韩国数据中心 Elice IPO 首日跌超 30%，布伦特原油突破 $111
South Korean IPO slump adds to AI market jitters as Brent crude tops $111
Perusahaan pusat data Korea Selatan Elice ditutup pada 60.500 won pada hari pertama pencatatannya, turun lebih dari 30% dari harga penerbitan 90.500 won. Sebelumnya, langganan ritel mengalami kelebihan permintaan lebih dari 400 kali; IPO mengumpulkan sekitar $151 juta dan bernilai sekitar $755 juta. KOSPI Korea Selatan turun hampir 4% hari ini, dan saham CoreWeave AS turun 3% lagi sebelum pasar dibuka; Minyak mentah Brent naik di atas $111, tertinggi sejak Mei.
AI infrastructure companies' shares broke sharply on their first day of listing, indicating rising market concerns about returns on high-valued technology investments, which may curb risk appetite and affect foreign exchange market sentiment in a phased manner. At the same time, Brent crude oil rose above US$111 per barrel, and rising energy costs may strengthen expectations of sticky inflation. It is worth paying attention to its potential impact on the policy paths of major central banks and the safe-haven properties of gold.
韩国数据中心 Elice 首日下跌三成与 CoreWeave 盘前续跌同现，为判断 AI 基础设施投入回报提供具体案例。
来源：CoinDesk · coindesk.com