CoreWeave, Inc.今日盘前股价大幅上涨5.18%，引起了市场的广泛关注。
消息面上，公司近日宣布与OpenAI达成一项价值高达40亿美元、持续至2029年的云计算能力供应协议，此举被认为有助于降低公司对单一客户微软的过度依赖，增强了业务稳定性的预期。同时，公司发布了连接训练与推理的新AI平台，其Serverless RL服务据称可将训练成本降低最高40%并加速训练约1.4倍，这进一步提升了市场对公司技术实力和未来盈利能力的信心。
此外，行业层面，英伟达H100 GPU租赁价格年内持续上涨，也利好于CoreWeave这类算力租赁服务商。GF Securities首次覆盖该公司并给予买入评级及162美元的目标价，多重积极因素叠加，共同推动了股价在盘前交易时段走强。
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