AI新云进入分化期:融资模式成关键,CoreWeave(CRWV.US)、IREN(IREN.US)承压而Nebius(NBIS.US)获撑

智通财经
Oct 16
【AI新云进入分化期:融资模式成关键,CoreWeave(CRWV.US)、IREN(IREN.US)承压而Nebius(NBIS.US)获撑】智通财经APP获悉,CoreWeave(CRWV.US)正成为AI交易中多空分歧的缩影。周五盘前,该股下跌逾5%,领跌新云厂商板块,IREN(IREN.US)与Nebius(NBIS.US)分别下跌0.2%和0.8%。此前周三,CRWV已暴跌15.5%,外媒报道称其2032年到期的无担保债券价格跌破每美元80美分,这一水平被广泛视为财务承压的门槛。信用违约互换价格一度显示,市场押注其未来五年违约概率超过60%。

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