<p>尽管大盘表现强劲，<strong>CoreWeave</strong>(CRWV 1.22%) 的股票在本周交易中却下跌了两位数。这家人工智能（AI）公司的股价在此期间下跌了 12.8%。与此同时，<strong>标准普尔 500</strong> 指数上涨了 3.4%。</p>
<p>本周，CoreWeave 股票在分析师的新覆盖和 <strong>Nvidia</strong>(NVDA 1.74%) 在云计算领域加大投入的消息影响下失去了市场份额。由于有报道称可能会进行一项大型收购，该公司的估值也受到压力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyOTcvZ2V0dHlpbWFnZXMtMTQxMDgwNzAxMS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyOTcvZ2V0dHlpbWFnZXMtMTQxMDgwNzAxMS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>CoreWeave 因分析师报告和 Nvidia 消息下跌</h2>
<p>在周三市场开盘前，H.C. Wainwright 发布了对 CoreWeave 的首次评级。该投资公司对这家科技公司的股票给予中性评级，分析师 Kevin Dede 提出了一些估值方面的担忧，尽管他也承认 CoreWeave 展示了其计算能力。</p>
<p>《华尔街日报》周三也发布了一份报告，称 Nvidia 计划加大其云计算业务的力度。Nvidia 的先进图形处理单元（GPU）是 AI 数据中心革命的核心硬件，但这家科技巨头在构建自己的 AI 即服务（AIaaS）业务方面仍处于相对早期阶段。该公司是 CoreWeave 的财务支持者，但一些投资者担心这家科技巨头可能会侵占小公司的市场。</p>
<h2>投资者对 CoreWeave 的收购传闻意见不一</h2>
<p>周四，《华尔街日报》报道称 CoreWeave 正在谈判收购 <strong>Core Scientific</strong>(CORZ 1.77%) 的交易。根据报告，收购可能在几周内达成，并预计将为 Core Scientific 赋予可观的估值溢价。根据 CoreWeave 后续的交易情况，投资者的反应似乎是褒贬不一。分析师们对收购估值的看法也存在分歧。</p>
<p>Jeffries 提出了一个较低的目标，估计 CoreWeave 可能以每股 16 美元到 23 美元的价格收购 Core Scientific。Cantor Fitzgerald 将潜在的收购价格定在每股 30 美元以上，而 Roth Capital 预计该公司在全股票交易中可能支付高达每股 38 美元。考虑到 CoreWeave 去年尝试以每股 5.75 美元收购 Core Scientific，一些投资者可能担心该公司在潜在收购中面临溢价风险。</p>

CRWV

<p>CoreWeave 的股票本周下跌了 12.8%，尽管市场表现强劲，这受到新的分析师覆盖和 Nvidia 在云计算领域扩张的影响。H.C. Wainwright 发布了中性评级，提高了对估值的担忧。此外，CoreWeave 据报道正在谈判收购 Core Scientific，分析师对潜在的收购价格意见不一，范围从每股 16 美元到 38 美元不等。投资者担心与去年的每股 5.75 美元的报价相比，可能会支付过高的价格</p>

<p>Despite strong gains for the broader market, <strong>CoreWeave</strong>(CRWV 1.22%) stock closed out this week's trading down by double digits. The artificial intelligence (AI) specialist's share price fell 12.8% over the stretch. Meanwhile, the <strong>S&amp;P 500</strong> index rose 3.4%.</p>
<div class="lb-trans"><p>尽管大盘表现强劲，<strong>CoreWeave</strong>(CRWV 1.22%) 的股票在本周交易中却下跌了两位数。这家人工智能（AI）公司的股价在此期间下跌了 12.8%。与此同时，<strong>标准普尔 500</strong> 指数上涨了 3.4%。</p>
</div><p>CoreWeave stock lost ground this week following fresh analyst coverage and news that <strong>Nvidia</strong>(NVDA 1.74%) is making a bigger push in the cloud computing space. The company's valuation was also pressured by reports that a big acquisition move could be in the works.</p>
<div class="lb-trans"><p>本周，CoreWeave 股票在分析师的新覆盖和 <strong>Nvidia</strong>(NVDA 1.74%) 在云计算领域加大投入的消息影响下失去了市场份额。由于有报道称可能会进行一项大型收购，该公司的估值也受到压力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyOTcvZ2V0dHlpbWFnZXMtMTQxMDgwNzAxMS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823297%2Fgettyimages-1410807011.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><h2>CoreWeave falls on analyst note and Nvidia news</h2>
<div class="lb-trans"><h2>CoreWeave 因分析师报告和 Nvidia 消息下跌</h2>
</div><p>Before the market opened on Wednesday, H.C. Wainwright published its first rating on CoreWeave. The investment firm set a neutral rating on the tech specialist's stock, with analyst Kevin Dede raising some valuation concerns despite also acknowledging that CoreWeave had demonstrated its computing strengths.</p>
<div class="lb-trans"><p>在周三市场开盘前，H.C. Wainwright 发布了对 CoreWeave 的首次评级。该投资公司对这家科技公司的股票给予中性评级，分析师 Kevin Dede 提出了一些估值方面的担忧，尽管他也承认 CoreWeave 展示了其计算能力。</p>
</div><p><em>The Wall Street Journal</em> also published a report on Wednesday stating that Nvidia plans to ramp up its own cloud-computing business. Nvidia's advanced graphics processing units (GPUs) have been the key hardware at the center of the AI data center revolution, but the tech leader is also in the relatively early stages of building its own AI-as-a-service (AIaaS) business. The company is a financial backer of CoreWeave, but some investors are worried that the tech giant could move in on the smaller player's turf.</p>
<div class="lb-trans"><p>《华尔街日报》周三也发布了一份报告，称 Nvidia 计划加大其云计算业务的力度。Nvidia 的先进图形处理单元（GPU）是 AI 数据中心革命的核心硬件，但这家科技巨头在构建自己的 AI 即服务（AIaaS）业务方面仍处于相对早期阶段。该公司是 CoreWeave 的财务支持者，但一些投资者担心这家科技巨头可能会侵占小公司的市场。</p>
</div><h2>Investors are split on CoreWeave's reported acquisition move</h2>
<div class="lb-trans"><h2>投资者对 CoreWeave 的收购传闻意见不一</h2>
</div><p>On Thursday, <em>WSJ</em> reported that CoreWeave is negotiating a deal to acquire <strong>Core Scientific</strong>(CORZ 1.77%). According to the report, a buyout could be finalized within weeks and is expected to assign a Core Scientific substantial valuation premium. Based on subsequent trading for CoreWeave, the reaction from investors appears to be mixed. Analysts are also split on what the buyout valuation might look like.</p>
<div class="lb-trans"><p>周四，《华尔街日报》报道称 CoreWeave 正在谈判收购 <strong>Core Scientific</strong>(CORZ 1.77%) 的交易。根据报告，收购可能在几周内达成，并预计将为 Core Scientific 赋予可观的估值溢价。根据 CoreWeave 后续的交易情况，投资者的反应似乎是褒贬不一。分析师们对收购估值的看法也存在分歧。</p>
</div><p>Jeffries put forward a lower-end target, estimating that CoreWeave could pay between $16 per share and $23 per share to purchase Core Scientific. Cantor Fitzgerald put the potential buyout price at above $30 per share, and Roth Capital expects the company could pay as much as $38 per share in an all-stock deal. Given that CoreWeave tried to acquire Core Scientific at a price of $5.75 per share last year, some investors may be worried that the company is at risk of overpaying in the potential buyout.</p>
<div class="lb-trans"><p>Jeffries 提出了一个较低的目标，估计 CoreWeave 可能以每股 16 美元到 23 美元的价格收购 Core Scientific。Cantor Fitzgerald 将潜在的收购价格定在每股 30 美元以上，而 Roth Capital 预计该公司在全股票交易中可能支付高达每股 38 美元。考虑到 CoreWeave 去年尝试以每股 5.75 美元收购 Core Scientific，一些投资者可能担心该公司在潜在收购中面临溢价风险。</p>
</div>

为什么 Coreweave 的股票在本周出现暴跌