美股异动丨CoreWeave盘前续跌超2%,遭美媒点名为“AI泡沫的核心”

格隆汇
Nov 14, 2025

“英伟达亲儿子”CoreWeave(CRWV.US)盘前续跌超2%,报76.7美元。该股昨日大跌超8%。消息面上,美国科技媒体The Verge昨日预告了一篇即将发布的调查报道,将AI基础设施供应商CoreWeave形容为“AI泡沫的核心”,并对其商业模式及对英伟达的高度依赖提出质疑。报道强调,CoreWeave几乎不可能在缺乏英伟达大规模资金与硬件支持的情况下运作,并对其模式在AI需求出现波动时是否能维持提出疑问。(格隆汇)

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