<p><strong>CoreWeave</strong>(CRWV -9.60%) 的股票在週四的交易中遭遇了大幅回調。該公司的股價在標普 500 指數 (^GSPC 0.27%) 上漲 0.3% 和納斯達克綜合指數 (^IXIC 0.09%) 基本持平於前一日收盤的情況下，下降了 9.6%。</p>
<p>在一家投資公司在新報告中轉變其對該股票的看漲立場後，CoreWeave 的估值今天受到了打擊。儘管出現回調，該公司的股價仍比其在四月份首次公開募股（IPO）當天的市場收盤價上漲了約 246%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ2ODMvZ2V0dHlpbWFnZXMtMjE4ODgwNTY1MS5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ2ODMvZ2V0dHlpbWFnZXMtMjE4ODgwNTY1MS5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>CoreWeave 股票在 Needham 的新報告後下跌</h2>
<p>Needham 在今天市場開盤前發佈了對 CoreWeave 的更新報告，並將其股票評級從買入下調至持有。雖然該投資公司沒有為該股票設定價格目標，但它提高了估值擔憂，儘管也指出它認為約 90 億美元的全股票收購 <strong>Core Scientific</strong> 對該公司來説是一個合適的選擇。此次收購將進一步增強 CoreWeave 在人工智能（AI）應用中的處理能力，但公司也將發行大量新股票來資助這筆交易。</p>
<h2>CoreWeave 的下一步是什麼？</h2>
<p>CoreWeave 收購 Core Scientific 預計將在第四季度完成，這標誌着在人工智能處理和高性能計算領域增強定位的重要一步。這兩家公司的結合應該對 CoreWeave 有利，並增強其處理能力，但在全股票收購的消息傳出後，看到股價回調並不令人意外。利用新股來資助交易，尤其是在股價大幅上漲之後，可能在長期內不是問題，但這可能會引發一些投資者的估值擔憂。</p>

CRWV

<p>CoreWeave 的股票在整體市場上漲的情況下下跌了 9.6%，原因是 Needham 將其評級從買入下調至持有。儘管承認 CoreWeave 以 90 億美元收購 Core Scientific 將有助於提升人工智能處理能力，但該公司仍對估值表示擔憂。這筆交易預計將在第四季度完成，將涉及發行新股票，這可能會加劇投資者對估值的擔憂，儘管自 4 月首次公開募股以來，股票已上漲 246%</p>

<p><strong>CoreWeave</strong>(CRWV -9.60%) stock got hit with a big pullback in Thursday's trading. The company's share price fell 9.6% in a session that saw the <strong>S&amp;P 500</strong>(^GSPC 0.27%) rise 0.3% and the <strong>Nasdaq Composite</strong>(^IXIC 0.09%) trade essentially flat with the previous day's close.</p>
<div class="lb-trans"><p><strong>CoreWeave</strong>(CRWV -9.60%) 的股票在週四的交易中遭遇了大幅回調。該公司的股價在標普 500 指數 (^GSPC 0.27%) 上漲 0.3% 和納斯達克綜合指數 (^IXIC 0.09%) 基本持平於前一日收盤的情況下，下降了 9.6%。</p>
</div><p>CoreWeave's valuation took a hit today after an investment firm pivoted away from its bullish position on the stock in new coverage. Despite the pullback, the company's share price is still up roughly 246% from market close on the day of its initial public offering (IPO) in April.</p>
<div class="lb-trans"><p>在一家投資公司在新報告中轉變其對該股票的看漲立場後，CoreWeave 的估值今天受到了打擊。儘管出現回調，該公司的股價仍比其在四月份首次公開募股（IPO）當天的市場收盤價上漲了約 246%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjQ2ODMvZ2V0dHlpbWFnZXMtMjE4ODgwNTY1MS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F824683%2Fgettyimages-2188805651.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 stock sinks following new coverage from Needham</h2>
<div class="lb-trans"><h2>CoreWeave 股票在 Needham 的新報告後下跌</h2>
</div><p>Needham published updated coverage on CoreWeave before the market opened today and lowered its rating on the stock from buy to hold. While the investment firm did not issue a price target for the stock, it raised valuation concerns despite also noting that it sees the roughly $9 billion all-stock acquisition of <strong>Core Scientific</strong> as a good fit for the company. The acquisition is set to further bolster CoreWeave's processing capacity for artificial intelligence (AI) applications, but the company will also be issuing a lot of new stock to fund the deal.</p>
<div class="lb-trans"><p>Needham 在今天市場開盤前發佈了對 CoreWeave 的更新報告，並將其股票評級從買入下調至持有。雖然該投資公司沒有為該股票設定價格目標，但它提高了估值擔憂，儘管也指出它認為約 90 億美元的全股票收購 <strong>Core Scientific</strong> 對該公司來説是一個合適的選擇。此次收購將進一步增強 CoreWeave 在人工智能（AI）應用中的處理能力，但公司也將發行大量新股票來資助這筆交易。</p>
</div><h2>What's next for CoreWeave?</h2>
<div class="lb-trans"><h2>CoreWeave 的下一步是什麼？</h2>
</div><p>CoreWeave's acquisition of Core Scientific is expected to close in the fourth quarter and represents a major step in the push to bolster positioning in AI processing and high-performance computing. The combination of the two businesses should be beneficial for CoreWeave and strengthen its processing footing, but it's also not surprising to see the stock pulling back following news of the big, all-stock buyout. Using new shares to fund the deal on the heels of a big run-up for the stock may not be an issue over the long term, but it may be raising valuation concerns for some investors.</p>
<div class="lb-trans"><p>CoreWeave 收購 Core Scientific 預計將在第四季度完成，這標誌着在人工智能處理和高性能計算領域增強定位的重要一步。這兩家公司的結合應該對 CoreWeave 有利，並增強其處理能力，但在全股票收購的消息傳出後，看到股價回調並不令人意外。利用新股來資助交易，尤其是在股價大幅上漲之後，可能在長期內不是問題，但這可能會引發一些投資者的估值擔憂。</p>
</div>

為什麼 Coreweave 的股票今天大幅下跌