CoreWeave, Inc.（CRWV）今日盘中大涨5.05%，成为市场焦点。
消息面上，Wedbush分析师Dan Ives将CoreWeave纳入其“AI 30”核心标的名单，取代了部分传统科技股。Wedbush认为，CoreWeave作为AI云基础设施提供商，直接受益于AI资本开支超级周期，其差异化定位和与英伟达的紧密合作使其成为高弹性标的。此外，CoreWeave近期与OpenAI、Meta等签署了长期大额合同，锁定了未来收入。
CoreWeave的市场战略也备受关注。该公司近期在美国旧金山国际机场投放广告，强调其作为“英伟达亲儿子”的技术优势，并展示了其与Meta、OpenAI等大客户的合作。截至2025年9月30日，CoreWeave的剩余履约义务高达500亿美元，显示出强劲的未来增长潜力。
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