Coreweave股价暴跌引发市场担忧 - 老虎社区

资讯资讯
帖子帖子
精选精选

- 海莉Haley海莉Haley
  ·08-14
  怎么会这么跌呢[捂脸] 真奔溃
  CoreWeave盘中跌超10%，多重利空导致近两个交易日暴跌30%
  分析师对CoreWeave的评级进行了调整。
  CoreWeave盘中跌超10%，多重利空导致近两个交易日暴跌30%
  345 评论
  2
  分享
  举报
- 海莉Haley海莉Haley
  ·08-14
  怎么会这么跌呢[捂脸] 真奔溃
  CoreWeave盘中跌超10%，多重利空导致近两个交易日暴跌30%
  分析师对CoreWeave的评级进行了调整。
  CoreWeave盘中跌超10%，多重利空导致近两个交易日暴跌30%
  345 评论
  2
  分享
  举报

{"themeInfo":{"themeId":"62c370002a562a7cd14d7dd489f9ee54","name":"Coreweave股价暴跌引发市场担忧","description":"云端AI基础设施公司Coreweave发布财报后股价暴跌近21%，亏损超预期，市场对其期待过高，禁售期将到期，资本支出预期偏低。","image":"https://static.tigerbbs.com/7bde3ba8105d36d7a2dcd419fb4cb230","type":2,"style":4,"follow":false,"createTime":1755127538859,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":62c370002a562a7cd14d7dd489f9ee54}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["CRWV"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Coreweave股价暴跌引发市场担忧","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"news","newsList":[{"id":330964,"article_id":"2559966786","title":"CoreWeave股价下跌14%；有报道称银行家们正在试探市场对潜在大宗股票出售的反应。","subtitle":"","subtitle_show":0,"pub_time":1755195197000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{"CRWV":1},"rights":null},{"id":330783,"article_id":"1105671966","title":"CoreWeave盘中跌超10%，多重利空导致近两个交易日暴跌30%","subtitle":"","subtitle_show":0,"pub_time":1755179244057,"source_id":"","language":"zh","url":"","is_publish_highlight":1,"symbols_score_info":{"CRWV":1},"rights":null},{"id":330046,"article_id":"2559987642","title":"云端运算供应商CoreWeave季度亏损扩大并给出令人失望的获利前景后股价暴跌外界担心该公司快速扩张AI资料中心令利润率","subtitle":"","subtitle_show":0,"pub_time":1755127762000,"source_id":"live_zhitongcaijing","language":"zh","url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":0,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"CRWV":1,"MSFT":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDL":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6},"rights":null},{"id":330043,"article_id":"2559898129","title":"美股成交额TOP20｜AMD涨逾5%，股价创去年7月以来新高；CoreWeave暴跌近21%，创上市以来最差单日表现","subtitle":"","subtitle_show":0,"pub_time":1755125700000,"source_id":"sina","language":"zh","url":"https://finance.sina.com.cn/stock/usstock/c/2025-08-14/doc-infkwsqt5769052.shtml","is_publish_highlight":1,"symbols_score_info":{"AMD":1.1,"CRWV":1.1},"rights":null},{"id":330045,"article_id":"2559982398","title":"热门美股Coreweave暴跌近21%！亏损超预期、解禁在即、市场期待太高","subtitle":"","subtitle_show":0,"pub_time":1755122718000,"source_id":"","language":"zh","url":"https://wallstreetcn.com/articles/3753274","is_publish_highlight":1,"symbols_score_info":{"CRWV":1},"rights":null},{"id":330044,"article_id":"2559984456","title":"CoreWeave因亏损超预期且禁售期将满股价暴跌20%","subtitle":"","subtitle_show":0,"pub_time":1755119700000,"source_id":"sina","language":"zh","url":"https://finance.sina.com.cn/world/2025-08-14/doc-infkwwwn2641942.shtml","is_publish_highlight":0,"symbols_score_info":{"CRWV":1},"rights":{"source":"sina","url":"https://finance.sina.com.cn/world/2025-08-14/doc-infkwwwn2641942.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true}}],"isFinancial":true,"allList":[{"id":467633675485528,"gmtCreate":1755185234243,"gmtModify":1755185236659,"author":{"id":"4111922464661370","authorId":"4111922464661370","name":"海莉Haley","avatar":"https://static.tigerbbs.com/55936cab20639bb2c4c87aa72a9e778e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111922464661370","authorIdStr":"4111922464661370"},"themes":[],"htmlText":"怎么会这么跌呢[捂脸]&nbsp; 真奔溃","listText":"怎么会这么跌呢[捂脸]&nbsp; 真奔溃","text":"怎么会这么跌呢[捂脸] 真奔溃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467633675485528","repostId":"1105671966","repostType":4,"repost":{"id":"1105671966","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1755179244,"share":"https://www.laohu8.com/m/news/1105671966?lang=&edition=full","pubTime":"2025-08-14 21:47","market":"sg","language":"zh","title":"CoreWeave盘中跌超10%，多重利空导致近两个交易日暴跌30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105671966","media":"异动解读","summary":"分析师对CoreWeave的评级进行了调整。","content":"<html><head></head><body><p>周四，与英伟达联系紧密的人工智能基础设施提供商 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> 持续走低，截至发稿跌幅超10%，近两个交易日跌幅接近30%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c802d9036adc6449bba6379e0aae7f5f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>首先，CoreWeave最新公布的第二季度财报显示，尽管收入同比增长2倍至12.1亿美元，但调整后净亏损扩大至1.308亿美元，远高于市场预期的9630万美元。此外，公司第二季度积压订单规模为301亿美元，虽高于上季度，但考虑到此前已知的OpenAI 40亿美元新增合同，实际季度签约额仅为14亿美元，略低于市场预期。</p><p>其次，多家投行分析师对CoreWeave的评级和目标价进行了调整。尽管花旗维持&#34;买入&#34;评级并上调目标价至164美元，但巴克莱维持&#34;同等权重&#34;评级，目标价140美元。Stifel分析师团队指出，公司中期前瞻指引呈现分化，利润率指标不及预期，这可能是股价承压的主要原因之一。</p><p>更值得关注的是，CoreWeave将于周五迎来上市后首次大规模解禁，约84%的A类股票将解禁。这些股票主要集中在公司内部人士和关键供应商英伟达手中。大量股票进入交易市场可能引发进一步的抛售压力。</p><p>市场对CoreWeave的业务前景产生了一些担忧。有分析认为，随着竞争对手获得类似的硬件，CoreWeave的优势正在缩小。此外，公司巨额支出也打击了利润，一些观察人士认为，这种增长模式掩盖了脆弱的经济状况。</p><p>还有，英伟达13F报告披露在即，市场也在等待观察英伟达对CoreWeave的支持情况。</p></body></html>","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盘中跌超10%，多重利空导致近两个交易日暴跌30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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盘中跌超10%，多重利空导致近两个交易日暴跌30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-08-14 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，与英伟达联系紧密的人工智能基础设施提供商 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> 持续走低，截至发稿跌幅超10%，近两个交易日跌幅接近30%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c802d9036adc6449bba6379e0aae7f5f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>首先，CoreWeave最新公布的第二季度财报显示，尽管收入同比增长2倍至12.1亿美元，但调整后净亏损扩大至1.308亿美元，远高于市场预期的9630万美元。此外，公司第二季度积压订单规模为301亿美元，虽高于上季度，但考虑到此前已知的OpenAI 40亿美元新增合同，实际季度签约额仅为14亿美元，略低于市场预期。</p><p>其次，多家投行分析师对CoreWeave的评级和目标价进行了调整。尽管花旗维持&#34;买入&#34;评级并上调目标价至164美元，但巴克莱维持&#34;同等权重&#34;评级，目标价140美元。Stifel分析师团队指出，公司中期前瞻指引呈现分化，利润率指标不及预期，这可能是股价承压的主要原因之一。</p><p>更值得关注的是，CoreWeave将于周五迎来上市后首次大规模解禁，约84%的A类股票将解禁。这些股票主要集中在公司内部人士和关键供应商英伟达手中。大量股票进入交易市场可能引发进一步的抛售压力。</p><p>市场对CoreWeave的业务前景产生了一些担忧。有分析认为，随着竞争对手获得类似的硬件，CoreWeave的优势正在缩小。此外，公司巨额支出也打击了利润，一些观察人士认为，这种增长模式掩盖了脆弱的经济状况。</p><p>还有，英伟达13F报告披露在即，市场也在等待观察英伟达对CoreWeave的支持情况。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/40419d8d32493f2320844d5914f338a7","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105671966","content_text":"周四，与英伟达联系紧密的人工智能基础设施提供商 CoreWeave, Inc. 持续走低，截至发稿跌幅超10%，近两个交易日跌幅接近30%。首先，CoreWeave最新公布的第二季度财报显示，尽管收入同比增长2倍至12.1亿美元，但调整后净亏损扩大至1.308亿美元，远高于市场预期的9630万美元。此外，公司第二季度积压订单规模为301亿美元，虽高于上季度，但考虑到此前已知的OpenAI 40亿美元新增合同，实际季度签约额仅为14亿美元，略低于市场预期。其次，多家投行分析师对CoreWeave的评级和目标价进行了调整。尽管花旗维持\"买入\"评级并上调目标价至164美元，但巴克莱维持\"同等权重\"评级，目标价140美元。Stifel分析师团队指出，公司中期前瞻指引呈现分化，利润率指标不及预期，这可能是股价承压的主要原因之一。更值得关注的是，CoreWeave将于周五迎来上市后首次大规模解禁，约84%的A类股票将解禁。这些股票主要集中在公司内部人士和关键供应商英伟达手中。大量股票进入交易市场可能引发进一步的抛售压力。市场对CoreWeave的业务前景产生了一些担忧。有分析认为，随着竞争对手获得类似的硬件，CoreWeave的优势正在缩小。此外，公司巨额支出也打击了利润，一些观察人士认为，这种增长模式掩盖了脆弱的经济状况。还有，英伟达13F报告披露在即，市场也在等待观察英伟达对CoreWeave的支持情况。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":467633675485528,"gmtCreate":1755185234243,"gmtModify":1755185236659,"author":{"id":"4111922464661370","authorId":"4111922464661370","name":"海莉Haley","avatar":"https://static.tigerbbs.com/55936cab20639bb2c4c87aa72a9e778e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111922464661370","authorIdStr":"4111922464661370"},"themes":[],"htmlText":"怎么会这么跌呢[捂脸]&nbsp; 真奔溃","listText":"怎么会这么跌呢[捂脸]&nbsp; 真奔溃","text":"怎么会这么跌呢[捂脸] 真奔溃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467633675485528","repostId":"1105671966","repostType":4,"repost":{"id":"1105671966","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1755179244,"share":"https://www.laohu8.com/m/news/1105671966?lang=&edition=full","pubTime":"2025-08-14 21:47","market":"sg","language":"zh","title":"CoreWeave盘中跌超10%，多重利空导致近两个交易日暴跌30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105671966","media":"异动解读","summary":"分析师对CoreWeave的评级进行了调整。","content":"<html><head></head><body><p>周四，与英伟达联系紧密的人工智能基础设施提供商 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> 持续走低，截至发稿跌幅超10%，近两个交易日跌幅接近30%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c802d9036adc6449bba6379e0aae7f5f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>首先，CoreWeave最新公布的第二季度财报显示，尽管收入同比增长2倍至12.1亿美元，但调整后净亏损扩大至1.308亿美元，远高于市场预期的9630万美元。此外，公司第二季度积压订单规模为301亿美元，虽高于上季度，但考虑到此前已知的OpenAI 40亿美元新增合同，实际季度签约额仅为14亿美元，略低于市场预期。</p><p>其次，多家投行分析师对CoreWeave的评级和目标价进行了调整。尽管花旗维持&#34;买入&#34;评级并上调目标价至164美元，但巴克莱维持&#34;同等权重&#34;评级，目标价140美元。Stifel分析师团队指出，公司中期前瞻指引呈现分化，利润率指标不及预期，这可能是股价承压的主要原因之一。</p><p>更值得关注的是，CoreWeave将于周五迎来上市后首次大规模解禁，约84%的A类股票将解禁。这些股票主要集中在公司内部人士和关键供应商英伟达手中。大量股票进入交易市场可能引发进一步的抛售压力。</p><p>市场对CoreWeave的业务前景产生了一些担忧。有分析认为，随着竞争对手获得类似的硬件，CoreWeave的优势正在缩小。此外，公司巨额支出也打击了利润，一些观察人士认为，这种增长模式掩盖了脆弱的经济状况。</p><p>还有，英伟达13F报告披露在即，市场也在等待观察英伟达对CoreWeave的支持情况。</p></body></html>","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盘中跌超10%，多重利空导致近两个交易日暴跌30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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盘中跌超10%，多重利空导致近两个交易日暴跌30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-08-14 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，与英伟达联系紧密的人工智能基础设施提供商 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> 持续走低，截至发稿跌幅超10%，近两个交易日跌幅接近30%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c802d9036adc6449bba6379e0aae7f5f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>首先，CoreWeave最新公布的第二季度财报显示，尽管收入同比增长2倍至12.1亿美元，但调整后净亏损扩大至1.308亿美元，远高于市场预期的9630万美元。此外，公司第二季度积压订单规模为301亿美元，虽高于上季度，但考虑到此前已知的OpenAI 40亿美元新增合同，实际季度签约额仅为14亿美元，略低于市场预期。</p><p>其次，多家投行分析师对CoreWeave的评级和目标价进行了调整。尽管花旗维持&#34;买入&#34;评级并上调目标价至164美元，但巴克莱维持&#34;同等权重&#34;评级，目标价140美元。Stifel分析师团队指出，公司中期前瞻指引呈现分化，利润率指标不及预期，这可能是股价承压的主要原因之一。</p><p>更值得关注的是，CoreWeave将于周五迎来上市后首次大规模解禁，约84%的A类股票将解禁。这些股票主要集中在公司内部人士和关键供应商英伟达手中。大量股票进入交易市场可能引发进一步的抛售压力。</p><p>市场对CoreWeave的业务前景产生了一些担忧。有分析认为，随着竞争对手获得类似的硬件，CoreWeave的优势正在缩小。此外，公司巨额支出也打击了利润，一些观察人士认为，这种增长模式掩盖了脆弱的经济状况。</p><p>还有，英伟达13F报告披露在即，市场也在等待观察英伟达对CoreWeave的支持情况。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/40419d8d32493f2320844d5914f338a7","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105671966","content_text":"周四，与英伟达联系紧密的人工智能基础设施提供商 CoreWeave, Inc. 持续走低，截至发稿跌幅超10%，近两个交易日跌幅接近30%。首先，CoreWeave最新公布的第二季度财报显示，尽管收入同比增长2倍至12.1亿美元，但调整后净亏损扩大至1.308亿美元，远高于市场预期的9630万美元。此外，公司第二季度积压订单规模为301亿美元，虽高于上季度，但考虑到此前已知的OpenAI 40亿美元新增合同，实际季度签约额仅为14亿美元，略低于市场预期。其次，多家投行分析师对CoreWeave的评级和目标价进行了调整。尽管花旗维持\"买入\"评级并上调目标价至164美元，但巴克莱维持\"同等权重\"评级，目标价140美元。Stifel分析师团队指出，公司中期前瞻指引呈现分化，利润率指标不及预期，这可能是股价承压的主要原因之一。更值得关注的是，CoreWeave将于周五迎来上市后首次大规模解禁，约84%的A类股票将解禁。这些股票主要集中在公司内部人士和关键供应商英伟达手中。大量股票进入交易市场可能引发进一步的抛售压力。市场对CoreWeave的业务前景产生了一些担忧。有分析认为，随着竞争对手获得类似的硬件，CoreWeave的优势正在缩小。此外，公司巨额支出也打击了利润，一些观察人士认为，这种增长模式掩盖了脆弱的经济状况。还有，英伟达13F报告披露在即，市场也在等待观察英伟达对CoreWeave的支持情况。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}