摩根大通认为CoreWeave身处AI算力需求爆发的中心，公司执行能力与融资创新使其成为市场领导者。然而，其增长由极高的客户集中度、巨额资本开支及宏观敏感度支撑。报告给予“中性”评级，认为其可能提供一段“崎岖不平、波动剧烈”的旅程，仅适用于特定风险偏好的投资者。1月16日，摩根大通Mark R Murphy研究团队发表研报指出，CoreWeave正处于需求爆发式增长的风口浪尖，但投资者需要警惕其高...
Source Link摩根大通认为CoreWeave身处AI算力需求爆发的中心，公司执行能力与融资创新使其成为市场领导者。然而，其增长由极高的客户集中度、巨额资本开支及宏观敏感度支撑。报告给予“中性”评级，认为其可能提供一段“崎岖不平、波动剧烈”的旅程，仅适用于特定风险偏好的投资者。1月16日，摩根大通Mark R Murphy研究团队发表研报指出，CoreWeave正处于需求爆发式增长的风口浪尖，但投资者需要警惕其高...
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