摩根大通上调CoreWeave评级至增持,目标价125美元

智通财经
Oct 20
【摩根大通上调CoreWeave评级至增持,目标价125美元】摩根大通周二估计,全球多数银行对CoreWeave的风险敞口有限。美国大型投行以及日本三菱日联金融集团对CoreWeave的风险敞口可能在10亿至30亿美元之间;而大多数欧洲和亚洲机构的风险敞口则不足5亿美元。其中很大一部分是通过“延期提取定期贷款”形式提供的。这类贷款主要通过特殊目的载体持有,资金会随着项目达到既定里程碑而逐步发放。“从提供融资的银行角度来看,我们认为这些银行对CoreWeave的风险敞口管理得当,且拥有非常稳固的担保。”摩根大通将CoreWeave股票评级从“中性”上调至“增持”,并设定2027年底的目标股价为125美元。

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