金吾财讯 | CoreWeave（CRWV）盘前股价续跌6.02%，暂报61.82美元，隔晚该股挫逾15%。消息面上，尽管公司首席执行官迈克·因特拉托针对股票大跌市况，在内部备忘录中紧急回应称，市场正表现得“不理性”，并强调公司业务模式稳健，现有合同积压足以充分覆盖债务义务，但显然投资者仍持相对负面态度。日前，CoreWeave被多家媒体爆料，其正争取保险行业庞大资金池，通过寻找成本更低的融资渠道，支撑其在芯片与AI基础设施上数百亿美元的投入。信用研究机构Credit Sights分析师Jordan Chalfin分析指出，随着其他云厂商、大型科技企业都开始尝试同类芯片抵押融资，CoreWeave未来借款成本或将上行，且公司无担保债券收益率已经接近15%，投资者担忧长期数据中心租赁合约与较短客户算力合同存在期限错配风险。此外，最新美股SEC公告显示，除了高管Jonathan Jones外，其首席财务官Agrawal Nitin也于2026年10月12日以79.954美元至80.5073美元的价格区间出售了22,579股A类普通股，总金额约为181万美元。
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