<p>CoreWeave, Inc. 的股票在周一备受关注，这得益于与 NVIDIA Corp. NVDA 扩大交易的组合以及 <strong>Kerrisdale Capital</strong> 的一份空头报告。让我们深入了解。</p>
<ul>
<li><em>CRWV 股票今天正在波动。</em> <em>查看实时价格走势。</em></li>
</ul>
<h2>新的 Nvidia 合同</h2>
<p>CoreWeave 周一宣布与 Nvidia 签署了一项新协议，初始价值为 63 亿美元。根据该协议，Nvidia 将购买任何未售出的云计算能力，义务持续到 2032 年 4 月 13 日。</p>
<p>在周一的盘前交易中，CoreWeave 股票最初上涨超过 9%，但在 Kerrisdale Capital 发布空头报告后，股价略有回落。</p>
<h2>Kerrisdale 预计下跌 90%</h2>
<p>Kerrisdale Capital 表示，在股票基于炒作而非实质性因素上涨近 200% 后，他们现在做空 CoreWeave 的股票。</p>
<p>Benzinga 联系了 CoreWeave 请求评论，但在出版时未收到回复。</p>
<p>这位空头卖家声称，CoreWeave 的业务建立在与少数大型客户的长期合同以及昂贵的债务和时机上，而非真正的创新。</p>
<p>根据 Kerrisdale 的说法，CoreWeave 缺乏独特的技术，没有可防御的知识产权，也没有提供完整的技术平台。</p>
<p>Kerrisdale 写道：“CoreWeave 并没有开创 AI 的未来——这是一家依赖债务的 GPU 租赁业务，没有护城河，伪装成创新。” 并呼吁每股公允价值为 10 美元。</p>
<p><strong>CRWV 价格走势：</strong> 根据 Benzinga Pro 的数据，周一 CoreWeave 股票上涨 7.82%，报 120.71 美元。</p>
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<p><em>照片：Shutterstock</em></p>

CRWV

<p>CoreWeave, Inc. 的股票在与英伟达达成 63 亿美元的交易后上涨了超过 9%，该交易中英伟达将购买未使用的云计算能力，直到 2032 年。然而，在 Kerrisdale Capital 发布了一份空头报告后，股价随后下跌，报告称 CoreWeave 的商业模式依赖于长期合同和债务，而非创新，暗示可能面临 90% 的下行风险。周一，CoreWeave 的股票上涨了 7.82%，报 120.71 美元</p>

<p>CoreWeave, Inc. shares were in the spotlight on Monday due to a combination of an expanded deal with NVIDIA Corp. NVDA and a short report from <strong>Kerrisdale Capital</strong>. Let's dive in.</p>
<div class="lb-trans"><p>CoreWeave, Inc. 的股票在周一备受关注，这得益于与 NVIDIA Corp. NVDA 扩大交易的组合以及 <strong>Kerrisdale Capital</strong> 的一份空头报告。让我们深入了解。</p>
</div><ul>
<li><em>CRWV stock is moving today.</em> <em>See the real-time price action here.</em></li>
</ul>
<div class="lb-trans"><ul>
<li><em>CRWV 股票今天正在波动。</em> <em>查看实时价格走势。</em></li>
</ul>
</div><h2>New Nvidia Contract</h2>
<div class="lb-trans"><h2>新的 Nvidia 合同</h2>
</div><p>CoreWeave announced on Monday that it has signed a new agreement with Nvidia valued at an initial $6.3 billion. Under the deal, Nvidia will buy any unused cloud capacity that is not sold to customers, with the obligation lasting until April 13, 2032.</p>
<div class="lb-trans"><p>CoreWeave 周一宣布与 Nvidia 签署了一项新协议，初始价值为 63 亿美元。根据该协议，Nvidia 将购买任何未售出的云计算能力，义务持续到 2032 年 4 月 13 日。</p>
</div><p>CoreWeave stock initially gained more than 9% on the news in Monday's premarket trading, but shares have retreated a bit following a short report from Kerrisdale Capital.</p>
<div class="lb-trans"><p>在周一的盘前交易中，CoreWeave 股票最初上涨超过 9%，但在 Kerrisdale Capital 发布空头报告后，股价略有回落。</p>
</div><h2>Kerrisdale Sees 90% Downside</h2>
<div class="lb-trans"><h2>Kerrisdale 预计下跌 90%</h2>
</div><p>Kerrisdale Capital said it is now short shares of CoreWeave after the stock soared nearly 200% over its IPO price based on hype, not substance.</p>
<div class="lb-trans"><p>Kerrisdale Capital 表示，在股票基于炒作而非实质性因素上涨近 200% 后，他们现在做空 CoreWeave 的股票。</p>
</div><p>Benzinga reached out to CoreWeave for comment, but did not receive a response at the time of publication.</p>
<div class="lb-trans"><p>Benzinga 联系了 CoreWeave 请求评论，但在出版时未收到回复。</p>
</div><p>The short seller claimed that CoreWeave has built its business on long-term contracts with a few large customers and on expensive debt and timing, not true innovation.</p>
<div class="lb-trans"><p>这位空头卖家声称，CoreWeave 的业务建立在与少数大型客户的长期合同以及昂贵的债务和时机上，而非真正的创新。</p>
</div><p>CoreWeave lacks unique technology, has no defensible intellectual property, and does not offer a full-stack platform, according to Kerrisdale.</p>
<div class="lb-trans"><p>根据 Kerrisdale 的说法，CoreWeave 缺乏独特的技术，没有可防御的知识产权，也没有提供完整的技术平台。</p>
</div><p>&#34;CoreWeave isn't pioneering the future of AI – it's a debt fueled GPU rental business with no moat, dressed up as innovation,&#34; Kerrisdale wrote, calling for a fair value of $10 per share.</p>
<div class="lb-trans"><p>Kerrisdale 写道：“CoreWeave 并没有开创 AI 的未来——这是一家依赖债务的 GPU 租赁业务，没有护城河，伪装成创新。” 并呼吁每股公允价值为 10 美元。</p>
</div><p><strong>CRWV Price Action:</strong> CoreWeave stock was up 7.82% at $120.71 on Monday, according to data from Benzinga Pro.</p>
<div class="lb-trans"><p><strong>CRWV 价格走势：</strong> 根据 Benzinga Pro 的数据，周一 CoreWeave 股票上涨 7.82%，报 120.71 美元。</p>
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<li><strong>Oracle Stock Rockets On $455 Billion Revenue Pipeline: Here’s What Wall Street Is Buzzing About</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Oracle 股票因 4550 亿美元的收入管道而飙升：华尔街在讨论什么</strong></li>
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</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片：Shutterstock</em></p>
</div>

Nvidia Deal Sends CoreWeave Stock Higher—Skeptics See 90% Downside

- CoreWeave 与 NVIDIA 签署了价值 63 亿美元的新协议。  
- Kerrisdale Capital 发布短报告，称其股价基于炒作而非实质。  
- CoreWeave 股票周一上涨 7.82%，报 120.71 美元。  

英伟达的交易推动了 Coreweave 股票上涨，但怀疑者认为其有 90% 的下跌空间