CoreWeave, Inc.（CRWV）今日盘中股价大幅拉升，涨幅达到5.16%，引发市场广泛关注。
消息面上，多重利好因素共同推动了股价的上涨。首先，摩根大通将CoreWeave的目标价从105美元上调至110美元，该券商表示对人工智能计算能力的强劲需求前景持乐观态度，并指出近期包括SpaceX在内的计算业务定价显示，AI计算能力的供需之间存在巨大缺口。其次，公司宣布完成了26亿美元的AI基础设施贷款融资，为其数据中心的持续扩张提供了坚实的资金支持。此外，公司计划在印尼建设三座数据中心，并与Solidigm签署了多年期SSD优先供应协议，进一步巩固了其供应链和全球布局。
市场情绪还受到公司即将于盘后公布二季度财报的提振，市场预期营收将达到25.6亿美元，同比增长约136.9%，截至一季度末积压订单规模高达994亿美元，为后续收入提供了较高可见性。近期德意志银行将目标价上调至150美元，Piper Sandler也以151美元的目标价首次覆盖并给予增持评级，这些积极的分析师评级同样为股价提供了上行动力。
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