--- title: "尽管 DA Davidson 预测 CoreWeave 有乐观的上涨空间,但仍将其评级下调" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286853302.md" description: "DA Davidson 将 CoreWeave 的评级下调至中性,尽管其平均目标价为 141.61 美元,暗示有 31.97% 的潜在上涨空间。机构持股正在增加,英伟达将其持股比例提高了近 49%,而看跌/看涨比率则显示出乐观情绪。市场在信贷条件收紧和企业资本支出变化的背景下,正关注人工智能基础设施、大型银行和小型价值股票" datetime: "2026-05-19T04:29:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286853302.md) - [en](https://longbridge.com/en/news/286853302.md) - [zh-HK](https://longbridge.com/zh-HK/news/286853302.md) --- # 尽管 DA Davidson 预测 CoreWeave 有乐观的上涨空间,但仍将其评级下调 Downgrade details: DA Davidson lowered CoreWeave’s rating to Neutral, despite an average price target of $141.61, indicating a 31.97% potential upside. Investor positioning: Institutional ownership has grown, with Nvidia boosting its stake by nearly 49%, and the put/call ratio suggests a bullish sentiment. Market backdrop: AI infrastructure, large banks, and small-cap value stocks are drawing attention as credit conditions tighten and corporate capex shifts. ### 相关股票 - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [CRWV.US](https://longbridge.com/zh-CN/quote/CRWV.US.md) - [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [XLK.US](https://longbridge.com/zh-CN/quote/XLK.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md) - [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md) - [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md) - [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [IXN.US](https://longbridge.com/zh-CN/quote/IXN.US.md) - [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md) ## 相关资讯与研究 - [学者认为美国误判中国 AI 发展速度重新调整政策 从严格管制晶片出口转为合作](https://longbridge.com/zh-CN/news/286707990.md) - [英伟达:Vera CPU 抵达 Anthropic、OpenAI、SpaceX、甲骨文的 AI 实验室](https://longbridge.com/zh-CN/news/286823424.md) - [英伟达自研 CPU Vera 完成首批交付,通信 ETF 华夏回调超 3%,资金加速流入](https://longbridge.com/zh-CN/news/286845781.md) - [Leadtek keeping eye on changes to China AI exports](https://longbridge.com/zh-CN/news/286796501.md) - [二次 “卖身” 折戟,先导电科上市之路或被豪华股东团 “拖垮”| 并购一线](https://longbridge.com/zh-CN/news/286760739.md)