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CoreWeave季度业绩超预期,受AI需求推动上调资本支出预测

路透中文08-12

BUZZ-<a href="https://laohu8.com/S/CRWV">CoreWeave</a>季度业绩超预期,受AI需求推动上调资本支出预测

8月12日 - ** 人工智能云计算公司CoreWeave(CRWV.O)的股价在盘前交易中上涨16.7%,报105.4美元

** 该公司第二季度业绩超出预期,且受其AI计算服务需求强劲推动,(link)上调了年度资本支出预测,股价因此上涨

** CoreWeave报告季度营收为25.8亿美元,高于市场预期的25.6亿美元——数据由LSEG汇总

** 这家AI云计算公司目前预计全年资本支出将达350亿至390亿美元,高于此前310亿至350亿美元的预期

** 摩根大通分析师表示,CoreWeave的利润率表现增强了市场信心,表明强劲的AI需求正在推动营收增长的同时,也转化为净利润的提升

** 公司报告称,未确认收入达1042亿美元,高于第一季度的994亿美元,并表示本季度迄今已获得超过250亿美元的新客户承诺

** 根据LSEG汇编的数据,40位分析师对该股的平均评级为“买入”,目标价中位数为150美元

** 今年迄今,CRWV股价累计上涨26%,而纳斯达克综合指数.IXIC同期涨幅为13.8%

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