Truist维持CoreWeave“买入”评级,预计算力合同续约将推高2028年收入

智通财经
Oct 01
【Truist维持CoreWeave“买入”评级,预计算力合同续约将推高2028年收入】Truist维持CoreWeave“买入”评级和165美元目标价。该机构在公司进入静默期前与管理层交流后表示,算力定价仍是投资者关注的核心问题,现有合同价格改善预计将在2027年底开始对年度经常性收入形成增量贡献,并随着更多合同陆续续约,在2028年带来更明显的提升。Truist同时指出,行业CPU算力定价仍处于较高水平,例如Akamai的CPU工作负载报价约为每兆瓦7年2200万美元。除定价外,Truist还与管理层讨论了融资安排及已签约电力供应情况,并认为CoreWeave近期增长前景仍得到算力需求和合同续约价格的支撑。

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