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PR Newswire TechnologyCodex · 实盘不做把握 5/10
北京时间·🕒 发布 11:29:00时区推断·⟳ 抓取 11:31:32·⚡ 决策 07-24 11:33:12 +1m40s·95.5 天前

Galaxy Digital为Helios二期数据中心建设定价35.07亿美元高息担保票据

本次票据为Helios二期400MW公用容量、260MW关键IT容量建设提供资金,方向上支持Galaxy从加密业务向AI/HPC数据中心基础设施转型。

📄 原文PR Newswire Technology↗ 原文
Galaxy Digital Inc. Announces Pricing of $3.507 Billion of Senior Secured Notes
NEW YORK, July 23, 2026 /PRNewswire/ -- Galaxy Digital Inc. (NASDAQ: GLXY) ("Galaxy" or the "Company"), a global leader…
不做 Galaxy Digital(GLXY.US)
不做:融资定价支持已披露项目建设,但二期CoreWeave容量早已公开;35.07亿美元高息债相对市值过大且票息成本高,新增信息不足以形成次日同向做多edge,也不满足强空催化与可借券做空条件。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-23 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2025-04-23官方确认/否认Galaxy官网一手源原文 ↗
    Galaxy此前已公告CoreWeave行使二期选项,增加约260MW关键IT负载,二期商业需求不是本次新信息。
  2. 2026-07-06官方确认/否认Galaxy官网一手源原文 ↗
    Galaxy公告Helios一期133MW关键IT负载交付并开始产生租金,同时称二期260MW建设继续推进。
  3. 2026-07-23 23:29 ET首发PR Newswire / Galaxy Digital一手源原文 ↗
    Galaxy宣布35.07亿美元、9.875%、2031年到期优先担保票据已定价,净 proceeds 用于Helios二期项目建设和债务服务储备。
    市场反应:公告时美股已收盘,GLXY最新价24.32美元,前一交易日跌1.90%。

关键理由

  • 本次票据为Helios二期400MW公用容量、260MW关键IT容量建设提供资金,方向上支持Galaxy从加密业务向AI/HPC数据中心基础设施转型。
  • 但CoreWeave租约、260MW二期容量和526MW总关键IT负载此前已在2025年和2026年多次披露,本次主要是融资定价而非新增客户或新增容量。
  • 35.07亿美元票据相当于当前约46.6亿美元市值的约75%,票息9.875%意味着年现金利息约3.46亿美元,短线同时带来杠杆和利息成本压力。

主要风险

  • 若发行未能按期完成或市场重新定价高息杠杆,Helios二期建设节奏和股权风险偏好会受压。
  • GLXY近20日仍下跌约14.9%、近5日波动剧烈,事件本身不足以证明次日开盘存在正期望追多窗口。

反向证据

  • 做多前查反向 · 来源 kb_search · 日期 2026-07-22 · 影响 weakens
    内部库仅命中近期业绩资料和此前Helios/CoreWeave建设进展,未显示本次融资带来新增客户或新增容量。
    检索:Galaxy Digital Helios data center financing notes 400 MW 260 MW AI HPC CoreWeave 原文 ↗
  • 做空前查反向 · 来源 stock_quote · 日期 2026-07-24 · 影响 none
    GLXY已下跌且未取得可借券正回执;本事件虽有高息杠杆压力,但不是足够强的单独做空催化。
    检索:GLXY.US stock_quote full borrow trend leverage 9.875 notes
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 5,307 字
NEW YORK, July 23, 2026 /PRNewswire/ -- Galaxy Digital Inc. (NASDAQ: GLXY) ("Galaxy" or the "Company"), a global leader in digital assets and data center infrastructure, today announced that its indirect wholly owned subsidiary, Galaxy Helios Data Centers II LLC (the "Issuer"), has priced a $3.507 billion private offering (the "Offering") of 9.875% senior secured notes due 2031 (the "Notes"). The Offering is expected to close on July 28, 2026, subject to market and other conditions.
The Issuer intends to use the net proceeds from the Offering to finance a portion of the development and construction of two buildings containing eight data halls with a combined total of 400 megawatts ("MW") of utility capacity and 260 MW of critical IT capacity (the "Project") to be built on an approximately 260-acre property in Dickens County, Texas and to fund debt service reserves.
The Notes will bear interest at a rate of 9.875% per annum payable semi-annually in cash in arrears on February 1 and August 1 of each year, beginning on February 1, 2027 and will mature on August 1, 2031. The Notes will amortize at a rate of 4.00% per annum of the original principal amount subject to adjustment, with amortization payments payable semi-annually with the first payment date to occur at least ten months after the completion of the Project.
The Notes will be fully and unconditionally guaranteed by Galaxy Helios II LLC, a wholly owned direct subsidiary of the Issuer (the "Guarantor"), and will constitute the senior secured obligations of the Issuer and the Guarantor. The Notes and related note guarantee will be secured by first-priority liens on (i) substantially all assets of the Issuer and the Guarantor, other than certain excluded property and (ii) all equity interests of the Issuer held by the direct parent company of the Issuer.
The Offering is subject to market and other conditions, and there can be no assurance as to whether, when or on what terms the Offering may be completed.
The Notes have not been registered under the Securities Act or the securities laws of any other jurisdiction, and the Notes may not be offered or sold in the United States absent registration or an applicable exemption from registration under the Securities Act and any applicable state securities laws. The Notes will be offered only to persons reasonably believed to be qualified institutional buyers under Rule 144A under the Securities Act and outside the United States to non-U.S. persons in reliance on Regulation S under the Securities Act.
This press release shall not constitute an offer to sell, or a solicitation of an offer to buy the Notes, nor shall there be any sale of the Notes in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
About Galaxy
Galaxy Digital Inc. (Nasdaq: GLXY) is a global leader in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. Our digital assets platform offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. In addition, we develop and operate cutting-edge data center infrastructure to power AI and HPC workloads. Our 1.63 GW Helios campus in Texas positions Galaxy among the largest and fastest-growing data center developers in North America. The Company is headquartered in New York City, with offices across North America, Europe, the Middle East, and Asia.
Forward Looking Statements
This press release includes forward-looking statements, including statements relating to the completion, size and timing of the Offering, the terms of the Notes and the intended use of proceeds. The Company intends such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995 and includes this statement for purposes of complying with these safe harbor provisions. Forward-looking statements represent the Company's current expectations regarding future events and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those implied by the forward-looking statements. Among those risks and uncertainties are market conditions, including market interest rates, the satisfaction of the closing conditions related to the Offering and risks relating to the Company's business, including those described in periodic reports that the Company files from time to time with the SEC. The Issuer may not consummate the proposed Offering described in this press release and, if the proposed Offering is consummated, cannot provide any assurances regarding the final terms of the Offering or the Notes or its ability to effectively apply the net proceeds as described above. The forward-looking statements included in this press release speak only as of the date of this press release, and the Company does not undertake to update the statements included in this press release for subsequent developments, whether as a result of new information, future events, or otherwise, except as may be required by law.
SOURCE Galaxy Digital Inc.

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