[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe92dd8d8":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},"dcioe92dd8d8","瑞银逆势看多CoreWeave(CRWV)：首予“买入”评级，押注AI交易轮动回归","\u002Fdoc\u002Fdcioe92dd8d8","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>美股投资网获悉，瑞银首次覆盖新兴云厂商CoreWeave(CRWV)，给予“买入”评级，并设定120美元目标价。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>瑞银分析师Karl Keirstead在致客户报告中写道“尽管AI算力需求信号非常强劲，且有充分证据表明CoreWeave的每GW收入指标将继续攀升，但华尔街情绪仍十分谨慎(这体现在其估值仅为2027年预期营收的3倍)。”他表示“我们理解这些担忧(主要是杠杆和信用风险)，但认为这些担忧正在见顶，因此我们做出与市场普遍预期不同的看多判断，给予‘买入’评级。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Keirstead进一步分析称，投资者可能会继续对AI相关股票采取“防御性”策略，但CoreWeave已建立起可靠性和卓越业绩的良好声誉，这应该会使其在同行中脱颖而出。Keirstead补充道“对CoreWeave股票的看涨评级，实际上是在押注投资者很快会轮动回做多AI交易。考虑到当前情绪低迷、需求信号强劲，以及有报道称前沿实验室正在增长，这一情景似乎越来越可能。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>相比之下，伯恩斯坦予CoreWeave“跑输大盘”评级，目标价74美元。伯恩斯坦将 CoreWeave 定位为“过渡期产能提供商”受益于电力与 GPU 稀缺，但客户集中、买家存在自建倾向、回报结构受限。一旦数据中心产能缓解，它将最先、最重受创。数据显示， CoreWeave 2Q26 收入 25.8 亿美元(同比 +112%)、积压订单约 1040 亿美元(同比 +246%)、7 月全线提价约25%。\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> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FC\u002FCRWV\u002FCRWV.jpg","2026-09-24T15:40:56","2026.09.24","2026\u002F09\u002F24",40354,[22],"CRWV","Article",0,"免费","success",{"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":28,"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},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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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"]