<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/Nvidia-chips.png?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://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/Nvidia-chips.png"/></p>
<p>英伟达在一家快速增长的人工智能基础设施公司的股份引起了华尔街投资者的重新关注。</p>
<p>这种关注在这家人工智能芯片巨头几乎将其在 CoreWeave 的持股翻倍后愈加强烈，CoreWeave 是人工智能基础设施领域最热门的公司之一。</p>
<p>该公司运营着一个 GPU 即服务的 “新云” 平台，向那些难以获得足够计算能力的客户租赁高性能的人工智能计算能力。</p>
<p>英伟达目前持有约 4720 万股 CoreWeave 股票，约占该公司 11%，按当前价格计算，价值接近 49 亿美元。</p>
<h2>英伟达大赌注背后的数字</h2>
<p>英伟达在 CoreWeave 的持股大幅增加，因为该芯片制造商之前持有约 2430 万股，约占该公司 6.3%。</p>
<p>在 1 月份，英伟达同意以每股 87.20 美元再投资 20 亿美元，增加了约 2300 万股，几乎将其持股翻倍。</p>
<p>到第一季度末，英伟达的持股达到了约 4720 万股，这表明了这家为 CoreWeave 大部分业务提供 GPU 的公司的重大信心。</p>
<p>这一时机并不难理解，因为 CoreWeave 的 2026 年第一季度业绩显示，收入为 21 亿美元，较去年同期的 9.82 亿美元增长，而截至 3 月 31 日，收入积压达 994 亿美元。</p>
<p>简单来说，积压是已签约的未来收入。</p>
<p>对于一家急于建设数据中心的公司来说，这为投资者提供了在收入实际进入损益表之前对需求的可见性。</p>
<h2>华尔街的看法</h2>
<p>CoreWeave 是少数几家拥有英伟达供应、能源接入和客户需求的公司之一，能够在人工智能基础设施的繁荣中实现规模化。</p>
<p>富国银行的迈克尔·图林在第一季度后将其目标价从 135 美元上调至 155 美元，并维持 “超配” 评级，指出 CoreWeave“持续执行”，积压接近 1000 亿美元，活跃容量超过 1GW。</p>
<p>美国银行的塔尔·利亚尼在第一季度后也保持乐观，维持 140 美元的目标价，并指出数据中心执行力强、积压增长和对人工智能推理工作负载的需求上升。</p>
<p>杰富瑞的布伦特·希尔则更加乐观，目标价为 160 美元。</p>
<p>他的观点是，CoreWeave 的估值相对于其在数万亿美元的人工智能基础设施机会中的战略重要性仍然具有吸引力。</p>
<p>但这并不是一个干净、无风险的增长故事。</p>
<p>DA Davidson 的最新评级是警示信号，该公司将评级调整为中性，并将目标价从 175 美元下调至 100 美元，依据 MarketBeat 的分析师追踪。</p>
<p>担忧是熟悉的：CoreWeave 增长迅速，但其资本支出沉重，当前盈利能力薄弱，资产负债表严重依赖债务和融资。</p>
<h2>CoreWeave 股票：你应该买吗？</h2>
<p>看涨的分析师将 CoreWeave 视为在公共市场上获得人工智能基础设施建设直接曝光的更直接方式，引用其近 1000 亿美元的积压、与英伟达的关系以及不断扩大的活跃电力容量。</p>
<p>富国银行、美国银行和杰富瑞在第一季度后均持积极态度，目标价在 140 美元到 160 美元之间。</p>
<p>相对的观点是，增长故事伴随着异常高的执行和融资风险。</p>
<p>CoreWeave 仍然是 GAAP 亏损，第一季度报告净亏损 7.4 亿美元，季度末负债约 249 亿美元，并预计 2026 年的资本支出在 310 亿美元到 350 亿美元之间。</p>
<p>DA Davidson 的评级下调至中性和 100 美元的目标价反映了更谨慎的阵营。</p>
<p>英伟达拥有这家新云股票的 11%：你也应该买入吗？最早出现在 Invezz 上。</p>

英伟达

CRWV

CRWU

CRWG

CWVX

云计算 ETF - GlobalX

2 倍做多英伟达 ETF - GraniteShares

<p>英伟达已将其在 CoreWeave 的股份增至 11%，持有约 4720 万股，价值 49 亿美元。这一举动吸引了投资者的关注，尤其是在 CoreWeave 报告了显著的收入增长和 994 亿美元的订单积压之后。分析师们的看法不一；虽然一些人维持 140 到 160 美元的看涨目标，但其他人因 CoreWeave 的高负债和持续亏损而表示谨慎</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/Nvidia-chips.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/Nvidia-chips.png"/></p>
<p>Nvidia’s stake in a fast-growing artificial intelligence infrastructure company is drawing renewed attention from investors across Wall Street.</p>
<div class="lb-trans"><p>英伟达在一家快速增长的人工智能基础设施公司的股份引起了华尔街投资者的重新关注。</p>
</div><p>That attention intensified after the AI chip giant nearly doubled its holdings in CoreWeave, one of the hottest names in the AI infrastructure trade.</p>
<div class="lb-trans"><p>这种关注在这家人工智能芯片巨头几乎将其在 CoreWeave 的持股翻倍后愈加强烈，CoreWeave 是人工智能基础设施领域最热门的公司之一。</p>
</div><p>The company operates a GPU-as-a-service “neocloud” platform, renting high-performance AI computing power to customers struggling to secure enough capacity.</p>
<div class="lb-trans"><p>该公司运营着一个 GPU 即服务的 “新云” 平台，向那些难以获得足够计算能力的客户租赁高性能的人工智能计算能力。</p>
</div><p>Nvidia’s holding now stands at about 47.2 million CoreWeave shares, roughly 11% of the company, worth close to $4.9 billion at current prices.</p>
<div class="lb-trans"><p>英伟达目前持有约 4720 万股 CoreWeave 股票，约占该公司 11%，按当前价格计算，价值接近 49 亿美元。</p>
</div><h2>Numbers behind Nvidia’s big bet</h2>
<div class="lb-trans"><h2>英伟达大赌注背后的数字</h2>
</div><p>Nvidia’s position in CoreWeave jumped as the chipmaker had previously held about 24.3 million shares, or roughly 6.3% of the company.</p>
<div class="lb-trans"><p>英伟达在 CoreWeave 的持股大幅增加，因为该芯片制造商之前持有约 2430 万股，约占该公司 6.3%。</p>
</div><p>In January, Nvidia agreed to invest another $2 billion at $87.20 per share, adding roughly 23 million shares and nearly doubling its position.</p>
<div class="lb-trans"><p>在 1 月份，英伟达同意以每股 87.20 美元再投资 20 亿美元，增加了约 2300 万股，几乎将其持股翻倍。</p>
</div><p>By the end of Q1, that put Nvidia’s stake at about 47.2 million shares, a major vote of confidence from the company whose GPUs power much of CoreWeave’s business.</p>
<div class="lb-trans"><p>到第一季度末，英伟达的持股达到了约 4720 万股，这表明了这家为 CoreWeave 大部分业务提供 GPU 的公司的重大信心。</p>
</div><p>The timing is not hard to understand as CoreWeave’s Q1 2026 results showed revenue of $2.1 billion, up from $982 million a year earlier, while revenue backlog reached $99.4 billion as of March 31.</p>
<div class="lb-trans"><p>这一时机并不难理解，因为 CoreWeave 的 2026 年第一季度业绩显示，收入为 21 亿美元，较去年同期的 9.82 亿美元增长，而截至 3 月 31 日，收入积压达 994 亿美元。</p>
</div><p>In simple words, backlog is contracted future revenue.</p>
<div class="lb-trans"><p>简单来说，积压是已签约的未来收入。</p>
</div><p>For a company racing to build data centers, it gives investors visibility into demand before the revenue actually hits the income statement.</p>
<div class="lb-trans"><p>对于一家急于建设数据中心的公司来说，这为投资者提供了在收入实际进入损益表之前对需求的可见性。</p>
</div><h2>What Wall Street is saying</h2>
<div class="lb-trans"><h2>华尔街的看法</h2>
</div><p>CoreWeave is one of the few companies with the Nvidia supply, power access, and customer demand to scale in the AI infrastructure boom.</p>
<div class="lb-trans"><p>CoreWeave 是少数几家拥有英伟达供应、能源接入和客户需求的公司之一，能够在人工智能基础设施的繁荣中实现规模化。</p>
</div><p>Wells Fargo’s Michael Turrin raised his price target to $155 from $135 and kept an Overweight rating after Q1, noting that CoreWeave “continues to execute” with nearly $100 billion of backlog and more than 1GW of active capacity.</p>
<div class="lb-trans"><p>富国银行的迈克尔·图林在第一季度后将其目标价从 135 美元上调至 155 美元，并维持 “超配” 评级，指出 CoreWeave“持续执行”，积压接近 1000 亿美元，活跃容量超过 1GW。</p>
</div><p>Bank of America’s Tal Liani has also stayed bullish, maintaining a $140 price target after Q1 and pointing to strong data center execution, backlog growth and rising demand for AI inference workloads.</p>
<div class="lb-trans"><p>美国银行的塔尔·利亚尼在第一季度后也保持乐观，维持 140 美元的目标价，并指出数据中心执行力强、积压增长和对人工智能推理工作负载的需求上升。</p>
</div><p>Jefferies’ Brent Thill is even more optimistic, with a $160 target.</p>
<div class="lb-trans"><p>杰富瑞的布伦特·希尔则更加乐观，目标价为 160 美元。</p>
</div><p>His view is that CoreWeave’s valuation remains compelling relative to its strategic importance in a multi-trillion-dollar AI infrastructure opportunity.</p>
<div class="lb-trans"><p>他的观点是，CoreWeave 的估值相对于其在数万亿美元的人工智能基础设施机会中的战略重要性仍然具有吸引力。</p>
</div><p>But this is not a clean, risk-free growth story.</p>
<div class="lb-trans"><p>但这并不是一个干净、无风险的增长故事。</p>
</div><p>DA Davidson’s latest call is the caution flag as the firm moved to Neutral and cut its target to $100 from $175, according to MarketBeat’s analyst tracker.</p>
<div class="lb-trans"><p>DA Davidson 的最新评级是警示信号，该公司将评级调整为中性，并将目标价从 175 美元下调至 100 美元，依据 MarketBeat 的分析师追踪。</p>
</div><p>The concern is familiar: CoreWeave is growing fast, but it is doing so with heavy capital spending, thin current profitability, and a balance sheet that depends heavily on debt and financing.</p>
<div class="lb-trans"><p>担忧是熟悉的：CoreWeave 增长迅速，但其资本支出沉重，当前盈利能力薄弱，资产负债表严重依赖债务和融资。</p>
</div><h2>CoreWeave stock: Should you buy?</h2>
<div class="lb-trans"><h2>CoreWeave 股票：你应该买吗？</h2>
</div><p>Bullish analysts frame CoreWeave as one of the more direct public-market ways to gain exposure to the AI infrastructure buildout, citing its nearly $100 billion backlog, Nvidia relationship and expanding active power capacity.</p>
<div class="lb-trans"><p>看涨的分析师将 CoreWeave 视为在公共市场上获得人工智能基础设施建设直接曝光的更直接方式，引用其近 1000 亿美元的积压、与英伟达的关系以及不断扩大的活跃电力容量。</p>
</div><p>Wells Fargo, Bank of America and Jefferies all remain constructive, with price targets ranging from $140 to $160 after Q1.</p>
<div class="lb-trans"><p>富国银行、美国银行和杰富瑞在第一季度后均持积极态度，目标价在 140 美元到 160 美元之间。</p>
</div><p>The opposing view is that the growth story comes with unusually high execution and financing risk.</p>
<div class="lb-trans"><p>相对的观点是，增长故事伴随着异常高的执行和融资风险。</p>
</div><p>CoreWeave remains GAAP loss-making, reported $740 million of net loss in Q1, carried about $24.9 billion of debt at quarter-end, and is guiding for $31 billion to $35 billion of 2026 capital expenditures.</p>
<div class="lb-trans"><p>CoreWeave 仍然是 GAAP 亏损，第一季度报告净亏损 7.4 亿美元，季度末负债约 249 亿美元，并预计 2026 年的资本支出在 310 亿美元到 350 亿美元之间。</p>
</div><p>DA Davidson’s downgrade to Neutral and $100 target reflects that more cautious camp.</p>
<div class="lb-trans"><p>DA Davidson 的评级下调至中性和 100 美元的目标价反映了更谨慎的阵营。</p>
</div><p>The post Nvidia owns 11% of this neocloud stock: should you buy in too? appeared first on Invezz</p>
<div class="lb-trans"><p>英伟达拥有这家新云股票的 11%：你也应该买入吗？最早出现在 Invezz 上。</p>
</div>

Nvidia owns 11% of this neocloud stock: should you buy in too?

- Nvidia 增持 CoreWeave 股份至 47.2 百万股，价值约 49 亿美元。  
- CoreWeave Q1 收入达 21 亿美元，订单积压接近 994 亿美元。  
- 分析师对 CoreWeave 前景看法分歧，目标价在 100 至 160 美元不等。

invezz

Coreweave

T-REX 2X Long CRWV Daily Target ETF

Leverage Shares 2X Long CRWV Daily ETF

Tradr 2X Long CRWV Daily ETF

富国银行

美国银行

Jefferies Financial

NVIDIA Corporation

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

英伟达持有这只新云股票的 11% 股份：你是否也应该考虑买入？