人工智能数据中心公司CoreWeave（CRWV）今日股价表现不佳，盘中大跌10.94%。这一显著跌幅引起了市场的广泛关注。
造成股价下跌的主要原因是投资银行Needham将CoreWeave的股票评级从"买入"下调至"持有"。Needham分析师指出，CoreWeave目前的交易价格是其2026年预期息税前利润（EBIT）的41倍，认为公司估值已经过高。尽管如此，Needham仍然看好CoreWeave收购加密货币矿商Core Scientific（CORZ）的战略契合性，认为这笔交易将为高性能计算和人工智能工作负载释放额外的IT能力。
值得注意的是，CoreWeave于本周早些时候宣布以全股票交易的方式收购Core Scientific，交易价值约为90亿美元。尽管近期股价出现回调，CoreWeave的股价仍比今年3月份首次公开募股时的40美元上涨了约283%，显示出投资者对公司长期发展前景的持续看好。
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