Money Thrill
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$CoreWeave (CRWV.US)$ 让我们保持理性，即使股票被高估或客户群太狭窄，也需要重大事件才能使股价下跌一半或更少。即便如此，这也应该需要几个月而不是几天，或者至少要等到财报公布。因此，我认为在短期内对这位分析师的预测过度反应没有必要，稍微坚持一下，然后在八月中旬的财报之前退出。
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![[握手]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "握手"){kind=small}
Money Thrill
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$CoreWeave (CRWV.US)$ 如果你看一下基本面，这确实有一定价值或真实性...但没有人知道未来。营业收入...CoreWeave的营业收入从2023年的2.289亿美元增长到2024年的19.2亿美元，代表了那一年大约232%的复合年增长率。这一增长率非常高，反映了对基于GPU的云计算基础设施在AI应用方面的巨大需求。
🔍 什么推动了这种增长？
- 大型合同等...
🔍 什么推动了这种增长？
- 大型合同等...
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Money Thrill
评论了
$CoreWeave (CRWV.US)$
汇丰银行认为CoreWeave的股价可能会下降70%以上，这一观点基于特定的担忧，主要是客户集中风险和估值挑战。以下是对这一分析的详细分解：
汇丰银行分析的关键因素
客户基础脆弱性
汇丰银行指出，CoreWeave 在 2025 年第一季度的营业收入约有 72% 来自其最大客户微软。62. ...
汇丰银行认为CoreWeave的股价可能会下降70%以上，这一观点基于特定的担忧，主要是客户集中风险和估值挑战。以下是对这一分析的详细分解：
汇丰银行分析的关键因素
客户基础脆弱性
汇丰银行指出，CoreWeave 在 2025 年第一季度的营业收入约有 72% 来自其最大客户微软。62. ...
已翻译
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是什么推动了这一增长？
Money Thrill
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![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
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Money Thrill : 成交量高于正常水平 ... 现在看好动能。每个人都在离开 $CoreWeave (CRWV.US)$ ... 金钱流动![[笑哭]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "笑哭")
![[胜利]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "胜利")