5月22日周四盘前，CoreWeave, Inc.（股票代码：CRWV）股价继续上涨，较前一交易日上涨5.12%。这已是该股连续第5个交易日上涨，延续了近期的强劲涨势。
CoreWeave近期的股价飙升主要得益于几个因素。首先，公司与人工智能领域领军企业OpenAI达成了一项价值40亿美元的重要协议，为后者提供更多云计算能力。其次，AI芯片巨头英伟达披露持有CoreWeave超出预期的股份，进一步增强了投资者信心。此外，CoreWeave作为上市公司发布的首份季度财报显示收入超预期，缓解了市场对其需求的担忧。在这些利好因素的推动下，花旗研究将CoreWeave的12个月目标价从43美元大幅上调至94美元。
然而，尽管CoreWeave股价持续走高，华尔街分析师对该股的看法仍存在分歧。有分析师指出公司收入过度依赖少数客户，且当前估值可能已经过高。据统计，目前仅有13%的已发行股份可供交易，低流通量可能夸大了部分涨势。投资者在关注CoreWeave未来发展前景的同时，也需警惕潜在风险。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments