<ul>
<li>SpaceX 引起关注，但这四只股票可能带来回报</li>
</ul>
<p>CoreWeave NASDAQ: CRWV 首席财务官 Nitin Agrawal 表示，这家人工智能云公司预计在下半年实现利润率改善，因为最近增加的电力容量将转化为部署的 GPU 和客户收入。</p>
<p>在一次炉边谈话式的讨论中，Agrawal 表示 CoreWeave 围绕合同层面的贡献利润结构来构建其业务，并在签署不同代基础设施的长期客户承诺时密切监控这些经济指标。</p>
<ul>
<li>人工智能整合开始：黑石与谷歌打造人工智能帝国</li>
</ul>
<p>“我们正在达到电力增长的拐点，然后部署 GPU 并将其交付给我们的最终客户，” Agrawal 说。他补充道，公司对其利润率前景充满信心，因为它了解与合同相关的成本结构和收入结构。</p>
<p>Agrawal 表示，CoreWeave 预计利润率将在第二季度到第三季度之间 “拐点”，并在年底时达到 “低双位数”。他还表示，由于当前正在进行的电力和部署动态，公司预计在 2027 年进入时将处于更强的位置。</p>
<h2>合同结构被视为限制成本波动的因素</h2>
<ul>
<li>深入分析 NVIDIA 的最新投资组合动态</li>
</ul>
<p>当被问及上升的输入成本，包括内存价格和其他供应链压力时，Agrawal 表示 CoreWeave 采用了前期采购和定价纪律的组合。他表示，公司在签署客户合同时下达基础设施的采购订单，这有助于锁定收入和 “很大一部分” 成本结构，以及数据中心租赁。</p>
<p>“这让我们有信心，这些合同在实际部署并大规模运行后所能实现的贡献利润将非常、非常稳定，” Agrawal 说。</p>
<p>对于新合同，Agrawal 表示更高的容量成本可能会反映在客户的定价中。他将这些成本描述为在基于当时的容量可用性和成本的下一个增量合同中有效考虑的。</p>
<h2>CoreWeave 指向以 AI 为首的云架构</h2>
<p>Agrawal 表示，CoreWeave 的差异化来自于从零开始构建 “以 AI 为首的云”，而不是改造为网络应用、网站和数据湖设计的传统云基础设施。他表示，AI 工作负载在根本上是不同的，因为它们是并行化的工作负载，需要不同的基础设施、网络和软件层。</p>
<p>Agrawal 表示，CoreWeave 的平台已经扩展到 GPU 之外。他表示，公司之前披露其存储产品的年度经常性收入超过 1 亿美元，并继续增长。他还表示，网络、CPU 和软件预计在年底前将超过 1 亿美元的年度经常性收入。</p>
<p>他提到 CoreWeave 在大规模部署 NVIDIA 基础设施的历史，称公司是首个大规模部署 H100、H200 和 Blackwell 系统的公司，并表示 Vera Rubin 系统 “即将到来”。他还提到 SemiAnalysis 的认可，称 CoreWeave 在过去两年中一直是 AI 基础设施的唯一铂金云提供商。</p>
<h2>推理需求被视为耐久性的信号</h2>
<p>Agrawal 表示，AI 基础设施需求耐久性的一个最强信号是向推理工作负载的转变。他表示，CoreWeave 目前大多数需求是用于服务推理工作负载，他将其视为持续经济变化的证据。</p>
<p>“客户现在正在将 AI 投入生产，并且他们看到了巨大的回报，” Agrawal 说。</p>
<p>他还表示，CoreWeave 最近讨论的季度中，A100、H100、H200 和 L40 GPU 的平均售价环比上涨。Agrawal 表示，CoreWeave 以高于两到三年前首次推出时的价格出售 H100，这被他描述为服务工作负载的持续需求的迹象。</p>
<p>Agrawal 表示，推理需求并不是 “一刀切”，客户使用不同的模型并选择最适合其需求的基础设施，包括 A100、H100 和 L40S 系统。</p>
<h2>软件和 Omni 被视为长期机会</h2>
<p>Agrawal 表示，CoreWeave 不依赖于客户锁定，而是强调平台质量和服务水平。他表示，初始合同到期的客户不仅回头续约，还购买额外的容量。</p>
<p>他说，客户最初是为了 GPU 基础设施而来到 CoreWeave，但越来越多地采用存储、CPU、网络和软件产品，作为更广泛的全栈 AI 云平台的一部分。</p>
<p>在讨论软件时，Agrawal 描述了两个领域：管理软件产品，包括 Weave 和 CoreWeave 的推理平台，以及 CoreWeave Omni，它在 CoreWeave 未拥有的 GPU 和数据中心中实现公司的 AI 基础设施堆栈的货币化。他表示，Omni 可以支持主权、国际或企业拥有的基础设施，使用 CoreWeave 堆栈。</p>
<p>Agrawal 表示，这些软件努力在现有业务规模上并不是短期贡献者，但他称它们为 “增利的”，并表示它们在未来几年可能变得重要。他还表示，CoreWeave 讨论在今年结束时达到 180 亿到 190 亿美元的年度经常性收入，明年超过 300 亿美元的年度经常性收入，而上个季度的收入积压接近 1000 亿美元，主持人提到为 994 亿美元。</p>
<h2>电力、供应链和自建战略</h2>
<p>Agrawal 表示，AI 基础设施中的供应限制继续发生变化。虽然几年前芯片是关键限制因素，但他说电力和外壳容量现在是最大的限制因素，包括电工和管道工等技术工人的短缺。他还提到内存作为当前的组件短缺。</p>
<p>“这是我们所知道的唯一环境，” Agrawal 表示，并补充说 CoreWeave 是在一个始终存在供应限制的环境中建立的。</p>
<p>主持人表示，CoreWeave 拥有 3.5 吉瓦的合同电力，并计划到 2030 年达到 8 吉瓦的有效电力。Agrawal 表示，公司最初租赁容量以快速推进，并平衡资本支出与运营费用。他表示，展望未来，CoreWeave 预计将有 “健康的混合” 租赁和自建站点，未来几年自建容量的比例将逐渐增加。</p>
<p>Agrawal 表示，公司很高兴在今年的下几个季度上线其第一个自建站点，另一个站点预计在 2027 年上线。他表示，更大的运营控制可以帮助 CoreWeave 更快地创新，而垂直整合则可以让其重新获得利润空间。</p>
<p>谈到竞争时，Agrawal 表示，考虑到需求和供应限制，新进入者并不令人惊讶，但他强调了在规模上提供高性能基础设施的困难。他表示，CoreWeave 的技术栈、运营执行和融资引擎是关键差异化因素，并补充说公司已经使用 GPU 支持的融资近四年。</p>
<h2>关于 CoreWeave NASDAQ: CRWV</h2>
<p>CoreWeave 是一家总部位于美国的 GPU 加速云基础设施提供商，旨在支持计算密集型工作负载，如人工智能、机器学习、视觉效果渲染和其他高性能计算应用。该公司提供对大型现代 GPU 和互补基础设施的访问，使客户能够训练和部署大型模型，以规模运行推理，并以低延迟和高吞吐量处理图形密集型工作负载。</p>
<p>CoreWeave 的产品包括按需和专用 GPU 实例、裸金属服务器、私有集群和为企业和开发者量身定制的托管服务。</p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资$1,000 在 CoreWeave 吗？</h2>
<p>在考虑 CoreWeave 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 CoreWeave 并不在名单上。</p>
<p>虽然 CoreWeave 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

CRWV

CRWU

CRWG

CWVX

<p>CoreWeave 首席财务官 Nitin Agrawal 宣布，随着新的电力产能转化为部署的 GPU，预计下半年利润率将有所改善。公司预计到年底利润率将达到低双位数，这得益于强大的合同结构和严格的定价。Agrawal 强调，向推理工作负载的转变是对持久的人工智能基础设施需求的一个标志，CoreWeave 的平台正在扩展到存储和网络领域，旨在实现年度经常性收入的显著增长</p>

<ul>
<li>SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns</li>
</ul>
<div class="lb-trans"><ul>
<li>SpaceX 引起关注，但这四只股票可能带来回报</li>
</ul>
</div><p>CoreWeave NASDAQ: CRWV Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue.</p>
<div class="lb-trans"><p>CoreWeave NASDAQ: CRWV 首席财务官 Nitin Agrawal 表示，这家人工智能云公司预计在下半年实现利润率改善，因为最近增加的电力容量将转化为部署的 GPU 和客户收入。</p>
</div><p>Speaking in a fireside-style discussion, Agrawal said CoreWeave structures its business around contribution margin at the contract level and monitors those economics closely as it signs long-term customer commitments across different generations of infrastructure.</p>
<div class="lb-trans"><p>在一次炉边谈话式的讨论中，Agrawal 表示 CoreWeave 围绕合同层面的贡献利润结构来构建其业务，并在签署不同代基础设施的长期客户承诺时密切监控这些经济指标。</p>
</div><ul>
<li>AI Consolidation Begins: Blackstone &amp; Google Forge an AI Empire</li>
</ul>
<div class="lb-trans"><ul>
<li>人工智能整合开始：黑石与谷歌打造人工智能帝国</li>
</ul>
</div><p>“We are reaching an inflection point in terms of that power growth, and then deploying GPUs and delivering it to our end customers,” Agrawal said. He added that the company has confidence in its margin outlook because it knows both the cost structure and revenue structure tied to its contracts.</p>
<div class="lb-trans"><p>“我们正在达到电力增长的拐点，然后部署 GPU 并将其交付给我们的最终客户，” Agrawal 说。他补充道，公司对其利润率前景充满信心，因为它了解与合同相关的成本结构和收入结构。</p>
</div><p>Agrawal said CoreWeave expects margins to “inflect” from the second quarter to the third quarter and reach “low double digits” as the company exits the year. He also said the company expects to enter 2027 in a stronger position due to the power and deployment dynamics now underway.</p>
<div class="lb-trans"><p>Agrawal 表示，CoreWeave 预计利润率将在第二季度到第三季度之间 “拐点”，并在年底时达到 “低双位数”。他还表示，由于当前正在进行的电力和部署动态，公司预计在 2027 年进入时将处于更强的位置。</p>
</div><h2>Contract Structure Seen Limiting Cost Volatility</h2>
<div class="lb-trans"><h2>合同结构被视为限制成本波动的因素</h2>
</div><ul>
<li>A Deep Dive Into NVIDIA’s Latest Portfolio Moves</li>
</ul>
<div class="lb-trans"><ul>
<li>深入分析 NVIDIA 的最新投资组合动态</li>
</ul>
</div><p>Asked about rising input costs, including memory prices and other supply chain pressures, Agrawal said CoreWeave uses a combination of upfront purchasing and pricing discipline. He said the company places purchase orders for infrastructure as it signs customer contracts, which helps lock in both revenue and “a large fraction” of its cost structure alongside data center leases.</p>
<div class="lb-trans"><p>当被问及上升的输入成本，包括内存价格和其他供应链压力时，Agrawal 表示 CoreWeave 采用了前期采购和定价纪律的组合。他表示，公司在签署客户合同时下达基础设施的采购订单，这有助于锁定收入和 “很大一部分” 成本结构，以及数据中心租赁。</p>
</div><p>“That gives us confidence that the contribution margins that these contracts will achieve once they are actually deployed and running at scale would be very, very static,” Agrawal said.</p>
<div class="lb-trans"><p>“这让我们有信心，这些合同在实际部署并大规模运行后所能实现的贡献利润将非常、非常稳定，” Agrawal 说。</p>
</div><p>For new contracts, Agrawal said higher capacity costs may be reflected in pricing to customers. He described those costs as effectively being considered in the next incremental contract based on capacity availability and costs at that time.</p>
<div class="lb-trans"><p>对于新合同，Agrawal 表示更高的容量成本可能会反映在客户的定价中。他将这些成本描述为在基于当时的容量可用性和成本的下一个增量合同中有效考虑的。</p>
</div><h2>CoreWeave Points to AI-First Cloud Architecture</h2>
<div class="lb-trans"><h2>CoreWeave 指向以 AI 为首的云架构</h2>
</div><p>Agrawal said CoreWeave’s differentiation comes from building an “AI-first cloud” from the ground up, rather than adapting traditional cloud infrastructure designed for web applications, websites and data lakes. He said AI workloads are fundamentally different because they are parallelized workloads, requiring different infrastructure, networking and software layers.</p>
<div class="lb-trans"><p>Agrawal 表示，CoreWeave 的差异化来自于从零开始构建 “以 AI 为首的云”，而不是改造为网络应用、网站和数据湖设计的传统云基础设施。他表示，AI 工作负载在根本上是不同的，因为它们是并行化的工作负载，需要不同的基础设施、网络和软件层。</p>
</div><p>Agrawal said CoreWeave’s platform has expanded beyond GPUs. He said the company previously disclosed that its storage product exceeded $100 million in annual recurring revenue and continues to grow. He also said networking, CPU and software are expected to cross $100 million of ARR by the end of the year.</p>
<div class="lb-trans"><p>Agrawal 表示，CoreWeave 的平台已经扩展到 GPU 之外。他表示，公司之前披露其存储产品的年度经常性收入超过 1 亿美元，并继续增长。他还表示，网络、CPU 和软件预计在年底前将超过 1 亿美元的年度经常性收入。</p>
</div><p>He cited CoreWeave’s history of deploying NVIDIA infrastructure at scale, saying the company was first to deploy H100, H200 and Blackwell systems at scale, and said Vera Rubin systems are “coming just across the corner.” He also pointed to recognition from SemiAnalysis, saying CoreWeave has been the single platinum cloud provider in AI infrastructure for two consecutive years.</p>
<div class="lb-trans"><p>他提到 CoreWeave 在大规模部署 NVIDIA 基础设施的历史，称公司是首个大规模部署 H100、H200 和 Blackwell 系统的公司，并表示 Vera Rubin 系统 “即将到来”。他还提到 SemiAnalysis 的认可，称 CoreWeave 在过去两年中一直是 AI 基础设施的唯一铂金云提供商。</p>
</div><h2>Inference Demand Cited as Signal of Durability</h2>
<div class="lb-trans"><h2>推理需求被视为耐久性的信号</h2>
</div><p>Agrawal said one of the strongest signals that AI infrastructure demand is durable is the shift toward inference workloads. He said a majority of demand coming to CoreWeave is now for serving inference workloads, which he characterized as evidence of a sustained economic change.</p>
<div class="lb-trans"><p>Agrawal 表示，AI 基础设施需求耐久性的一个最强信号是向推理工作负载的转变。他表示，CoreWeave 目前大多数需求是用于服务推理工作负载，他将其视为持续经济变化的证据。</p>
</div><p>“Customers are productionalizing AI now, and they’re seeing massive returns on those,” Agrawal said.</p>
<div class="lb-trans"><p>“客户现在正在将 AI 投入生产，并且他们看到了巨大的回报，” Agrawal 说。</p>
</div><p>He also said average selling prices for A100, H100, H200 and L40 GPUs increased quarter over quarter in CoreWeave’s most recent quarter discussed on earnings. Agrawal said CoreWeave is selling H100s at prices higher than two to three years ago, when they first came out, which he described as a sign of sustained demand for serving workloads.</p>
<div class="lb-trans"><p>他还表示，CoreWeave 最近讨论的季度中，A100、H100、H200 和 L40 GPU 的平均售价环比上涨。Agrawal 表示，CoreWeave 以高于两到三年前首次推出时的价格出售 H100，这被他描述为服务工作负载的持续需求的迹象。</p>
</div><p>Agrawal said inference demand is not “one size fits all,” with customers using different models and selecting infrastructure that best fits their needs, including A100s, H100s and L40S systems.</p>
<div class="lb-trans"><p>Agrawal 表示，推理需求并不是 “一刀切”，客户使用不同的模型并选择最适合其需求的基础设施，包括 A100、H100 和 L40S 系统。</p>
</div><h2>Software and Omni Viewed as Longer-Term Opportunities</h2>
<div class="lb-trans"><h2>软件和 Omni 被视为长期机会</h2>
</div><p>Agrawal said CoreWeave does not rely on customer lock-in, instead pointing to platform quality and service levels. He said customers whose initial contracts have expired are returning not only to renew but also to buy additional capacity.</p>
<div class="lb-trans"><p>Agrawal 表示，CoreWeave 不依赖于客户锁定，而是强调平台质量和服务水平。他表示，初始合同到期的客户不仅回头续约，还购买额外的容量。</p>
</div><p>He said customers initially come to CoreWeave for GPU infrastructure but are increasingly adopting storage, CPU, networking and software offerings as part of a broader full-stack AI cloud platform.</p>
<div class="lb-trans"><p>他说，客户最初是为了 GPU 基础设施而来到 CoreWeave，但越来越多地采用存储、CPU、网络和软件产品，作为更广泛的全栈 AI 云平台的一部分。</p>
</div><p>Discussing software, Agrawal described two areas: managed software products, including Weave and CoreWeave’s inference platform, and CoreWeave Omni, which monetizes the company’s AI infrastructure stack in GPUs and data centers not owned by CoreWeave. He said Omni could support sovereign, international or enterprise-owned infrastructure using the CoreWeave stack.</p>
<div class="lb-trans"><p>在讨论软件时，Agrawal 描述了两个领域：管理软件产品，包括 Weave 和 CoreWeave 的推理平台，以及 CoreWeave Omni，它在 CoreWeave 未拥有的 GPU 和数据中心中实现公司的 AI 基础设施堆栈的货币化。他表示，Omni 可以支持主权、国际或企业拥有的基础设施，使用 CoreWeave 堆栈。</p>
</div><p>Agrawal said these software efforts are not near-term contributors at the scale of the existing business, but he called them “margin accretive” and said they could become meaningful over the coming years. He also said CoreWeave discussed exiting this year at $18 billion to $19 billion ARR and next year north of $30 billion ARR, while revenue backlog approached $100 billion last quarter, with the moderator referencing $99.4 billion.</p>
<div class="lb-trans"><p>Agrawal 表示，这些软件努力在现有业务规模上并不是短期贡献者，但他称它们为 “增利的”，并表示它们在未来几年可能变得重要。他还表示，CoreWeave 讨论在今年结束时达到 180 亿到 190 亿美元的年度经常性收入，明年超过 300 亿美元的年度经常性收入，而上个季度的收入积压接近 1000 亿美元，主持人提到为 994 亿美元。</p>
</div><h2>Power, Supply Chain and Self-Build Strategy</h2>
<div class="lb-trans"><h2>电力、供应链和自建战略</h2>
</div><p>Agrawal said supply constraints in AI infrastructure continue to shift. While chips were the key constraint several years ago, he said power and shell capacity are now the biggest constraints, including shortages in skilled labor such as electricians and plumbers. He also noted memory as a current component shortage.</p>
<div class="lb-trans"><p>Agrawal 表示，AI 基础设施中的供应限制继续发生变化。虽然几年前芯片是关键限制因素，但他说电力和外壳容量现在是最大的限制因素，包括电工和管道工等技术工人的短缺。他还提到内存作为当前的组件短缺。</p>
</div><p>“This is the only environment we know of,” Agrawal said, adding that CoreWeave was built in an environment where supply constraints were always present.</p>
<div class="lb-trans"><p>“这是我们所知道的唯一环境，” Agrawal 表示，并补充说 CoreWeave 是在一个始终存在供应限制的环境中建立的。</p>
</div><p>The moderator said CoreWeave has 3.5 gigawatts of contracted power and a goal of reaching 8 gigawatts of active power by 2030. Agrawal said the company initially leased capacity to move quickly and balance capital expenditures against operating expenses. Looking ahead, he said CoreWeave expects a “healthy mix” of leased and self-built sites, with an increasing percentage of self-built capacity over the next several years.</p>
<div class="lb-trans"><p>主持人表示，CoreWeave 拥有 3.5 吉瓦的合同电力，并计划到 2030 年达到 8 吉瓦的有效电力。Agrawal 表示，公司最初租赁容量以快速推进，并平衡资本支出与运营费用。他表示，展望未来，CoreWeave 预计将有 “健康的混合” 租赁和自建站点，未来几年自建容量的比例将逐渐增加。</p>
</div><p>Agrawal said the company is excited to bring its first self-built site online in the next few quarters this year, with another site expected in 2027. He said greater operational control could help CoreWeave innovate faster while vertical integration could allow it to recapture margin.</p>
<div class="lb-trans"><p>Agrawal 表示，公司很高兴在今年的下几个季度上线其第一个自建站点，另一个站点预计在 2027 年上线。他表示，更大的运营控制可以帮助 CoreWeave 更快地创新，而垂直整合则可以让其重新获得利润空间。</p>
</div><p>On competition, Agrawal said new entrants are unsurprising given demand and supply constraints, but he emphasized the difficulty of delivering performant infrastructure at scale. He said CoreWeave’s technology stack, operational execution and financing engine are key differentiators, adding that the company has used GPU-backed financing for nearly four years.</p>
<div class="lb-trans"><p>谈到竞争时，Agrawal 表示，考虑到需求和供应限制，新进入者并不令人惊讶，但他强调了在规模上提供高性能基础设施的困难。他表示，CoreWeave 的技术栈、运营执行和融资引擎是关键差异化因素，并补充说公司已经使用 GPU 支持的融资近四年。</p>
</div><h2>About CoreWeave NASDAQ: CRWV</h2>
<div class="lb-trans"><h2>关于 CoreWeave NASDAQ: CRWV</h2>
</div><p>CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.</p>
<div class="lb-trans"><p>CoreWeave 是一家总部位于美国的 GPU 加速云基础设施提供商，旨在支持计算密集型工作负载，如人工智能、机器学习、视觉效果渲染和其他高性能计算应用。该公司提供对大型现代 GPU 和互补基础设施的访问，使客户能够训练和部署大型模型，以规模运行推理，并以低延迟和高吞吐量处理图形密集型工作负载。</p>
</div><p>CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.</p>
<div class="lb-trans"><p>CoreWeave 的产品包括按需和专用 GPU 实例、裸金属服务器、私有集群和为企业和开发者量身定制的托管服务。</p>
</div><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in CoreWeave Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资$1,000 在 CoreWeave 吗？</h2>
</div><p>Before you consider CoreWeave, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 CoreWeave 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and CoreWeave wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 CoreWeave 并不在名单上。</p>
</div><p>While CoreWeave currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 CoreWeave 目前在分析师中获得了适度买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

CoreWeave Says Margins Set to Inflect as AI Power Capacity Comes Online

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Coreweave

T-REX 2X Long CRWV Daily Target ETF

Leverage Shares 2X Long CRWV Daily ETF

Tradr 2X Long CRWV Daily ETF

黑石集团

谷歌-A

谷歌-C

英伟达

NVIDIA Corporation

CoreWeave 表示，随着人工智能电力容量的上线，利润率即将迎来转折点