CoreWeave 糟糕一周尚未结束

投资观察
Oct 16

CoreWeave 股价盘前再度下滑。开盘前下跌 4%。本周累计跌幅势将逼近 20%,这将是其自 2025 年 11 月以来最惨淡的表现。本周投资者纷纷抛售这家从加密货币矿商转型为 AI 云计算服务商的公司股票(以及债券),质疑其将如何应对更高的借贷成本。CoreWeave 大举借债,为其向超大规模云厂商出租 AI 芯片的业务提供资金。英伟达黄仁勋的乐观表态曾帮助该股昨日反弹,但这一提振转瞬即逝。

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