异动解读 | CoreWeave盘前大跌5.35%,AI基础设施供应商股价剧烈波动

异动解读
May 19, 2025

AI基础设施供应商CoreWeave, Inc.(股票代码:CRWV)今日盘前大跌5.35%,延续了该股近期的剧烈波动。这一跌幅与上周五该股大涨22%形成鲜明对比,引发市场对其短期走势的关注。

回顾上周五的表现,CoreWeave股价飙升超过22%,主要得益于其发布的超预期财报以及重要战略合作伙伴的持股增加。公司公布的首份上市财报显示,第一季度营收同比激增420%至9.816亿美元,远超市场预期的8.53亿美元。此外,公司还披露核心供应商英伟达已将持股比例提升至7%,进一步增强了投资者信心。

然而,在经历了上周五的强劲上涨后,CoreWeave股价在今日盘前出现明显回调。目前尚无具体消息解释这一跌幅,可能是投资者对前期快速上涨的获利了结,也可能反映了市场对AI相关股票估值的谨慎态度。鉴于AI行业的高度关注度和CoreWeave股价的剧烈波动,投资者应密切关注该公司未来的业务发展和市场表现。

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