<p>週二，兩個令人鼓舞的消息掩蓋了 <strong>CoreWeave</strong>(CRWV 20.75%) 股票的負面發展。最終，投資者決定關注積極的一面，推動股票價格上漲近 21%。這完全壓制了 <strong>標準普爾 500 指數</strong>(^GSPC 2.05%) 原本令人印象深刻的超過 2% 的漲幅。</p>
<h2>值得高興的理由</h2>
<p>CoreWeave 是一家專注於高端人工智能（AI）能力市場的雲基礎設施公司。因此，它是下一代芯片製造商 <strong>Nvidia</strong> 的商業合作伙伴，後者也在該公司擁有相當大的股份。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk3MTkvcGVyc29uLWluLWEtZGF0YS1jZW50ZXItdXNpbmctYS10YWJsZXQtY29tcHV0ZXIuanBnJnc9NzAw?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk3MTkvcGVyc29uLWluLWEtZGF0YS1jZW50ZXItdXNpbmctYS10YWJsZXQtY29tcHV0ZXIuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<p>週二，_金融時報_報道了一些 Nvidia 供應商克服了延遲交付 Nvidia AI 數據中心機架的技術挑戰。這對該公司的 Blackwell AI 服務器生產產生了負面影響；CoreWeave 通過其雲平台託管這些服務器。</p>
<p>CoreWeave 的另一個積極發展是其週二宣佈的新任命。公司聘請 Carl Holshouser 擔任政府事務副總裁。在被聘用之前，Holshouser 在公共政策方面擔任過多種管理職位，最近擔任科技高管協會 TechNet 的聯邦政策和政府關係負責人。投資者理所當然地對這位在政府機構方面經驗豐富的管理者的加入表示歡呼。</p>
<h2>新的中立</h2>
<p>在這些發展下，市場對一位分析師的評級下調不以為然。</p>
<p><strong>巴克萊</strong> 的 Raimo Lenschow 將對 CoreWeave 股票的看法從之前的超配（買入）調整為持平（即持有）。他將目標價格從之前的 100 美元下調至 70 美元。根據報道，儘管 Lenschow 預計該公司將實現強勁增長，但他認為目前的估值過高。</p>
<p>Lenschow 確實有他的觀點，但 CoreWeave 的業務如今非常火熱，且可能會變得更加火熱。是的，它的價格昂貴，但正如我們所知，優質股票可能會很昂貴。我還不怕這個股票的價格水平。</p>

CRWV

<p>CoreWeave (CRWV) 的股票在週二上漲了近 21%，表現優於標準普爾 500 指數的 2% 上漲。積極的消息包括一份報告，稱英偉達的供應商克服了影響 AI 數據中心機架的運輸延遲，以及 CoreWeave 宣佈卡爾·霍爾紹澤擔任政府事務副總裁。儘管巴克萊分析師 Raimo Lenschow 下調了評級，並設定了 70 美元的新目標價，但投資者對 CoreWeave 在 AI 市場的增長潛力仍持樂觀態度</p>

<p>Two pieces of encouraging news obscured a negative development with <strong>CoreWeave</strong>(CRWV 20.75%) stock on Tuesday. Ultimately, investors decided to latch on to the affirmative, as they drove the stock nearly 21% higher in price. That absolutely crushed the <strong>S&amp;P 500</strong> index's (^GSPC 2.05%) otherwise impressive 2%-plus rise.</p>
<div class="lb-trans"><p>週二，兩個令人鼓舞的消息掩蓋了 <strong>CoreWeave</strong>(CRWV 20.75%) 股票的負面發展。最終，投資者決定關注積極的一面，推動股票價格上漲近 21%。這完全壓制了 <strong>標準普爾 500 指數</strong>(^GSPC 2.05%) 原本令人印象深刻的超過 2% 的漲幅。</p>
</div><h2>Reasons to be cheerful</h2>
<div class="lb-trans"><h2>值得高興的理由</h2>
</div><p>CoreWeave is a cloud infrastructure company that focuses on the market for high-end artificial intelligence (AI) capabilities. As such, it is a business partner of next-generation chipmaker <strong>Nvidia</strong>, which also owns a substantial stake in the company.</p>
<div class="lb-trans"><p>CoreWeave 是一家專注於高端人工智能（AI）能力市場的雲基礎設施公司。因此，它是下一代芯片製造商 <strong>Nvidia</strong> 的商業合作伙伴，後者也在該公司擁有相當大的股份。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MTk3MTkvcGVyc29uLWluLWEtZGF0YS1jZW50ZXItdXNpbmctYS10YWJsZXQtY29tcHV0ZXIuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F819719%2Fperson-in-a-data-center-using-a-tablet-computer.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><p>On Tuesday, the <em>Financial Times</em> reported that a clutch of Nvidia suppliers had surmounted technical challenges that had delayed shipments of Nvidia's AI data center racks. This had negatively affected the company's production of its Blackwell AI servers; CoreWeave hosts such servers via its cloud platform.</p>
<div class="lb-trans"><p>週二，_金融時報_報道了一些 Nvidia 供應商克服了延遲交付 Nvidia AI 數據中心機架的技術挑戰。這對該公司的 Blackwell AI 服務器生產產生了負面影響；CoreWeave 通過其雲平台託管這些服務器。</p>
</div><p>Another positive development for CoreWeave was its Tuesday announcement of a new hire. The company tapped Carl Holshouser as its vice president of government affairs. Prior to his hiring, Holshouser served in a variety of managerial positions concerning public policy, most recently as head of federal policy and government relations at tech executive association TechNet. Investors rightfully cheered the addition of a manager steeped in experience with government entities.</p>
<div class="lb-trans"><p>CoreWeave 的另一個積極發展是其週二宣佈的新任命。公司聘請 Carl Holshouser 擔任政府事務副總裁。在被聘用之前，Holshouser 在公共政策方面擔任過多種管理職位，最近擔任科技高管協會 TechNet 的聯邦政策和政府關係負責人。投資者理所當然地對這位在政府機構方面經驗豐富的管理者的加入表示歡呼。</p>
</div><h2>A new neutral</h2>
<div class="lb-trans"><h2>新的中立</h2>
</div><p>With these developments, the market shrugged off a recommendation downgrade from an analyst.</p>
<div class="lb-trans"><p>在這些發展下，市場對一位分析師的評級下調不以為然。</p>
</div><p><strong>Barclays</strong>' Raimo Lenschow changed his view on CoreWeave stock to equal weight (hold, in other words) from his previous overweight (buy). He knocked his price target down to $70 per share -- from the previous $100 -- in the process. According to reports, while Lenschow expects robust growth from the company, he feels it is too richly valued at the moment.</p>
<div class="lb-trans"><p><strong>巴克萊</strong> 的 Raimo Lenschow 將對 CoreWeave 股票的看法從之前的超配（買入）調整為持平（即持有）。他將目標價格從之前的 100 美元下調至 70 美元。根據報道，儘管 Lenschow 預計該公司將實現強勁增長，但他認為目前的估值過高。</p>
</div><p>Lenschow certainly has a point, but CoreWeave's business is red-hot these days, and likely to get hotter. Yes, it's expensive, but as we all know, quality stocks can be pricey. I wouldn't be afraid of this one's level just yet.</p>
<div class="lb-trans"><p>Lenschow 確實有他的觀點，但 CoreWeave 的業務如今非常火熱，且可能會變得更加火熱。是的，它的價格昂貴，但正如我們所知，優質股票可能會很昂貴。我還不怕這個股票的價格水平。</p>
</div>

為什麼 AI 股票 CoreWeave 今天上漲了 21%？