$CoreWeave_老虎社区_美港股上老虎

$CoreWeave, Inc.(CRWV)$CRWV算是我今年踩到的一个雷，对这种阶段还很早期的成长股，我确实缺乏分析框架，也缺乏成熟的心态应对波动，但又免不了想为他未来的宏大叙事买单，尤其是他优于同行的GPU使用效率。

本周多家AI 技术、算力、数据、芯片等概念公司即将发布财报，AI新贵们，CRWV Q3业绩超预期，但股价周二重挫近16%；RKLB绩后上涨，市场对其成长路线充满信心；NBIS营收略低于预期，亏损高于预期，目前利好：与Meta、微软达成的AI大单落地。【大家有布局哪一家财报？AI新贵们，你更看好哪家成为“黑马”？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

牛牛2016
11-12
牛牛2016
的确要有自己的分析框架

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