AI云算力公司CoreWeave（CRWV）今日盘中股价大跌5.11%，延续了近期疲软走势。
消息面上，竞争对手Nebius推出了搭载英伟达Blackwell Ultra芯片的新一代AI云平台，直接与CoreWeave形成竞争关系。同时，市场持续消化CoreWeave数据中⼼项⽬延期及资本压⼒等不利因素，导致投资者信心受挫。
此外，CoreWeave长期以来高度依赖少数大客户（如微软和英伟达），且软件技术能力相对薄弱，这些结构性风险也在当前市场环境下被放大。
AI云算力公司CoreWeave（CRWV）今日盘中股价大跌5.11%，延续了近期疲软走势。
消息面上，竞争对手Nebius推出了搭载英伟达Blackwell Ultra芯片的新一代AI云平台，直接与CoreWeave形成竞争关系。同时，市场持续消化CoreWeave数据中⼼项⽬延期及资本压⼒等不利因素，导致投资者信心受挫。
此外，CoreWeave长期以来高度依赖少数大客户（如微软和英伟达），且软件技术能力相对薄弱，这些结构性风险也在当前市场环境下被放大。
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