<p>美银证券 分析师 Tal Liani 上调了 <strong>CoreWeave Inc</strong> (NASDAQ: CRWV) 和 <strong>Nebius Group NV</strong> (NASDAQ: NBIS) 的目标价格，以反映强劲的人工智能计算需求。</p>
<p><strong>评级和目标价格：</strong> 分析师对这两家公司均给予买入评级。他将 CoreWeave 的目标价格从 100 美元上调至 120 美元，将 Nebius Group 的目标价格从 150 美元上调至 175 美元。</p>
<p>** 投资论点：**Liani 表示，CoreWeave 和 Nebius 最近因强劲的人工智能基础设施需求而赢得了合同。</p>
<p><strong>查看 其他分析师股票评级</strong>。</p>
<p>他将 CoreWeave 的收入增长预期上调 800 个基点（bps），预计 2027 财年的增长率为 94%，将 2028 财年的增长预期上调 300 个基点，预计增长率为 50%。这反映了 <strong>Meta Platforms Inc</strong> (NASDAQ: META) 的扩展承诺以及与人工智能安全和研究初创公司 Anthropic 达成的新战略协议。</p>
<p>上周，Meta 签署了一项协议，将其合同延长至 2032 年，金额为 210 亿美元。这使得合同总价值约为 350 亿美元。CoreWeave 将为 Meta 提供多个地点的专用人工智能云容量。此外，Facebook 母公司还获得了对 <strong>Nvidia Corp</strong> (NASDAQ: NVDA) 的 Vera Rubin 架构的提前访问权。</p>
<h2>CoreWeave，Anthropic</h2>
<p>CoreWeave 宣布与 Anthropic 达成多年协议，以支持 Claude 的工作负载。Liani 表示，Anthropic 的快速增长，从 10 亿美元扩展到超过 300 亿美元的年经常性收入（ARR）在 15 个月内，“表明了具有扩展潜力的重大交易规模。” 这一协议增强了 CoreWeave 的客户多样性，新增了 Anthropic，现有客户包括 OpenAI、Google 和微软。</p>
<p>尽管分析师维持了对 Nebius 的预期，但他表示，“最近的超大规模合同的规模和结构，加上芬兰和阿拉巴马州新数据中心的持续产能扩张，进一步验证了其作为全球人工智能基础设施生态系统核心供应商的地位。”</p>
<p>Nebius 的大型超大规模合同积压，包括 Meta 价值约 270 亿美元的合同，以及与 <strong>Microsoft Corp</strong> (NASDAQ: MSFT) 达成的提供专用 GPU 基础设施容量的协议。</p>
<p>Nvidia 的 20 亿美元战略投资和承诺也进一步巩固了 “Nebius 作为首选人工智能云提供商的定位，” Liani 补充道。</p>
<p><strong>CRWV，NBIS 价格动态：</strong> 截至周一发布时，CoreWeave 和 Nebius Group 的股价均上涨超过 8%，分别达到 110.84 美元和 157.41 美元。</p>
<p><em>图片来源：Shutterstock</em></p>

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<p>BofA Securities 分析师 Tal Liani 将 CoreWeave (CRWV) 的目标价格从 100 美元上调至 120 美元，将 Nebius Group (NBIS) 的目标价格从 150 美元上调至 175 美元，原因是强劲的人工智能计算需求。CoreWeave 与 Meta 和 Anthropic 签订了合同，而 Nebius 则扩大了与 Meta 和微软的协议。CoreWeave 的收入增长预期被上调至 2027 财年的 94% 和 2028 财年的 50%。在公告发布后，两家公司的股价均上涨超过 8%</p>

<p>BofA Securities analyst Tal Liani raised price targets for <strong>CoreWeave Inc</strong> (NASDAQ: CRWV) and <strong>Nebius Group NV</strong> (NASDAQ: NBIS) to reflect strong AI compute demand.</p>
<div class="lb-trans"><p>美银证券 分析师 Tal Liani 上调了 <strong>CoreWeave Inc</strong> (NASDAQ: CRWV) 和 <strong>Nebius Group NV</strong> (NASDAQ: NBIS) 的目标价格，以反映强劲的人工智能计算需求。</p>
</div><p><strong>The Ratings and Price Targets:</strong> The analyst has Buy ratings on both companies. He raised the price target for CoreWeave from $100 to $120 and for Nebius Group from $150 to $175.</p>
<div class="lb-trans"><p><strong>评级和目标价格：</strong> 分析师对这两家公司均给予买入评级。他将 CoreWeave 的目标价格从 100 美元上调至 120 美元，将 Nebius Group 的目标价格从 150 美元上调至 175 美元。</p>
</div><p><strong>The Thesis:</strong> Both CoreWeave and Nebius have recently won contracts due to strong AI infrastructure demand, Liani said.</p>
<div class="lb-trans"><p>** 投资论点：**Liani 表示，CoreWeave 和 Nebius 最近因强劲的人工智能基础设施需求而赢得了合同。</p>
</div><p><strong>Check out other analyst stock ratings</strong>.</p>
<div class="lb-trans"><p><strong>查看 其他分析师股票评级</strong>。</p>
</div><p>He raised the revenue growth estimates for CoreWeave by 800 basis points (bps) to 94% for fiscal 2027 and by 300 bps to 50% for fiscal 2028. This reflects expanded commitments from <strong>Meta Platforms Inc</strong> (NASDAQ: META) and a new strategic agreement with AI safety and research startup Anthropic.</p>
<div class="lb-trans"><p>他将 CoreWeave 的收入增长预期上调 800 个基点（bps），预计 2027 财年的增长率为 94%，将 2028 财年的增长预期上调 300 个基点，预计增长率为 50%。这反映了 <strong>Meta Platforms Inc</strong> (NASDAQ: META) 的扩展承诺以及与人工智能安全和研究初创公司 Anthropic 达成的新战略协议。</p>
</div><p>Last week, Meta signed an agreement to extend its contract by $21 billion through 2032. This brings the total contract value to approximately $35 billion. CoreWeave would provide dedicated AI cloud capacity across multiple sites to Meta. Also, the Facebook parent company gains early access to <strong>Nvidia Corp's</strong> (NASDAQ: NVDA) Vera Rubin architecture.</p>
<div class="lb-trans"><p>上周，Meta 签署了一项协议，将其合同延长至 2032 年，金额为 210 亿美元。这使得合同总价值约为 350 亿美元。CoreWeave 将为 Meta 提供多个地点的专用人工智能云容量。此外，Facebook 母公司还获得了对 <strong>Nvidia Corp</strong> (NASDAQ: NVDA) 的 Vera Rubin 架构的提前访问权。</p>
</div><h2>CoreWeave, Anthropic</h2>
<div class="lb-trans"><h2>CoreWeave，Anthropic</h2>
</div><p>CoreWeave announced a multi-year agreement with Anthropic to support workloads for Claude. According to Liani, Anthropic’s rapid growth, scaling ARR from $1 billion to over $30 billion in 15 months, “suggests meaningful deal size with expansion potential.” This agreement enhances CoreWeave’s customer diversification, adding Anthropic alongside existing customers such as OpenAI, Google, and Microsoſt.</p>
<div class="lb-trans"><p>CoreWeave 宣布与 Anthropic 达成多年协议，以支持 Claude 的工作负载。Liani 表示，Anthropic 的快速增长，从 10 亿美元扩展到超过 300 亿美元的年经常性收入（ARR）在 15 个月内，“表明了具有扩展潜力的重大交易规模。” 这一协议增强了 CoreWeave 的客户多样性，新增了 Anthropic，现有客户包括 OpenAI、Google 和微软。</p>
</div><p>Although the analyst maintained the estimates for Nebius, he said that the &#34;scale and structure of recent hyperscaler contracts, combined with ongoing capacity expansion at new data centers in Finland and Alabama, further validate its position as a core supplier within the global AI infrastructure ecosystem.&#34;</p>
<div class="lb-trans"><p>尽管分析师维持了对 Nebius 的预期，但他表示，“最近的超大规模合同的规模和结构，加上芬兰和阿拉巴马州新数据中心的持续产能扩张，进一步验证了其作为全球人工智能基础设施生态系统核心供应商的地位。”</p>
</div><p>Nebius’s large hyperscaler backlog, which includes Meta’s contract worth around $27 billion and an agreement with <strong>Microsoft Corp</strong> (NASDAQ: MSFT) to provide dedicated GPU infrastructure capacity.</p>
<div class="lb-trans"><p>Nebius 的大型超大规模合同积压，包括 Meta 价值约 270 亿美元的合同，以及与 <strong>Microsoft Corp</strong> (NASDAQ: MSFT) 达成的提供专用 GPU 基础设施容量的协议。</p>
</div><p>Nvidia's $2 billion strategic investment and commitment also reinforces &#34;Nebius’s positioning as a preferred AI cloud provider,&#34; Liani added.</p>
<div class="lb-trans"><p>Nvidia 的 20 亿美元战略投资和承诺也进一步巩固了 “Nebius 作为首选人工智能云提供商的定位，” Liani 补充道。</p>
</div><p><strong>CRWV, NBIS Price Action:</strong> Shares of both CoreWeave and Nebius Group had risen by more than 8% to $110.84 and $157.41, respectively, at the time of publication on Monday.</p>
<div class="lb-trans"><p><strong>CRWV，NBIS 价格动态：</strong> 截至周一发布时，CoreWeave 和 Nebius Group 的股价均上涨超过 8%，分别达到 110.84 美元和 157.41 美元。</p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
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CoreWeave, Nebius Get Fresh Upside Calls As BofA Bets Bigger On AI Compute Boom

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T-REX 2X Long CRWV Daily Target ETF

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Leverage Shares 2X Long CRWV Daily ETF

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CoreWeave 和 Nebius 获得新的看涨呼声，因为美国银行在人工智能计算热潮上加大了押注