瑞银下调CoreWeave目标价至105美元,警告市场对其融资能力的信心可能需要数个季度才能恢复

智通财经
Oct 24
【瑞银下调CoreWeave目标价至105美元,警告市场对其融资能力的信心可能需要数个季度才能恢复】瑞银将CoreWeave目标价由120美元下调至105美元,但维持“买入”评级,主要担忧AI基础设施企业的融资风险持续加剧,投资者信心短期内难以恢复。CoreWeave股价10月以来累计下跌37%,而同期微软和亚马逊股价上涨,瑞银认为这反映出投资者正转向财务状况更稳健的大型科技企业,以降低AI基础设施投资风险。该机构表示,正在重新评估CoreWeave的信用状况,预计重建市场信心可能需要数个季度。CoreWeave目前尚有约1290亿美元待履行合同,但为满足已签约需求,预计仍需额外融资约200亿美元。与此同时,公司信用违约互换成本升至历史高位,反映市场对其债务风险的担忧加剧。

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