本周二美股盘初，英伟达“亲儿子” CoreWeave, Inc. 涨超12%再创历史新高，截至发稿报114.42美元：
消息面上，巴克莱上调CoreWeave目标价至100美元，但评级则降至“中性”。
分析师伦肖(Lenschow)指出：“在当前水平下，CoreWeave的企业价值与2026年息税前利润(EV/EBIT)倍数为41倍(假设2026年总债务约为314亿美元)。尽管我们预计其增长将保持强劲，但不确定是否有基本面因素能推动股价进一步大幅上涨，因为该公司目前的估值已显著高于行业其他公司。”
不过，这家券商强调，不应低估CoreWeave作为首批纯生成式人工智能(GenAI)软件标的的价值。
巴克莱指出：“该公司业务覆盖训练和推理工作负载的庞大潜在市场(TAM)，我们继续看好其在中短期内的强劲增长机遇——第一季度营收同比增长420%，印证了其良好的发展势头。”
上市以来，CRWV股价已飙升近200%，表现远超同期下跌1.34%的标普500指数。此前，这家云服务提供商宣布与微软支持的OpenAI达成40亿美元合作协议后，花旗(Citi)也将其目标价从43美元上调至94美元。
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