周五盘中，AI算力供应商CoreWeave, Inc.（股票代码：CRWV）股价大涨5.13%，延续了近期的强劲涨势。该公司股价近期表现抢眼，主要受以下因素推动：
首先，CoreWeave近期与OpenAI达成了价值40亿美元的计算能力租赁协议，显示其在AI基础设施领域的竞争力。公司还发布了强劲的首份财报，营收增长显著，且有微软等大客户持续加码AI计算投入。这些因素增强了投资者对公司业务前景的信心。
其次，市场对CoreWeave股票的看法出现明显分歧，可能触发轧空行情。据S3 Partners数据显示，CoreWeave的空头仓位占比从4月底的18%飙升至本周的45%。高额做空兴趣与股价持续上涨形成反差，可能引发空头平仓，进一步推高股价。
然而，也有分析师对CoreWeave的长期发展表示担忧。批评者指出公司面临巨额资本需求、高昂融资成本以及AI服务需求可持续性等风险。尽管如此，当前市场情绪仍偏向乐观，推动股价上涨。投资者需密切关注公司未来的财务表现和行业发展动向。
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