<p><strong>CoreWeave, Inc</strong> (NASDAQ: CRWV) 周二交易上涨，因风险偏好改善以及新的 看涨分析师覆盖 加强了投资者对加速的人工智能基础设施建设的热情。</p>
<h2>分析师看好人工智能计算需求的强劲上行空间</h2>
<p><strong>GF Securities</strong> 对 CoreWeave 进行了覆盖，给予买入评级，目标价为 162 美元，理由是该公司在 GPU 部署方面的早期优势、专注于人工智能基础设施以及与主要超大规模云服务商的长期协议。</p>
<p>该公司还表示，融资成本下降和 GPU 租赁价格改善可能在人工智能计算需求持续扩张的情况下提供额外的上行空间。</p>
<h2>德意志银行强调积压增长和人工智能扩展</h2>
<p>德意志银行重申其买入评级和 135 美元的目标价，认为人工智能基础设施支出的增加继续推动公共云收入和行业内的积压增长。</p>
<p>该银行指出，尽管前期投资和人工智能基础设施服务对整个行业的利润率造成了压力，但 CoreWeave 仍然保持 69% 的毛利率，尽管由于激进扩张努力而持续亏损。</p>
<h2>人工智能基础设施热潮继续支持 CoreWeave</h2>
<p>CoreWeave 运营着一个围绕 <strong>NVIDIA Corp</strong> (NASDAQ: NVDA) GPU 和专注于人工智能的硬件构建的云基础设施平台，旨在支持大型语言模型、人工智能训练和推理工作负载。</p>
<p>投资者越来越将该公司视为人工智能热潮中的关键 &#34;挖掘与铲子&#34; 提供商，因为对高性能 GPU 计算的需求不断上升，导致整个人工智能生态系统出现瓶颈。分析师还认为，机会正在扩展到超大规模云服务商之外的企业和主权人工智能部署。</p>
<h2>收益与分析师展望</h2>
<p>展望未来，股票的下一个主要催化剂将在 2026 年 8 月 11 日（预计）发布的收益报告中到来。</p>
<ul>
<li><strong>每股收益预估</strong>：$-1.25（较去年同期亏损 27 美分有所下降）</li>
<li><strong>收入预估</strong>：$25.6 亿（较去年同期的 12.1 亿有所上升）</li>
</ul>
<p><strong>分析师共识与近期行动：</strong> 该股票的评级为买入，平均目标价为 133.84 美元。近期分析师的动作包括：</p>
<ul>
<li><strong>DA Davidson</strong>：下调至中性（目标价降至 100.00 美元）（5 月 18 日）</li>
<li><strong>花旗集团</strong>：买入（目标价上调至 158.00 美元）（5 月 14 日）</li>
<li><strong>Cantor Fitzgerald</strong>：超配（目标价上调至 167.00 美元）（5 月 11 日）</li>
</ul>
<p><strong>CRWV 股票价格活动：</strong> 根据 Benzinga Pro 数据，CoreWeave 股票在周二发布时上涨 2.46%，报 108.09 美元。</p>
<p><em>照片来源于 Shutterstock</em></p>

CRWV

CRWG

CORD

CRWU

CWVX

<p>CoreWeave (CRWV) 股票上涨至 108.09 美元，此前广发证券给予其买入评级，目标价为 162 美元，理由是强劲的人工智能计算需求和公司 69% 的毛利率。德意志银行也重申了买入评级，强调在人工智能基础设施支出上升的背景下，订单积压增长。分析师预测到 2026 年，收入将增加至 25.6 亿美元，股票的平均目标价为 133.84 美元</p>

<p><strong>CoreWeave, Inc</strong> (NASDAQ: CRWV) traded higher on Tuesday as improving risk appetite and fresh bullish analyst coverage reinforced investor enthusiasm around the accelerating AI infrastructure buildout.</p>
<div class="lb-trans"><p><strong>CoreWeave, Inc</strong> (NASDAQ: CRWV) 周二交易上涨，因风险偏好改善以及新的 看涨分析师覆盖 加强了投资者对加速的人工智能基础设施建设的热情。</p>
</div><h2>Analysts See Strong Upside From AI Compute Demand</h2>
<div class="lb-trans"><h2>分析师看好人工智能计算需求的强劲上行空间</h2>
</div><p><strong>GF Securities</strong> initiated coverage on CoreWeave with a Buy rating and a $162 price forecast, citing the company's early GPU deployment advantage, dedicated AI infrastructure focus, and long-term agreements with major hyperscalers.</p>
<div class="lb-trans"><p><strong>GF Securities</strong> 对 CoreWeave 进行了覆盖，给予买入评级，目标价为 162 美元，理由是该公司在 GPU 部署方面的早期优势、专注于人工智能基础设施以及与主要超大规模云服务商的长期协议。</p>
</div><p>The firm also said declining financing costs and improving GPU rental pricing could provide additional upside as AI-compute demand continues to expand.</p>
<div class="lb-trans"><p>该公司还表示，融资成本下降和 GPU 租赁价格改善可能在人工智能计算需求持续扩张的情况下提供额外的上行空间。</p>
</div><h2>Deutsche Bank Highlights Backlog Growth And AI Expansion</h2>
<div class="lb-trans"><h2>德意志银行强调积压增长和人工智能扩展</h2>
</div><p>Deutsche Bank reiterated its Buy rating and $135 price forecast, arguing that rising AI infrastructure spending continues driving public-cloud revenue and backlog growth across the industry.</p>
<div class="lb-trans"><p>德意志银行重申其买入评级和 135 美元的目标价，认为人工智能基础设施支出的增加继续推动公共云收入和行业内的积压增长。</p>
</div><p>The bank noted that while upfront investments and AI infrastructure services have pressured margins sectorwide, CoreWeave still maintains a 69% gross profit margin despite ongoing losses tied to aggressive expansion efforts.</p>
<div class="lb-trans"><p>该银行指出，尽管前期投资和人工智能基础设施服务对整个行业的利润率造成了压力，但 CoreWeave 仍然保持 69% 的毛利率，尽管由于激进扩张努力而持续亏损。</p>
</div><h2>AI Infrastructure Boom Continues Supporting CoreWeave</h2>
<div class="lb-trans"><h2>人工智能基础设施热潮继续支持 CoreWeave</h2>
</div><p>CoreWeave operates a cloud infrastructure platform built around <strong>NVIDIA Corp</strong> (NASDAQ: NVDA) GPUs and AI-focused hardware designed to support large language models, AI training, and inference workloads.</p>
<div class="lb-trans"><p>CoreWeave 运营着一个围绕 <strong>NVIDIA Corp</strong> (NASDAQ: NVDA) GPU 和专注于人工智能的硬件构建的云基础设施平台，旨在支持大型语言模型、人工智能训练和推理工作负载。</p>
</div><p>Investors increasingly view the company as a key &#34;pick-and-shovel&#34; provider in the AI boom, as rising demand for high-performance GPU compute continues creating bottlenecks across the broader AI ecosystem. Analysts also see the opportunity expanding beyond hyperscalers into enterprise and sovereign AI deployments.</p>
<div class="lb-trans"><p>投资者越来越将该公司视为人工智能热潮中的关键 &#34;挖掘与铲子&#34; 提供商，因为对高性能 GPU 计算的需求不断上升，导致整个人工智能生态系统出现瓶颈。分析师还认为，机会正在扩展到超大规模云服务商之外的企业和主权人工智能部署。</p>
</div><h2>Earnings &amp; Analyst Outlook</h2>
<div class="lb-trans"><h2>收益与分析师展望</h2>
</div><p>Looking further out, the next major catalyst for the stock arrives with the August 11, 2026 (estimated) earnings report.</p>
<div class="lb-trans"><p>展望未来，股票的下一个主要催化剂将在 2026 年 8 月 11 日（预计）发布的收益报告中到来。</p>
</div><ul>
<li><strong>EPS Estimate</strong>: $-1.25 (Down from a loss of 27 cents YoY)</li>
<li><strong>Revenue Estimate</strong>: $2.56 Billion (Up from $1.21 Billion YoY)</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>每股收益预估</strong>：$-1.25（较去年同期亏损 27 美分有所下降）</li>
<li><strong>收入预估</strong>：$25.6 亿（较去年同期的 12.1 亿有所上升）</li>
</ul>
</div><p><strong>Analyst Consensus &amp; Recent Actions:</strong> The stock carries a Buy rating with an average price target of $133.84. Recent analyst moves include:</p>
<div class="lb-trans"><p><strong>分析师共识与近期行动：</strong> 该股票的评级为买入，平均目标价为 133.84 美元。近期分析师的动作包括：</p>
</div><ul>
<li><strong>DA Davidson</strong>: Downgraded to Neutral (Lowers Target to $100.00) (May 18)</li>
<li><strong>Citigroup</strong>: Buy (Raises Target to $158.00) (May 14)</li>
<li><strong>Cantor Fitzgerald</strong>: Overweight (Raises Target to $167.00) (May 11)</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>DA Davidson</strong>：下调至中性（目标价降至 100.00 美元）（5 月 18 日）</li>
<li><strong>花旗集团</strong>：买入（目标价上调至 158.00 美元）（5 月 14 日）</li>
<li><strong>Cantor Fitzgerald</strong>：超配（目标价上调至 167.00 美元）（5 月 11 日）</li>
</ul>
</div><p><strong>CRWV Stock Price Activity:</strong> CoreWeave shares were up 2.46% at $108.09 at the time of publication on Tuesday, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>CRWV 股票价格活动：</strong> 根据 Benzinga Pro 数据，CoreWeave 股票在周二发布时上涨 2.46%，报 108.09 美元。</p>
</div><p><em>Photo via Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源于 Shutterstock</em></p>
</div>

CoreWeave 股票在周二有什么动态？