<p><strong>CoreWeave</strong>(CRWV 15.96%) 的股票在週三的交易中大幅上漲。截止東部時間下午 3:15，該人工智能（AI）公司的股價上漲了 15.2%，當天早些時候曾上漲高達 24.6%。</p>
<p>CoreWeave 股票今天的大幅上漲得益於 <strong>Oracle</strong> 最新的財報和指引。儘管該公司最近一個季度的銷售和盈利表現未能達到華爾街的預期，但管理層對雲基礎設施銷售增長的指引令人驚歎。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMxMDYvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA?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-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMxMDYvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA"/></p>
<p>圖片來源：Getty Images。</p>
<p>Oracle 預計其雲基礎設施業務的銷售將在當前財政年度增長 77%，達到 180 億美元。隨後，該公司預測在接下來的四個財政年度中，銷售將分別躍升至 320 億美元、730 億美元、1140 億美元和 1440 億美元。《華爾街日報》最近的一份報告還指出，OpenAI 與 Oracle 簽署了一份價值高達 3000 億美元的數據中心服務的五年合同。</p>
<h2>CoreWeave 股票現在值得購買嗎？</h2>
<p>CoreWeave 的交易價格大約是今年預期銷售額的 10.8 倍，股價中已經反映出一些強勁的增長。另一方面，圍繞 Oracle 的最新消息似乎確認了這家較小的 AI 專家正在運營於未來五年有望實現巨大增長的市場交匯點。</p>
<p>儘管今天大幅反彈，CoreWeave 的股票仍比高點下跌了大約 37%——估值回落部分源於投資者對公司最近一些收購舉措的失望。儘管該股票仍然是高風險投資，但關於 Oracle 的 AI 雲基礎設施前景的重大消息可能成為風險承受能力強的投資者值得關注的買入催化劑。</p>

CRWV

甲骨文

<p>CoreWeave (CRWV) 的股票在週三上漲了 15.2%，這得益於甲骨文對其雲基礎設施增長的強勁預測。儘管在最新季度未能達到華爾街的預期，甲骨文預計雲銷售將增長 77%，達到本財年的 180 億美元。CoreWeave 的股票以預期銷售的 10.8 倍交易，反映出強勁的增長潛力，但仍比峯值下跌了 37%。最近的甲骨文消息可能為風險承受能力強的投資者提供了買入機會</p>

<p><strong>CoreWeave</strong>(CRWV 15.96%) stock is surging higher in Wednesday's trading. The artificial intelligence (AI) company's share price was up 15.2% as of 3:15 p.m. ET and had been up as much as 24.6% earlier in the day.</p>
<div class="lb-trans"><p><strong>CoreWeave</strong>(CRWV 15.96%) 的股票在週三的交易中大幅上漲。截止東部時間下午 3:15，該人工智能（AI）公司的股價上漲了 15.2%，當天早些時候曾上漲高達 24.6%。</p>
</div><p>The big gains for CoreWeave stock today are being powered by <strong>Oracle</strong>'s latest earnings report and guidance. While the company's sales and earnings performance fell short of Wall Street's expectations in its most recent quarter, management issued astounding guidance for cloud infrastructure sales growth.</p>
<div class="lb-trans"><p>CoreWeave 股票今天的大幅上漲得益於 <strong>Oracle</strong> 最新的財報和指引。儘管該公司最近一個季度的銷售和盈利表現未能達到華爾街的預期，但管理層對雲基礎設施銷售增長的指引令人驚歎。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzMxMDYvZ2V0dHlpbWFnZXMtMTQ3MzA4NjgzNi5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F833106%2Fgettyimages-1473086836.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>Oracle expects sales for its cloud infrastructure business will expand 77% to reach $18 billion in the current fiscal year. From there, the company is forecasting jumps to $32 billion, $73 billion, $114 billion, and $144 billion in the following four fiscal years. A recent report from <em>The Wall Street Journal</em> also stated that OpenAI has signed a five-year contract with Oracle worth as much as $300 billion for data center services.</p>
<div class="lb-trans"><p>Oracle 預計其雲基礎設施業務的銷售將在當前財政年度增長 77%，達到 180 億美元。隨後，該公司預測在接下來的四個財政年度中，銷售將分別躍升至 320 億美元、730 億美元、1140 億美元和 1440 億美元。《華爾街日報》最近的一份報告還指出，OpenAI 與 Oracle 簽署了一份價值高達 3000 億美元的數據中心服務的五年合同。</p>
</div><h2>Is CoreWeave stock a buy right now?</h2>
<div class="lb-trans"><h2>CoreWeave 股票現在值得購買嗎？</h2>
</div><p>Trading at roughly 10.8 times this year's expected sales, CoreWeave has some strong growth already priced into its stock. On the other hand, recent news surrounding Oracle seems to confirm that the smaller AI specialist is operating at the intersection of markets that are poised to see tremendous growth over the next five years.</p>
<div class="lb-trans"><p>CoreWeave 的交易價格大約是今年預期銷售額的 10.8 倍，股價中已經反映出一些強勁的增長。另一方面，圍繞 Oracle 的最新消息似乎確認了這家較小的 AI 專家正在運營於未來五年有望實現巨大增長的市場交匯點。</p>
</div><p>Despite today's big rally, CoreWeave stock still trades down roughly 37% from its high -- with the valuation pullback stemming in part from investor disappointment surrounding some of the company's recent acquisition moves. While the stock remains a high-risk investment play, the big news about Oracle's AI cloud infrastructure outlook could be a worthwhile buying catalyst for risk-tolerant investors.</p>
<div class="lb-trans"><p>儘管今天大幅反彈，CoreWeave 的股票仍比高點下跌了大約 37%——估值回落部分源於投資者對公司最近一些收購舉措的失望。儘管該股票仍然是高風險投資，但關於 Oracle 的 AI 雲基礎設施前景的重大消息可能成為風險承受能力強的投資者值得關注的買入催化劑。</p>
</div>

CoreWeave 的股價今天正在飆升——現在是否是買入這隻股票的好時機？