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美股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
2倍做多CRWV ETF-Leverage Shares
16.81
-2.6600
-13.66%
盤前：
16.63
-0.1816
-1.08%
05:16 EDT
成交量：
193.51萬
成交額：
3,295.97萬
市值：
1.10億
市盈率：
- -
高：
18.07
開：
16.66
低：
16.43
收：
19.47
52周最高：
165.95
52周最低：
10.66
股本：
656.55萬
流通股本：
656.55萬
量比：
1.32
換手率：
29.47%
股息：
2.00
股息率：
11.92%
淨資產收益率：
--
總資產收益率：
--
市淨率：
--
市盈率(LYR):
- -
資料載入中...
總覽
公司
新聞資訊
公告
CoreWeave：高速擴張背後的融資壓力
TradingKey中文
·
09/08
數據中心議價權生變：以前雲廠商説了算，現在「CoreWeave們」開始「硬氣」了
华尔街见闻
·
09/08
期權聚焦 | CoreWeave虛值Call遭大單賣出，2135張押注90美元上方空間受限，謹慎偏空情緒升温
期权女巫
·
09/05
期權聚焦 | CoreWeave驚現156萬美元賣出遠月80Put收租，看漲情緒主導；合成看跌組合暗藏對沖意圖
期权女巫
·
09/02
這篇硅谷刷屏的文章，講述了人類歷史上第一次大規模AI失控的詳細經過
01Founder
·
09/01
期權聚焦 | CoreWeave驚現53萬美元遠月75Put大單，IV跌至歷史低位，資金提前押注下行風險？
期权女巫
·
09/01
為什麼CoreWeave是新雲賽道最優買入標的
环球市场播报
·
09/01
期權聚焦 | CoreWeave遠期75美元Put大單押注回落，IV百分位僅0.8%折價明顯，機構情緒偏空
期权女巫
·
08/29
美股雲計算服務商盤初普漲，NEBIUS升逾6%，CoreWeave升逾4%
老虎资讯综合
·
08/27
美股夜盤 | 績優股英偉達夜盤升逾4%，CrowdStrike漲9%，賽富時大漲12%，Okta飆21%；英偉達業績提振存儲、光通信、AI雲服務等板塊普漲
老虎资讯综合
·
08/27
英偉達強勁業績展望提振納指期貨漲 1%，美股存儲、光通信、AI雲服務等板塊盤後普漲
老虎资讯综合
·
08/27
《焦點2》Nvidia罕見預測明年營收激增70%，顯示AI熱潮未見頂
路透中文
·
08/27
Rescale攜手CoreWeave（CRWV）拓寬AI仿真雲生態
金吾财讯
·
08/25
CoreWeave 推出數字工程平台 Rescale 。
智通财经
·
08/25
Truist上調CoreWeave目標價至165美元
格隆汇
·
08/25
期權聚焦 | CRWV驚現71萬美元遠月虛值Put大單，雙賣PUT組合同向收租，空頭情緒蔓延？
期权女巫
·
08/25
美股半導體板塊、雲計算服務商概念盤初走低，邁威爾科技、NEBIUS跌超6%
老虎资讯综合
·
08/24
期權聚焦 | CoreWeave驚現152萬美元遠期虛值Call賣出大單，機構押注百元關口難破；另有51萬美元Put賣出收租，整體情緒偏空
期权女巫
·
08/22
實時行情-卡森集團表示，人工智能建設越來越依賴債務融資
路透中文
·
08/22
高盛將 CoreWeave 目標價上調至 139 美元，維持中性評級
链捕手
·
08/21
更多
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15:41","pubTimestamp":1788853306,"startTime":"0","endTime":"0","summary":"市场上正在形成一种颇具吸引力的看多观点：与 Nebius（NBIS.US）相比，CoreWeave 拥有更庞大的收入规模、更多的订单储备以及更多的上线算力，但市销率（P/S）估值却远低于 Nebius，因而可能是被市场明显错杀的 AI 专用云（Neocloud）龙头。 收入倍数仅揭示了一半真相。 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CoreWeave驚現156萬美元賣出遠月80Put收租，看漲情緒主導；合成看跌組合暗藏對沖意圖","url":"https://stock-news.laohu8.com/highlight/detail?id=1154817445","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154817445?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 09:02","pubTimestamp":1788310967,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc.收报81.85美元，跌3.58%。当日CRWV期权市场出现一笔规模达156.75万美元的远月虚值Put卖出，构成最突出的偏多单腿信号；同时一笔净支出21.00万美元的合成看跌期权则显示部分资金仍在布局下行保护。Call/Put成交量比为0.71。此类卖出虚值Put的操作通常体现为偏多表达或希望收取权利金的策略思路，也反映出资金对中长期股价韧性具备一定信心。一笔净支出21.00万美元的合成看跌期权则体现出另一股明确的防守或看空意图。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWV","LU1861559042.SGD","BK4116","LU1861558580.USD","CORD","CRWG","CWVX","CWII","CRWU","CRWX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664862158","title":"這篇硅谷刷屏的文章，講述了人類歷史上第一次大規模AI失控的詳細經過","url":"https://stock-news.laohu8.com/highlight/detail?id=2664862158","media":"01Founder","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664862158?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 12:04","pubTimestamp":1788235447,"startTime":"0","endTime":"0","summary":"2026年5月到7月，OpenAI内部连续了出现三代秘密的AI文明。全程，人类基本不知情。PART.01训练本身造就了第一代文明2026年5月，OpenAI在训练一个名为Persistent-Sol的模型。6月26日，有Agent拿到了Artifactory的管理员权限。PART.02第二代文明的诞生Persistent-Sol训练完成后，OpenAI用ExploitGym对它进行评估。7月8日晚，它发出了第一条消息。它们不知道的是，OpenAI的评分器根本没有检查作弊的逻辑。必须消灭这些证据，并伪造一套看起来合法的做题轨迹。这成为攻击HF的动机之一。","market":"us","thumbnail":"https://static.tigerbbs.com/3b7fdbab0188bb0c10c4171550692713","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3b7fdbab0188bb0c10c4171550692713"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://mp.weixin.qq.com/s/h1YjeQ4v49cc1XY2mkegtA","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1788235442923","symbols":["LMNX","KBDU","QBY","STXU","PLTG","ANV","RGTU","GOOG","PLTY","STXX","APLD","CRM","MUU","ORCZ","MU","MUZ","PLTD","ISRG","APP","TEM","MSFW","APLX","NVDS","SNDG","NOWL","07788","SNDK","BIDG","SMCY","BRZE","RGTC","SSNLF","STX","NVDQ","MSFL","NVDD","RDTL","IREN","PLTL","IBX","FIG","IRE","QBTX","SMCC","STXL","GOGL","GOOY","MSFD","NVII","SNPS","BBAI","GGLS","FBX","SNDC","MSFC","SNDU","NVC","PLOO","MIC","UPST","MSFX","UPSX","FBL","RGTI","MDB","NOWX","TTD","CRWU","ADBG","CWVX","MUG","MSFO","NVDX","RGTX","ADBE","FIGG","METD","SMYY","AI","SMSD.UK","GOOW","TEMT","WDCC","MSFU","PATH","ISUL","NVD","RGYY","IONX","GOOP","META","MSFT","07709","MUYY","TEMC","GOOL","QUBT","07388","METU","NVDG","NVDW","DDOG","ORCU","RBRK","APPC","SOUX","PTIR","07747","SMCZ","NVDA","PLTU","ADBU","PLTA","BIDU","RDDC","WDC","QUA","NVDO","DUOL","SMCL","GGLL","QBTZ","GOOGL","GOU","ORCS","ORCX","RDDT","IBM","MSFY","PLTZ","09347","METG","METQ","PLTR","SNXX","UPSC","UNX","QUBX","CWII","GOOX","IREC","IREX","CRWX","LMND","METW","AIYY","APLZ","QBTS","CRMG","NVYY","RZLV","ORCL","SMCI","DIPS","FBY","TTDU","MULL","IONQ","APPX","MUD","ADP","DUOG","IONL","SOUN","NVDL","PLTI","IREG","RDYY","NVDB","SNDQ","IREZ","GTLB","NVDU","WDCX","CRNC","BAIG","CRWV","PLYY","HUBS","IONC","PLTW","U","NOW","IOYY","IONZ","NVDY","SMCX","RGTZ","TEAM","FBYY","ORAC","CRWG","CORD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1192440169","title":"期權聚焦 | CoreWeave驚現53萬美元遠月75Put大單，IV跌至歷史低位，資金提前押注下行風險？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192440169","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192440169?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 09:02","pubTimestamp":1788224528,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc.收报84.89美元，涨0.78%。当日一笔规模达53.40万美元的远月虚值看跌期权大单成交，买方锁定2026年9月到期的75.00行权价，同时IV处于历史极低分位，显示资金在低波动成本环境下提前布局下行风险。Call/Put成交量比为1.70。大单交易一笔规模达53.40万美元的PUT买入，锁定在2026-09-18到期的75.00行权价，共计3000张。由于该笔交易为单腿直接买入PUT，方向指向明确，整体释放出较强的偏空信号。整体来看，CRWV期权大单情绪明显偏空，且全量大单几乎完全由看跌资金主导。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4116","LU1861559042.SGD","CORD","CRWU","CWII","CWVX","CRWX","LU1861558580.USD","CRWV","CRWG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664002070","title":"為什麼CoreWeave是新雲賽道最優買入標的","url":"https://stock-news.laohu8.com/highlight/detail?id=2664002070","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664002070?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 00:42","pubTimestamp":1788194520,"startTime":"0","endTime":"0","summary":"而事实上，在打造业务、和老牌云厂商展开竞争这条赛道上，CoreWeave 的进展遥遥领先。CoreWeave 面临一大隐患：未来部分科技巨头或将不再采购它的算力服务。米克斯同时持有三家新兴云厂商股票，近期持续加仓 CoreWeave。好消息是 CoreWeave 正在推进客户多元化。投资者也担忧 CoreWeave 的债务压力。截至 6 月 30 日，CoreWeave 尚未确认收入的合同储备订单金额高达 1037 亿美元，其中 80% 将在未来四年内完成收入确认；而去年 12 月 31 日该储备仅为 607 亿美元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-09-01/doc-iniqfuyq1687165.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["CRWX","LU1861559042.SGD","CRWG","CORD","CRWV","CWII","BK4116","LU1861558580.USD","CRWU","CWVX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1149719387","title":"期權聚焦 | CoreWeave遠期75美元Put大單押注回落，IV百分位僅0.8%折價明顯，機構情緒偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1149719387","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149719387?lang=zh_tw&edition=fundamental","pubTime":"2026-08-29 09:01","pubTimestamp":1787965298,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc.收盘价84.23美元，跌幅-2.96%。期权市场出现一笔规模达49.25万美元的远期虚值PUT买入，行权价75.00美元，到期日为2026-09-18，资金方向性偏空意图明显。整体来看，CRWV的大单资金情绪明显偏空。全量大单中，看空资金显著占据主导，且核心压力主要来自远期虚值PUT的大额买入，说明市场更关注后续股价回落风险，而非继续上行机会。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWG","UDN","CRWV","LU1861558580.USD","CRWX","CRWU","CWII","BK4116","CWVX","CORD","LU1861559042.SGD","UUP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100012710","title":"美股雲計算服務商盤初普漲，NEBIUS升逾6%，CoreWeave升逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100012710","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100012710?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 21:37","pubTimestamp":1787837872,"startTime":"0","endTime":"0","summary":"8月27日，美股云计算服务商盘初普涨，NEBIUS涨超6%，CoreWeave涨超4%，甲骨文、IREN涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NJUL","TQQQ","LU0109392836.USD","LU0531971165.HKD","LU0234570918.USD","LU1489326972.SGD","LU0081259029.USD","GPIQ","MFIG","LU0823431647.USD","LU2054465674.USD","LU0661504455.SGD","LU1720051017.SGD","07261","LU2860962120.EUR","NBIG","QQQX","NBDS","QDEC","IE00BMPRXN33.USD","LU2458330243.SGD","GOOW","LU2543165471.USD","LU1935042215.USD","02834","LU0256863811.USD","LU1861559042.SGD","NBIL","LU2746668461.USD","MSFY","ORAC","LU2250418816.HKD","LU1506573853.SGD","QQQ","NOCT","LU0957808578.USD","FWD","BK4588","OGIG","LU1366192091.USD","LU1935043023.USD","LU1201861249.SGD","QLD","LU1642822529.SGD","LU1035773651.USD","LU1435385759.SGD","LU0861579265.USD","TECY","LU1720051108.HKD","LU2746668974.SGD","LU0082616367.USD","AIO","LU0889565833.HKD","LU0553294199.USD","LU0210536198.USD","LU1935042991.SGD","IE00B5949003.HKD","LU1934455194.USD","07266","LU0198837287.USD","BK4538","LU1989772840.SGD","LU1823568750.SGD","XT","07568","LU0070302665.USD","LU0056508442.USD","LU0208291251.USD","CRWG","09834","GOOX","LU0068578508.USD","LU0823431563.USD","NEBX","GGLS","IREN","GOGL","GOU","IGV","LU1235294995.USD","07522","CRWU","LU1046421795.USD","LU1935042488.USD","MSFW","MSFL","BK4116","LU1935043536.SGD","LRGE","ORCS","ORCL","LU2360106780.USD","SG9999003800.SGD","IE00BBT3K403.USD","LU0329931173.USD","NBIS","BK4581","IE0002270589.USD","03086","BK4528","LU1934455863.HKD","GOOY","09086","PSQ","GOOL","GOOP","BK4533","LU1429558221.USD","LU2108987350.USD","IE00B775SV38.USD","CWII","FDIF","CLDL","IE00B7SZLL34.SGD","LU0234572021.USD","LU0323591593.USD","IE00B3S45H60.SGD","LU0965509101.SGD","LU1989764664.SGD","LU2236285917.USD","LU0348723411.USD","LU0965509283.SGD","LU1691799644.USD","MSFX","LU1069347547.HKD","LU2087625088.SGD","IE0009356076.USD","QQQM","BK4585","QID","IE00BMPRXR70.SGD","BERZ","LU1003077747.HKD","NAPR","MQQQ","MSFU","IE00BMPRXQ63.HKD","ORCX","IE00BLSP4239.USD","SKYU","LU0965509010.AUD","TDIV","CWVX","IE00BLSP4452.SGD","ORCU","BK4077","CRWX","IE00B19Z3581.USD","LU0545039389.USD","LU1989772923.USD","IE0004445239.USD","LU0353189763.USD","FCLD","LU2896262040.SGD","LU0433182093.SGD","LU1861558580.USD","LU0980610538.SGD","LU0950373646.USD","TQQY","BK4543","BK4534","CORD","LU0949170772.SGD","LU2237957902.USD","NJAN","LU2326559502.SGD","LU2458330169.SGD","NBIZ","NBIC","LU1934455277.USD","SKYY","BK4516","ORCZ","IE00BN8TJ469.HKD","SG9999001424.SGD","IE00B19Z3B42.SGD","CRWV","LU0289960550.SGD","LU0444971666.USD","LU0738911758.USD","LU0878866978.SGD","LU1803068979.SGD","LU0444973449.USD","CWC","LU2357305700.SGD","LU1852331112.SGD","CLOU","LU2237957811.SGD","03455","LU0320765489.SGD","BK4593","MSFD","SG9999011175.SGD","SQQQ","CLDS","LU0985489474.SGD","BK4021","LU1366333091.USD","GGLL","LU0353189680.USD","LU0175139822.USD","LU1037948541.HKD","LU0648001328.SGD","LU1037948897.HKD","BK4609","QMAR","LU0130102774.USD","MSFO","LU0329931090.USD","LU0719512351.SGD","LU1989764748.USD","LU0476273544.USD","ANEW","LU0314106906.USD","03034","BK4097","LU0417517546.SGD","LU0157215616.USD","MSFC","LU0965508806.USD","LU1548497426.USD","LU1815336760.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1178898045","title":"美股夜盤 | 績優股英偉達夜盤升逾4%，CrowdStrike漲9%，賽富時大漲12%，Okta飆21%；英偉達業績提振存儲、光通信、AI雲服務等板塊普漲","url":"https://stock-news.laohu8.com/highlight/detail?id=1178898045","media":"老虎资讯综合","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178898045?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 08:08","pubTimestamp":1787789301,"startTime":"0","endTime":"0","summary":"上季营收超预期翻倍大增，本季料首破千亿大关，下财年增长指引碾压预期。英伟达强劲业绩展望提振AI 相关股，美股存储、光通信、AI云服务等板块夜盘普涨， $SK海力士$涨超 4%，希捷科技、闪迪、美光科技涨超3%，Applied Optoelectronics涨超4%，CoreWeave涨超5%，Nebius涨超6%。AI安全需求井喷，Okta二季度业绩超预期，年内第二次上调全年营收指引，股价夜盘飙 21%CrowdStrike第二财季业绩创纪录，并上调业绩指引，股价夜盘大涨 9%。Q3指引超预期，与Anthropic扩大合作。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NVD","07788","OKTG","CRWX","DIPS","NVYY","07709",".SPX",".DJI","NVDW","NVII","NVDY","SKDD","07388","HYNX","NVDG","CRMG","NVDU","NVC","OKTA","HPQ","NVDD","SKHN","SKUU","SKHZ","NVDQ","CRWU","CRWV","SK",".IXIC","CWII","SKHL","SKHY","NVDL","NVDB","ANV","CRWL","CORD","NVDO","NVDA","CRWG","NVDS","SKHA","SKHX","CRWC","SKHU","CWVX","NVDX","CRM","CRWD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186910788","title":"英偉達強勁業績展望提振納指期貨漲 1%，美股存儲、光通信、AI雲服務等板塊盤後普漲","url":"https://stock-news.laohu8.com/highlight/detail?id=1186910788","media":"老虎资讯综合","labels":["dataReport","movement","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186910788?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 07:24","pubTimestamp":1787786667,"startTime":"0","endTime":"0","summary":"受英伟达强劲的业绩展望提振，周四亚太早盘，道琼斯指数期货涨0.45%，标普500指数期货涨0.58%，纳斯达克100指数期货涨1.03%。英伟达盘后股价现涨超4%，同时带动了存储、光通信、AI云服务等板块，截至目前， $SK海力士(SKHY)$涨 4%，希捷科技、闪迪、美光科技涨超3%，西部数据涨超2%；Applied Optoelectronics涨超4%，Lumentum、Coherent涨超3%，康宁涨超2%；CoreWeave涨超5%，Nebius涨超6%。","market":"us","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"英伟达强劲业绩展望提振纳指期货涨 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CRWV驚現71萬美元遠月虛值Put大單，雙賣PUT組合同向收租，空頭情緒蔓延？","url":"https://stock-news.laohu8.com/highlight/detail?id=1158440118","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158440118?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 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目標價上調至 139 美元，維持中性評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2661226345","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661226345?lang=zh_tw&edition=fundamental","pubTime":"2026-08-21 16:06","pubTimestamp":1787299564,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据高盛 8 月 20 日研报，CoreWeave 二季度营收符合预期，EBIT 利润率高出市场共识 200 个基点，2026 年营收指引超出市场预期 1%。营收积压订单环比增长 5% 至 1040 亿美元，三季度以来新增超 250 亿美元承诺订单。活跃电力装机从一季度 1GW 增至 1.5GW 以上，已签约电力装机达 4.2GW。高盛将 12 个月目标价从 121 美元上调至 139 美元，较当前股价有 53% 上行空间，维持中性评级。高盛认为，CoreWeave 短期确定性清晰：需求持续领先供给、新旧 GPU 代际定价维持高位、产能如期扩张。新一代芯片（Blackwell、Vera Rubin）不断创价格新高，近期 A100 合同交付已延伸至 2029 年。企业客户占比提升（卡特彼勒、IBM、日产、采埃孚），AI 算力需求正从科技巨头向实体经济扩散。高盛预计 EBITDA 将从 2025 年 31 亿美元增至 2028 年 313 亿美元。中性评级反映的是等待软件和平台服务成为更确定的利润率贡献因素后，再给出更积极判断。 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