云计算基础设施公司CoreWeave(CRWV.US)夜盘跌超9%，报88.78美元。 消息面上，CoreWeave公布，第四财季营收同比增长110%至15.7亿美元，高于市场预期的15.5亿美元；净亏损从去年同期的5100万美元大幅扩大至4.52亿美元，调整后每股亏损0.56美元，逊于市场预期的每股亏损0.5美元。拖累利润的核心因素包括：为扩张算力而快速抬升的折旧摊销、显著走高的利息支出，以及IPO后股权激励费用的放大。 截至2025年末，CoreWeave的积压订单收入达668亿美元，是年初的四倍以上。公司高管在业绩电话会上透露，预计2026年公司资本支出至少达300亿美元，相当于较去年增长约两倍。(格隆汇)
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