<p><strong>CoreWeave Inc</strong>. (NASDAQ: CRWV) 股票周二下跌，此前 <strong>Alphabet Inc.</strong> (NASDAQ: GOOGL) 的 <strong>Google</strong> 和 <strong>Blackstone Inc</strong>. (NYSE: BX) 宣布了一项重大人工智能基础设施 合资企业，引发了对人工智能云领域的新竞争担忧。</p>
<p>这一公告对新兴云股票造成了压力，<strong>Nebius Group Inc</strong>. (NASDAQ: NBIS) 也出现下跌，投资者重新评估了专门的人工智能基础设施提供商的竞争格局。</p>
<p>此次抛售似乎与对快速扩张的人工智能云市场中竞争加剧的担忧有关，而不是公司基本面出现任何直接恶化。</p>
<p>截至周二最后检查，CoreWeave 股价下跌 8.07% 至 95.39 美元，而 Nebius Group 股价下跌 4.92% 至 190.02 美元，数据来源于 Benzinga Pro。</p>
<h2>分析师关注利润率和债务问题</h2>
<p>另外，<strong>DA Davidson</strong> 分析师 Gil Luria 对 CoreWeave 的覆盖评级为 中性，并将其价格预测从 175 美元下调至 100 美元，理由是输入成本上升和利润压力。</p>
<p>Luria 表示，该公司在约 80 亿美元的年收入上产生约 1% 的调整后 EBIT 利润率，随着内存和基础设施成本的增加，盈利能力面临风险。</p>
<p>他还警告称，CoreWeave 的多年合同可能无法完全对冲长期定价风险，而由于公司快速扩张和对债务融资的高度依赖，执行风险仍然较高。</p>
<h2>CoreWeave 分析师共识与近期行动</h2>
<p>该股票的评级为买入，平均价格预测为 133.84 美元。最近的分析师行动包括：</p>
<ul>
<li><strong>DA Davidson</strong>: 下调至中性（将预测下调至 100.00 美元）（5 月 18 日）</li>
<li><strong>Citigroup</strong>: 买入（将预测上调至 158.00 美元）（5 月 14 日）</li>
<li><strong>Cantor Fitzgerald</strong>: 超配（将预测上调至 167.00 美元）（5 月 11 日）</li>
</ul>
<p><em>照片来源于 Shutterstock</em></p>

黑石集团

谷歌-A

CRWV

CRWG

云计算 ETF - GlobalX

CRWU

CORD

<p>CoreWeave (CRWV) 股票在谷歌和黑石集团宣布了一项重大人工智能基础设施合资企业后下跌了 8%，引发了对人工智能云领域竞争的担忧。分析师 Gil Luria 以中性评级开始覆盖，并将价格预测下调至 100 美元，原因是成本上升和利润压力。尽管分析师给予了买入评级，但对盈利能力和执行风险的担忧依然存在</p>

<p><strong>CoreWeave Inc</strong>. (NASDAQ: CRWV) stock traded lower Tuesday after <strong>Alphabet Inc.'s</strong> (NASDAQ: GOOGL) <strong>Google</strong> and <strong>Blackstone Inc</strong>. (NYSE: BX) announced a major artificial intelligence infrastructure joint venture, raising fresh competitive concerns across the AI cloud sector.</p>
<div class="lb-trans"><p><strong>CoreWeave Inc</strong>. (NASDAQ: CRWV) 股票周二下跌，此前 <strong>Alphabet Inc.</strong> (NASDAQ: GOOGL) 的 <strong>Google</strong> 和 <strong>Blackstone Inc</strong>. (NYSE: BX) 宣布了一项重大人工智能基础设施 合资企业，引发了对人工智能云领域的新竞争担忧。</p>
</div><p>The announcement weighed on neocloud stocks, with <strong>Nebius Group Inc</strong>. (NASDAQ: NBIS) also declining as investors reassessed the competitive landscape for specialized AI infrastructure providers.</p>
<div class="lb-trans"><p>这一公告对新兴云股票造成了压力，<strong>Nebius Group Inc</strong>. (NASDAQ: NBIS) 也出现下跌，投资者重新评估了专门的人工智能基础设施提供商的竞争格局。</p>
</div><p>The sell-off appeared tied to concerns about intensifying competition in the rapidly expanding AI cloud market rather than any immediate deterioration in company fundamentals.</p>
<div class="lb-trans"><p>此次抛售似乎与对快速扩张的人工智能云市场中竞争加剧的担忧有关，而不是公司基本面出现任何直接恶化。</p>
</div><p>At last check Tuesday, CoreWeave shares had fallen 8.07% to $95.39, while Nebius Group shares were down 4.92% to $190.02, according to Benzinga Pro data.</p>
<div class="lb-trans"><p>截至周二最后检查，CoreWeave 股价下跌 8.07% 至 95.39 美元，而 Nebius Group 股价下跌 4.92% 至 190.02 美元，数据来源于 Benzinga Pro。</p>
</div><h2>Analyst Flags Margin And Debt Concerns</h2>
<div class="lb-trans"><h2>分析师关注利润率和债务问题</h2>
</div><p>Separately, <strong>DA Davidson</strong> analyst Gil Luria initiated coverage on CoreWeave with a Neutral rating and cut his price forecast to $100 from $175, citing rising input costs and margin pressure.</p>
<div class="lb-trans"><p>另外，<strong>DA Davidson</strong> 分析师 Gil Luria 对 CoreWeave 的覆盖评级为 中性，并将其价格预测从 175 美元下调至 100 美元，理由是输入成本上升和利润压力。</p>
</div><p>Luria said the company generates adjusted EBIT margins of about 1% on roughly $8 billion in annual revenue, making profitability vulnerable as memory and infrastructure costs increase.</p>
<div class="lb-trans"><p>Luria 表示，该公司在约 80 亿美元的年收入上产生约 1% 的调整后 EBIT 利润率，随着内存和基础设施成本的增加，盈利能力面临风险。</p>
</div><p>He also warned that CoreWeave's multi-year contracts may not fully hedge long-term pricing risks, while execution risks remain elevated due to the company's rapid expansion and heavy reliance on debt financing.</p>
<div class="lb-trans"><p>他还警告称，CoreWeave 的多年合同可能无法完全对冲长期定价风险，而由于公司快速扩张和对债务融资的高度依赖，执行风险仍然较高。</p>
</div><h2>CoreWeave Analyst Consensus &amp; Recent Actions</h2>
<div class="lb-trans"><h2>CoreWeave 分析师共识与近期行动</h2>
</div><p>The stock carries a Buy rating with an average price forecast of $133.84. Recent analyst moves include:</p>
<div class="lb-trans"><p>该股票的评级为买入，平均价格预测为 133.84 美元。最近的分析师行动包括：</p>
</div><ul>
<li><strong>DA Davidson</strong>: Downgraded to Neutral (Lowers forecast to $100.00) (May 18)</li>
<li><strong>Citigroup</strong>: Buy (Raises forecast to $158.00) (May 14)</li>
<li><strong>Cantor Fitzgerald</strong>: Overweight (Raises forecast to $167.00) (May 11)</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>DA Davidson</strong>: 下调至中性（将预测下调至 100.00 美元）（5 月 18 日）</li>
<li><strong>Citigroup</strong>: 买入（将预测上调至 158.00 美元）（5 月 14 日）</li>
<li><strong>Cantor Fitzgerald</strong>: 超配（将预测上调至 167.00 美元）（5 月 11 日）</li>
</ul>
</div><p><em>Photo via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源于 Shutterstock</em></p>
</div>

What's Going On With CoreWeave Stock Tuesday?

- CoreWeave Inc. 股价因 Google 和 Blackstone 宣布 AI 合资项目而下跌。  
- 投资者重评 AI 云基础设施竞争格局，Nebius Group 也遭遇下滑。  
- 分析师警告成本上升及盈利能力受压，给予 CoreWeave 中性评级。

CoreWeave 股票在周二有什么动态？