异动解读 | CoreWeave盘中大涨14.96%,与Applied Digital签署110亿美元租赁协议

异动解读
Jul 31, 2025

人工智能云计算公司CoreWeave(股票代码:CRWV)周四盘中大涨14.96%,股价创下新高。这一显著涨幅主要源于该公司与数字基础设施设计和运营商Applied Digital Corporation签订的一项重大租赁协议。

根据公告,CoreWeave与Applied Digital签署了两份为期15年的租赁协议,将在Applied Digital位于北达科他州的数据中心园区获得250兆瓦的关键IT负载。这份协议预计将为Applied Digital带来约70亿美元的合同收入。更值得注意的是,CoreWeave还行使了购买额外150兆瓦容量的选项,这将使租赁期内的总合同收入潜力提升至约110亿美元。

市场分析人士认为,这一战略性合作将显著增强CoreWeave的计算能力和市场竞争力,有望推动公司在人工智能基础设施服务领域取得更大的突破。此外,花旗集团将CoreWeave的评级从"中性"上调至"买入",目标价设为160美元,进一步推动了股价上涨。花旗指出,CoreWeave与微软、OpenAI和其他公司现有的多年期合同将推动收入增长。这些利好因素共同推动CoreWeave股价在盘中交易中大幅上涨。

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