CoreWeave单周暴跌25% 凸显AI交易中恐惧与贪婪角力

智通财经
Oct 17
【CoreWeave单周暴跌25% 凸显AI交易中恐惧与贪婪角力】CoreWeave Inc.正陷入投资者之间的多空角力:一方认为,债券收益率上升可能扼杀人工智能主题交易的涨势;另一方则认为,对算力的需求很快就会让这些担忧成为过去。这家云计算服务提供商股价本周前三个交易日暴跌20%,其中周三跌幅超过15%;与此同时,其债券价格跌至通常预示陷入困境的水平。周四上午,CoreWeave债券违约保护成本升至盘中纪录新高,而掉期定价显示,该公司未来五年内违约的概率超过60%。到周四下午,恐慌情绪似乎有所缓解,CoreWeave股价转涨。CoreWeave股东兼供应商英伟达的首席执行官黄仁勋表达了对公司的信心,此外德意志银行也将这波抛售称为“买入机会”。CoreWeave当天收涨5.9%。但担忧情绪周五卷土重来,CoreWeave股价下跌12%,全周重挫25%,创11月以来最差单周表现。

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