美股异动丨CoreWeave盘前续跌1% 伯恩斯坦料其是受“AI放缓”影响最大的公司之一

格隆汇
6 hours ago
昨日收跌6.75%的CoreWeave(CRWV.US)今日美股盘前续跌1.11%,报82.059美元。消息面上,投行伯恩斯坦表示,行业巨头呼吁的人工智能(AI)模型训练放缓可能对数据中心开发商和新云服务商造成负面影响,其中CoreWeave可能是受影响最大的公司之一。分析师表示:“我们估计,CoreWeave目前在美国已经投入运营的电力容量中,有25%位于Tier 3和Tier 4市场。此外,其已签约电力容量中约74%也位于这些市场。”“其积压订单主要由‘take-or-pay’(照付不议)合同构成,因此我们预计这部分不会受到威胁,但如果训练开发速度放缓,我们可能会看到那些已经签约、但尚未售出的农村地区电力容量需求出现回落。”(格隆汇)

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