7月11日,英伟达“亲儿子”CoreWeave续跌逾6%,本周累跌逾20%!Needham将其评级从买入下调至持有。
投资银行Needham将CoreWeave的评级从"买入"下调至"持有"。Needham分析师Mike Cikos表示,CoreWeave拟以90亿美元收购Core Scientific的交易"具有战略意义并能释放产能,但估值似乎已经过高"。此前,包括Stifel和瑞穗在内的其他证券公司也下调了对CoreWeave的评级。这些评级调整反映了分析师对公司当前估值水平的担忧。
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