CoreWeave 及其他 AI 概念股强势反弹

投资观察
Oct 19

CoreWeave 的股价上周收盘时累计下跌约四分之一。此前,该公司正处于市场担忧的风暴中心——围绕 AI 基础设施建设背后巨额借贷的忧虑不断发酵,进而引发了一轮科技股抛售潮。但今日,该股似乎正迎来转机。CoreWeave 盘前大涨约 7%。同样走高的还有:—— Nebius 和 Applied Digital 也上涨了 7.5% 和 8.5%。这两家公司同样被视为 AI 数据中心需求驱动的受益标的。—— 芯片股方面:英伟达、英特尔和美光涨幅均超过 3%。

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