金吾财讯 | 周一早盘交易中，CoreWeave（CRWV）股价继续上扬，截至发稿报112.6美元，涨幅达10.4%。
麦格理银行将该股评级从“中性”上调至“跑赢大盘”，目标股价从90美元上调至125美元。主要得益于其近期与Meta（META）及Anthropic达成的合作协议。
上周五有消息显示，Anthropic已同意向CoreWeave租赁数据中心算力，以满足其人工智能服务日益增长的需求。这份多年期协议预计将于今年晚些时候开始新增算力投入使用。而在此前一天，CoreWeave刚宣布与Meta达成协议，将为其AI业务提供云算力支持至2032年12月，该协议价值约210亿美元。
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