10月6日，CoreWeave盘中上涨3.71%，报90.61美元/股，成交额3.79亿美元。
此前一日期权市场出现明显双线偏多布局：一笔366.98万美元的远月125Call大额买入，以及一笔净收款60.30万美元的牛市看跌价差，分别从进攻型押注与防守型收租两个维度表达对CoreWeave中长期上行的积极预期。与此同时，Truist Securities维持CoreWeave买入评级和165美元目标价，认为现有合同价格改善将在2027年底开始对年度经常性收入形成增量贡献，并在2028年带来更明显提升。产品层面，公司近期在旧金山AI云大会上推出Forge AI开发平台，并宣布引入英伟达Vera CPU与Vera Rubin NVL72系统，Cognition已成为首个生产级客户，多重催化剂持续支撑市场对其中长期算力变现能力的预期。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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