行情直击08-12
8月12日，CoreWeave盘中上涨21.32%，报111.29美元/股，成交额22.78亿美元。
消息面上，公司发布二季度财报全面超预期并上调全年业绩指引，成为本轮股价飙升的核心驱动。财报显示，二季度营收25.75亿美元，同比增长112%，高于市场预期的25.6亿美元；每股亏损1.14美元，显著优于预期的1.41美元；调整后EBITDA达15.1亿美元，同比翻倍。核心指标营收积压订单攀升至约1040亿美元，其中超50%已进入交付阶段。
公司上调全年营收指引至124亿至132亿美元，三季度预计营收34.5亿至36亿美元。管理层表示二季度新签合同利润率较近几个季度高出5至10个百分点，7月已对全线产品提价约25%，且利润率改善早于涨价落地。CEO称短期产能近乎售罄，公司已达"重要拐点"。
CoreWeave成立于2017年，是AI原生云基础设施提供商，为大规模AI工作负载提供GPU云计算服务。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
