投资者押注美国新云和数据中心公司股价下跌，本月已赚取60亿美元纸面利润。
由于担心这些公司由债务驱动的AI建设变得不可持续，引发了抛售潮。
根据数据分析公司ORTEX的数据，CoreWeave (CRWV.O)、IREN (IREN.O)、Nebius Group (NBIS.O)、Applied Digital和Core Scientific (CORZ.O)的卖空比例约为其自由流通股的20%至26%。
Investors betting against US neocloud and data center companies have raked in $6 billion in paper profits so far this month, after fears their debt-fueled AI buildout was becoming unsustainable sparked a selloff.
CoreWeave的卖空比例目前为23.7%，较月初的19.6%有所上升，但略高于2026年初的22.7%。本月该公司股价下跌近30%，卖空者已从中获利近17亿美元。
Nebius的卖空比例升至自由流通股的20%，而2026年初为15.4%；投资者押注Nebius股价下跌，截至10月已赚取29.4亿美元纸面利润，但全年累计亏损为33.3亿美元。
Short interest in CoreWeave (CRWV.O), IREN (IREN.O), Nebius Group (NBIS.O), Applied Digital and Core Scientific (CORZ.O) ranged from about 20% to 26% of their free float, according to data analytics firm ORTEX.
数据中心运营商IREN (IREN.O)和Applied Digital的卖空者本月累计获利超过12亿美元。
数据中心公司Core Scientific (CORZ.O)的卖空比例也为23.1%，卖空者10月获利1.15亿美元。
ORTEX表示，这五家公司目前共有约170亿美元的股票被卖空，且它们的借贷成本仍然较低。
Current short interest in CoreWeave stands at 23.7% of its free float, up from 19.6% at the start of the month, but slightly higher than the 22.7% seen at the beginning of 2026 Short sellers have made close to $1.7 billion in paper profits from CoreWeave trades so far this month, after the company's shares slumped almost 30% Short interest on Nebius has climbed to 20% of free float, from 15.4% at the start of 2026 Investors betting against Nebius have raked in $2.94 billion in paper profits so far in October, though they have recorded a paper loss of $3.33 billion year-to-date Short sellers of data center operators IREN (IREN.O) and Applied Digital have recorded combined paper profits of more than $1.2 billion so far this month Data center firm Core Scientific (CORZ.O) also had high short interest at 23.1% of its free float, with short sellers clocking $115 million in paper profits in October Together, about $17 billion of stock across the five companies is currently sold short and borrowing remains cheap for all of them, ORTEX said