CRWV

286 atoms · 跨 52 天 · 首见 2026-04-03 · 最近 2026-07-09

三色: 🟦 fact 169 · 🟥 take 117 · stance ▲132/▼50/◆45

叙事状态: ⚔️ contested (分歧) · 📉 放缓 · 策展近14d 3 atom · 🐦 X 近14d 15

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: 群 9 · X 238 · 卖 23

时态: fresh:229 · aging:36 · stale:20 · expired:1

标签: 好数字:151 · 好观点:89 · 好信源:58 · 好思考:24 · 好问题:3

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 21 位作者 (KOL19 · 卖方2) + 群 8 条 vs ▼ 18 位作者 (KOL17 · 卖方1) + 群 1 条

⚖️ 多头 19/21 来自KOL

🔄 谁改主意了 (1)

同一作者对本 entity 的立场翻向 · 前后原话并排, 自行判断是真转向还是换了子话题

📄 广泛报道的事实 · 4 个

💢 核心分歧 (5 轴)

1. 99B 积压订单 vs 交付期过长风险

*topic: 订单需求/营收 · 14 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-2ba99e1e89c8a670"></a>2026-05-31 卖·BofA Brian Fenske · 与META业务增量 · 营收 +同日1条
  CRWV publicly disclosed an incremental $21B of business with META
  tags: 好数字 · → daily
  value: qty=$21B of incremental business with META
• <a id="atom-70254ef7582ac666"></a>2026-06-01 卖·BofA Brian Fenske · 营收积压 · 营收
  On earnings, they disclosed $99.4B revenue backlog
  tags: 好数字 · → daily
  value: qty=$99.4B
• <a id="atom-2bf34b81904dd438"></a>2026-04-16 X·@AIStockSavvy [老化中] · 订单积压 · 订单需求
  backlog and growth outlook strengthening
  tags: 好观点 · → daily
  value: qty=strengthening · date=未来
  📷 原图
• <a id="atom-1018ce8b17b1e607"></a>2026-05-01 X·@cnfinancewatch · 分析师Q1收入指引 · 业绩指引/营收
  分析师预计Q1财报（5月7日）收入将超指引上限
  tags: 好观点·好信源 · → daily
  value: date=2026-05-07
• <a id="atom-7b4213a1cda26244"></a>2026-05-10 X·@TheTranscript_ · Q1 26 客户预订量 · 订单需求 +同日1条
  We delivered our strongest quarter for customer bookings, signing more than $40 billion of new commitments
  tags: 好数字 · → daily
  value: qty=> $40B · date=Q1 2026
  [图: CoreWeave, Inc. (CRWV) 2023年12月至2026年3月的季度总营收增长趋势柱状图 — Mar '26 季度营收: 2.1 Billions; Dec '23 季度营收: 0.1 Billions; 总变化率 (Total Change): 1690.55%; 年复合增长率 (CAGR): 260.6%]
  📷 原图

🔴 bearish 侧:

• <a id="atom-6b70ec38c7eed017"></a>2026-05-07 X·@Yeah_Dave [老化中] · 资本开支指引 · 资本开支/营收
  Capex guide up but revenue flat?
  tags: 好观点 · → daily
  value: direction=up

2. Meta/Anthropic 大单 vs 单一客户依赖

*topic: 合作客户/订单需求 · 9 bull vs 2 bear*

🟢 bullish 侧:

• <a id="atom-3aa7a6a4a7be880a"></a>2026-04-15 X·@wallstengine · Jane Street 计划支出 · 资本开支/合作客户 +同日1条
  also plans to spend about $6B on CoreWeave’s technology offerings
  tags: 好数字·好信源 · → daily
  value: qty=$6B
  📷 原图
• <a id="atom-aec4d7765033ab8d"></a>2026-04-16 X·@AIStockSavvy [老化中] · 大额交易机会 · 订单需求
  Analyst highlights multi-billion deals
  tags: 好观点 · → daily
  value: qty=multi-billion · date=未来
  📷 原图
• <a id="atom-94bb87c32d2b903b"></a>2026-05-04 X·@AIStockSavvy · 预期RPO · 订单需求
  Expected RPO: >$95B
  tags: 好数字 · → daily
  value: qty=>$95B
  [图: Jefferies 分析师对 CoreWeave (CRWV) 的评级更新与财务预测摘要表 — 新目标价 (Price Target): $160.00; 潜在涨幅 (Upside): +27.5%; 预期 RPO (Expected RPO): >$95B; Meta 交易金额 (Meta Deal): $21B; 当前股价 (Current Pr
  📷 原图
• <a id="atom-54f1b16da3220dcc"></a>2026-05-07 X·@wallstengine [老化中] · CEO 评论 Revenue Backlog 创历史新高 · 订单需求
  “This was the strongest bookings quarter in CoreWeave's history, with revenue backlog reaching nearly $100 billion.”
  tags: 好思考 · → daily
  [图: CoreWeave, Inc. (CRWV) 股票日内及盘后股价走势图 — 收盘价: $128.84; 收盘跌幅: -6.62%; 盘后价: $122.90; 盘后跌幅: -4.61%; 前收盘价: $137.98]
  📷 原图
• <a id="atom-5ace6e4529c6f3bd"></a>2026-05-07 X·@KristinaParts [老化中] · CEO评论xAI向Anthropic销售算力 · 订单需求/合作客户
  $CRWV CEO on xAI selling compute to Anthropic — doesn't mean Anthropic wants less from CoreWeave. They can't get enough compute and are 'taking it no matter what.'
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-774f848a9818d15f"></a>2026-05-07 X·@1CoastalJournal · 积压订单交付期限 · 订单需求
  75% of backlog is 2 to 4 years out
  tags: 好数字 · → daily
  value: qty=2-4年
• <a id="atom-6770f0591921c682"></a>2026-05-07 X·@CMSinvestments [老化中] · requires NVDA lifelines · 合作客户
  They require lifelines from $NVDA and constant investment. Poorly run businesses.
  tags: 好观点 · → daily

3. GPU 资产重估值 vs 债务利息吞噬利润

*topic: 盈利能力/融资/估值 · 11 bull vs 5 bear*

🟢 bullish 侧:

• <a id="atom-91dd3aff4bd06cc1"></a>2026-05-07 群 [老化中] · bull case 稳态估值数字 · 估值/营收预测/利润率
  CRWV bull case: 5GW 合约，$8Bn/GW 收入，15% 利润率，稳态 EBIT $6Bn，EV $100Bn，16.5x
  tags: 好数字 · → daily
  value: rev_per_GW=$8bn · margin=15% · EBIT=$6Bn · EV=$100Bn · multiple=16.5x
• <a id="atom-7b8733440a2d6f8b"></a>2026-05-31 卖·BofA Brian Fenske · 融资情况 · 融资 +同日1条
  CRWV upsized convert financing and upsized senior notes financing
  tags: 好数字 · → daily
  value: qty=upsized convert financing and upsized senior notes financing
• <a id="atom-cc6612718c1f3e32"></a>2026-06-01 卖·BofA Brian Fenske · 融资活动 · 融资/合作
  In April, CRWV publicly disclosed an upsized convert financing and upsized senior notes financing, a partnership win with Anthropic (no $ disclosed). Also a $3.1B GPU backed financing facility (first publicly syndicated one)
  tags: 好信源 · → daily
• <a id="atom-c4bd1bfb2b38c026"></a>2026-04-15 X·@wallstengine · 获得 Jane Street 投资 · 融资
  Jane Street invested another $1B in $CRWV at $109/share
  tags: 好数字·好信源 · → daily
  value: qty=$1B · price=$109/share
  📷 原图
• <a id="atom-667c042b5f92851c"></a>2026-04-17 X·@cnfinancewatch [老化中] · 买入区间 · 仓位情绪/估值
  $CRWV 买入区间：70 - 75美元 = 规模扩大前的早期布局
  tags: 好观点·好信源 · → daily
  value: qty=70-75美元

🔴 bearish 侧:

• <a id="atom-2f08832caaa636f1"></a>2026-06-03 X·@aleabitoreddit · 债务负担状况 · 融资
  $CRWV is getting eaten alive by debt interest
  tags: 好观点 · → daily
  value: status=getting eaten alive by debt interest
• <a id="atom-e884e9b9bb39f989"></a>2026-06-07 X·@OnodaCapital · neocloud terminal value 评估方法缺失 · 仓位情绪/估值
  People own these stocks because they’re essentially pre-revenue and can’t “miss”. Nobody thinking terminal value
  tags: 好观点 · → daily
• <a id="atom-7927d048a16bd2d3"></a>2026-06-09 X·@PegasusFund · 需要算力市场供不应求 · 数据中心算力/融资
  CRWV needs compute markets under-supplied and credit markets wide open. Neither a given.
  tags: 好观点 · → daily
  value: direction=true
  [图: 彭博终端截图，显示了CRWV（CoreWeave）的财务预测数据表格及股价走势图 — CRWV最新股价: $94.15; LTM总债务 (Total Debt): $35,147.0M; LTM现金与等价物 (Cash & Equivalents): $2,266.0M; LTM自由现金流 (Free Cash Flow): -$11,505.9M;
  📷 原图
• <a id="atom-ea3bf9fd28c617bd"></a>2026-06-11 X·@BabybusFL · 财务杠杆导致利息支出高 · 盈利能力
  crwv这种财务杠杠 财报都是坏消息 利息支出 fcf没有啊
  tags: 好观点 · → daily
• <a id="atom-54ca2ce43de34408"></a>2026-06-22 X·@oguzerkan · 股价相对远期营收倍数 · 估值/评级目标价
  $CRWV is currently trading at 0.78x 2030 sales while $NBIS is at 1.5x, implying 48% relative discount for $CRWV.
  tags: 好数字 · → daily
  value: qty=0.78x · date=2030
  [图: CoreWeave Inc (NASDAQ: CRWV) 股价走势及市场数据面板 — 最新股价: 117.95 USD; 年初至今涨幅: +48.70%; 市值 (Mkt cap): 64.35B; 52周区间: 63.80 - 187.00; 盘后价格: 117.69 USD]
  📷 原图

4. 63% Capex CAGR vs 未盈利亏损扩大

*topic: 资本开支/盈利能力 · 6 bull vs 11 bear*

🟢 bullish 侧:

• <a id="atom-395637e61056f662"></a>2026-05-07 X·@ShanghaoJin [老化中] · capex 与被质疑状态 · 资本开支
  想想现在谁在capex，在被质疑？ORCL CRWV
  tags: 好观点 · → daily
• <a id="atom-ab79ca5d26d477a9"></a>2026-05-10 X·@beefcubee [老化中] · capex 计算方法差异 · 资本开支/会计处理
  crwv和orcl的capex方法是不一样的，按照orcl的计算方法，crwv的capex其实大幅增加
  tags: 好思考 · → daily
  value: detail=按orcl计算法大幅增加
• <a id="atom-d52efddb6ea413db"></a>2026-05-26 X·@AIStockSavvy · Deutsche Bank 分析师对合同的评价 · 盈利能力/风险控制
  Analyst sees CoreWeave's active contracts delivering very attractive economic returns to investors while limiting risks over their multi-year term
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-5ea6555cc29153c4"></a>2026-06-15 X·@Lazarus_Capital · GPU book value · 资本开支 +同日1条
  The book value of $CRWV GPUs has INCREASED vs expectations
  tags: 好数字 · → daily
  value: direction=increase
• <a id="atom-d298e45845c858c3"></a>2026-06-16 X·@ScroogeCap · 2026E EBITDA (Cantor Fitzgerald estimate) · 盈利能力
  2026E EBITDA: $7,287.8M
  tags: 好数字·好信源 · → daily
  value: qty=$7,287.8M · date=2026E
  [图: Cantor Fitzgerald 关于 CoreWeave, Inc. (CRWV) 的卖方个股研究报告，包含财务预测表（营收、EBITDA）和估值分析。 — Price Target: $167.00; Current Price: $106.71; Market Cap: $57,461.0M; 2026E Revenue: $12,497.9
  📷 原图

🔴 bearish 侧:

• <a id="atom-bd5db811bacbc513"></a>2026-05-07 X·@JG_Nuke · GPU购买量和单位亏损 · 资本开支
  $CRWV buys hundreds of thousands of GPUs and loses money on each and every one of them.
  tags: 好观点 · → daily
  value: qty=hundreds of thousands of GPUs · direction=负
• <a id="atom-6b668142273c7c49"></a>2026-05-07 X·@Yeah_Dave · 亏损同比变化 · 盈利能力 +同日3条
  $CRWV losses up 135% YoY
  tags: 好数字 · → daily
  value: direction=up · qty=+135% · date=YoY
• <a id="atom-694d8f8b905b916e"></a>2026-05-10 X·@ShanghaoJin · 1Q25 capex · 资本开支 +同日2条
  CRWV 1Q25 capex 严重降速
  tags: 好数字 · → daily
  value: detail=严重降速 · date=1Q25
• <a id="atom-7144296726fee7b5"></a>2026-06-01 X·@aleabitoreddit [老旧] · 债务利息过高 · 盈利能力
  Not a fan of $CRWV, debt interest too high.
  tags: 好观点 · → daily
• <a id="atom-43113fca2415fa88"></a>2026-06-15 X·@CapitalJurassic · 低毛利率特征 · 盈利能力
  really shitty low margin, low ROIC businesses
  tags: 好观点 · → daily

5. 产能受限下行有限 vs 供应链/建设能力不足

*topic: 供给产能/竞争格局 · 12 bull vs 9 bear*

🟢 bullish 侧:

• <a id="atom-695670f04f834928"></a>2026-04-16 X·@AIStockSavvy [老化中] · 产能爬坡 · 供给产能
  capacity ramp
  tags: 好观点 · → daily
  value: qty=unknown · date=未来
  📷 原图
• <a id="atom-b1193b7aa42bc987"></a>2026-05-03 X·@RYANHINGSHING [老旧] · 扩产能力受重视 · 供给产能
  我也看重扩产能力
  tags: 好思考 · → daily
  value: direction=看重
• <a id="atom-236728629adbf4aa"></a>2026-05-07 X·@wallstengine · CEO 评论 Active Power 目标 8 GW · 供给产能 +同日1条
  “We surpassed 1 GW of active power and believe we are well on our way to more than 8 GW by 2030.”
  tags: 好思考 · → daily
  [图: CoreWeave, Inc. (CRWV) 股票日内及盘后股价走势图 — 收盘价: $128.84; 收盘跌幅: -6.62%; 盘后价: $122.90; 盘后跌幅: -4.61%; 前收盘价: $137.98]
  📷 原图
• <a id="atom-2237b0dbf619dc69"></a>2026-05-07 X·@KristinaParts [老化中] · CEO称xAI出售算力是业务验证 · 竞争格局/管理层表态
  Called it 'incredible validation of the business that we're in.'
  tags: 好观点 · → daily
• <a id="atom-1d9b26bf351efaac"></a>2026-05-31 X·@soumyasen · 执行瓶颈 · 供给产能
  The new bottleneck in AI. "Execution". Very few can actually deliver actively powered AI racks and clusters because execution has become complex. $CRWV will be the bottleneck in the coming quarters as it will become evident that contracted power ( that so many promised) is not same as active power.
  tags: 好观点·好思考 · → daily

🔴 bearish 侧:

• <a id="atom-008cfd0ff810d91c"></a>2026-04-28 X·@stevehou [老化中] · risky business model comment · 竞争格局
  CRWV are rightly questioned over their risky business models of high leverage aggressive concentrated bet on AI infra
  tags: 好观点 · → daily
• <a id="atom-2e484444fb0eac44"></a>2026-05-06 X·@ScroogeCap [老化中] · neocloud 业务面临 SpaceX 竞争压力 · 竞争格局 +同日1条
  This is a catastrophic signal for neoclouds like $CRWV and $NBIS.
  tags: 好思考 · → daily
• <a id="atom-58938fc7338911d7"></a>2026-05-08 X·@regardedalpha [老化中] · 竞争劣势 · 竞争格局
  Got very bullish $ORCL after the $CRWV shit show and $AKAM print.
  tags: 好观点 · → daily
• <a id="atom-1d9b592287758d41"></a>2026-05-08 X·@labubu_trader [老化中] · 过去供应链管理及数据中心建设问题 · 供应链/供给产能
  $CRWV had a notorious problem of supply chain management and building data center
  tags: 好观点 · → daily
• <a id="atom-1e93b9cbb281aede"></a>2026-05-18 X·@RealJimChanos · if you end up competing with Blackstone in your business, you are primarily in finance, not technology · 竞争格局
  The less-charitable observation is that if you end up competing with Blackstone in your business, you are primarily in finance, not technology
  tags: 好观点 · → daily

🔗 因果传导 (causal map)

*CRWV 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↑ 上游·近期陈述 (1)

• 🟢 Google · 需求拉动 · 1 次陈述
  GOOGL GPU rental at ~$50/watt is bullish for CRWV capex

📏 估计带 (3)

*语料内对同一量的估计区间 (≥2 个估计才成带). 不判断谁对, 只陈列.*

• 营收 2027: $15.3B – $25.3B · 2 个估计 · 最新 2026-06-11 $15.3B (newsletter·cred4)
• 营收 未标期限 ⚠混合口径: $21B – $99.4B · 4 个估计 · 最新 2026-06-01 $99.4B (卖·cred4)
• 目标价 未标期限 ⚠混合口径: 100 – 250 · 4 个估计 · 最新 2026-06-24 250 (X·cred4)

🔮 前瞻触发器 (forward triggers)

*这些 atom 指向可能 reprice 的前瞻事件 (无精确日期, 仅类型). 配合上面叙事状态看「上膛」程度.*

财报 (2 · ▲2/▼0)

• 🟢 2026-05-01 · SemiAnalysis 报告提振情绪，财报前风险收益比佳
  SemiAnalysis 报告提振情绪，CRWV 财报前风险收益比佳
• 🟢 2026-05-01 · 营收预计 LSD-MSD 击败预期，多数营收为长期合同
  预计营收 LSD-MSD 击败预期，多数营收为长期合同，短期续约少

产能 (1 · ▲1/▼0)

• 🟢 2026-05-01 · 大单相关 Capex 将在 FY27 集中体现

指引 (1 · ▲1/▼0)

• 🟢 2026-05-01 · FY27 签约/活跃电力指引将上调

📊 程序化变化 (近 7 天)

• 新增 1 atoms
• 本周新 topic: 比特币矿商
• 已过期 forecast: 1 条

🟦 客观事实 (facts) (30)

• <a id="atom-a270c47c7ac9eb6a"></a>🟦 2026-06-09 X·@AIStockSavvy · 2026年已筹集超过200亿美元资本 · 融资
  CoreWeave has raised over $20B in capital during 2026.
  tags: 好数字·好信源 · → daily
  value: qty=$20B · date=2026
• <a id="atom-617b8d30c75c59ac"></a>🟦 2026-06-09 X·@AIStockSavvy · 近期融资包括85亿美元定期贷款和20亿美元NVIDIA投资 · 融资
  Recent funding includes an $8.5B term loan and $2B NVIDIA investment.
  tags: 好数字·好信源 · → daily
  value: qty=$8.5B term loan, $2B NVIDIA investment · date=2026
• <a id="atom-b3366411cfdce682"></a>🟦 2026-06-09 X·@AIStockSavvy · 评级为Ba3/B+/BB- · 评级目标价
  Company is rated Ba3, B+, and BB- by major rating agencies.
  tags: 好数字·好信源 · → daily
  value: qty=Ba3, B+, BB- · date=
• <a id="atom-215d28b1cb7152fa"></a>🟦 2026-06-09 X·@AIStockSavvy · 运营近50个AI数据中心 · 数据中心算力
  CoreWeave operates nearly 50 AI-focused data centers across North America and Europe.
  tags: 好数字·好信源 · → daily
  value: qty=~50 · date=
• <a id="atom-6c815ae8b7599d2c"></a>🟦 2026-06-06 X·@FredaDuan · GPU租赁定价 · 价格动态
  $CRWV lists GB200 NVL72 at $42/hour for a 4-GPU configuration, which normalizes to ~$10.50/GPU-hour
  tags: 好数字·好信源 · → daily
  value: qty=$10.50/GPU-hour · date=
• <a id="atom-2ffa8172a5dc04e7"></a>🟦 2026-06-18 X·@AIStockSavvy · senior notes offering closed · 融资
  CoreWeave closes $1.25B senior notes offering
  tags: 好数字·好信源 · → daily
  value: qty=$1.25B
• <a id="atom-673d3651d02803e9"></a>🟦 2026-06-16 X·@ScroogeCap · Cantor Fitzgerald Price Target · 评级目标价
  Price Target: $167.00
  tags: 好数字·好信源 · → daily
  value: qty=$167.00 · date=present
  [图: Cantor Fitzgerald 关于 CoreWeave, Inc. (CRWV) 的卖方个股研究报告，包含财务预测表（营收、EBITDA）和估值分析。 — Price Target: $167.00; Current Price: $106.71; Market Cap: $57,461.0M; 2026E Revenue: $12,497.9
  📷 原图
• <a id="atom-7f6c54cda47e56a1"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf v6.0 DeepSeek-V3 671B 训练时间 · 训练性能
  CoreWeave trained DeepSeek-V3 671B in just 2.02 minutes.
  tags: 好数字·好信源 · → daily
  value: qty=2.02 minutes
• <a id="atom-2d1ef015cd1d1d74"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf v6.0 使用的 GPU 数量 · 训练配置
  Record achieved using 8,192 NVIDIA GB300 NVL72 GPUs across 2,048 nodes.
  tags: 好数字·好信源 · → daily
  value: qty=8192
• <a id="atom-a5f3cf1f20f9d9dc"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf Training v6.0 最快 Closed/Available-cloud 结果 · 训练性能
  CoreWeave posted the fastest Closed/Available-cloud results in MLPerf Training v6.0.
  tags: 好数字·好信源 · → daily
• <a id="atom-53f428fbb72de96f"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf v6.0 DeepSeek-V3 训练时间 (4096 GPU) · 训练性能
  DeepSeek-V3 training completed in 3.09 minutes on 4,096 GPUs.
  tags: 好数字·好信源 · → daily
  value: qty=3.09 minutes
• <a id="atom-d1b55cab846521a9"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf v6.0 DeepSeek-V3 训练时间 (2048 GPU) · 训练性能
  DeepSeek-V3 training completed in 5.54 minutes on 2,048 GPUs.
  tags: 好数字·好信源 · → daily
  value: qty=5.54 minutes
• <a id="atom-2c869231e031bcc9"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf v6.0 唯一 scaling GB300 超 2048 GPU 的提交者 · 训练配置
  CoreWeave was the only submitter scaling GB300 beyond 2,048 GPUs.
  tags: 好数字·好信源 · → daily
• <a id="atom-dec189c1fea7ddbc"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf v6.0 Llama-3.1-405B 训练时间 · 训练性能
  Llama-3.1-405B reached benchmark quality in 9.77 minutes on 4,096 GPUs.
  tags: 好数字·好信源 · → daily
  value: qty=9.77 minutes
• <a id="atom-8e8d614d55e5a64a"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf v6.0 GPT-OSS-20B 训练时间 · 训练性能
  GPT-OSS-20B trained in 26.98 minutes on a 64-GPU HGX B200 cluster.
  tags: 好数字·好信源 · → daily
  value: qty=26.98 minutes
• <a id="atom-560f9ef6e61fa762"></a>🟦 2026-06-16 X·@AIStockSavvy · MLPerf v6.0 Llama-3.1-8B 训练时间 · 训练性能
  Llama-3.1-8B trained in 16.54 minutes on the same 64-GPU cluster.
  tags: 好数字·好信源 · → daily
  value: qty=16.54 minutes
• <a id="atom-2090c11b91ac8675"></a>🟦 2026-06-11 X·@AIStockSavvy · Bernstein 目标价 · 评级目标价
  maintains PT at $67
  tags: 好数字·好信源 · → daily
  value: qty=$67 · date=当前日期
  [图: Bernstein对CoreWeave (CRWV) 的卖方分析师评级与目标价更新截图 — 目标价 (Price Target): $67.00; 当前价格 (Current Price): $95.61; 预测跌幅 (Projected Downside): -29.92%; 评级 (Rating): UNDERPERFORM]
  📷 原图
• <a id="atom-36c74c12ffb6b845"></a>🟦 2026-06-11 X·@AIStockSavvy · 预测跌幅 · 评级目标价
  Projected Downside: -29.92%
  tags: 好数字·好信源 · → daily
  value: qty=-29.92%
  [图: Bernstein对CoreWeave (CRWV) 的卖方分析师评级与目标价更新截图 — 目标价 (Price Target): $67.00; 当前价格 (Current Price): $95.61; 预测跌幅 (Projected Downside): -29.92%; 评级 (Rating): UNDERPERFORM]
  📷 原图
• <a id="atom-c7f8eafd5a839732"></a>🟦 2026-04-15 X·@labubu_trader · 价格突破阻力位 · 价格动态/仓位情绪
  CRWV's extremely high volume break out the previous resistance $100 area
  tags: 好数字·好观点 · → daily
  value: qty=$100
• <a id="atom-7df97271f6e1067a"></a>🟦 2026-07-01 卖·MS Tom Wigg [已过期] · Capex · Capex
  CRWV capex is estimated to be $1bns in 2024
  tags: 好数字 · → daily
  value: qty=$1bns · date=2024
• <a id="atom-46175c3ada0ec41f"></a>🟦 2026-07-01 卖·MS Tom Wigg · '24-'27 CAGR · CAGR
  CRWV capex '24-'27 CAGR is 63%
  tags: 好数字 · → daily
  value: qty=63% · date='24-'27
• <a id="atom-eeb459609880afdd"></a>🟦 2026-06-12 卖·MS Tom Wigg · % Chg off 52WK High
  CRWV (CoreWeave Inc) is -49% off its 52-week high
  tags: 好数字 · → daily
  value: qty=-49% · date=2026-06-12
• <a id="atom-0d90390b7e5b69e9"></a>🟦 2026-06-01 卖·BofA Brian Fenske · 股价表现 · 股价表现
  Stock up 35% since then
  tags: 好数字 · → daily
  value: qty=+35% · since=Initiation
• <a id="atom-db2acef3095d225e"></a>🟦 2026-06-01 卖·BofA Brian Fenske · Meta业务增量 · 营收增长
  CRWV publicly disclosed an incremental $21B of business with META
  tags: 好数字 · → daily
  value: qty=$21B
• <a id="atom-70254ef7582ac666"></a>🟦 2026-06-01 卖·BofA Brian Fenske · 营收积压 · 营收
  On earnings, they disclosed $99.4B revenue backlog
  tags: 好数字 · → daily
  value: qty=$99.4B
• <a id="atom-da82596d833c0532"></a>🟦 2026-05-31 卖·BofA Brian Fenske · 股价涨幅 · 股价
  Stock up 35% since March 24th
  tags: 好数字 · → daily
  value: qty=+35% since March 24th
• <a id="atom-2ba99e1e89c8a670"></a>🟦 2026-05-31 卖·BofA Brian Fenske · 与META业务增量 · 营收
  CRWV publicly disclosed an incremental $21B of business with META
  tags: 好数字 · → daily
  value: qty=$21B of incremental business with META
• <a id="atom-7b8733440a2d6f8b"></a>🟦 2026-05-31 卖·BofA Brian Fenske · 融资情况 · 融资
  CRWV upsized convert financing and upsized senior notes financing
  tags: 好数字 · → daily
  value: qty=upsized convert financing and upsized senior notes financing
• <a id="atom-4b9f8e7f0616b816"></a>🟦 2026-05-31 卖·BofA Brian Fenske · GPU融资安排 · 融资
  A $3.1B GPU backed financing facility (first publicly syndicated one)
  tags: 好数字 · → daily
  value: qty=$3.1B GPU backed financing facility (first publicly syndicated one)
• <a id="atom-fc0439a998d11d36"></a>🟦 2026-05-31 卖·BofA Brian Fenske · 营收积压 · 营收/积压订单
  CRWV disclosed $99.4B revenue backlog on earnings
  tags: 好数字 · → daily
  value: qty=$99.4B revenue backlog

🟥 多头 takes (bullish) (30)

• <a id="atom-2ad00f7b391cadd8"></a>🟥 2026-06-22 X·@oguzerkan ⭐ · 利息支出占营收比例下降 · 盈利能力/资本开支
  If the backlog converts, $CRWV interest payments as a percentage of annual revenue will decline from 22% this year to 7% in 2030.
  tags: 好数字·好观点·好思考 · → daily
  value: qty=从22%降至7% · date=2026年至2030年
  [图: CoreWeave Inc (NASDAQ: CRWV) 股价走势及市场数据面板 — 最新股价: 117.95 USD; 年初至今涨幅: +48.70%; 市值 (Mkt cap): 64.35B; 52周区间: 63.80 - 187.00; 盘后价格: 117.69 USD]
  📷 原图
• <a id="atom-b83cf245235ac55f"></a>🟥 2026-04-16 X·@AIStockSavvy · 目标价上调 · 评级目标价
  raises PT to $156
  tags: 好数字·好信源 · → daily
  value: qty=$156 · date=2026-04-16
  📷 原图
• <a id="atom-94d8cef7bac1169f"></a>🟥 2026-06-16 X·@ScroogeCap · 2026E Revenue (Cantor Fitzgerald estimate) · 营收预测
  2026E Revenue: $12,497.9M
  tags: 好数字·好信源 · → daily
  value: qty=$12,497.9M · date=2026E
  [图: Cantor Fitzgerald 关于 CoreWeave, Inc. (CRWV) 的卖方个股研究报告，包含财务预测表（营收、EBITDA）和估值分析。 — Price Target: $167.00; Current Price: $106.71; Market Cap: $57,461.0M; 2026E Revenue: $12,497.9
  📷 原图
• <a id="atom-d298e45845c858c3"></a>🟥 2026-06-16 X·@ScroogeCap · 2026E EBITDA (Cantor Fitzgerald estimate) · 盈利能力
  2026E EBITDA: $7,287.8M
  tags: 好数字·好信源 · → daily
  value: qty=$7,287.8M · date=2026E
  [图: Cantor Fitzgerald 关于 CoreWeave, Inc. (CRWV) 的卖方个股研究报告，包含财务预测表（营收、EBITDA）和估值分析。 — Price Target: $167.00; Current Price: $106.71; Market Cap: $57,461.0M; 2026E Revenue: $12,497.9
  📷 原图
• <a id="atom-3f9b3dbc34751d90"></a>🟥 2026-04-29 X·@AIStockSavvy [老旧] · 目标价上调 · 评级目标价
  Oppenheimer’s Param Singh Raises Price Target on $CRWV CoreWeave to $150.00 from $140.00 — Increase of 7%, Maintains Outperform Rating
  tags: 好数字·好信源 · → daily
  value: qty=$150.00 · direction=up · prev_qty=$140.00
  📷 原图
• <a id="atom-f1a44103cd8f6c45"></a>🟥 2026-06-17 X·@DrNHJ · Perplexity CEO认为有潜力成为可持续的千亿美元公司 · 竞争格局/数据中心算力
  Nebius나 CoreWeave 같은 회사들이 앞으로 지속 가능한 수천억 달러 규모의 회사가 될 수 있다고 보나요? ... 저는 분명히 그들이 지속 가능한 회사가 될 수 있다고 봅니다.
  tags: 好观点·好信源 · → daily
• <a id="atom-54013f8d0c99de2b"></a>🟥 2026-05-04 X·@AIStockSavvy [老旧] · Jefferies目标价 · 评级目标价
  raises 𝐏𝐓 𝐭𝐨 $𝟏𝟔𝟎
  tags: 好数字·好观点 · → daily
  value: qty=$160.00 · direction=raised
  [图: Jefferies 分析师对 CoreWeave (CRWV) 的评级更新与财务预测摘要表 — 新目标价 (Price Target): $160.00; 潜在涨幅 (Upside): +27.5%; 预期 RPO (Expected RPO): >$95B; Meta 交易金额 (Meta Deal): $21B; 当前股价 (Current Pr
  📷 原图
• <a id="atom-23b34d2d3f48e940"></a>🟥 2026-04-16 X·@AIStockSavvy [老化中] · 分析师评级 · 评级目标价
  Cantor reiterates Overweight
  tags: 好观点·好信源 · → daily
  value: qty=Overweight · date=2026-04-16
  📷 原图
• <a id="atom-0cc83cbb49d3cd7a"></a>🟥 2026-06-12 卖·BofA Brian Fenske · 目标价 · 目标价
  CRWV - $100 PO
  tags: 好数字 · → daily
  value: qty=$100
• <a id="atom-1018ce8b17b1e607"></a>🟥 2026-05-01 X·@cnfinancewatch · 分析师Q1收入指引 · 业绩指引/营收
  分析师预计Q1财报（5月7日）收入将超指引上限
  tags: 好观点·好信源 · → daily
  value: date=2026-05-07
• <a id="atom-667c042b5f92851c"></a>🟥 2026-04-17 X·@cnfinancewatch [老化中] · 买入区间 · 仓位情绪/估值
  $CRWV 买入区间：70 - 75美元 = 规模扩大前的早期布局
  tags: 好观点·好信源 · → daily
  value: qty=70-75美元
• <a id="atom-0e7d584d48207cfc"></a>🟥 2026-05-01 群 · 营收预计 LSD-MSD 击败预期，多数营收为长期合同 · 营收预测/长期合同
  预计营收 LSD-MSD 击败预期，多数营收为长期合同，短期续约少
  tags: 好数字 · → daily
  value: direction=LSD-MSD beat
• <a id="atom-79b1616d91c3aecc"></a>🟥 2026-05-01 群 · 大单相关 Capex 将在 FY27 集中体现 · Capex/FY27
  tags: 好数字 · → daily
  value: date=FY27
• <a id="atom-b9b58a0e30f7888f"></a>🟥 2026-05-01 群 · FY27 签约/活跃电力指引将上调 · 电力指引/FY27
  tags: 好数字 · → daily
  value: date=FY27
• <a id="atom-0d4d03153f9599eb"></a>🟥 2026-07-01 X·@AIStockSavvy · Evercore ISI目标价 · 评级目标价
  maintains 𝐏𝐓 𝐚𝐭 $𝟏𝟓𝟎
  tags: 好数字 · → daily
  value: qty=$150 · date=2026-07-01
  📷 原图
• <a id="atom-2863ed3965083798"></a>🟥 2026-06-22 X·@oguzerkan · 数据中心供给增长与空置率下降 · 数据中心算力/订单需求
  Data center supply is reportedly ramping but vacancy is still collapsing and prices remain at shortage levels.
  tags: 好观点·好思考 · → daily
  [图: CoreWeave Inc (NASDAQ: CRWV) 股价走势及市场数据面板 — 最新股价: 117.95 USD; 年初至今涨幅: +48.70%; 市值 (Mkt cap): 64.35B; 52周区间: 63.80 - 187.00; 盘后价格: 117.69 USD]
  📷 原图
• <a id="atom-8447c5eed1acc114"></a>🟥 2026-06-22 X·@oguzerkan · 1000亿美元积压订单安全 · 订单需求/仓位情绪
  This significantly derisks $CRWV $100 billion backlog, as nobody will likely back out of contracted capacity in these circumstances.
  tags: 好观点·好思考 · → daily
  [图: CoreWeave Inc (NASDAQ: CRWV) 股价走势及市场数据面板 — 最新股价: 117.95 USD; 年初至今涨幅: +48.70%; 市值 (Mkt cap): 64.35B; 52周区间: 63.80 - 187.00; 盘后价格: 117.69 USD]
  📷 原图
• <a id="atom-d31b3396c8f718ce"></a>🟥 2026-06-11 newsletter·Cantor · 目标价 · 目标价
  Cantor reiterated $167 PT
  tags: 好数字 · → daily
  value: qty=$167
• <a id="atom-58a5ed4356b01658"></a>🟥 2026-06-11 newsletter·Cantor · 2027年营收估计 · 营收预测
  raising 2027 revenue estimate to $25.3B
  tags: 好数字 · → daily
  value: qty=$25.3B
• <a id="atom-8627b7a97adfa6ae"></a>🟥 2026-06-11 newsletter·Cantor · 2027年EBITDA估计 · 营收预测
  raising 2027 EBITDA estimate to $15.3B
  tags: 好数字 · → daily
  value: qty=$15.3B
• <a id="atom-1d9b26bf351efaac"></a>🟥 2026-05-31 X·@soumyasen · 执行瓶颈 · 供给产能
  The new bottleneck in AI. "Execution". Very few can actually deliver actively powered AI racks and clusters because execution has become complex. $CRWV will be the bottleneck in the coming quarters as it will become evident that contracted power ( that so many promised) is not same as active power.
  tags: 好观点·好思考 · → daily
• <a id="atom-94bb87c32d2b903b"></a>🟥 2026-05-04 X·@AIStockSavvy · 预期RPO · 订单需求
  Expected RPO: >$95B
  tags: 好数字 · → daily
  value: qty=>$95B
  [图: Jefferies 分析师对 CoreWeave (CRWV) 的评级更新与财务预测摘要表 — 新目标价 (Price Target): $160.00; 潜在涨幅 (Upside): +27.5%; 预期 RPO (Expected RPO): >$95B; Meta 交易金额 (Meta Deal): $21B; 当前股价 (Current Pr
  📷 原图
• <a id="atom-91dd3aff4bd06cc1"></a>🟥 2026-05-07 群 [老化中] · bull case 稳态估值数字 · 估值/营收预测/利润率
  CRWV bull case: 5GW 合约，$8Bn/GW 收入，15% 利润率，稳态 EBIT $6Bn，EV $100Bn，16.5x
  tags: 好数字 · → daily
  value: rev_per_GW=$8bn · margin=15% · EBIT=$6Bn · EV=$100Bn · multiple=16.5x
• <a id="atom-4b2e353e570102c1"></a>🟥 2026-07-01 X·@AIStockSavvy · 重申买入评级 · 评级目标价
  reiterating our Buy rating and $250 price target on the name
  tags: 好数字 · → daily
  value: qty=$250 · date=
• <a id="atom-ccc821a25634462d"></a>🟥 2026-07-01 X·@AIStockSavvy · Evercore ISI评级 · 评级目标价
  $CRWV | Evercore ISI 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐂𝐨𝐫𝐞𝐖𝐞𝐚𝐯𝐞
  tags: 好信源 · → daily
  value: qty=Outperform · date=2026-07-01
  📷 原图
• <a id="atom-339945a9550ea425"></a>🟥 2026-06-18 卖·MS Tom Wigg · 资本支出前景 · 资本支出/GPU租赁
  GOOGL GPU rental at ~$50/watt is bullish for CRWV capex
  tags: 好观点 · → daily
• <a id="atom-1c3956bfe9a140ee"></a>🟥 2026-06-18 卖·MS Tom Wigg [老化中] · 评级上调 · 评级调整
  CRWV appears in the title suggesting it's a name to watch or has a positive catalyst
  tags: 好观点 · → daily
• <a id="atom-b60a4bbc7d2de500"></a>🟥 2026-06-12 卖·BofA Brian Fenske [老化中] · 评级 · 评级调整
  CRWV - Reinstate at Buy
  tags: 好观点 · → daily
  value: rating=Buy
• <a id="atom-0ae8f4988b17aceb"></a>🟥 2026-06-02 卖·BofA Brian Fenske [老旧] · 评级首次覆盖 · 评级调整
  CRWV initiated at Buy by Exane BNP
  tags: 好观点 · → daily
  value: rating=Buy
• <a id="atom-796f62337e6a256e"></a>🟥 2026-06-02 卖·Exane BNP [老旧] · 评级首次覆盖 · 评级调整
  INITIATION: CRWV (Exane BNP at Buy)
  tags: 好观点 · → daily
  value: rating=Buy · source=Exane BNP

🟥 空头 takes (bearish) (23)

• <a id="atom-c8a4f4335497be71"></a>🟥 2026-06-04 newsletter·BNP · token优化风险 · 需求/AI
  BNP flagged growing evidence of token optimization, with enterprises increasingly focused on productivity and ROI rather than maximizing token consumption, which could moderate near-term GPU demand growth
  tags: 好思考 · → daily
  value: narrative=growing evidence of token optimization; enterprises focused on productivity/ROI rather than max token consumption; could moderate near-term GPU demand growth
  🧠 观:BNP flagged growing evidence of token optimization, with enterprises increasingly focused on productivity and ROI rather than maximizing token consumption → 推:which could moderate near-term GPU demand growth
• <a id="atom-2e484444fb0eac44"></a>🟥 2026-05-06 X·@ScroogeCap [老化中] · neocloud 业务面临 SpaceX 竞争压力 · 竞争格局
  This is a catastrophic signal for neoclouds like $CRWV and $NBIS.
  tags: 好思考 · → daily
• <a id="atom-86ee8058ce6310c9"></a>🟥 2026-05-06 X·@ScroogeCap [老化中] · 因xAI竞争面临看空风险 · 竞争格局
  calling it scary for $CRWV $NBIS etc.
  tags: 好思考 · → daily
• <a id="atom-7ee25a960db4dd6c"></a>🟥 2026-06-19 X·@babyfolio · GPU 依赖 · 订单需求/竞争格局
  Companies like $CRWV, $NBIS, $IREN and others are heavily dependent on access to GPUs, so they don't exactly have much leverage in these situations.
  tags: 好观点 · → daily
• <a id="atom-7ebbf9aa8682aed9"></a>🟥 2026-06-16 X·@dalibali2 [老化中] · 低毛利率特征 · 盈利能力
  Totally agree.
  tags: 好观点 · → daily
• <a id="atom-43113fca2415fa88"></a>🟥 2026-06-15 X·@CapitalJurassic · 低毛利率特征 · 盈利能力
  really shitty low margin, low ROIC businesses
  tags: 好观点 · → daily
• <a id="atom-eebdce361e460084"></a>🟥 2026-06-15 X·@CapitalJurassic · 机构Magnetar减持 · 仓位情绪
  Magnetar selling $CRWV hand over fist tells you where the smart money is going
  tags: 好观点 · → daily
• <a id="atom-d1bb0d1d9cd14bff"></a>🟥 2026-06-10 X·@ilzmcfly · 利空 · 仓位情绪
  bearish for $CRWV
  tags: 好观点 · → daily
• <a id="atom-7927d048a16bd2d3"></a>🟥 2026-06-09 X·@PegasusFund · 需要算力市场供不应求 · 数据中心算力/融资
  CRWV needs compute markets under-supplied and credit markets wide open. Neither a given.
  tags: 好观点 · → daily
  value: direction=true
  [图: 彭博终端截图，显示了CRWV（CoreWeave）的财务预测数据表格及股价走势图 — CRWV最新股价: $94.15; LTM总债务 (Total Debt): $35,147.0M; LTM现金与等价物 (Cash & Equivalents): $2,266.0M; LTM自由现金流 (Free Cash Flow): -$11,505.9M;
  📷 原图
• <a id="atom-fc2ce53686cdbdfa"></a>🟥 2026-06-07 X·@aleabitoreddit · 债务利息负担 · 融资结构/债务负担
  $CRWV has endless debt interest given they took out high interest rate loans to finance GPUs
  tags: 好观点 · → daily
• <a id="atom-e884e9b9bb39f989"></a>🟥 2026-06-07 X·@OnodaCapital · neocloud terminal value 评估方法缺失 · 仓位情绪/估值
  People own these stocks because they’re essentially pre-revenue and can’t “miss”. Nobody thinking terminal value
  tags: 好观点 · → daily
• <a id="atom-2f08832caaa636f1"></a>🟥 2026-06-03 X·@aleabitoreddit · 债务负担状况 · 融资
  $CRWV is getting eaten alive by debt interest
  tags: 好观点 · → daily
  value: status=getting eaten alive by debt interest
• <a id="atom-7144296726fee7b5"></a>🟥 2026-06-01 X·@aleabitoreddit [老旧] · 债务利息过高 · 盈利能力
  Not a fan of $CRWV, debt interest too high.
  tags: 好观点 · → daily
• <a id="atom-1e93b9cbb281aede"></a>🟥 2026-05-18 X·@RealJimChanos · if you end up competing with Blackstone in your business, you are primarily in finance, not technology · 竞争格局
  The less-charitable observation is that if you end up competing with Blackstone in your business, you are primarily in finance, not technology
  tags: 好观点 · → daily
• <a id="atom-4abbc934d159c6fe"></a>🟥 2026-05-10 X·@ShanghaoJin [老化中] · 产能产出能力 · 资本开支
  从这个角度说CRWV还是不行
  tags: 好观点 · → daily
  value: detail=不行
• <a id="atom-58938fc7338911d7"></a>🟥 2026-05-08 X·@regardedalpha [老化中] · 竞争劣势 · 竞争格局
  Got very bullish $ORCL after the $CRWV shit show and $AKAM print.
  tags: 好观点 · → daily
• <a id="atom-1d9b592287758d41"></a>🟥 2026-05-08 X·@labubu_trader [老化中] · 过去供应链管理及数据中心建设问题 · 供应链/供给产能
  $CRWV had a notorious problem of supply chain management and building data center
  tags: 好观点 · → daily
• <a id="atom-f68ee041aaccca14"></a>🟥 2026-05-07 X·@amorfatiace [老化中] · cash burn status · 现金流
  $CRWV burning $ like crazy lol
  tags: 好观点 · → daily
• <a id="atom-6770f0591921c682"></a>🟥 2026-05-07 X·@CMSinvestments [老化中] · requires NVDA lifelines · 合作客户
  They require lifelines from $NVDA and constant investment. Poorly run businesses.
  tags: 好观点 · → daily
• <a id="atom-6b70ec38c7eed017"></a>🟥 2026-05-07 X·@Yeah_Dave [老化中] · 资本开支指引 · 资本开支/营收
  Capex guide up but revenue flat?
  tags: 好观点 · → daily
  value: direction=up
• <a id="atom-a189b763d0d45f33"></a>🟥 2026-05-06 X·@Mower20101 [老化中] · 面临 NVDA 资本开支过高和虚假需求 · 财报
  If it matters, $CRWV is $NVDA capex, debt, margins, fake ass demand.... so there's that.
  tags: 好观点 · → daily
• <a id="atom-008cfd0ff810d91c"></a>🟥 2026-04-28 X·@stevehou [老化中] · risky business model comment · 竞争格局
  CRWV are rightly questioned over their risky business models of high leverage aggressive concentrated bet on AI infra
  tags: 好观点 · → daily
• <a id="atom-897d71a41428f323"></a>🟥 2026-04-09 群 ◌ [老旧] · 市场更担忧可转债稀释而非 META $21B 利好 · 可转债/稀释/市场情绪
  ppl even more negative on CRWV convertible dilution vs +ve on the $21B META deal i guess?
  tags: 好问题 · → daily

🟥 中性 takes (neutral) (6)

• <a id="atom-54628414f9aab9cc"></a>🟥 2026-06-04 newsletter·BNP · 投资者兴趣 · 需求/竞争
  BNP Paribas said investor interest in neocloud ecosystem remains high, but investor education is still a meaningful hurdle
  tags: 好观点 · → daily
  value: narrative=investor interest high, but education and execution remain key debates
• <a id="atom-5a02dac77002ad1f"></a>🟥 2026-05-10 X·@ShanghaoJin [老化中] · CIP 大额增加 · 资本开支
  说明忽然大投入但是弄出一堆CIP
  tags: 好思考 · → daily
  value: detail=一堆CIP
• <a id="atom-a09ec712fc6723d2"></a>🟥 2026-05-10 X·@ShanghaoJin [老化中] · 会计口径 capex 低的原因 · 资本开支/会计处理
  应该是投入现金扣掉没完成的，所以有大把delay 导致会计口径capex低
  tags: 好思考 · → daily
  value: detail=delay导致
• <a id="atom-684fece52cfeb90c"></a>🟥 2026-07-01 X·@AIStockSavvy · Rosenblatt认为Meta无权转售从CoreWeave租赁至2032年的算力 · 合作客户
  we do not think that Meta has the right to resell any of the capacity that they have leased from CoreWeave through 2032
  tags: 好观点 · → daily
  value: qty= · date=2032
• <a id="atom-346b170ff0c621ce"></a>🟥 2026-05-02 X·@babyfolio [老化中] · 积极因素 · 合作客户
  Only good things going for $CRWV are $NVDA partnership and them being US company
  tags: 好观点 · → daily
• <a id="atom-6046fd0a91883295"></a>🟥 2026-05-10 X·@ShanghaoJin [老化中] · CIP 异常规模 · 资本开支
  但也不够完全解释CIP那么大
  tags: 好问题 · → daily

🟦 新闻流 (squawk · 40)

⏱ 时间轴 (近 20)

• 🟥 2026-07-09 · narrative · 列为讨论标的 · → daily
• 🟦 2026-07-02 · fact · 총 약정액 · → daily
• 🟦 2026-07-02 · fact · 백로그 규모 · → daily
• 🟦 2026-07-02 · fact · 股价变化 · → daily
• 🟦 2026-07-02 · fact · CDS利差扩至2个月最宽 · → daily
• 🟦 2026-07-02 · fact · 当前股价距历史高点跌幅 · → daily
• 🟦 2026-07-01 · forecast · Capex · → daily
• 🟦 2026-07-01 · forecast · '24-'27 CAGR · → daily
• 🟥 2026-07-01 · narrative · 估值与SaaS对比 · → daily
• 🟦 2026-07-01 · fact · 股价变动 · → daily
• 🟥 2026-07-01 · position · 今日弱势提供买入机会 · → daily
• 🟥 2026-07-01 · position · 重申买入评级 · → daily
• 🟥 2026-07-01 · narrative · Rosenblatt认为Meta无权转售从CoreWeave租赁至2032年的算力 · → daily
• 🟦 2026-07-01 · fact · 行业GPU短缺为常态 · → daily
• 🟥 2026-07-01 · narrative · Evercore ISI评级 · → daily
• 🟥 2026-07-01 · narrative · Evercore ISI目标价 · → daily
• 🟦 2026-07-01 · fact · 合同不可取消 · → daily
• 🟥 2026-07-01 · narrative · GPU计算需求依然强劲 · → daily
• 🟦 2026-06-24 · narrative · Rosenblatt target price · → daily
• 🟥 2026-06-24 · position · 评级 · → daily

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