<p><strong>CoreWeave</strong>(CRWV -9.60%) 的股票在周四的交易中遭遇了大幅回调。该公司的股价在标普 500 指数 (^GSPC 0.27%) 上涨 0.3% 和纳斯达克综合指数 (^IXIC 0.09%) 基本持平于前一日收盘的情况下，下降了 9.6%。</p>
<p>在一家投资公司在新报告中转变其对该股票的看涨立场后，CoreWeave 的估值今天受到了打击。尽管出现回调，该公司的股价仍比其在四月份首次公开募股（IPO）当天的市场收盘价上涨了约 246%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ2ODMvZ2V0dHlpbWFnZXMtMjE4ODgwNTY1MS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ2ODMvZ2V0dHlpbWFnZXMtMjE4ODgwNTY1MS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>CoreWeave 股票在 Needham 的新报告后下跌</h2>
<p>Needham 在今天市场开盘前发布了对 CoreWeave 的更新报告，并将其股票评级从买入下调至持有。虽然该投资公司没有为该股票设定价格目标，但它提高了估值担忧，尽管也指出它认为约 90 亿美元的全股票收购 <strong>Core Scientific</strong> 对该公司来说是一个合适的选择。此次收购将进一步增强 CoreWeave 在人工智能（AI）应用中的处理能力，但公司也将发行大量新股票来资助这笔交易。</p>
<h2>CoreWeave 的下一步是什么？</h2>
<p>CoreWeave 收购 Core Scientific 预计将在第四季度完成，这标志着在人工智能处理和高性能计算领域增强定位的重要一步。这两家公司的结合应该对 CoreWeave 有利，并增强其处理能力，但在全股票收购的消息传出后，看到股价回调并不令人意外。利用新股来资助交易，尤其是在股价大幅上涨之后，可能在长期内不是问题，但这可能会引发一些投资者的估值担忧。</p>

CRWV

<p>CoreWeave 的股票在整体市场上涨的情况下下跌了 9.6%，原因是 Needham 将其评级从买入下调至持有。尽管承认 CoreWeave 以 90 亿美元收购 Core Scientific 将有助于提升人工智能处理能力，但该公司仍对估值表示担忧。这笔交易预计将在第四季度完成，将涉及发行新股票，这可能会加剧投资者对估值的担忧，尽管自 4 月首次公开募股以来，股票已上涨 246%</p>

<p><strong>CoreWeave</strong>(CRWV -9.60%) stock got hit with a big pullback in Thursday's trading. The company's share price fell 9.6% in a session that saw the <strong>S&amp;P 500</strong>(^GSPC 0.27%) rise 0.3% and the <strong>Nasdaq Composite</strong>(^IXIC 0.09%) trade essentially flat with the previous day's close.</p>
<div class="lb-trans"><p><strong>CoreWeave</strong>(CRWV -9.60%) 的股票在周四的交易中遭遇了大幅回调。该公司的股价在标普 500 指数 (^GSPC 0.27%) 上涨 0.3% 和纳斯达克综合指数 (^IXIC 0.09%) 基本持平于前一日收盘的情况下，下降了 9.6%。</p>
</div><p>CoreWeave's valuation took a hit today after an investment firm pivoted away from its bullish position on the stock in new coverage. Despite the pullback, the company's share price is still up roughly 246% from market close on the day of its initial public offering (IPO) in April.</p>
<div class="lb-trans"><p>在一家投资公司在新报告中转变其对该股票的看涨立场后，CoreWeave 的估值今天受到了打击。尽管出现回调，该公司的股价仍比其在四月份首次公开募股（IPO）当天的市场收盘价上涨了约 246%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ2ODMvZ2V0dHlpbWFnZXMtMjE4ODgwNTY1MS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F824683%2Fgettyimages-2188805651.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 stock sinks following new coverage from Needham</h2>
<div class="lb-trans"><h2>CoreWeave 股票在 Needham 的新报告后下跌</h2>
</div><p>Needham published updated coverage on CoreWeave before the market opened today and lowered its rating on the stock from buy to hold. While the investment firm did not issue a price target for the stock, it raised valuation concerns despite also noting that it sees the roughly $9 billion all-stock acquisition of <strong>Core Scientific</strong> as a good fit for the company. The acquisition is set to further bolster CoreWeave's processing capacity for artificial intelligence (AI) applications, but the company will also be issuing a lot of new stock to fund the deal.</p>
<div class="lb-trans"><p>Needham 在今天市场开盘前发布了对 CoreWeave 的更新报告，并将其股票评级从买入下调至持有。虽然该投资公司没有为该股票设定价格目标，但它提高了估值担忧，尽管也指出它认为约 90 亿美元的全股票收购 <strong>Core Scientific</strong> 对该公司来说是一个合适的选择。此次收购将进一步增强 CoreWeave 在人工智能（AI）应用中的处理能力，但公司也将发行大量新股票来资助这笔交易。</p>
</div><h2>What's next for CoreWeave?</h2>
<div class="lb-trans"><h2>CoreWeave 的下一步是什么？</h2>
</div><p>CoreWeave's acquisition of Core Scientific is expected to close in the fourth quarter and represents a major step in the push to bolster positioning in AI processing and high-performance computing. The combination of the two businesses should be beneficial for CoreWeave and strengthen its processing footing, but it's also not surprising to see the stock pulling back following news of the big, all-stock buyout. Using new shares to fund the deal on the heels of a big run-up for the stock may not be an issue over the long term, but it may be raising valuation concerns for some investors.</p>
<div class="lb-trans"><p>CoreWeave 收购 Core Scientific 预计将在第四季度完成，这标志着在人工智能处理和高性能计算领域增强定位的重要一步。这两家公司的结合应该对 CoreWeave 有利，并增强其处理能力，但在全股票收购的消息传出后，看到股价回调并不令人意外。利用新股来资助交易，尤其是在股价大幅上涨之后，可能在长期内不是问题，但这可能会引发一些投资者的估值担忧。</p>
</div>

为什么 Coreweave 的股票今天大幅下跌