周五，被称为 “英伟达亲儿子”的AI基础设施供应商CoreWeave继续拉升，盘中大涨超8%，股价再创新高，3月上市以来累涨超350%。
市场认为，推动CoreWeave股价飙升的核心逻辑在于：CoreWeave是少数能让投资者间接押注OpenAI的市场工具。
OpenAI作为私人公司，普通投资者无从参与，但其持有CoreWeave股份，并与后者签署了价值数十亿美元的云基础设施供应合同，直至2029年4月。
此外，CoreWeave还是目前全球市值最高的英伟达的优先合作伙伴，被称为“英伟达亲儿子”。这种多重背书让CoreWeave在AI热潮中成为耀眼的“代言人”。
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