周三盘中，AI基础设施提供商CoreWeave（CRWV）股价大跌11.65%，主要受其第二季度财报及未来盈利指引影响。尽管公司二季度营收表现亮眼，但盈利前景不及市场预期，引发投资者对其长期盈利能力的担忧。
CoreWeave二季度营收达到12.13亿美元，同比增长206.7%，超出分析师预期的10.8亿美元。然而，公司净亏损为2.91亿美元，虽较去年同期有所收窄，但仍高于市场预期。更令投资者失望的是，公司给出的第三季度调整后营业利润指引为1.60亿至1.90亿美元，低于分析师预期的1.92亿美元。
尽管CoreWeave将全年营收指引上调至51.5亿至53.5亿美元，但维持了全年营业利润指引不变。这表明公司在快速扩张过程中面临着盈利压力。公司二季度资本支出高达29亿美元，较一季度增加超过10亿美元，巨大的资本支出也引发了市场对其资本使用效率的质疑。
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