---
title: "CoreWeave 的股票上漲，與英偉達的合作關係激發了市場對人工智能增長的期待"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286326531.md"
description: "CoreWeave 的股票在 2026 年上漲超過 60%，表現優於納斯達克，這得益於對人工智能基礎設施的需求以及英偉達 20 億美元的投資。儘管第二季度的指引謹慎，來自富國銀行和傑富瑞的分析師仍然保持樂觀，強調有 994 億美元的訂單積壓。儘管第一季度收入翻了一番，但對高額債務和擴張成本的擔憂對長期盈利能力構成風險"
datetime: "2026-05-13T22:43:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286326531.md)
  - [en](https://longbridge.com/en/news/286326531.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286326531.md)
---

# CoreWeave 的股票上漲，與英偉達的合作關係激發了市場對人工智能增長的期待

Stock momentum: CoreWeave's shares are up over 60% in 2026, outperforming the Nasdaq, driven by AI infrastructure demand and Nvidia’s $2 billion equity investment. Analyst optimism: Despite cautious Q2 guidance and higher capex, analysts from Wells Fargo and Jefferies maintain bullish ratings, citing a $99.4 billion backlog and sold-out capacity. Growth vs. risk: Revenue doubled in Q1, but heavy debt and spending to expand data centers remain key concerns for long-term profitability.

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