人工智能云计算公司CoreWeave(CRWV)今日盘中大涨14.54%,股价创下新高。这波强劲涨势主要受到三大利好因素推动:大额租赁协议签订、华尔街投行上调评级,以及人工智能需求持续旺盛。
据悉,CoreWeave与数字基础设施公司Applied Digital签署了两份为期15年的租赁协议,总合同收入高达110亿美元。这笔交易将为CoreWeave提供400兆瓦的关键IT负载,显著增强公司的计算能力。与此同时,花旗将CoreWeave的评级从"中性"上调至"买入",目标价定为160美元。分析师指出,CoreWeave与微软、OpenAI等科技巨头的多年期合同将持续推动公司收入增长。
市场分析人士认为,这些利好消息凸显了CoreWeave在人工智能基础设施服务领域的领先地位和增长潜力。随着全球对AI计算需求的持续攀升,CoreWeave有望在这一快速发展的市场中获得更大份额。投资者对公司未来前景充满信心,推动股价创下新高。
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