【告别“算力贬值”焦虑！新云厂商老一代GPU有望战至 2029 年，美银证券维持CoreWeave(CRWV.US)和 Nebius(NBIS.US)“买入”评级】智通财经APP获悉，美银证券表示，CoreWeave(CRWV.US)和
Nebius(NBIS.US)最近公布的财报表明，新兴云服务(Neocloud)行业正受益于“日益有利的定价动态”。该行对 CoreWeave 和 Nebius 均维持“买入”评级，目标价分别为 140 美元和 310 美元。
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