CoreWeave, Inc.(CRWV)在夜盘交易时段大涨5.12%，延续了日内的强劲涨势，引发市场关注。
消息面上，该公司一笔规模达26亿美元的杠杆贷款交易于本周四最终完成定价。尽管发债利率较原定上限高出约100个基点，但此次交易仍吸引了约90亿美元的认购订单，显示出市场对AI基础设施资产的强劲需求。CoreWeave方面表示，此次交易反映了市场对相关资产长期价值信心的增强，并称这是一个非常好的结果。债务融资的成功落地，为这家正处于高速扩张期的算力租赁公司提供了关键的资金支持，缓解了市场对其高杠杆扩张模式的担忧。
此外，市场消息称，此前因AI板块暴跌而被迫清仓的对冲基金Situational Awareness，已将其大部分公开市场头寸出售给城堡投资(Citadel)。Situational Awareness此前持有CoreWeave约1.6%的流通股，此次清仓压力的解除，也消除了该股的一大抛售隐患。与此同时，微软云业务业绩超预期，提振了整体新型云服务商的市场情绪，CoreWeave作为AI算力领域的重要参与者亦从中受益。
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