异动解读 | CoreWeave盘中大跌5%，90亿美元收购Core Scientific引发投资者担忧

异动解读

Jul 09, 2025

美国人工智能云基础设施提供商CoreWeave（CRWV）今日盘中大跌5.01%，主要受其宣布以90亿美元全股票交易收购数据中心服务商Core Scientific（CORZ）的消息影响。这项收购计划虽旨在扩大CoreWeave的数据中心能力，但似乎引发了投资者对交易估值的担忧。

根据公告，CoreWeave将以每股20.40美元的价格收购Core Scientific，较后者此前收盘价溢价66%。交易完成后，CoreWeave将直接控制超过1.3吉瓦的数据中心容量，有望在快速增长的AI基础设施市场中获得更大话语权。公司CEO Michael Intrator表示，此次收购将帮助公司到2027年底每年节省5亿美元成本，并消除高达100亿美元的未来租赁义务。

然而，市场对这笔交易反应冷淡。分析师指出，如果CoreWeave用现金而非股票支付，情况可能会完全不同。投资者似乎对CoreWeave的股票估值持谨慎态度，担心这种全股票交易可能稀释现有股东权益。此外，Core Scientific原本有望在未来几年从CoreWeave获得可观的现金收入，现在却换取了一只与AI市场投机情绪密切相关的股票，这也可能引发部分投资者的担忧。

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