Firmus取消50亿美元上市计划 澳大利亚股市再受打击
2026年10月9日，英伟达参投的数据中心运营商Firmus宣布取消其约50亿美元的首次公开募股计划。据路透社报道，公司以市场波动和市况为由撤回上市，改而寻求一轮私募融资。就在四天前，该公司还披露了发行定价与簿记安排，交易一度被视为澳大利亚今年最重要的新股发行。
按原计划，这笔发行本可成为今年全球第四大IPO，也是澳大利亚证券交易所历史上第二大IPO，仅次于1997年Telstra的上市。投资者表示，交易的取消对本已面临上市公司数量萎缩的澳大利亚资本市场是一次打击：近年来多家大型公司私有化退市，新上市管道持续疲弱。
基金管理机构Wilson Asset Management的首席投资组合经理奥斯卡·奥伯格表示，这对市场而言非常糟糕；他所在的机构自去年起即持有Firmus股份。他说，缺乏IPO已让市场长期受挫，一家有分量的新科技公司上市本可为投资者提供更多选择。
伦敦证券交易所集团数据显示，2026年前九个月澳大利亚新股发行总额为13.7亿美元，为2021年以来最高，但仍远低于其他主要市场。Firmus改走私募路径后，其估值与融资进展将继续受到市场关注，澳大利亚交易所吸引大型成长公司上市的能力也再次成为讨论焦点。
Firmus Pulls $5 Billion Float in Blow to Australia's Shrinking Share Market
Nvidia-backed data centre operator Firmus announced on 9 October 2026 that it was pulling its roughly $5 billion initial public offering. Reuters reported the company cited market volatility and conditions and said it would pursue a private fundraising round instead. Only four days earlier, Firmus had disclosed pricing and bookbuild arrangements for what was set to be Australia's most closely watched listing of the year.
At $5 billion, the offering would have ranked as the fourth-largest IPO globally so far this year and the second-largest in Australian Securities Exchange history, behind only Telstra's 1997 flotation. Investors said the withdrawal is a setback for a market already facing a shrinking pool of listed companies after several major privatisations and a weak pipeline of new listings.
Oscar Oberg, lead portfolio manager at Wilson Asset Management, an early Firmus investor, said the outcome was really bad for the market, adding that the lack of IPOs had been frustrating for a very long time and that a substantial new technology listing would have given investors more choice.
LSEG data show new share sales in Australia totalled $1.37 billion in the first nine months of 2026, the most since 2021 but well below rival exchanges. With Firmus turning to private markets, attention will remain on its valuation and funding progress, and on the ASX's ability to attract large growth companies.
图片来源：图片来源：Klauskazamias / Wikimedia Commons（CC0）
