大行评级|瑞银:降CoreWeave目标价至105美元,维持“买入”评级,长期看法仍偏正面

格隆汇
Oct 27
瑞银分析师Karl Keirstead在上周五的研报中指出,即使信用市场收紧,CoreWeave仍可通过私募信贷、供应商融资,或出售更大比例股权等方式,降低对外部债务融资的需求。他以Nebius上周取得花旗35亿美元授信额度为例,说明新云端业者仍有机会取得资金,并指出最新科技业财报尚未显示AI 投资出现放缓迹象。同时,他也承认,重建投资人信心可能需要数季时间,CoreWeave股价短期内仍可能盘整或表现疲弱。该行维持对CoreWeave“买入”评级,但将目标价由120美元下调至105美元,理由是公司基本面尚未出现实质恶化,长期看法仍偏正面。

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