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- 發KIM發發KIM發
  ·08-16
  反过来说一下子97美金被接10亿就是市场认同
  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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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoreWeave解禁，大宗交易逾10亿美元，卖方数量令人惊讶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-16 17:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3753443><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3753443\">Web 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 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。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435081759932872,"gmtCreate":1747240250608,"gmtModify":1747241524923,"author":{"id":"4196215261398372","authorId":"4196215261398372","name":"發KIM發","avatar":"https://static.tigerbbs.com/26d5645c60ff086bd4fd76ccc830fe3e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4196215261398372","authorIdStr":"4196215261398372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/SOXL 20250815 20.0 CALL\">$SOXL 20250815 20.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/SOXL 20250815 20.0 CALL\">$SOXL 20250815 20.0 CALL$ </a>&nbsp;","text":"$SOXL 20250815 20.0 CALL$","images":[{"img":"https://static.tigerbbs.com/737b7467637961ca67fd858672e52ee5","width":"870","height":"1772"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435081759932872","isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}