CLEANSPARK INC C/WTS 29/12/2028 (TO PUR COM)

Neo Cloud/数据中心表现不佳

$Coreweave(CRWV.US) $Nebius(NBIS.US) $IREN(IREN.US) $Applied Digital(APLD.US) $Galaxy Digital(GLXY.US) $Cipher Digital(CIFR.US) $Terawulf(WULF.US) $CleanSpark(CLSK.US) $Keel Infrastructure(KEEL.US) $Riot Platforms(RIOT.US) $Whitefiber(WYFI.US) $Navitas Semiconductor(NVTS.US)

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Firmus Grid 瞄准 A$50 亿 IPO，估值达 A$437 亿 - $Nebius(NBIS.US) $IREN(IREN.US) $Whitefiber(WYFI.US) $Coreweave(CRWV.US) $CleanSpark(CLSK.US) $Riot Platforms(RIOT.US) $Terawulf(WULF.US) $Applied Digital(APLD.US) $Hut 8 Mining(HUT.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ Firmus Grid 目标通过 IPO 筹集 A$50 亿。

➤ IPO 发行价为每股 A$11。

➤ 定价将使 Firmus Grid 估值达到 A$437 亿。

➤ 该估值约合 US$303 亿。

➤ 承销商报告称有足够多的意向订单来覆盖 A$50 亿的发行规模。

➤ 交易规模可能额外扩大 A$5 亿。

➤ 机构簿记建档将于周二开启，预计周五截止。

➤ Firmus Grid 的 ASX 上市计划定于 10 月 23 日。

➤ 此次发行将成为澳大利亚历史上规模最大的 IPO 之一。

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ 成功的发行可能会显著提振澳大利亚低迷的 IPO 市场。

➤ 估值凸显了投资者对数据中心基础设施的兴趣。

➤ 潜在的 A$5 亿扩容表明早期机构需求强劲。

➤ 该交易可能成为未来基础设施上市的重要标杆。

$CleanSpark(CLSK.US) | H.C. Wainwright 重申买入评级，目标价 $22

分析师认为，Sandersville 的执行降低了风险，且近期在 HPC/AI 领域的机遇极具吸引力，尚未反映在股价中。

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $CleanSpark(CLSK.US) CleanSpark Signs $𝟲.𝟲 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 AI Data Center Lease With Global Technology Company

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗖𝗹𝗲𝗮𝗻𝗦𝗽𝗮𝗿𝗸 signed a 𝟮𝟬-𝘆𝗲𝗮𝗿 triple-net (NNN) data center lease.

➤ Lease is expected to generate $𝟲.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in contracted revenue.

➤ Contract value could reach $𝟭𝟭.𝟲 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 with extension options.

➤ Agreement covers 𝟭𝟳𝟱 𝗠𝗪 of critical IT load in Sandersville, Georgia.

➤ Infrastructure deliveries are expected to begin in 𝗤𝟰 𝟮𝟬𝟮𝟳.

➤ Tenant is a 𝗵𝗶𝗴𝗵 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁-𝗴𝗿𝗮𝗱𝗲 global technology company.

➤ Expected cumulative 𝗡𝗢𝗜 contribution margin is nearly 𝟭𝟬𝟬%.

➤ Average annual 𝗡𝗢𝗜 contribution is projected at approximately $𝟯𝟯𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.

➤ July Bitcoin production totaled 𝟱𝟴𝟲 𝗕𝗧𝗖, bringing 2026 production to 𝟰,𝟯𝟭𝟬 𝗕𝗧𝗖.

➤ Bitcoin holdings increased to 𝟭𝟯,𝟵𝟯𝟭 𝗕𝗧𝗖 as of July 31, 2026.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Marks CleanSpark's first major 𝗛𝗣𝗖 data center leasing agreement.

➤ Diversifies revenue beyond Bitcoin mining into long-term AI infrastructure.

➤ Provides highly visible, recurring cash flows through a multi-decade contract.

➤ Highlights accelerating enterprise demand for AI-ready data center capacity.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗠𝗮𝘁𝘁 𝗦𝗰𝗵𝘂𝗹𝘁𝘇, CEO and Chairman of CleanSpark:

"July was a transformative month for CleanSpark with the execution of our first HPC data center lease at our Sandersville campus. This was a 20-year true triple-net lease directly with a high investment-grade leading global technology company resulting in $6.6 billion in contracted revenue with a nearly 100% NOI margin. Our business is executing on parallel paths as we focus on commercialization and continue expanding our power and land portfolio while driving mining productivity."

$IREN(IREN.US) 在修订 ARR 目标至 40 亿美元以上（来自新的 AI 云合同）后上涨 19.69%。其客户群现在包括微软、英伟达、Perplexity 和 Figure。

$Hut 8 Mining(HUT.US) 因一份为期 15 年、价值 98 亿美元的 AI 数据中心租赁协议下跌 10.45%

$Cipher Digital(CIFR.US) 上涨 16.76%

$CleanSpark(CLSK.US) 上涨 13.7%

$Whitefiber(WYFI.US) 上涨 9.18%

$Nebius(NBIS.US) 和 $Coreweave(CRWV.US) 还在慢慢消化中。

但看起来 Neoclouds/Colo 类玩家在新催化剂（如 Kimi 算力短缺新闻和新合同）推动下正在强劲复苏。

🏆 每周十大分析师评级：

$Hut 8 Mining(HUT.US) $派拓网络(PANW.US) $联合健康(UNH.US) $英特尔(INTC.US) $CleanSpark(CLSK.US) $AMC院线(AMC.US) $航空环境(AVAV.US) $Arm(ARM.US) $Circle(CRCL.US) $苹果(AAPL.US)