CoreWeave, Inc.今日盘中大跌5.75%，引发了市场的广泛关注。
消息面上，多重利空因素叠加导致股价承压。纽约州州长计划签署行政命令，叫停用电量达50兆瓦及以上的大型数据中心建设，禁令最长一年且立即生效，这对公司数据中心扩张构成直接政策风险。此外，公司被曝正探索使用看跌期权等衍生品对冲存储芯片价格下跌风险，已与美光、闪迪签订含价格下限条款的长期供应协议，管理层对未来成本敞口的担忧信号引发市场关注。
同时，公司董事Michael Intrator再度计划减持20万股（约1666万美元），高管密集减持态势延续，进一步削弱了投资者的信心。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.