---
title: "CoreWeave 的股票上涨，与英伟达的合作关系激发了市场对人工智能增长的期待"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286326531.md"
description: "CoreWeave 的股票在 2026 年上涨超过 60%，表现优于纳斯达克，这得益于对人工智能基础设施的需求以及英伟达 20 亿美元的投资。尽管第二季度的指引谨慎，来自富国银行和杰富瑞的分析师仍然保持乐观，强调有 994 亿美元的订单积压。尽管第一季度收入翻了一番，但对高额债务和扩张成本的担忧对长期盈利能力构成风险"
datetime: "2026-05-13T22:43:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286326531.md)
  - [en](https://longbridge.com/en/news/286326531.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286326531.md)
---

# CoreWeave 的股票上涨，与英伟达的合作关系激发了市场对人工智能增长的期待

Stock momentum: CoreWeave's shares are up over 60% in 2026, outperforming the Nasdaq, driven by AI infrastructure demand and Nvidia’s $2 billion equity investment. Analyst optimism: Despite cautious Q2 guidance and higher capex, analysts from Wells Fargo and Jefferies maintain bullish ratings, citing a $99.4 billion backlog and sold-out capacity. Growth vs. risk: Revenue doubled in Q1, but heavy debt and spending to expand data centers remain key concerns for long-term profitability.

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