CoreWeave(纪要):天量 Capex 完全基于服务已签订合同

海豚投研
Feb 27

以下是海豚君整理的关于$Coreweave(CRWV.US)FY25Q4 财报电话会纪要,财报解读请移步《CoreWeave:订单狂飙,利润 “跳水”,算力独角兽陷入盈利怪圈?》一、财报核心数据回顾现金及有价证券:截至 12 月 31 日,持有 42 亿美元。融资活动:第四季度发行可转换优先票据,募集约 26 亿美元。将循环信贷额度扩大至 25 亿美元。2025 年总计获得超过 180 亿美元的...

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