CoreWeave引爆AI融资恐慌!华尔街集体“救火”:不足以动摇整体AI交易

格隆汇
Oct 20
上周,随着投资者对AI融资风险的担忧加剧,全球科技股惨遭抛售。新云服务商CoreWeave债券收益率升至15%,触及通常被认定为“陷入财务困境”的水平,被视为本轮科技股抛售的导火索之一。然而,包括摩根大通和巴克莱在内的多家国际大行认为,投资者对CoreWeave以及科技行业融资风险的担忧被夸大了,个案不等于全行业危机,不足以动摇更广泛的AI交易行情。 摩根大通分析师认为,尽管存在债务担忧,CoreWeave的业务依然稳健。该行分析师表示,投资者对CoreWeave债务不断攀升以及现金快速消耗的担忧可能有些过度了,因为推动其融资需求的是快速扩张,而非项目经济效益不佳。包括Samik Chatterjee在内的摩根大通股票分析师日前在一份报告中写道,CoreWeave的商业模式依然稳健。他们指出市场算力需求强劲,且该公司在新增算力产能上线前就已通过长期“照付不议”(take-or-pay)合同锁定了客户。

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