<p>周二，两个令人鼓舞的消息掩盖了 <strong>CoreWeave</strong>(CRWV 20.75%) 股票的负面发展。最终，投资者决定关注积极的一面，推动股票价格上涨近 21%。这完全压制了 <strong>标准普尔 500 指数</strong>(^GSPC 2.05%) 原本令人印象深刻的超过 2% 的涨幅。</p>
<h2>值得高兴的理由</h2>
<p>CoreWeave 是一家专注于高端人工智能（AI）能力市场的云基础设施公司。因此，它是下一代芯片制造商 <strong>Nvidia</strong> 的商业合作伙伴，后者也在该公司拥有相当大的股份。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk3MTkvcGVyc29uLWluLWEtZGF0YS1jZW50ZXItdXNpbmctYS10YWJsZXQtY29tcHV0ZXIuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk3MTkvcGVyc29uLWluLWEtZGF0YS1jZW50ZXItdXNpbmctYS10YWJsZXQtY29tcHV0ZXIuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<p>周二，_金融时报_报道了一些 Nvidia 供应商克服了延迟交付 Nvidia AI 数据中心机架的技术挑战。这对该公司的 Blackwell AI 服务器生产产生了负面影响；CoreWeave 通过其云平台托管这些服务器。</p>
<p>CoreWeave 的另一个积极发展是其周二宣布的新任命。公司聘请 Carl Holshouser 担任政府事务副总裁。在被聘用之前，Holshouser 在公共政策方面担任过多种管理职位，最近担任科技高管协会 TechNet 的联邦政策和政府关系负责人。投资者理所当然地对这位在政府机构方面经验丰富的管理者的加入表示欢呼。</p>
<h2>新的中立</h2>
<p>在这些发展下，市场对一位分析师的评级下调不以为然。</p>
<p><strong>巴克莱</strong> 的 Raimo Lenschow 将对 CoreWeave 股票的看法从之前的超配（买入）调整为持平（即持有）。他将目标价格从之前的 100 美元下调至 70 美元。根据报道，尽管 Lenschow 预计该公司将实现强劲增长，但他认为目前的估值过高。</p>
<p>Lenschow 确实有他的观点，但 CoreWeave 的业务如今非常火热，且可能会变得更加火热。是的，它的价格昂贵，但正如我们所知，优质股票可能会很昂贵。我还不怕这个股票的价格水平。</p>

CRWV

<p>CoreWeave (CRWV) 的股票在周二上涨了近 21%，表现优于标准普尔 500 指数的 2% 上涨。积极的消息包括一份报告，称英伟达的供应商克服了影响 AI 数据中心机架的运输延迟，以及 CoreWeave 宣布卡尔·霍尔绍泽担任政府事务副总裁。尽管巴克莱分析师 Raimo Lenschow 下调了评级，并设定了 70 美元的新目标价，但投资者对 CoreWeave 在 AI 市场的增长潜力仍持乐观态度</p>

<p>Two pieces of encouraging news obscured a negative development with <strong>CoreWeave</strong>(CRWV 20.75%) stock on Tuesday. Ultimately, investors decided to latch on to the affirmative, as they drove the stock nearly 21% higher in price. That absolutely crushed the <strong>S&amp;P 500</strong> index's (^GSPC 2.05%) otherwise impressive 2%-plus rise.</p>
<div class="lb-trans"><p>周二，两个令人鼓舞的消息掩盖了 <strong>CoreWeave</strong>(CRWV 20.75%) 股票的负面发展。最终，投资者决定关注积极的一面，推动股票价格上涨近 21%。这完全压制了 <strong>标准普尔 500 指数</strong>(^GSPC 2.05%) 原本令人印象深刻的超过 2% 的涨幅。</p>
</div><h2>Reasons to be cheerful</h2>
<div class="lb-trans"><h2>值得高兴的理由</h2>
</div><p>CoreWeave is a cloud infrastructure company that focuses on the market for high-end artificial intelligence (AI) capabilities. As such, it is a business partner of next-generation chipmaker <strong>Nvidia</strong>, which also owns a substantial stake in the company.</p>
<div class="lb-trans"><p>CoreWeave 是一家专注于高端人工智能（AI）能力市场的云基础设施公司。因此，它是下一代芯片制造商 <strong>Nvidia</strong> 的商业合作伙伴，后者也在该公司拥有相当大的股份。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk3MTkvcGVyc29uLWluLWEtZGF0YS1jZW50ZXItdXNpbmctYS10YWJsZXQtY29tcHV0ZXIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F819719%2Fperson-in-a-data-center-using-a-tablet-computer.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>On Tuesday, the <em>Financial Times</em> reported that a clutch of Nvidia suppliers had surmounted technical challenges that had delayed shipments of Nvidia's AI data center racks. This had negatively affected the company's production of its Blackwell AI servers; CoreWeave hosts such servers via its cloud platform.</p>
<div class="lb-trans"><p>周二，_金融时报_报道了一些 Nvidia 供应商克服了延迟交付 Nvidia AI 数据中心机架的技术挑战。这对该公司的 Blackwell AI 服务器生产产生了负面影响；CoreWeave 通过其云平台托管这些服务器。</p>
</div><p>Another positive development for CoreWeave was its Tuesday announcement of a new hire. The company tapped Carl Holshouser as its vice president of government affairs. Prior to his hiring, Holshouser served in a variety of managerial positions concerning public policy, most recently as head of federal policy and government relations at tech executive association TechNet. Investors rightfully cheered the addition of a manager steeped in experience with government entities.</p>
<div class="lb-trans"><p>CoreWeave 的另一个积极发展是其周二宣布的新任命。公司聘请 Carl Holshouser 担任政府事务副总裁。在被聘用之前，Holshouser 在公共政策方面担任过多种管理职位，最近担任科技高管协会 TechNet 的联邦政策和政府关系负责人。投资者理所当然地对这位在政府机构方面经验丰富的管理者的加入表示欢呼。</p>
</div><h2>A new neutral</h2>
<div class="lb-trans"><h2>新的中立</h2>
</div><p>With these developments, the market shrugged off a recommendation downgrade from an analyst.</p>
<div class="lb-trans"><p>在这些发展下，市场对一位分析师的评级下调不以为然。</p>
</div><p><strong>Barclays</strong>' Raimo Lenschow changed his view on CoreWeave stock to equal weight (hold, in other words) from his previous overweight (buy). He knocked his price target down to $70 per share -- from the previous $100 -- in the process. According to reports, while Lenschow expects robust growth from the company, he feels it is too richly valued at the moment.</p>
<div class="lb-trans"><p><strong>巴克莱</strong> 的 Raimo Lenschow 将对 CoreWeave 股票的看法从之前的超配（买入）调整为持平（即持有）。他将目标价格从之前的 100 美元下调至 70 美元。根据报道，尽管 Lenschow 预计该公司将实现强劲增长，但他认为目前的估值过高。</p>
</div><p>Lenschow certainly has a point, but CoreWeave's business is red-hot these days, and likely to get hotter. Yes, it's expensive, but as we all know, quality stocks can be pricey. I wouldn't be afraid of this one's level just yet.</p>
<div class="lb-trans"><p>Lenschow 确实有他的观点，但 CoreWeave 的业务如今非常火热，且可能会变得更加火热。是的，它的价格昂贵，但正如我们所知，优质股票可能会很昂贵。我还不怕这个股票的价格水平。</p>
</div>

为什么 AI 股票 CoreWeave 今天上涨了 21%？