周二（8月12日）盘中，云计算和人工智能基础设施提供商 CoreWeave, Inc. 逆市跌超4%。CoreWeave将于盘后发布财报。分析人士指出，投资者对CoreWeave的资本支出计划和融资能力存在担忧。公司此前曾表示，2025年的资本支出将在200亿至230亿美元之间，但自上季度以来仅筹集了50亿美元的资金，这一巨大资金缺口引发了市场的质疑。
CoreWeave自3月底上市以来股价已上涨超250%，但7月曾出现约40%的暴跌。华尔街分析师平均给出的目标价为108美元，较当前股价有一定下降空间。在即将公布的财报中，投资者将密切关注公司的业绩表现及未来资本支出计划，以评估其当前估值的合理性。
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