8月27日周三，英伟达（NVIDIA）持仓股CoreWeave, Inc.（股票代码：CRWV）盘中大涨5.48%，引发市场关注。截至发稿时，该股报价95.31美元。
此次股价上涨主要受到以下因素推动：首先，知名投资银行Cantor Fitzgerald给予CoreWeave"增持"评级，目标价为116美元，显示出对该公司未来发展的信心。其次，作为英伟达概念股，CoreWeave的股价表现与英伟达密切相关。市场普遍预期英伟达将在今日美股收盘后发布强劲的第二财季财报，这一预期也为CoreWeave股价提供了支撑。
值得注意的是，英伟达财报将关系到整个股市以及底层人工智能行情的走向。分析师预计，英伟达第二财季营收可能达到460.5亿美元，高于此前450亿美元的指引。市场密切关注英伟达在中美AI博弈、芯片供需关系以及超大规模客户投入等方面的最新动向。作为英伟达的上游供应商，CoreWeave的业务发展和股价表现很大程度上将受益于人工智能领域的持续繁荣。投资者普遍认为，如果英伟达财报超预期，可能会进一步推动包括CoreWeave在内的相关概念股上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.