周四盘前，被誉为"英伟达亲儿子"的AI基础设施提供商CoreWeave, Inc.（股票代码：CRWV）股价大涨6.70%，延续了近期的强劲涨势。这一涨幅进一步巩固了该公司在AI基础设施市场的领先地位，也反映了投资者对其业务前景的持续看好。
CoreWeave近期发布的财报显示，公司2025年第一季度营收同比增长420%，达到9.8亿美元，远超市场预期。同时，公司上调了全年营收指引，预计2025年全年营收将达到49-51亿美元，同比增长超过360%。这一亮眼的业绩表现无疑是推动股价上涨的主要因素之一。
此外，CoreWeave与OpenAI达成的一项价值40亿美元的长期协议，进一步增强了投资者的信心。作为领先的AI基础设施提供商，CoreWeave在全球32个数据中心已部署超过25万块英伟达GPU，规模接近Meta的囤卡数量。这一强大的基础设施能力，加上与科技巨头的紧密合作，为公司未来的持续增长奠定了坚实基础。随着AI技术的快速发展和应用普及，CoreWeave有望继续受益于行业增长，这也解释了为什么投资者对该股保持高度热情。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.