股债暴跌后,高盛与小摩力挺CoreWeave(CRWV.US):AI基建项目回报强劲,新云领军者被市场错杀

智通财经
Oct 19
【股债暴跌后,高盛与小摩力挺CoreWeave(CRWV.US):AI基建项目回报强劲,新云领军者被市场错杀】智通财经APP获悉,当前金融市场对于位列“AI算力抛售风暴”、“AI泡沫破裂论调”以及新云(NeoCloud)势力最核心抛售股票标的——CoreWeave(CRWV.US)的史无前例AI多空争论正在聚焦一个问题:AI算力资产未来创造的现金流回报,能否覆盖更高的资本成本,并支撑扩张期的融资需求。

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