异动解读 | CoreWeave股价盘中大涨5.38%，与OpenAI签署40亿美元协议

异动解读

May 16, 2025

周五盘中，人工智能云计算公司CoreWeave, Inc.（股票代码：CRWV）股价大幅上涨5.38%，引发市场广泛关注。这一显著涨幅主要源于公司近期一系列利好消息。

据报道，CoreWeave与OpenAI签署了一份价值40亿美元的五年期云计算协议，合同将持续至2029年4月。根据协议，CoreWeave将为OpenAI提供云计算产能。这一重大合作无疑增强了投资者对公司未来业务增长的信心。

此外，CoreWeave近期公布的2025年第一季度财报也表现亮眼。公司第一季度收入同比增长420%，达到9.816亿美元，远超分析师平均预期的8.529亿美元。尽管公司报告净亏损3.146亿美元，但调整后EBITDA利润率高达62%，显示出强劲的盈利潜力。

值得注意的是，芯片巨头英伟达（Nvidia）近期披露持有CoreWeave 7%的股份，较此前市场预期的5.2%有所增加。英伟达的增持进一步凸显了CoreWeave在AI基础设施市场的重要地位。

受这些利好因素影响，多家券商纷纷上调了CoreWeave的目标价。其中，摩根大通将目标价从43美元上调至66美元，瑞穗证券则将目标价从46美元上调至70美元。分析师普遍认为，CoreWeave在快速发展的AI基础设施行业中占据有利位置，具有良好的增长前景。

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