智通财经APP获悉，周二，云计算服务商概念股普跌，IREN Ltd(IREN.US)跌近6%，CoreWeave(CRWV.US)跌近4%，Nebius(NBIS.US)跌逾2%，Hut 8(HUT.US)跌逾1%。消息面上，10月20日，韩国AI数据中心公司Elice上市首日股价跌逾30%，加剧投资者对AI基建估值和投入回报的疑虑，数据中心及科技股承压。
CoreWeave上周三股价单日暴跌逾15%，这一剧烈波动并非源于需求疲软，而是利率上升压力的直接体现。花旗美国软件业务研究部门联合负责人拉德克表示，尽管英伟H100芯片租赁价格接近历史高位，但CoreWeave发行的债券收益率已逼近15%。自3月以来，10年期美国财政部债券收益率涨幅约30%，这对缺乏投资级信用评级的借款企业构成严峻挑战。
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