投资观察08-13
1301 ET——Stifel分析师在最新研报中指出，CoreWeave坚称其规模化优势正逐步显现，新部署项目不再被所谓的“爬坡拖累”所掩盖。分析师还补充道，公司二季度财报为这一论断提供了初步佐证。“该公司启用了有史以来最大规模的容量批次，同时仍实现了利润率环比增长，这与F4Q25和F1Q26期间的表现截然相反，”分析师们写道。他们进一步指出，公司预计全年剩余时间内的利润率将呈现持续环比扩张趋势。
不过，分析师也提醒，二季度业绩受到多重利好因素的叠加助推，包括高利润服务层的增长、更多短期高价合同，以及前代设备资产的经济效益。这些因素共同为CoreWeave的业绩注入了强劲动力。
受此消息提振，CoreWeave股价急涨20%。
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