异动解读 | CoreWeave盘中大涨5.05%,获准参与美国能源部"创世纪计划"

异动解读
Dec 22, 2025

CoreWeave, Inc.(CRWV)今日盘中大涨5.05%,延续了上周五22%的暴涨势头。

消息面上,美国能源部宣布与24家机构达成协议,共同推进"创世纪计划",旨在利用人工智能加速科学发现和能源创新。CoreWeave作为入选企业之一,其专有的云基础设施技术将为国家级的AI研究提供支持。这一合作显著提升了市场对该公司未来增长潜力的预期。

CoreWeave近期还通过新设立的"CoreWeave Federal"部门成功进入联邦政府和国防市场,进一步拓展了业务空间。截至2025年第三季度末,公司营收积压订单高达556亿美元,客户包括OpenAI、Meta和英伟达等头部企业。

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