异动解读|CoreWeave盘后上涨5.32%,Truist上调目标价叠加英伟达财报预期提振

行情直击
Aug 27

8月26日,CoreWeave盘后上涨5.32%,报92.74美元/股,成交额2.13亿美元。

消息面上,Truist近日将CoreWeave目标价上调至165美元,较当前股价存在显著上行空间。同时,英伟达定于本周三盘后发布第二财季财报,市场对AI算力需求前景预期乐观,带动AI云服务商情绪回暖。此外,CoreWeave宣布与Rescale达成合作,将AI优化云服务拓展至工程仿真领域,进一步丰富客户生态。此前高盛、美银等机构亦维持对CoreWeave的乐观预期,高盛目标价139美元,美银维持买入评级及140美元目标价,机构普遍看好其算力产能扩张与订单积压增长趋势。

(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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