Nebius Group N.V.（NBIS）与CoreWeave（CRWV）AI数据中心定价出现上行态势
金吾财讯
Aug 14
金吾财讯 | Nebius Group N.V.（NBIS）与CoreWeave（CRWV）的相关业绩反馈显示AI数据中心定价出现上行态势，Wedbush Securities发布研报指出，这一价格上行趋势会持续为两家企业带来经营层面的利好。分析师Matt Bryson结合行业会议调研信息表示，当下AI服务器投资回报率正在快速改善，投资回本周期大约为3年甚至更短，该判断也和亚马逊对于AI数据中心投资具备吸引力的观点相互印证。报告当中总结行业经济层面两大核心现状，AI训练与推理算力的市场需求依旧大于现有供给规模，AI算力领域资本投入的扩张进程尚未到达顶点。除两家算力运营厂商之外，AI硬件赛道的Cerebras（CBRS）同样被纳入受益标的范围，不过该公司在二季度业绩披露之后，股价曾遭遇市场抛售。根据分析内容，Cerebras正在推进2027年的数据中心产能扩充规划，加大晶圆采购力度，匹配晶圆级引擎产品的生产计划，市场还在期待下周Supernova活动释放业务利好消息。在周五盘前交易时段，Nebius、CoreWeave以及Cerebras三家标的盘面表现分化，涨跌各不相同，资金对于算力产业链不同环节的预期存在分歧。
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