$CoreWeave_老虎社区_美港股上老虎

韭菜ooo
11-12 12:50

$CoreWeave, Inc.(CRWV)$CRWV声称上季度的RPO扩大了210亿美元，但是实际DR却只有可怜的+6.6亿美元，这意味着预收比例不足4%，这就引出了下面一句话也是CRWV声称的:“我们通过客户预付款来为GPU和数据中心扩张融资”。这导致了严重矛盾。所谓“大单”似乎只是用来营造强劲需求，以便支持高融资高估值的手段。一旦这些“意向合同”被取消，那么风险将立即恶化。

# CRWV&NBIS财报发布！AI新贵，后市看好哪家？

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