D.A.Davidson分析师Gil Luria表示,虽然OpenAI潜在的融资轮可能会给CoreWeave股价带来短期提振,但该公司的股票仍蕴含巨大风险。Luria指出:“我们仍然认为,CoreWeave的股票价值最终可能归零,因为企业的全部价值实际上都归债权人所有。”他进一步警告称,这家人工智能云计算公司的积压订单仍存在无法兑现的风险,并且“如果OpenAI的融资额在3月底前远低于1000亿美元的目标,我们可能会看到CoreWeave股价加速崩盘。”
D.A.Davidson分析师Gil Luria表示,虽然OpenAI潜在的融资轮可能会给CoreWeave股价带来短期提振,但该公司的股票仍蕴含巨大风险。Luria指出:“我们仍然认为,CoreWeave的股票价值最终可能归零,因为企业的全部价值实际上都归债权人所有。”他进一步警告称,这家人工智能云计算公司的积压订单仍存在无法兑现的风险,并且“如果OpenAI的融资额在3月底前远低于1000亿美元的目标,我们可能会看到CoreWeave股价加速崩盘。”
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