老黄的亲儿子CoreWeave今天为何大跌!真相是?

美股投资网
Jun 26, 2025

作为英伟达GPU资源的深度整合者,CoreWeave不仅是最早部署Blackwell架构芯片的云服务商之一,还为OpenAI、微软等客户提供AI算力支持,正处在英伟达AI生态爆发的核心位置。按理说,黄仁勋今日股东大会强化AI基础设施布局的表态,理应为CoreWeave带来直接利好,但是却在周三逆势大跌7.6%。本文将从基本面、估值水平与资本结构三方面分析CoreWeave短期调整的成因。CRWV:...

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