[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio02c38c28":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio02c38c28","CoreWeave(CRWV)持续暴跌！分析师警告股权价值或归零，散户却逆势看涨","\u002Fdoc\u002Fdcio02c38c28","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，周四美股盘前，CoreWeave(CRWV)跌超6%。此前一个交易日，该股大跌15.5%，创下八个月来最大单日跌幅。市场担忧主要集中在公司债券价格暴跌、债务高企以及持续亏损上。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在AI基础设施支出可持续性担忧加剧而引发的全球芯片股抛售潮中，CoreWeave成为交易员关注的焦点。这轮抛售引发多空争论看多者指出云需求旺盛，怀疑者则警告，一旦需求减弱，CoreWeave可能最先感受到痛苦。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“如果AI周期停滞，CoreWeave将首当其冲，其股权价值将归零。”D.A. Davidson分析师Gil Luria周三在Prot G Markets播客上表示。“原因是，它是坏行为的典型代表——以极高利率借款，去建设投机性资产。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>IREN Ltd(IREN)和Nebius(NBIS)等其他新型云服务商周四盘前均跌超3%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>股债双杀 五年违约概率超50%\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>CoreWeave周三暴跌15.5%。此前有报道称，该公司2032年到期的无担保债券价格跌破80美分。这一水平通常被视为财务压力出现的阈值。据道琼斯市场数据，CoreWeave五年期信用违约互换(CDS)成本已升至约881个基点，意味着市场定价五年内违约概率超过50%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>怀疑者还关注这家新型云服务商的巨额债务。据Fiscal AI数据，CoreWeave上季度总负债同比增长221%，至720亿美元。公司当季净亏损6.26亿美元，营收为25.8亿美元，并表示积压订单增至1040亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“高风险游戏。”SpaceX CEO埃隆·马斯克在X上发帖称，回应有关投资者抛售CoreWeave债务并推高风险的帖子。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>周三的抛售潮源于Gartner的一份报告。该机构警告，到2030年AI基础设施将面临大规模减值风险，预计超过80%的新型云服务商无法独立生存，尽管相关支出仍在激增。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据报道，一份内部备忘录显示，CoreWeave首席执行官迈克·因特拉托称市场反应“非理性”。因特拉托告诉员工“我们对我们的商业模式、客户、卓越的执行质量，以及围绕我们建立的财务引擎所保持的严格纪律充满信心。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>散户情绪转向看涨\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在 Stocktwits上，散户对CoreWeave的情绪从前一天的“中性”转为“看涨”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>“今天大家都在争论CoreWeave是看涨还是看跌。我认为真正的问题更简单当回报比借款成本还薄时，他们能否继续以约9%的借款成本为增长融资?在更便宜的资金出现之前，我只能观望。”一位交易员表示。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>另一位交易员写道“标普500今年仍涨约13%，我们却因为一份火热的CPI数据就恐慌?这种回调很正常。AI需求没有一天消失。我只是在关注我的股票，而不是按下恐慌按钮。“\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>CoreWeave股价在过去六个交易日中五天下跌。该股今年以来累计下跌8%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]