6月24日，AI基础设施公司CoreWeave, Inc.（股票代码：CRWV）股价表现强劲，盘中大涨5.18%，引发市场关注。
消息面上，英伟达持仓概念股今日集体上涨，多家相关公司股价出现不同程度的上涨。作为AI基础设施领域的代表性公司之一，CoreWeave的股价涨幅位居前列，反映出投资者对该公司在AI赛道上的发展前景持乐观态度。
从基本面来看，CoreWeave在AI基础设施市场上具有显著优势。据报道，该公司2025年第一季度收入同比增长420%至9.82亿美元，并实现了6.06亿美元的调整后EBITDA，利润率高达62%。此外，CoreWeave还与OpenAI、IBM等公司签署了大型合同，拥有259亿美元的待执行订单，显示出强劲的业务增长势头。这些因素可能是推动其股价上涨的重要原因。
值得注意的是，CoreWeave采取了激进的资本战略，通过多轮融资和债务融资获得了大量资金支持，这使得公司能够快速扩张业务规模，但同时也带来了较高的财务杠杆。投资者在关注公司高速增长的同时，也需要警惕可能存在的财务风险。
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