<p>儘管大盤表現強勁，<strong>CoreWeave</strong>(CRWV 1.22%) 的股票在本週交易中卻下跌了兩位數。這家人工智能（AI）公司的股價在此期間下跌了 12.8%。與此同時，<strong>標準普爾 500</strong> 指數上漲了 3.4%。</p>
<p>本週，CoreWeave 股票在分析師的新覆蓋和 <strong>Nvidia</strong>(NVDA 1.74%) 在雲計算領域加大投入的消息影響下失去了市場份額。由於有報道稱可能會進行一項大型收購，該公司的估值也受到壓力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyOTcvZ2V0dHlpbWFnZXMtMTQxMDgwNzAxMS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyOTcvZ2V0dHlpbWFnZXMtMTQxMDgwNzAxMS5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>CoreWeave 因分析師報告和 Nvidia 消息下跌</h2>
<p>在週三市場開盤前，H.C. Wainwright 發佈了對 CoreWeave 的首次評級。該投資公司對這家科技公司的股票給予中性評級，分析師 Kevin Dede 提出了一些估值方面的擔憂，儘管他也承認 CoreWeave 展示了其計算能力。</p>
<p>《華爾街日報》週三也發佈了一份報告，稱 Nvidia 計劃加大其雲計算業務的力度。Nvidia 的先進圖形處理單元（GPU）是 AI 數據中心革命的核心硬件，但這家科技巨頭在構建自己的 AI 即服務（AIaaS）業務方面仍處於相對早期階段。該公司是 CoreWeave 的財務支持者，但一些投資者擔心這家科技巨頭可能會侵佔小公司的市場。</p>
<h2>投資者對 CoreWeave 的收購傳聞意見不一</h2>
<p>週四，《華爾街日報》報道稱 CoreWeave 正在談判收購 <strong>Core Scientific</strong>(CORZ 1.77%) 的交易。根據報告，收購可能在幾周內達成，並預計將為 Core Scientific 賦予可觀的估值溢價。根據 CoreWeave 後續的交易情況，投資者的反應似乎是褒貶不一。分析師們對收購估值的看法也存在分歧。</p>
<p>Jeffries 提出了一個較低的目標，估計 CoreWeave 可能以每股 16 美元到 23 美元的價格收購 Core Scientific。Cantor Fitzgerald 將潛在的收購價格定在每股 30 美元以上，而 Roth Capital 預計該公司在全股票交易中可能支付高達每股 38 美元。考慮到 CoreWeave 去年嘗試以每股 5.75 美元收購 Core Scientific，一些投資者可能擔心該公司在潛在收購中面臨溢價風險。</p>

CRWV

<p>CoreWeave 的股票本週下跌了 12.8%，儘管市場表現強勁，這受到新的分析師覆蓋和 Nvidia 在雲計算領域擴張的影響。H.C. Wainwright 發佈了中性評級，提高了對估值的擔憂。此外，CoreWeave 據報道正在談判收購 Core Scientific，分析師對潛在的收購價格意見不一，範圍從每股 16 美元到 38 美元不等。投資者擔心與去年的每股 5.75 美元的報價相比，可能會支付過高的價格</p>

<p>Despite strong gains for the broader market, <strong>CoreWeave</strong>(CRWV 1.22%) stock closed out this week's trading down by double digits. The artificial intelligence (AI) specialist's share price fell 12.8% over the stretch. Meanwhile, the <strong>S&amp;P 500</strong> index rose 3.4%.</p>
<div class="lb-trans"><p>儘管大盤表現強勁，<strong>CoreWeave</strong>(CRWV 1.22%) 的股票在本週交易中卻下跌了兩位數。這家人工智能（AI）公司的股價在此期間下跌了 12.8%。與此同時，<strong>標準普爾 500</strong> 指數上漲了 3.4%。</p>
</div><p>CoreWeave stock lost ground this week following fresh analyst coverage and news that <strong>Nvidia</strong>(NVDA 1.74%) is making a bigger push in the cloud computing space. The company's valuation was also pressured by reports that a big acquisition move could be in the works.</p>
<div class="lb-trans"><p>本週，CoreWeave 股票在分析師的新覆蓋和 <strong>Nvidia</strong>(NVDA 1.74%) 在雲計算領域加大投入的消息影響下失去了市場份額。由於有報道稱可能會進行一項大型收購，該公司的估值也受到壓力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjMyOTcvZ2V0dHlpbWFnZXMtMTQxMDgwNzAxMS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823297%2Fgettyimages-1410807011.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><h2>CoreWeave falls on analyst note and Nvidia news</h2>
<div class="lb-trans"><h2>CoreWeave 因分析師報告和 Nvidia 消息下跌</h2>
</div><p>Before the market opened on Wednesday, H.C. Wainwright published its first rating on CoreWeave. The investment firm set a neutral rating on the tech specialist's stock, with analyst Kevin Dede raising some valuation concerns despite also acknowledging that CoreWeave had demonstrated its computing strengths.</p>
<div class="lb-trans"><p>在週三市場開盤前，H.C. Wainwright 發佈了對 CoreWeave 的首次評級。該投資公司對這家科技公司的股票給予中性評級，分析師 Kevin Dede 提出了一些估值方面的擔憂，儘管他也承認 CoreWeave 展示了其計算能力。</p>
</div><p><em>The Wall Street Journal</em> also published a report on Wednesday stating that Nvidia plans to ramp up its own cloud-computing business. Nvidia's advanced graphics processing units (GPUs) have been the key hardware at the center of the AI data center revolution, but the tech leader is also in the relatively early stages of building its own AI-as-a-service (AIaaS) business. The company is a financial backer of CoreWeave, but some investors are worried that the tech giant could move in on the smaller player's turf.</p>
<div class="lb-trans"><p>《華爾街日報》週三也發佈了一份報告，稱 Nvidia 計劃加大其雲計算業務的力度。Nvidia 的先進圖形處理單元（GPU）是 AI 數據中心革命的核心硬件，但這家科技巨頭在構建自己的 AI 即服務（AIaaS）業務方面仍處於相對早期階段。該公司是 CoreWeave 的財務支持者，但一些投資者擔心這家科技巨頭可能會侵佔小公司的市場。</p>
</div><h2>Investors are split on CoreWeave's reported acquisition move</h2>
<div class="lb-trans"><h2>投資者對 CoreWeave 的收購傳聞意見不一</h2>
</div><p>On Thursday, <em>WSJ</em> reported that CoreWeave is negotiating a deal to acquire <strong>Core Scientific</strong>(CORZ 1.77%). According to the report, a buyout could be finalized within weeks and is expected to assign a Core Scientific substantial valuation premium. Based on subsequent trading for CoreWeave, the reaction from investors appears to be mixed. Analysts are also split on what the buyout valuation might look like.</p>
<div class="lb-trans"><p>週四，《華爾街日報》報道稱 CoreWeave 正在談判收購 <strong>Core Scientific</strong>(CORZ 1.77%) 的交易。根據報告，收購可能在幾周內達成，並預計將為 Core Scientific 賦予可觀的估值溢價。根據 CoreWeave 後續的交易情況，投資者的反應似乎是褒貶不一。分析師們對收購估值的看法也存在分歧。</p>
</div><p>Jeffries put forward a lower-end target, estimating that CoreWeave could pay between $16 per share and $23 per share to purchase Core Scientific. Cantor Fitzgerald put the potential buyout price at above $30 per share, and Roth Capital expects the company could pay as much as $38 per share in an all-stock deal. Given that CoreWeave tried to acquire Core Scientific at a price of $5.75 per share last year, some investors may be worried that the company is at risk of overpaying in the potential buyout.</p>
<div class="lb-trans"><p>Jeffries 提出了一個較低的目標，估計 CoreWeave 可能以每股 16 美元到 23 美元的價格收購 Core Scientific。Cantor Fitzgerald 將潛在的收購價格定在每股 30 美元以上，而 Roth Capital 預計該公司在全股票交易中可能支付高達每股 38 美元。考慮到 CoreWeave 去年嘗試以每股 5.75 美元收購 Core Scientific，一些投資者可能擔心該公司在潛在收購中面臨溢價風險。</p>
</div>

為什麼 Coreweave 的股票在本週出現暴跌