盘后又暴涨51%！AI“鬼故事”不断！热门数据中心概念股Fermi差点“一日腰斩”，其联创系前特朗普政府能源部长

Core Viewpoint - Fermi, a prominent AI energy infrastructure company, experienced a significant stock price drop due to the announcement that its major client would withdraw from a $150 million investment commitment, raising concerns about the company's financial stability and future projects [3][6]. Group 1: Client Withdrawal Impact - Fermi's first tenant has terminated a $150 million investment agreement intended for the construction of a large AI park in West Texas, leading to a stock price drop of up to 46% during trading [3][6]. - Following the announcement, Fermi's stock has retraced approximately 70% from its peak since its IPO in October, indicating severe market reaction to the news [6]. Group 2: Management Response and Market Sentiment - Fermi's management attempted to reassure investors by stating that negotiations regarding leasing terms are ongoing and have not completely broken down, despite the withdrawal of funding [6]. - Investment firms covering Fermi have maintained a "buy" rating, while approximately 38% of the company's float has been borrowed for short selling, indicating mixed market sentiment [8]. Group 3: Political Connections and Ambitious Plans - Fermi has strong political ties, co-founded by former Energy Secretary Rick Perry, and has plans to name its energy center after Donald Trump, highlighting its political significance [9]. - The company aims to build the world's largest energy and data park in Amarillo, Texas, with an estimated cost exceeding $50 billion, including the construction of four Westinghouse AP1000 nuclear reactors, which would provide a total capacity of 11 gigawatts [9].