0812 ET - 摩根大通分析师指出，AI行业的产能限制正在对CoreWeave造成影响，因此他们将该股票评级下调至中性。一家第三方数据中心开发商进度滞后，将CoreWeave的一部分收入推迟到第四季度。“这意味着不仅主要的超大规模企业被迫发布受产能限制的收入指引，这一现象也开始蔓延到CoreWeave身上，”分析师表示。他们指出，CoreWeave的长期机会保持不变，但他们也表示，“对于行业整体面临空前的、日益加重的供应链压力，以及由此产生的难以自信预测所有相互关联因素何时能够顺利达到平衡点的问题，我们依然保持沉思。”CoreWeave在盘前交易中下跌了10%。（nicholas.miller@wsj.com）
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