<p><strong>CoreWeave</strong>(CRWV 15.96%) 的股票在周三的交易中大幅上涨。截止东部时间下午 3:15，该人工智能（AI）公司的股价上涨了 15.2%，当天早些时候曾上涨高达 24.6%。</p>
<p>CoreWeave 股票今天的大幅上涨得益于 <strong>Oracle</strong> 最新的财报和指引。尽管该公司最近一个季度的销售和盈利表现未能达到华尔街的预期，但管理层对云基础设施销售增长的指引令人惊叹。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMxMDYvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMxMDYvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p>Oracle 预计其云基础设施业务的销售将在当前财政年度增长 77%，达到 180 亿美元。随后，该公司预测在接下来的四个财政年度中，销售将分别跃升至 320 亿美元、730 亿美元、1140 亿美元和 1440 亿美元。《华尔街日报》最近的一份报告还指出，OpenAI 与 Oracle 签署了一份价值高达 3000 亿美元的数据中心服务的五年合同。</p>
<h2>CoreWeave 股票现在值得购买吗？</h2>
<p>CoreWeave 的交易价格大约是今年预期销售额的 10.8 倍，股价中已经反映出一些强劲的增长。另一方面，围绕 Oracle 的最新消息似乎确认了这家较小的 AI 专家正在运营于未来五年有望实现巨大增长的市场交汇点。</p>
<p>尽管今天大幅反弹，CoreWeave 的股票仍比高点下跌了大约 37%——估值回落部分源于投资者对公司最近一些收购举措的失望。尽管该股票仍然是高风险投资，但关于 Oracle 的 AI 云基础设施前景的重大消息可能成为风险承受能力强的投资者值得关注的买入催化剂。</p>

CRWV

甲骨文

<p>CoreWeave (CRWV) 的股票在周三上涨了 15.2%，这得益于甲骨文对其云基础设施增长的强劲预测。尽管在最新季度未能达到华尔街的预期，甲骨文预计云销售将增长 77%，达到本财年的 180 亿美元。CoreWeave 的股票以预期销售的 10.8 倍交易，反映出强劲的增长潜力，但仍比峰值下跌了 37%。最近的甲骨文消息可能为风险承受能力强的投资者提供了买入机会</p>

<p><strong>CoreWeave</strong>(CRWV 15.96%) stock is surging higher in Wednesday's trading. The artificial intelligence (AI) company's share price was up 15.2% as of 3:15 p.m. ET and had been up as much as 24.6% earlier in the day.</p>
<div class="lb-trans"><p><strong>CoreWeave</strong>(CRWV 15.96%) 的股票在周三的交易中大幅上涨。截止东部时间下午 3:15，该人工智能（AI）公司的股价上涨了 15.2%，当天早些时候曾上涨高达 24.6%。</p>
</div><p>The big gains for CoreWeave stock today are being powered by <strong>Oracle</strong>'s latest earnings report and guidance. While the company's sales and earnings performance fell short of Wall Street's expectations in its most recent quarter, management issued astounding guidance for cloud infrastructure sales growth.</p>
<div class="lb-trans"><p>CoreWeave 股票今天的大幅上涨得益于 <strong>Oracle</strong> 最新的财报和指引。尽管该公司最近一个季度的销售和盈利表现未能达到华尔街的预期，但管理层对云基础设施销售增长的指引令人惊叹。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMxMDYvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F833106%2Fgettyimages-1473086836.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>Oracle expects sales for its cloud infrastructure business will expand 77% to reach $18 billion in the current fiscal year. From there, the company is forecasting jumps to $32 billion, $73 billion, $114 billion, and $144 billion in the following four fiscal years. A recent report from <em>The Wall Street Journal</em> also stated that OpenAI has signed a five-year contract with Oracle worth as much as $300 billion for data center services.</p>
<div class="lb-trans"><p>Oracle 预计其云基础设施业务的销售将在当前财政年度增长 77%，达到 180 亿美元。随后，该公司预测在接下来的四个财政年度中，销售将分别跃升至 320 亿美元、730 亿美元、1140 亿美元和 1440 亿美元。《华尔街日报》最近的一份报告还指出，OpenAI 与 Oracle 签署了一份价值高达 3000 亿美元的数据中心服务的五年合同。</p>
</div><h2>Is CoreWeave stock a buy right now?</h2>
<div class="lb-trans"><h2>CoreWeave 股票现在值得购买吗？</h2>
</div><p>Trading at roughly 10.8 times this year's expected sales, CoreWeave has some strong growth already priced into its stock. On the other hand, recent news surrounding Oracle seems to confirm that the smaller AI specialist is operating at the intersection of markets that are poised to see tremendous growth over the next five years.</p>
<div class="lb-trans"><p>CoreWeave 的交易价格大约是今年预期销售额的 10.8 倍，股价中已经反映出一些强劲的增长。另一方面，围绕 Oracle 的最新消息似乎确认了这家较小的 AI 专家正在运营于未来五年有望实现巨大增长的市场交汇点。</p>
</div><p>Despite today's big rally, CoreWeave stock still trades down roughly 37% from its high -- with the valuation pullback stemming in part from investor disappointment surrounding some of the company's recent acquisition moves. While the stock remains a high-risk investment play, the big news about Oracle's AI cloud infrastructure outlook could be a worthwhile buying catalyst for risk-tolerant investors.</p>
<div class="lb-trans"><p>尽管今天大幅反弹，CoreWeave 的股票仍比高点下跌了大约 37%——估值回落部分源于投资者对公司最近一些收购举措的失望。尽管该股票仍然是高风险投资，但关于 Oracle 的 AI 云基础设施前景的重大消息可能成为风险承受能力强的投资者值得关注的买入催化剂。</p>
</div>

CoreWeave 的股价今天正在飙升——现在是否是买入这只股票的好时机？