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超级护城河
横看成岭侧成峰,远近高低各不同。不识庐山真面目,只缘身在此山中
IP属地:吉林
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超级护城河
超级护城河
·
08-28 22:53
$美团ADR(MPNGY)$
别抄底,美团市值还要砍一半!阿里的闪购冲击太大了
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超级护城河
超级护城河
·
08-28 21:34
$美团ADR(MPNGY)$
9月1号记得给小哥们交社保,全国老百姓都盯着你呢
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超级护城河
超级护城河
·
08-28
$美团ADR(MPNGY)$
真是辛苦的生意,还没护城河!这次阿里把闪购整合进支付宝,好用还便宜,彻底疯狂了看样子,期待三季度报
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超级护城河
超级护城河
·
08-19
$CoreWeave, Inc.(CRWV)$
最后都是一地鸡毛,破产的破产,解散的解散,只是钱发生了转移,use ur brain
CoreWeave解禁,大宗交易逾10亿美元,卖方数量令人惊讶
CoreWeave上周大跌超22%。
CoreWeave解禁,大宗交易逾10亿美元,卖方数量令人惊讶
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超级护城河
超级护城河
·
08-07
$英特尔(INTC)$
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超级护城河
超级护城河
·
07-21
$康西哥(CNC)$
还好及时认识到自己根本不了解这只股票,也不知道到底啥样,亏一百刀跑路了,不跑亏大了哈哈哈
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超级护城河
超级护城河
·
07-08
$康西哥(CNC)$
法案里面写的很清楚,被砍掉医保的人只包括非法移民,以及单身无工作(每个【月】工作时长、或者社区服务低于【40个小时】)的青壮中年(19-64),这位来自Yorktown的Sandy女士才是在忽悠人的。 实际上就是砍非法移民和游手好闲的人的福利让靠福利拉无业游民选票、用奥巴马健保偷纳税人钱的民主党人急眼了
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超级护城河
超级护城河
·
07-07
$康西哥(CNC)$
晚上继续加仓!加仓加仓
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超级护城河
超级护城河
·
07-03
$康西哥(CNC)$
美国人这么敏感嘛、一夜就能跌40%?有点夸张了呀
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超级护城河
超级护城河
·
04-05
$英伟达(NVDA)$
不要割肉,问题不大,不要被恐慌传染,没啥大问题
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justify;\">媒体援引知情人士称,周四晚间一片忙乱,银行家安排大量交易,这是自3月IPO以来,CoreWeave总股本84%首次解禁可交易。周四单笔交易规模高达600万股。<strong>银行家们对卖方数量感到“惊讶”。</strong>摩根士丹利一度尝试出售一笔800万股、价值高达7.4亿美元的股份。</p><p style=\"text-align: justify;\"><strong>所谓大宗交易,是银行在场外私下安排的交易,方便股东在不直接冲击市场价格的情况下大量出售股份,买方通常能以较公开市场价格折让的价格购入。</strong></p><p style=\"text-align: justify;\">CoreWeave主要向构建AI模型的科技公司出租数据中心容量,是过去一年AI基础设施投资浪潮的最大受益者之一。</p><p style=\"text-align: justify;\">CoreWeave的主要股东包括对冲基金Magnetar Capital和Coatue Management、资产管理公司富达、高频交易公司Jane Street以及英伟达。</p><p style=\"text-align: justify;\">其中,Magnetar是该公司最早的投资者之一,持股比例约30%,按周四收盘价计算价值约140亿美元,占其260亿美元管理资产的一半以上。根据英伟达最新披露的13F文件,截至6月30日,英伟达将91.36%的公开持仓集中押注于CoreWeave,总投资额达39.6亿美元。</p><p style=\"text-align: justify;\">CoreWeave此次解禁发生在公司公布二季度财报两天后。财报显示亏损幅度大于预期,导致公司股价在财报发布后暴跌,直至周五股价小幅收涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2afb1cd21d7255a4f2d437ff9176d75f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">分析人士对CoreWeave高度依赖少数客户、亏损扩大、资本需求高企以及需偿还高息贷款的情况表示担忧。CoreWeave表示,将用IPO募集的约10亿美元偿还截至2024年底的80亿美元债务的一部分。</p><p style=\"text-align: justify;\">CoreWeave于今年3月以每股40美元上市,融资15亿美元。上市后股价一度飙升逾300%,在6月触及183美元高点。</p><p style=\"text-align: justify;\"><strong>据数据提供商S3 Partners,截至周四晚,CoreWeave可交易股份中约46%为空头仓位,对冲基金押注股价将下跌。</strong></p><p style=\"text-align: justify;\">此外,CoreWeave还因斥资90亿美元收购另一家人工智能数据中心集团Core Scientific而面临强烈反对,Core Scientific是CoreWeave最大的业主。媒体报道称,同样上市的Core Scientific的重要投资者已威胁,除非价格和条款得到改善,否则他们将投票反对这笔交易。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CoreWeave解禁,大宗交易逾10亿美元,卖方数量令人惊讶</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6518e5059d69f15964c441fca836774","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"https://wallstreetcn.com/articles/3753443","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2559736940","content_text":"随着禁售期在周四结束,摩根士丹利、摩根大通和高盛为人工智能数据中心公司 CoreWeave, Inc. 安排了逾10亿美元的大宗交易,出售股份的股东包括CoreWeave董事Jack Cogen,其出售股份的市值接近3亿美元。其他卖方身份尚不清楚。媒体援引知情人士称,周四晚间一片忙乱,银行家安排大量交易,这是自3月IPO以来,CoreWeave总股本84%首次解禁可交易。周四单笔交易规模高达600万股。银行家们对卖方数量感到“惊讶”。摩根士丹利一度尝试出售一笔800万股、价值高达7.4亿美元的股份。所谓大宗交易,是银行在场外私下安排的交易,方便股东在不直接冲击市场价格的情况下大量出售股份,买方通常能以较公开市场价格折让的价格购入。CoreWeave主要向构建AI模型的科技公司出租数据中心容量,是过去一年AI基础设施投资浪潮的最大受益者之一。CoreWeave的主要股东包括对冲基金Magnetar Capital和Coatue Management、资产管理公司富达、高频交易公司Jane Street以及英伟达。其中,Magnetar是该公司最早的投资者之一,持股比例约30%,按周四收盘价计算价值约140亿美元,占其260亿美元管理资产的一半以上。根据英伟达最新披露的13F文件,截至6月30日,英伟达将91.36%的公开持仓集中押注于CoreWeave,总投资额达39.6亿美元。CoreWeave此次解禁发生在公司公布二季度财报两天后。财报显示亏损幅度大于预期,导致公司股价在财报发布后暴跌,直至周五股价小幅收涨。分析人士对CoreWeave高度依赖少数客户、亏损扩大、资本需求高企以及需偿还高息贷款的情况表示担忧。CoreWeave表示,将用IPO募集的约10亿美元偿还截至2024年底的80亿美元债务的一部分。CoreWeave于今年3月以每股40美元上市,融资15亿美元。上市后股价一度飙升逾300%,在6月触及183美元高点。据数据提供商S3 Partners,截至周四晚,CoreWeave可交易股份中约46%为空头仓位,对冲基金押注股价将下跌。此外,CoreWeave还因斥资90亿美元收购另一家人工智能数据中心集团Core Scientific而面临强烈反对,Core Scientific是CoreWeave最大的业主。媒体报道称,同样上市的Core 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