
[图: B.Riley上调Applied Digital Corp. (APLD) 目标价至$66.00并维持买入评级的分析师评级信息图 — 新目标价: $66.00; 原目标价: $53.00; 当前股价: $45.14; 预计上涨空间: +46.21%; 目标价上调幅度: +24.53%]
📷 原图
<a id="atom-1a4f82ba34844cae"></a>🟥 2026-05-27 X·@AIStockSavvy [老旧] · 评级维持 · 评级目标价
B.Riley maintains Buy on Applied Digital
tags: 好信源 · → daily
[图: B.Riley上调Applied Digital Corp. (APLD) 目标价至$66.00并维持买入评级的分析师评级信息图 — 新目标价: $66.00; 原目标价: $53.00; 当前股价: $45.14; 预计上涨空间: +46.21%; 目标价上调幅度: +24.53%]
📷 原图
<a id="atom-2c0fbb182dad9d77"></a>🟥 2026-06-09 X·@AIStockSavvy · 分析师观点 · 订单需求/竞争格局
Analyst sees the new 15-year, $5.2B hyperscaler lease as a major validation of Applied's platform, increasing the probability of future leases.
tags: 好观点 · → daily
[图: 一张关于Applied Digital Corp. (APLD) 的卖方分析师评级更新图表，显示Lake Street将其目标价上调至$90.00并维持买入评级。 — 新目标价: $90.00; 当前股价: $40.95; 预计涨幅: +119.78%; 新增合同收入: $5.2B; 总签约收入: $36B]
📷 原图
<a id="atom-d5db7ab3bf40853b"></a>🟥 2026-06-09 X·@AIStockSavvy [老旧] · 评级 · 评级目标价
$APLD | Lake Street maintains 𝐁𝐮𝐲 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟗𝟎 𝐟𝐫𝐨𝐦 $𝟕𝟎
tags: 好观点 · → daily
[图: 一张关于Applied Digital Corp. (APLD) 的卖方分析师评级更新图表，显示Lake Street将其目标价上调至$90.00并维持买入评级。 — 新目标价: $90.00; 当前股价: $40.95; 预计涨幅: +119.78%; 新增合同收入: $5.2B; 总签约收入: $36B]
📷 原图
<a id="atom-1c45d087d257494a"></a>🟥 2026-05-22 X·@AIStockSavvy [老旧] · 评级 · 评级目标价
Compass Point maintains Buy
tags: 好观点 · → daily
value: qty=Buy
📷 原图
<a id="atom-4e2b55973d3a5376"></a>🟥 2026-05-22 X·@AIStockSavvy · 预期重复 hyperscaler 赢单 · 订单需求/合作客户
Analyst sees repeat hyperscaler wins and expanding AI infrastructure demand strengthening execution credibility
tags: 好观点 · → daily
📷 原图
<a id="atom-9f55bf63b2e2a85a"></a>🟥 2026-05-22 X·@AIStockSavvy · 预期 AI 基础设施需求扩大 · 数据中心算力/订单需求
expanding AI infrastructure demand strengthening execution credibility
tags: 好观点 · → daily
📷 原图
<a id="atom-b3db0e0c7bbb6ae9"></a>🟥 2026-06-18 X·@AIStockSavvy · Northland 评级 · 评级目标价
$APLD | Northland maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐀𝐩𝐩𝐥𝐢𝐞𝐝 𝐃𝐢𝐠𝐢𝐭𝐚𝐥
tags: 好观点 · → daily
value: qty=Outperform
📷 原图
<a id="atom-57bcef5429145c24"></a>🟥 2026-06-18 X·@AIStockSavvy · 分析师观点 · 执行能力
Analyst sees high-level execution in site sourcing and development, leading to rapid platform growth and significant contracted revenue with hyperscalers.
tags: 好观点 · → daily
value: qty=高水准执行
📷 原图
<a id="atom-44061835a0e91ef6"></a>🟥 2026-06-03 X·@JapanDeepValue1 · past trade performance · 仓位情绪
the best cash shell trade of all time was APLD
tags: 好观点 · → daily
<a id="atom-88059f36f1e59a2f"></a>🟥 2026-05-21 X·@OnodaCapital · 市场反应 · 仓位情绪
If you think APLD reaction is impressive
tags: 好观点 · → daily
value: direction=positive
<a id="atom-99d13949fdfb67a2"></a>🟥 2026-05-06 X·@litigious_dulce [老化中] · 之前未充分重视 · 仓位情绪
For the longest time, I did not appreciate CIFR, $WULF, $HUT, and $APLD
tags: 好观点 · → daily

🟦 新闻流 (squawk · 5)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-c3a9f91172de217f"></a>🟦 2026-06-10 X·@wallstengine · junk bond raised · 融资
$APLD raised $1.59B in junk bonds
tags: 好数字 · → daily
value: qty=$1.59B
<a id="atom-1a9f78e8f3086f23"></a>🟦 2026-06-10 X·@wallstengine · junk bond yield · 融资/资本开支
The bonds priced at a 7% yield vs 10% months ago on a similar CoreWeave-linked deal.
tags: 好数字 · → daily
value: qty=7%
<a id="atom-6aa4262863094e1e"></a>🟦 2026-05-18 X·@wallstengine · 13F added position · 仓位情况
Leopold’s Situational Awareness added to $APLD
tags: 好信源 · → daily
📷 原图
<a id="atom-54474c7b904c515b"></a>🟦 2026-05-05 X·@wallstengine · completed separation of cloud business · 分拆
$APLD completed the separation of its cloud business, creating ChronoScale $CHRN as a new public company focused on GPU infrastructure for AI workloads.
tags: 好信源 · → daily
value: date=2026-05-05
<a id="atom-b8691f82cb097711"></a>🟦 2026-05-05 X·@wallstengine · business purpose of split · 业务重组
using the split to separate cloud compute from its data center hosting business
tags: 好信源 · → daily

⏱ 时间轴 (近 20)

🟦 2026-07-01 · fact · 股价变动 · → daily
🟦 2026-07-01 · fact · AI capacity delivered at Polaris Forge 1 · → daily
🟦 2026-07-01 · fact · total live capacity at Polaris Forge 1 · → daily
🟦 2026-07-01 · fact · contracted capacity under long-term lease at Polaris Forge 1 · → daily
🟦 2026-07-01 · fact · campus is fully leased · → daily
🟦 2026-07-01 · fact · first building completed on time · → daily
🟥 2026-06-18 · narrative · Northland 评级 · → daily
🟥 2026-06-18 · forecast · Northland 目标价 · → daily
🟥 2026-06-18 · narrative · 分析师观点 · → daily
🟥 2026-06-12 · narrative · business_classification · → daily
🟦 2026-06-10 · fact · junk bond raised · → daily
🟦 2026-06-10 · fact · junk bond yield · → daily
🟥 2026-06-09 · position · Needham target price · → daily
🟦 2026-06-09 · fact · hyperscaler lease capacity · → daily
🟦 2026-06-09 · fact · total contract value · → daily
🟦 2026-06-09 · fact · 宣布发行15.9亿美元优先担保票据 · → daily
🟦 2026-06-09 · fact · signed 15-year take-or-pay lease with US-based AI hyperscale · → daily
🟦 2026-06-09 · fact · Call成交量倍数 · → daily
🟦 2026-06-09 · narrative · 获机构上调目标价 · → daily
🟦 2026-06-09 · fact · Needham目标价上调 · → daily

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