1339 ET - 德意志银行分析师认为，CoreWeave近期的抛售潮反而构成了买入机会。此番下跌似乎主要由AI融资情绪的整体转变所驱动，并无明显的公司特定因素，且AI基础设施需求的大背景依然构成支撑。“如果这纯粹是源于更广泛的AI融资担忧，我们认为CoreWeave仍在以相当负责任的方式扩张，”分析师在报告中写道，并指出该公司短期流动性稳健、合作伙伴关系良好，且具备定价与利润空间。“在我们看来，强大的客户基础、过往扎实的执行记录、积压订单的转化能力以及领先的基础设施表现，都为其发行人资质提供了支撑，相对于新兴云厂商同行而言更具优势，”分析师表示。CoreWeave股价目前上涨2.3%，但本周累计下跌18%。
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