--- title: "儘管 DA Davidson 預測 CoreWeave 有樂觀的上漲空間,但仍將其評級下調" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286853302.md" description: "DA Davidson 將 CoreWeave 的評級下調至中性,儘管其平均目標價為 141.61 美元,暗示有 31.97% 的潛在上漲空間。機構持股正在增加,英偉達將其持股比例提高了近 49%,而看跌/看漲比率則顯示出樂觀情緒。市場在信貸條件收緊和企業資本支出變化的背景下,正關注人工智能基礎設施、大型銀行和小型價值股票" datetime: "2026-05-19T04:29:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286853302.md) - [en](https://longbridge.com/en/news/286853302.md) - [zh-HK](https://longbridge.com/zh-HK/news/286853302.md) --- # 儘管 DA Davidson 預測 CoreWeave 有樂觀的上漲空間,但仍將其評級下調 Downgrade details: DA Davidson lowered CoreWeave’s rating to Neutral, despite an average price target of $141.61, indicating a 31.97% potential upside. Investor positioning: Institutional ownership has grown, with Nvidia boosting its stake by nearly 49%, and the put/call ratio suggests a bullish sentiment. Market backdrop: AI infrastructure, large banks, and small-cap value stocks are drawing attention as credit conditions tighten and corporate capex shifts. ### 相關股票 - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [CRWV.US](https://longbridge.com/zh-HK/quote/CRWV.US.md) - [NVDX.US](https://longbridge.com/zh-HK/quote/NVDX.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [XLK.US](https://longbridge.com/zh-HK/quote/XLK.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md) - [NVDL.US](https://longbridge.com/zh-HK/quote/NVDL.US.md) - [NVDU.US](https://longbridge.com/zh-HK/quote/NVDU.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [IXN.US](https://longbridge.com/zh-HK/quote/IXN.US.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) ## 相關資訊與研究 - [鎧俠純益估飆增 46 倍、強化與輝達合作 擬赴美上市](https://longbridge.com/zh-HK/news/286691079.md) - [美股市場波動加劇,輝達財報與中美關係成焦點](https://longbridge.com/zh-HK/news/286865823.md) - [輝達引領科技股上漲,但市場需警惕記憶體價格下跌及外部挑戰](https://longbridge.com/zh-HK/news/286854849.md) - [中國記憶體廠商加速 DDR5 研發,性能逼近國際三大廠水準搶更多市佔](https://longbridge.com/zh-HK/news/286700768.md) - [面板級封裝夯 正達、TPK 掌握關鍵玻璃基板 成業界新寵兒](https://longbridge.com/zh-HK/news/286677278.md)