Truist上调CoreWeave至买入
2026-07-22 11:07:59
据CNBC报道，Truist Securities将云基础设施公司CoreWeave（CRWV）评级从“持有”上调至“买入”，并将目标价从131美元下调至126美元，较周二收盘价仍有58%的上行空间。该机构分析师Arvind Ramnani称，随着企业持续采用开源模型和主权AI，需求有望扩大；与此同时，CRWV相较于neoclouds估值折价明显，若当前6年GPU折旧周期被证明偏保守，利润率也可能进一步改善。CoreWeave股价过去三个月下跌35%，较52周高点153.20美元低约48%；公司在5月初披露，第一季度利息支出较上年同期翻了一倍多。
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