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- 金豆熟了金豆熟了
  ·05-15
  高增长+高亏损！CRWV绩后大跌，还能买吗？ CoreWeave（CRWV）最新财报呈现“冰火两重天”：一季度营收同比翻倍至20.8亿美元，调整后EBITDA达12亿美元，但净亏损却扩大至7.4亿美元，第二季度营收指引25.3亿美元也低于市场预期，盘后股价应声大跌超10%。表面看，这是“高增长+高亏损”的典型矛盾，但核心逻辑在于其战略卡位。作为AI云计算基础设施龙头，CoreWeave手握近千亿美元积压订单，1GW以上活跃产能正加速释放，与英伟达的深度绑定（20亿美元股权合作）更构筑了护城河。当前亏损主要源于大规模资本开支（Q1达68亿美元），用于数据中心建设，属于“先投入、后收获”的成长型投入。华尔街并未因短期波动改变长期看好逻辑：富国银行逆势上调目标价至155美元，杰富瑞维持160美元“买入”评级，核心逻辑是“下半年利润将迎来逃逸速度”——随着产能转化为收入，规模效应将快速摊薄成本，盈利拐点可期。结合AI算力需求爆发的大趋势，CoreWeave的“高增长”是行业红利，“高亏损”是扩张代价。短期股价波动是市场对指引的过度反应，长期价值取决于订单兑现能力。对风险承受力强的投资者而言，回调或是布局AI基础设施核心标的的机会，但需警惕产能落地不及预期的风险。
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- 金豆熟了金豆熟了
  ·2025-06-10
  $特斯拉(TSLA)$ 故事多
  1,467 评论
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- 金豆熟了金豆熟了
  ·2025-05-31
  英伟达，凭什么？
  查看详情：英伟达，凭什么？ 2023年5月30日上午，地球另一端的纳斯达克交易所，不论是买家还是卖家，不约而同地放下了手里的工作，开始盯着墙上... 此帖仅开放于中国大陆用户
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  英伟达，凭什么？
- 金豆熟了金豆熟了
  ·2025-04-17
  能中还是很开心，不管多少[开心]
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- 金豆熟了金豆熟了
  ·2025-03-20
  $Palantir Technologies Inc.(PLTR)$ 背景实力雄厚
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