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@人生舵手__小琳：$英伟达(NVDA)$ $CoreWeave, Inc.(CRWV)$ 在 AI 革命持续推进的背景下，英伟达依然是目前“科技三巨头”中最具代表性的核心资产。在公司几个季度的收入和利润受到一些压力之后，收入估计应该会再次开始以不错的速度上升。至于CRWV我认为现在更好的选择是 Core Scientific，而不是 CRWV。与交易条款相比，它的交易价格大幅折让。很难知道 CRWV 在锁定期后会发生什么，因为自 IPO 以来股票大幅上涨。此外，借款做空 CRWV 接近三位数，限制了套利游戏。

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