英偉達支持的AI公司CoreWeave上市首日破發分析師稱增長或不可持續

環球市場播報

03-29

　　由英偉達支持的CoreWeave公司上週五的股票開盤價低於其40美元的首次公開募股發行價，之後回升並以平盤報收。不過，此次縮減規模的首次公開募股爲投資者對人工智能基礎設施類股票的需求發出了謹慎信號。

　　CoreWeave開盤即跌破40美元發行價，股價一度下跌多達5%，最終平收於40美元。這家雲計算初創公司以每股40美元發行3750萬股，募資15億美元，對應估值200億美元，顯著低於原計劃的4900萬股（發行價區間47-55美元）。

　　CoreWeave的首次公開募股是對投資者在人工智能基礎設施類股票上需求的一次檢驗。

　　D.A.Davidson的分析師Gil Luria在給客戶的報告中寫道：“CoreWeave是新興的新型雲服務類別中規模最大的公司，但我們認爲，它在很大程度上是微軟轉移非核心算力負載的工具，也是英偉達將一小筆投資轉化爲一個非常大客戶的途徑。”

　　Luria補充稱，“只要對人工智能的需求繼續呈指數級增長”，CoreWeave的商業模式就能繼續運轉，但如果微軟不再需要額外的雲服務容量，或者OpenAI無法按照承諾向CoreWeave增加支出，那麼CoreWeave的增長可能會被證明是不可持續的。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：陳鈺嘉

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src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：陳鈺嘉 </p>\n</div></body></html>","source":"sina","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>英偉達支持的AI公司CoreWeave上市首日破發 分析師稱增長或不可持續</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英偉達支持的AI公司CoreWeave上市首日破發 分析師稱增長或不可持續\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">環球市場播報</strong><span class=\"h-time small\">2025-03-29 05:09</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<p>　　由<a href=\"https://laohu8.com/S/NVDA\">英偉達</a>支持的CoreWeave公司上週五的股票開盤價低於其40美元的首次公開募股發行價，之後回升並以平盤報收。不過，此次縮減規模的首次公開募股爲投資者對人工智能基礎設施類股票的需求發出了謹慎信號。</p>\n<p>　　CoreWeave<span>開盤即跌破40美元發行價，</span>股價一度下跌多達5%，<span>最終平收於40美元。這家雲計算初創公司以每股40美元發行3750萬股，募資15億美元，對應估值200億美元，顯著低於原計劃的4900萬股（發行價區間47-55美元）。</span></p>\n<p>　　CoreWeave的首次公開募股是對投資者在人工智能基礎設施類股票上需求的一次檢驗。</p>\n<p>　　D.A.Davidson的分析師Gil Luria在給客戶的報告中寫道：“CoreWeave是新興的新型雲服務類別中規模最大的公司，但我們認爲，它在很大程度上是<span><span><a href=\"https://laohu8.com/S/MSFT\">微軟</a></span><span></span>轉移非核心算力負載的工具</span>，也是英偉達將一小筆投資轉化爲一個非常大客戶的途徑。”</p>\n<p>　　<span>Luria</span>補充稱，“只要對人工智能的需求繼續呈指數級增長”，CoreWeave的商業模式就能繼續運轉，但如果微軟不再需要額外的雲服務容量，或者OpenAI無法按照承諾向CoreWeave增加支出，那麼CoreWeave的增長可能會被證明是不可持續的。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：陳鈺嘉 </p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-03-29/doc-inerhewx6689980.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDX","symbol_name":"T-REX 2X LONG NVIDIA DAILY TARGET 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