异动解读|CoreWeave夜盘上涨3.59%,与OpenAI达成40亿美元协议叠加新AI平台发布延续反弹

行情直击
Jun 01

6月1日,CoreWeave夜盘上涨3.59%,报113.49美元/股,成交额380.58万美元,延续近期多日反弹态势。

消息面上,公司近日宣布与OpenAI达成一项价值高达40亿美元、持续至2029年的云计算能力供应协议,有助于降低对单一客户微软的过度依赖。同时公司发布连接训练与推理的新AI平台,其Serverless RL服务可将训练成本降低最高40%并加速训练约1.4倍。此外,英伟达H100 GPU租赁价格年内上涨20%持续利好算力租赁商,GF Securities首次覆盖给予买入评级及162美元目标价,多重利好叠加推动股价延续上行。

CoreWeave是专注AI基础设施的云平台公司,为AI模型开发及下一代应用交付提供大规模算力管理服务。

(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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