5月23日周五盘中，AI算力供应商CoreWeave, Inc. (CRWV)股价大涨5.13%，延续了近期的强劲涨势。过去一个月，该公司股价已累计上涨超过200%，引发市场高度关注。
CoreWeave近期利好消息不断。本月初，公司宣布与OpenAI达成价值40亿美元的计算能力租赁协议，大幅提升了市场对其业务前景的信心。同时，公司最新发布的财报显示营收强劲增长，微软等大客户也在持续加码AI计算投入，进一步支撑了股价上涨。
然而，CoreWeave的快速增长也引发了市场的担忧。分析师指出，公司面临巨额资本需求、高昂融资成本以及AI服务需求可持续性等风险。部分华尔街分析师对公司持谨慎态度，超65%给予"持有"或"卖出"评级。与此同时，做空力量也在增强，CoreWeave空头仓位占比从4月底的18%飙升至本周的45%。这种多空对峙的局面加剧了股价的波动，也反映了市场对CoreWeave前景的分歧。
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