3月28日，人工智能基础设施公司CoreWeave (CRWV) 在纳斯达克上市首日表现令人失望，盘中大跌5%，引发市场对AI概念股估值泡沫的担忧。
CoreWeave此次IPO最终定价为每股40美元，远低于此前47至55美元的目标区间，融资规模也从原计划的27亿美元缩水至15亿美元。公司开盘价为39美元，随后进一步下跌。这一表现反映出投资者对公司高负债、高资本支出以及盈利前景的担忧。
分析人士指出，CoreWeave的IPO表现可能预示着AI基础设施市场估值正在降温。公司高度依赖资本支撑的商业模式、对微软等大客户的依赖性、以及尚未实现盈利等因素，都引发了市场对其长期增长前景的质疑。此外，中国AI公司DeepSeek等竞争对手的出现，也加剧了投资者对全球AI算力投资泡沫的担忧。尽管如此，CoreWeave CEO Mike Intrator表示，公司对未来前景仍然充满信心，并强调客户端的算力需求持续旺盛。
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