CoreWeave盘中跌超10%，多重利空导致近两个交易日暴跌30%

异动解读

Aug 14, 2025

周四，与英伟达联系紧密的人工智能基础设施提供商 CoreWeave, Inc. 持续走低，截至发稿跌幅超10%，近两个交易日跌幅接近30%。

首先，CoreWeave最新公布的第二季度财报显示，尽管收入同比增长2倍至12.1亿美元，但调整后净亏损扩大至1.308亿美元，远高于市场预期的9630万美元。此外，公司第二季度积压订单规模为301亿美元，虽高于上季度，但考虑到此前已知的OpenAI 40亿美元新增合同，实际季度签约额仅为14亿美元，略低于市场预期。

其次，多家投行分析师对CoreWeave的评级和目标价进行了调整。尽管花旗维持"买入"评级并上调目标价至164美元，但巴克莱维持"同等权重"评级，目标价140美元。Stifel分析师团队指出，公司中期前瞻指引呈现分化，利润率指标不及预期，这可能是股价承压的主要原因之一。

更值得关注的是，CoreWeave将于周五迎来上市后首次大规模解禁，约84%的A类股票将解禁。这些股票主要集中在公司内部人士和关键供应商英伟达手中。大量股票进入交易市场可能引发进一步的抛售压力。

市场对CoreWeave的业务前景产生了一些担忧。有分析认为，随着竞争对手获得类似的硬件，CoreWeave的优势正在缩小。此外，公司巨额支出也打击了利润，一些观察人士认为，这种增长模式掩盖了脆弱的经济状况。

还有，英伟达13F报告披露在即，市场也在等待观察英伟达对CoreWeave的支持情况。

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