异动解读 | AI基础设施需求旺盛，CoreWeave夜盘大涨5.83%

异动解读

Sep 09

人工智能基础设施提供商CoreWeave, Inc.（股票代码：CRWV）在夜盘交易中股价大涨5.83%，引发市场广泛关注。这一显著涨幅反映了投资者对公司在AI计算领域的强劲表现及未来增长前景的乐观预期。

CoreWeave专注于为客户提供先进的英伟达GPU及液冷集群服务，其核心优势在于快速部署最新款GPU和高效的资源调度能力。公司通过合同先行模式，签订2-5年的照付不议合同，为基础设施快速扩张提供支撑。截至2025年中期，CoreWeave已运营33个数据中心，活跃电力容量达470兆瓦，合同约定电力容量更高达2200兆瓦，这些优势使得公司在高要求的AI工作负载领域保持领先地位。

分析师对CoreWeave的未来发展持积极态度，给出的12个月目标股价区间为115-168美元。他们预计，随着新产能陆续上线，CoreWeave的收入有望在未来几年稳步增长。然而，投资者也应注意公司面临的风险，包括客户集中度高、债务水平较高以及GPU供应依赖等。此外，公司的股票薪酬支出大幅增加，可能会对盈利质量造成压力。尽管如此，考虑到人工智能计算需求持续增长，CoreWeave仍被视为一个高潜力的投资标的。

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