德银:CoreWeave股价大跌创造买入良机,目标价150美元

智通财经
Oct 15
【德银:CoreWeave股价大跌创造买入良机,目标价150美元】德意志银行认为,CoreWeave的股票在过去一周经历大幅抛售后,已为投资者创造了买入机会。该行维持对该股的“买入”评级,目标价为150美元。分析师Brad Zelnick指出,多重因素叠加导致了此轮股价下跌。他承认,CoreWeave的未来与人工智能的发展前景及其背后的算力基础设施需求密切相关,因此股价对市场情绪的变化有所反映是合理的。尽管如此,他认为公司的基本面合同依然稳固。绝大多数的订单积压与长期合同挂钩,合同收入可完全覆盖相关资本支出和运营成本,并为公司带来合理回报。

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