周二盘中，人工智能(AI)基础设施公司CoreWeave(CRWV.US)股价大涨5.18%，延续了今年以来的强劲涨势。自4月以来，CoreWeave股价已飙升约369%，远超同行业其他公司。
CoreWeave被市场视为"纯粹"的AI基础设施标的，这一定位获得了投资者的青睐。公司业绩也印证了这一点：2025年第一季度，CoreWeave收入同比增长420%至9.82亿美元，同时实现6.06亿美元调整后EBITDA，利润率高达62%。此外，CoreWeave还与OpenAI、IBM等科技巨头签署了大型合同，目前拥有259亿美元的待执行订单。
分析人士认为，CoreWeave在AI算力市场的领先地位、强劲的收入增长和盈利能力，以及与行业龙头的紧密合作，都是推动其股价持续上涨的关键因素。随着AI技术的快速发展和应用普及，CoreWeave有望继续受益于这一行业趋势。
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.