韩国AI算力供应商Elice Inc.周三股价飙升，收复了上市首日暴跌32%失去的大部分地盘，得益于一系列美国科技股财报超预期提振了市场情绪。
Korean AI computing supplier Elice Inc. surged on Wednesday, recovering much of the ground lost after a 32% slump in its trading debut, as a string of upbeat US tech earnings lifted sentiment.
这家新型云计算公司的股价在首尔中小企业板Kosdaq指数上涨停30%，报79,900韩元，但仍低于其首发价90,500韩元。韩国综合股价指数（Kospi）早盘最高上涨3.8%，Kosdaq指数上涨2.8%。
The neocloud firm’s stock jumped by the 30% daily limit on Seoul’s small-cap Kosdaq index to reach 79,900 won, though it remained below its IPO price of 90,500 won. The Kospi index, the South Korean equity benchmark, gained as much as 3.8% in morning trading, while the Kosdaq index advanced 2.8%.
直到本周之前，Elice在韩国以外鲜为人知，该公司试图通过IPO利用投资者对AI的热情。其首日创纪录的跌幅显示，投资者对新型云计算公司——AI行业一个快速增长的细分领域——的怀疑情绪日益加重。周三的强劲反弹也凸显了市场情绪依然多变，因为强劲的行业财报持续验证了增长前景。
Largely unknown outside South Korea until this week, Elice sought to tap investor enthusiasm for AI through its IPO. Its record first-day decline indicated growing investor skepticism toward neoclouds, a fast-growing corner of the AI industry. Wednesday’s sharp rebound also highlights how fickle market sentiment remains, as strong sector earnings continue to validate growth.
“该公司的估值不算便宜，但如此大幅的股价下跌是过度的，”尤金投资证券分析师许在焕（Huh Jae-Hwan，音译）表示。“这是因为市场负面看法认为该公司类似于韩国版的CoreWeave。这是人们对借钱进行AI投资存在巨大怀疑的证据。”全球最知名的新型云计算公司CoreWeave Inc.股价在过去一周暴跌20%，其债券因对其大举借贷的担忧而跌至困境水平。
“The company’s valuation isn’t cheap, but such a sharp share price fall was excessive,” Huh Jae-Hwan, an analyst at Eugene Investment & Securities, said. “It’s because of the negative view that the firm is like the Korean version of CoreWeave. It’s evidence that there is huge suspicion about AI investment using borrowed money.”CoreWeave Inc., the most prominent of the world’s neoclouds, has seen its shares plunge 20% over the past week and its bonds reach distressed levels on concerns over its heavy borrowing.
新型云计算作为过去几年兴起的一个细分领域，为人工智能提供海量数据中心产能，已特别成为投资者对AI基础设施巨额支出可持续性担忧的焦点。
Neoclouds, a segment that’s emerged over the past few years to provide the vast data center capacity for artificial intelligence, have particularly become a focal point for investor concerns about the sustainability of heavy AI infrastructure spending.
周三韩国及其他亚洲市场的反弹，主要归因于隔夜美国企业公布的超预期季度财报。Super Micro Computer Inc.股价在盘后交易中跳涨，因其发布的初步季度业绩超出市场共识；SpaceX业绩也超出预期。
The market rebound Wednesday in Korea and other markets in Asia was largely attributable to better-than-expected quarterly reports overnight from the US. Super Micro Computer Inc. shares jumped in late trading after reporting preliminary quarterly results that topped consensus, while SpaceX results also exceeded expectations.
尽管零售投资者认购部分超额认购约400倍，Elice股价周二仍下跌32%。
Elice’s 32% drop on Tuesday came despite the retail portion of the offering being oversubscribed by about 400 times.