周二，AI计算基础设施公司CoreWeave, Inc.（股票代码：CRWV）股价表现抢眼，盘中大涨5.01%。这一显著涨幅主要受到华尔街知名投行杰富瑞（Jefferies）大幅上调目标价的推动。
根据最新报道，杰富瑞分析师将CoreWeave的目标价从此前的80美元大幅上调至180美元，涨幅高达125%。杰富瑞在报告中指出，微软、Meta、OpenAI以及谷歌等科技巨头都依赖CoreWeave来满足其人工智能计算需求。这一事实充分证明了可靠扩展和托管AI计算的复杂性，以及CoreWeave在这一领域的卓越能力。
CoreWeave作为Nvidia支持的AI基础设施提供商，其股价自3月份以40美元价格首次公开募股以来已经上涨了约296.3%。这一强劲表现反映了投资者对AI计算需求持续增长的乐观预期。随着更多科技公司加大在AI领域的投入，CoreWeave作为关键基础设施提供商的地位有望进一步巩固，这也解释了为什么杰富瑞给予如此高的目标价。
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