Hacker News · 首页· mfiguiere·· 2026-10-10AI 评分38
数据中心公司 Firmus 300 亿美元 IPO 计划 48 小时内受挫
Data Center Darling's $30B IPO Dream Crushed in 48 Hours
AI 导读
澳大利亚养老金基金对数据中心公司 Firmus 的 300 亿美元 IPO 计划表达担忧，认为当前估值定价过高，且公司需要不断回到市场融资债务和股权以支撑扩张计划。作者对此表示认可，认为高风险押注在进入指数基金前被筛出，可避免普通投资者承担下跌代价。
正文
From an Australian super fund: https://www.abc.net.au/news/2026-10-09/firmus-float-gets-pul...
> "At the current valuation, it's priced to perfection. So much has to go right to justify the valuation.
> "Furthermore, we're quite concerned that Firmus will have to keep coming back to the market for a lot more debt and more equity to fund its expansion plans."
Glad to see risky bets getting flushed out before they reach index funds and regular people pay the price if it falls over.
来源：Hacker News · 首页 · news.ycombinator.com