AI基础设施提供商CoreWeave, Inc. (CRWV) 今日盘前股价大幅上涨5.09%，延续了近期强劲的上涨势头。
消息面上，公司近期宣布了两项重要的AI算力基础设施交易，成为推动股价上涨的核心催化剂。一方面，CoreWeave与Meta Platforms扩大了合作，签署了一项总价值高达210亿美元、期限至2032年的AI云服务协议。另一方面，公司也与顶级AI实验室Anthropic达成了多年期新客户合同。这些巨额订单标志着CoreWeave正从过去的补充算力供应商，成功转型为人工智能领域的关键基础设施核心参与者。
受此重大利好刺激，多家华尔街机构密集上调了对CoreWeave的评级和目标价。麦格理将评级从“中性”上调至“跑赢大盘”，目标价大幅上调至125美元；美国银行、Roth Capital和D.A. Davidson也纷纷上调目标价，其中D.A. Davidson更是给出了175美元的高目标价。分析师普遍认为，随着AI应用从训练转向推理，算力需求将持续增长，而CoreWeave通过锁定长期合同，已将需求转化为可观的长期收入预期，市场对其未来增长充满信心。
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