10月19日，CoreWeave盘中上涨5.16%，报63.6346美元，成交额6.9亿美元。
消息面上，高盛将CoreWeave评级从中性上调至买入，目标价106美元，较此前收盘价对应约73%上行空间，直接提振市场情绪。
高盛认为，市场高估了其融资成本压力，低估了算力收费能力；GPU及客户合同支持的资产抵押融资并不完全受公司债收益率左右，同时每兆瓦年收入有望由1000万美元升至1300万美元，推动项目回报率改善。此前摩根大通亦重申增持，称市场对债务担忧过了头。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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