美股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

CoreWeave, Inc.

79.88

-3.4700-4.16%

盤後：80.200.3185+0.40%19:59 EDT

成交量：7,954.73萬

成交額：63.92億

市值：440.94億

市盈率：-21.81

高：82.43

開：81.45

低：78.27

收：83.35

52周最高：153.20

52周最低：60.55

股本：5.52億

流通股本：3.29億

量比：3.73

換手率：24.18%

股息：- -

股息率：- -

每股收益(TTM):-3.6625

每股收益(LYR):-2.8100

淨資產收益率：-43.60%

總資產收益率：-0.24%

市淨率：8.78

市盈率(LYR):-28.43

資料載入中...

總覽公司新聞資訊公告

異動解讀 | CoreWeave盤前大漲5.2%，26億美元併購融資電話會議提振市場情緒

異動解讀｜CoreWeave盤前上漲5.2%，26億美元併購融資電話會議當日召開提振情緒

消息人士稱，Meta與Anthropic正在就一筆潛在的100億美元計算資源租賃協議進行談判

消息人士稱，Meta與Anthropic正在就一筆潛在的100億美元計算資源租賃協議進行談判

異動解讀｜CoreWeave盤中下跌5.57%，對沖存儲芯片價格風險疊加高管減持持續承壓

雲計算服務板塊持續調整 CoreWeave(CRWV)跌5.18% 瑞銀預警雲巨頭資本支出趨緩

異動解讀 | CoreWeave盤中大跌5.14%，市場擔憂其對沖存儲芯片價格風險預示行業拐點

《分析》AI交易擁擠，投資者為超大規模雲服務商放緩資本支出做準備

美光較6月高點回落30%，華爾街重估AI存儲周期：估值、盈利峯值與價格拐點成焦點

老虎资讯综合

Form 4 | CoreWeave Inc. CEO Michael Intrator 減持209,800股

異動解讀｜CoreWeave盤中下跌5.08%，高槓杆債務風險疊加政策利空持續承壓

異動解讀 | CoreWeave盤中大跌5.03%，債務融資與高槓杆風險引發市場擔憂

CoreWeave 擬發行 26 億美元定期債務融資用於併購，電話會議定於 7 月 20 日召開。

CoreWeave股價連跌5日，7倍高槓杆成隱憂，內存長協與客户集中度風險凸顯

TradingKey中文

「異常高的債務融資敞口」！CoreWeave再陷連跌，分析師一語道破命門

华尔街见闻

COREWEAVE高管McBee減持135,570股

異動解讀 | CoreWeave盤中大跌5.75%，紐約州暫停數據中心建設等利空疊加致股價承壓

異動解讀｜CoreWeave盤中下跌5.38%，紐約州暫停數據中心建設疊加多重利空持續承壓

一手籤存儲長協、一手沽空存儲股票？CoreWeave和華爾街探討對沖策略

华尔街见闻

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"Easy breezy. No more feesies.","description":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","keywords":"老虎國際,美股交易,港股交易,交易美股,股票信息,股價,美股行情,美股打新,港股打新,IPO打新,購買美股,全球投資","social":{"ogDescription":"Tiger Trade is a mobile trading app offering real time data, low commission fees and a free demo account. Download now to start investing in ETFs, options and the global share market.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.thetigerbrokers.com/hant/stock/CRWV/news?page=20"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"NZL","license":"TBKIWI","edition":"fundamental","symbol":"CRWV","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"CRWV\",,,,,undefined,":{"symbol":"CRWV","market":"US","secType":"STK","nameCN":"CoreWeave, Inc.","latestPrice":79.88,"timestamp":1789675200000,"preClose":83.35,"halted":0,"volume":79547320,"hourTrading":{"tag":"盘后","latestPrice":80.1985,"preClose":79.88,"latestTime":"19:59 EDT","volume":1276384,"amount":102273840.949,"timestamp":1789689599881,"change":0.3185,"changeRate":0.003987,"amplitude":0.008012},"delay":0,"changeRate":-0.04163167366526693,"floatShares":329000000,"shares":552000000,"eps":-3.6625,"marketStatus":"已收盤","change":-3.47,"latestTime":"09-17 16:00:00 EDT","open":81.45,"high":82.43,"low":78.27,"amount":6391925464.450001,"amplitude":0.04991,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"ttmEps":-3.6625,"tradingStatus":0,"nextMarketStatus":{"tag":"盤前交易","tradingStatus":1,"beginTime":1789718400000},"marketStatusCode":5,"adr":0,"listingDate":1743134400000,"exchange":"NASDAQ","adjPreClose":83.35,"preHourTrading":{"tag":"盘前","latestPrice":81.31,"preClose":83.35,"latestTime":"09:29 EDT","volume":5708535,"amount":475342288.3545,"timestamp":1789651799999,"change":-2.04,"changeRate":-0.024475,"amplitude":0.108338},"postHourTrading":{"tag":"盘后","latestPrice":80.1985,"preClose":79.88,"latestTime":"19:59 EDT","volume":1276384,"amount":102273840.949,"timestamp":1789689599881,"change":0.3185,"changeRate":0.003987,"amplitude":0.008012},"volumeRatio":3.73339,"optionData":{"bulkOrders":[{"symbol":"CRWV","call":false,"expireDate":1795150800000,"strike":"47.5","timestamp":1789653644517,"price":0.63,"volume":14000,"amount":882000,"type":"-"},{"symbol":"CRWV","call":false,"expireDate":1805428800000,"strike":"60.0","timestamp":1789653918880,"price":6.91,"volume":5000,"amount":3455000,"type":"-"}]},"impliedVol":0.8,"impliedVolPercentile":0.0916},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"CRWV\",,,,,undefined,":{"symbol":"CRWV","floatShares":329000000,"roa":"-0.24%","roe":"-43.60%","lyrEps":-2.81,"volumeRatio":3.73339,"shares":552000000,"dividePrice":0,"high":82.43,"amplitude":0.04991,"preClose":83.35,"low":78.27,"week52Low":60.55,"pbRate":"8.78","psRate":"5.81","week52High":153.1999,"institutionHeld":0,"latestPrice":79.88,"eps":-3.6625,"divideRate":0,"volume":79547320,"delay":0,"ttmEps":-3.6625,"open":81.45,"prevYearClose":71.61,"prevWeekClose":88.99,"prevMonthClose":84.89,"prevQuarterClose":99.54,"fiveDayClose":89.12,"twentyDayClose":90.87,"sixtyDayClose":105.72},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/CRWV\",params:#limit:5,,,undefined,":[{"market":"US","date":"2026-08-11","symbol":"CRWV","fiscalQuarterEnding":"2026/06","expectedEps":-1.52,"name":null,"time":"盤後","type":"earning","dateTimestamp":1786420800000,"reportTimeType":"post","actualEps":-1.32},{"market":"US","date":"2026-05-07","symbol":"CRWV","fiscalQuarterEnding":"2026/03","expectedEps":-1.17,"name":null,"time":"盤後","type":"earning","dateTimestamp":1778126400000,"reportTimeType":"post","actualEps":-1.38},{"market":"US","date":"2026-02-26","symbol":"CRWV","fiscalQuarterEnding":"2025/12","expectedEps":-0.61,"name":null,"time":"盤後","type":"earning","dateTimestamp":1772082000000,"reportTimeType":"post","actualEps":-0.84},{"market":"US","date":"2025-11-10","symbol":"CRWV","fiscalQuarterEnding":"2025/09","expectedEps":-0.54,"name":null,"time":"盤後","type":"earning","dateTimestamp":1762750800000,"reportTimeType":"post","actualEps":-0.31},{"market":"US","date":"2025-08-12","symbol":"CRWV","fiscalQuarterEnding":"2025/06","expectedEps":-0.49,"name":null,"time":"盤後","type":"earning","dateTimestamp":1754971200000,"reportTimeType":"post","actualEps":-0.54}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"CRWV\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"CRWV\",market:\"US\",delay:false,,,undefined,":{"strongBuy":0.2,"buy":0.475,"hold":0.275,"sell":0.025,"strongSell":0.025,"meanLabel":"BUY","meanPercent":0.475,"analysts":40,"updateTime":1785816000000},"@#url:\"https://hq.skytigris.cn/value_analysis/stock/CRWV\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"CRWV","date":"2026-09-16","current":-21.810239,"percent":0.95122,"low":-84.01102,"twenty":-62.991267,"median":-47.689308,"eighty":-30.10872,"high":-19.035404,"avg":-46.848054,"sd":16.022996,"marketCap":44630341833},"quantilePoints":[{"date":"2025-03-28","current":-21.499821,"twenty":-21.477453,"median":-21.443901,"eighty":-21.443901,"marketCap":18563977840},{"date":"2025-04-04","current":-25.703037,"twenty":-28.652812,"median":-23.601429,"eighty":-21.443901,"marketCap":22193235507},{"date":"2025-04-11","current":-23.51543,"twenty":-27.671345,"median":-23.51543,"eighty":-21.466269,"marketCap":20304350762},{"date":"2025-04-17","current":-21.010701,"twenty":-26.678053,"median":-23.44018,"eighty":-21.455085,"marketCap":18141647344},{"date":"2025-04-25","current":-22.327565,"twenty":-26.111533,"median":-22.410877,"eighty":-21.443901,"marketCap":19278690986},{"date":"2025-05-02","current":-27.718645,"twenty":-26.111533,"median":-22.585562,"eighty":-21.455085,"marketCap":23933608430},{"date":"2025-05-09","current":-27.611146,"twenty":-27.697145,"median":-23.22787,"eighty":-21.578295,"marketCap":23840788541},{"date":"2025-05-16","current":-36.747385,"twenty":-29.130108,"median":-23.51543,"eighty":-21.897568,"marketCap":38542163779},{"date":"2025-05-23","current":-45.835841,"twenty":-31.170106,"median":-25.958347,"eighty":-21.974968,"marketCap":48074509641},{"date":"2025-05-30","current":-48.302447,"twenty":-36.747385,"median":-27.105899,"eighty":-22.198566,"marketCap":50661586388},{"date":"2025-06-06","current":-61.80242,"twenty":-45.835841,"median":-27.718645,"eighty":-22.327565,"marketCap":64820911811},{"date":"2025-06-13","current":-68.172577,"twenty":-50.938374,"median":-28.863511,"eighty":-22.370564,"marketCap":71502193503},{"date":"2025-06-20","current":-77.796456,"twenty":-57.746021,"median":-29.372788,"eighty":-22.435064,"marketCap":81596112610},{"date":"2025-06-27","current":-72.341551,"twenty":-68.23939,"median":-30.098076,"eighty":-22.558687,"marketCap":75874785184},{"date":"2025-07-03","current":-75.543562,"twenty":-71.076672,"median":-32.980726,"eighty":-22.643612,"marketCap":79233185184},{"date":"2025-07-11","current":-63.285129,"twenty":-71.753959,"median":-38.186619,"eighty":-22.88226,"marketCap":66376037722},{"date":"2025-07-18","current":-60.502761,"twenty":-71.076672,"median":-45.835841,"eighty":-23.270332,"marketCap":63457776753},{"date":"2025-07-25","current":-54.915145,"twenty":-70.378335,"median":-47.659482,"eighty":-23.44018,"marketCap":57597255960},{"date":"2025-08-01","current":-52.228879,"twenty":-69.600371,"median":-49.144479,"eighty":-23.48533,"marketCap":54779790189},{"date":"2025-08-08","current":-55.409382,"twenty":-69.041151,"median":-49.453376,"eighty":-23.699253,"marketCap":58115631263},{"date":"2025-08-15","current":-47.834309,"twenty":-68.649423,"median":-50.448714,"eighty":-24.950543,"marketCap":48615395467},{"date":"2025-08-22","current":-43.644811,"twenty":-68.306204,"median":-48.828717,"eighty":-26.009409,"marketCap":44357487106},{"date":"2025-08-29","current":-52.434901,"twenty":-68.11217,"median":-48.512955,"eighty":-26.561954,"marketCap":53291111006},{"date":"2025-09-05","current":-44.625014,"twenty":-67.78634,"median":-48.302447,"eighty":-27.04355,"marketCap":45353695795},{"date":"2025-09-12","current":-57.485057,"twenty":-66.598342,"median":-48.407701,"eighty":-27.495047,"marketCap":58423730901},{"date":"2025-09-19","current":-61.923073,"twenty":-65.010379,"median":-49.445617,"eighty":-27.654146,"marketCap":62934215051},{"date":"2025-09-26","current":-64.611389,"twenty":-67.122474,"median":-50.457867,"eighty":-27.933643,"marketCap":65666427863},{"date":"2025-10-03","current":-70.396113,"twenty":-68.014887,"median":-51.123901,"eighty":-28.477588,"marketCap":71545610652},{"date":"2025-10-10","current":-72.987506,"twenty":-68.236508,"median":-52.33189,"eighty":-28.852761,"marketCap":74179318638},{"date":"2025-10-17","current":-72.303949,"twenty":-68.82161,"median":-52.910743,"eighty":-29.023684,"marketCap":73484600389},{"date":"2025-10-24","current":-62.917801,"twenty":-68.82161,"median":-54.960908,"eighty":-29.334894,"marketCap":63945185636},{"date":"2025-10-31","current":-66.855902,"twenty":-69.129931,"median":-56.297177,"eighty":-29.677446,"marketCap":67947592261},{"date":"2025-11-07","current":-54.546785,"twenty":-68.823651,"median":-56.670911,"eighty":-29.94937,"marketCap":55437479326},{"date":"2025-11-14","current":-50.920756,"twenty":-68.823651,"median":-56.731921,"eighty":-30.634091,"marketCap":39038193890},{"date":"2025-11-21","current":-44.986284,"twenty":-68.761699,"median":-55.853279,"eighty":-32.055159,"marketCap":34488555005},{"date":"2025-11-28","current":-47.527772,"twenty":-68.708239,"median":-54.960908,"eighty":-33.184974,"marketCap":36436976477},{"date":"2025-12-05","current":-55.737233,"twenty":-68.482566,"median":-54.546785,"eighty":-34.551051,"marketCap":42730726654},{"date":"2025-12-12","current":-56.796728,"twenty":-68.364828,"median":-55.208027,"eighty":-37.323079,"marketCap":43542984198},{"date":"2025-12-19","current":-43.991789,"twenty":-68.264845,"median":-54.546785,"eighty":-39.959921,"marketCap":33726129212},{"date":"2025-12-26","current":-51.265254,"twenty":-68.207712,"median":-53.949741,"eighty":-41.296189,"marketCap":39302302171},{"date":"2026-01-02","current":-46.546277,"twenty":-68.179604,"median":-53.057244,"eighty":-41.825077,"marketCap":35684517034},{"date":"2026-01-09","current":-50.10826,"twenty":-68.092035,"median":-52.498666,"eighty":-43.307309,"marketCap":38415297000},{"date":"2026-01-16","current":-61.756204,"twenty":-68.05404,"median":-52.910743,"eighty":-43.875558,"marketCap":47345146815},{"date":"2026-01-23","current":-59.663214,"twenty":-67.997544,"median":-53.153284,"eighty":-43.968371,"marketCap":45740564426},{"date":"2026-01-30","current":-67.671833,"twenty":-68.058505,"median":-54.730965,"eighty":-43.994159,"marketCap":51880340152},{"date":"2026-02-06","current":-50.755575,"twenty":-67.997544,"median":-55.006671,"eighty":-44.243792,"marketCap":38911558247},{"date":"2026-02-13","current":-65.067763,"twenty":-67.788242,"median":-55.573307,"eighty":-44.538672,"marketCap":49883940044},{"date":"2026-02-20","current":-66.046839,"twenty":-67.64949,"median":-56.060716,"eighty":-44.63674,"marketCap":50634544784},{"date":"2026-02-27","current":-43.607505,"twenty":-67.575767,"median":-56.297177,"eighty":-44.63674,"marketCap":50889958897},{"date":"2026-03-06","current":-33.703501,"twenty":-67.452473,"median":-55.896482,"eighty":-43.956663,"marketCap":39331986111},{"date":"2026-03-13","current":-35.973825,"twenty":-67.157162,"median":-55.139236,"eighty":-41.560633,"marketCap":41981454301},{"date":"2026-03-20","current":-36.334194,"twenty":-66.850476,"median":-54.730965,"eighty":-37.117997,"marketCap":42402004807},{"date":"2026-03-27","current":-36.239598,"twenty":-66.813076,"median":-53.153284,"eighty":-36.919794,"marketCap":42291610299},{"date":"2026-04-02","current":-35.334171,"twenty":-66.743018,"median":-52.910743,"eighty":-36.569335,"marketCap":41234977152},{"date":"2026-04-10","current":-41.442424,"twenty":-66.520059,"median":-52.33189,"eighty":-36.569335,"marketCap":48363308236},{"date":"2026-04-17","current":-54.797047,"twenty":-65.999245,"median":-52.434901,"eighty":-36.708731,"marketCap":63948153804},{"date":"2026-04-24","current":-54.631698,"twenty":-65.806932,"median":-52.787236,"eighty":-36.781867,"marketCap":63755191245},{"date":"2026-05-01","current":-51.923841,"twenty":-65.783016,"median":-52.562431,"eighty":-36.919794,"marketCap":60595123003},{"date":"2026-05-08","current":-43.942133,"twenty":-65.666444,"median":-52.787236,"eighty":-36.934209,"marketCap":69955874979},{"date":"2026-05-15","current":-39.140903,"twenty":-65.426869,"median":-52.434901,"eighty":-36.938678,"marketCap":62312317068},{"date":"2026-05-22","current":-36.867122,"twenty":-65.252699,"median":-52.114307,"eighty":-36.790358,"marketCap":58692457822},{"date":"2026-05-29","current":-36.620381,"twenty":-65.067763,"median":-51.753797,"eighty":-36.620381,"marketCap":58299647173},{"date":"2026-06-05","current":-37.021334,"twenty":-64.897784,"median":-51.265254,"eighty":-36.699068,"marketCap":58937964478},{"date":"2026-06-12","current":-32.809614,"twenty":-64.815435,"median":-51.212733,"eighty":-36.334194,"marketCap":52232904926},{"date":"2026-06-18","current":-39.481884,"twenty":-64.718135,"median":-51.103578,"eighty":-36.324949,"marketCap":62855159562},{"date":"2026-06-26","current":-33.844552,"twenty":-64.672053,"median":-50.920756,"eighty":-36.23762,"marketCap":53880527370},{"date":"2026-07-02","current":-29.363816,"twenty":-64.633479,"median":-50.660757,"eighty":-35.908959,"marketCap":46747195097},{"date":"2026-07-10","current":-30.739736,"twenty":-64.507325,"median":-50.366236,"eighty":-35.455474,"marketCap":48937660036},{"date":"2026-07-17","current":-24.985888,"twenty":-64.377781,"median":-50.10826,"eighty":-34.800389,"marketCap":39777533926},{"date":"2026-07-24","current":-27.79256,"twenty":-64.253625,"median":-49.860518,"eighty":-34.32364,"marketCap":44245755060},{"date":"2026-07-31","current":-25.325156,"twenty":-64.174913,"median":-49.672555,"eighty":-33.907518,"marketCap":40317648569},{"date":"2026-08-07","current":-29.242159,"twenty":-64.071331,"median":-49.419263,"eighty":-33.700799,"marketCap":46553517624},{"date":"2026-08-14","current":-30.40603,"twenty":-63.898276,"median":-49.031966,"eighty":-33.027426,"marketCap":58622825426},{"date":"2026-08-21","current":-25.677347,"twenty":-63.754392,"median":-48.697767,"eighty":-32.744502,"marketCap":49505925395},{"date":"2026-08-28","current":-24.83059,"twenty":-63.560378,"median":-48.407701,"eighty":-31.103045,"marketCap":47873377053},{"date":"2026-09-04","current":-24.1898,"twenty":-63.330759,"median":-48.03477,"eighty":-30.765781,"marketCap":46637935065},{"date":"2026-09-11","current":-25.494265,"twenty":-63.211663,"median":-47.834309,"eighty":-30.339662,"marketCap":49152941970},{"date":"2026-09-16","current":-23.148518,"twenty":-62.991267,"median":-47.689308,"eighty":-30.10872,"marketCap":44630341833}],"updateTime":1789690917621},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"CRWV\",pageSize:20,pageCount:20,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"1171860785","title":"異動解讀 | CoreWeave盤前大漲5.2%，26億美元併購融資電話會議提振市場情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1171860785","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171860785?lang=zh_tw&edition=fundamental","pubTime":"2026-07-20 21:06","pubTimestamp":1784552818,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc. (CRWV) 今日盘前大涨5.20%，引起了市场的广泛关注。消息面上，公司此前宣布拟发行26亿美元定期债务融资用于并购，投资者电话会议定于当日召开，市场对并购战略方向抱有积极预期。此外，该股此前连续五个交易日下跌，累计跌幅超14%，存储芯片价格对冲策略、高管密集减持及高杠杆债务风险等多重利空已被充分定价，超卖背景下并购融资会议为市场提供了重新审视公司增长前景的窗口。CoreWeave成立于2017年，是AI超大规模云计算服务商，专注于为人工智能基础设施提供大规模算力管理平台及云服务。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1147904183","title":"異動解讀｜CoreWeave盤前上漲5.2%，26億美元併購融資電話會議當日召開提振情緒","url":"https://stock-news.laohu8.com/highlight/detail?id=1147904183","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147904183?lang=zh_tw&edition=fundamental","pubTime":"2026-07-20 21:05","pubTimestamp":1784552756,"startTime":"0","endTime":"0","summary":"7月20日，CoreWeave盘前上涨5.2%，报77.02美元/股，成交额2254.36万美元。消息面上，公司此前宣布拟发行26亿美元定期债务融资用于并购，投资者电话会议定于当日召开，市场对并购战略方向抱有积极预期。CoreWeave成立于2017年，是AI超大规模云计算服务商，专注于为人工智能基础设施提供大规模算力管理平台及云服务。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652728407","title":"消息人士稱，Meta與Anthropic正在就一筆潛在的100億美元計算資源租賃協議進行談判","url":"https://stock-news.laohu8.com/highlight/detail?id=2652728407","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652728407?lang=zh_tw&edition=fundamental","pubTime":"2026-07-18 00:43","pubTimestamp":1784306604,"startTime":"0","endTime":"0","summary":"消息人士称，Claude Code的开发者将在两年内按月分期向Meta付款，尽管具体条款仍可能发生变化，并补充道，双方均可提前终止任何协议。该消息人士称，计划进行IPO的  公司Anthropic已于6月提出该交易方案，Meta正在考虑中；并补充道，由于Meta没有销售计算能力的业务，谈判变得复杂起来。据该消息人士称，谈判尚处于初期阶段，最终可能不会达成协议。Meta未立即回应路透的置评请求，而Anthropic则拒绝置评。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260717:nL4T43J1C0:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SPAX","CRWG","NBIG","IE00B19Z9505.USD","LOFF","FBY","SPCM","LU2361044949.HKD","CWVX","METW","FBYY","NBIS","SOCL","SPCU","CRWV","VOX","LU0208291251.USD","FBL","META","LU0353189680.USD","SPCH","LU2430703178.SGD","METD","XLC","SPAL","NULC","METU","CRWU","FCOM","LTL","METV","RSPC","NBIL","SSPC","NBIZ","CWII","LU1868837300.USD","IE00B1BXHZ80.USD","LU2420271590.USD","SNK","XDAT","IE0009356076.USD","SPCX","OGIG","NEBX","SPCF","SPCQ","CORD","SPCG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2652072284","title":"消息人士稱，Meta與Anthropic正在就一筆潛在的100億美元計算資源租賃協議進行談判","url":"https://stock-news.laohu8.com/highlight/detail?id=2652072284","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652072284?lang=zh_tw&edition=fundamental","pubTime":"2026-07-18 00:43","pubTimestamp":1784306604,"startTime":"0","endTime":"0","summary":"消息人士称，Claude Code的开发者将在两年内按月分期向Meta付款，尽管具体条款仍可能发生变化，并补充道，双方均可提前终止任何协议。该消息人士称，计划进行IPO的  公司Anthropic已于6月提出该交易方案，Meta正在考虑中；并补充道，由于Meta没有销售计算能力的业务，谈判变得复杂起来。据该消息人士称，谈判尚处于初期阶段，最终可能不会达成协议。Meta未立即回应路透的置评请求，而Anthropic则拒绝置评。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260717:nL4S43J1C0:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["META","NEBX","METU","LU1670711040.USD","LU0912757837.SGD","VOX","OGIG","XDAT","FBL","SPCQ","CRWG","FBYY","NBIZ","SPCU","LU1489326972.SGD","METD","NULC","LOFF","LU0545039389.USD","SPCX","SSPC","FBY","SG9999018857.SGD","CRWV","METV","SOCL","SPAL","SPCG","CWVX","CWII","IE0005OL40V9.USD","LU0320765489.SGD","METW","SPAX","NBIG","SPCM","RSPC","CORD","NBIL","NBIS","SPCF","CRWU","LU1235294995.USD","LU0345769128.USD","SPCH","FCOM","SNK","LTL","XLC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140073794","title":"異動解讀｜CoreWeave盤中下跌5.57%，對沖存儲芯片價格風險疊加高管減持持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1140073794","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140073794?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 22:18","pubTimestamp":1784297921,"startTime":"0","endTime":"0","summary":"7月17日，CoreWeave盘中下跌5.57%，报72.365美元/股，成交额7.21亿美元。消息面上，多重利空因素叠加压制股价。公司正探索使用看跌期权等金融衍生品对冲存储芯片价格下跌风险，已与美光、闪迪签订含价格下限条款的长期供应协议，市场将此举解读为存储芯片价格接近周期顶部的信号，引发对未来成本压力的担忧。CoreWeave成立于2017年，是AI超大规模云计算服务商，专注于为人工智能基础设施提供大规模算力管理平台及云服务。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652863602","title":"雲計算服務板塊持續調整 CoreWeave(CRWV)跌5.18% 瑞銀預警雲巨頭資本支出趨緩","url":"https://stock-news.laohu8.com/highlight/detail?id=2652863602","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652863602?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 21:42","pubTimestamp":1784295759,"startTime":"0","endTime":"0","summary":"金吾财讯 | 云计算服务板块持续调整，赛富时  涨 0.94%，ServiceNow  涨 0.67%，甲骨文  跌 0.86%，微软  跌 1.00%，亚马逊  跌 1.17%，IBM  跌 2.26%，阿里巴巴  跌 2.45%，慧与科技  跌 2.61%，谷歌 - A  跌 3.12%，NEBIUS  跌 3.06%，Meta 平台  跌 3.47%，百度  跌 4.28%，CoreWeave  跌 5.18%。消息面上，瑞银预计，超大规模云服务商的资本支出今年将飙升76%至6730亿美元，但明年的增速将放缓至25%，而到了2028年，增速将进一步降至仅6%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302708","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWG","LU1861559042.SGD","BK4116","CRWU","CWVX","CRWV","LU1861558580.USD","CWII","CORD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193603129","title":"異動解讀 | CoreWeave盤中大跌5.14%，市場擔憂其對沖存儲芯片價格風險預示行業拐點","url":"https://stock-news.laohu8.com/highlight/detail?id=1193603129","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193603129?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 21:37","pubTimestamp":1784295443,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc.（股票代码：CRWV）今日盘中股价大幅下跌5.14%，引起了市场的广泛关注。消息面上，据相关报道，这家AI云服务提供商正考虑使用金融衍生品，以对冲未来内存和存储芯片价格可能下跌的风险。市场分析人士指出，投资者可能将这一举措解读为存储芯片价格已接近周期顶部的信号，从而引发了对其未来成本压力和盈利前景的担忧，导致股价承压。近期，随着AI基础设施投资热潮的持续，市场对半导体及存储芯片行业的估值和增长可持续性讨论升温。CoreWeave作为AI领域的新兴云厂商，其业务发展与上游芯片成本密切相关，因此任何关于成本控制的举措都可能被市场放大解读，并影响股价走势。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2652121474","title":"《分析》AI交易擁擠，投資者為超大規模雲服務商放緩資本支出做準備","url":"https://stock-news.laohu8.com/highlight/detail?id=2652121474","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2652121474?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 13:02","pubTimestamp":1784264563,"startTime":"0","endTime":"0","summary":"《分析》AI交易拥挤，投资者为超大规模云服务商放缓资本支出做准备瑞银预计，超大规模云服务商的资本支出增速将在2027年放缓至25%，在2028年进一步放缓至6%美国银行7月调查发现，82%的受访者认为半导体是市场上最拥挤的交易晨星数据显示，截至5月份，专注于芯片领域的基金净流入资金达到创纪录的100亿美元路透米兰7月17日-人工智能芯片制造商的抛物线式上涨行情遭遇波折，投资者对估值和丰厚营收的可持续性感到担忧。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260717:nL6T43J04X:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["METU","NULC","META","AVGO","GOOGL","TEK","NVDS","EMSF","MSFU","GOU","NVDG","MUU","NVDO","MSFO","NVDY","WUGI","MSFW","ROM","NVDA","NVDX","NVDB","GGLL","NVDW","XDAT","ESUM","GOOY","MULL","NVD","NVDD","WANT","BAC","GGLS","MSFY","VFH","NVDL","NVDQ","MSFT","NVII","MU","SKYY","MSFD","CRWV","MSFL","NVDU","GOOP","MSFX","FNCL","GOOW","MUD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1104766888","title":"美光較6月高點回落30%，華爾街重估AI存儲周期：估值、盈利峯值與價格拐點成焦點","url":"https://stock-news.laohu8.com/highlight/detail?id=1104766888","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104766888?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 10:37","pubTimestamp":1784255829,"startTime":"0","endTime":"0","summary":"美光科技过去一年受益于AI存储需求和DRAM、NAND价格上涨，但近期股价已较6月22日高点回落约30%，并首次跌破50日均线。Trivariate Research将美光称为“市场最重要的股票”，认为其已成为AI周期和风险偏好的代理变量，并测算其峰值每股收益或高于市场预期。不过，市场对存储价格拐点的担忧仍在升温，美光周四跌超5%，闪迪重挫逾12%，费城半导体指数跌超4%。Evercore ISI则认为，DRAM和NAND供应约束可能在今年底进一步恶化，并持续到明年大部分时间。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDG","CRWU","MVLL","CWII","MUU","SNXX","MU","MULL","SNDQ","SNDK","SNDC","MRVL","MRVU","CRWG","CRWV","SNDU","CORD","MUD","CWVX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1143069204","title":"Form 4 | CoreWeave Inc. CEO Michael Intrator 減持209,800股","url":"https://stock-news.laohu8.com/highlight/detail?id=1143069204","media":"公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143069204?lang=zh_tw&edition=fundamental","pubTime":"2026-07-17 05:35","pubTimestamp":1784237715,"startTime":"0","endTime":"0","summary":"CoreWeave Inc.的CEO Michael Intrator 于2026年7月14日进行了多次交易，共减持209,800股公司股票，交易价格从79.2128美元到85.7207美元不等。这些股票分散在多个交易中，平均价格不同，此类交易表明公司高管对股票的信心可能有所下降，投资者需要特别关注。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153331640","title":"異動解讀｜CoreWeave盤中下跌5.08%，高槓杆債務風險疊加政策利空持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1153331640","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153331640?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 22:20","pubTimestamp":1784211614,"startTime":"0","endTime":"0","summary":"7月16日，CoreWeave盘中下跌5.08%，报74.75美元/股，成交额3.54亿美元。消息面上，多重利空叠加压制股价。分析师指出CoreWeave对债务融资有\"异常高的敞口\"，负债权益比已超7倍，高杠杆模式使其对利率环境极为敏感。同日，公司宣布拟发行26亿美元定期债务融资用于并购，进一步加剧市场对杠杆风险的担忧。CoreWeave成立于2017年，是AI超大规模云计算服务商，专注于为人工智能基础设施提供大规模算力管理平台及云服务。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"CoreWeave盘中下跌5.08%，高杠杆债务风险叠加政策利空持续承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100410784","title":"異動解讀 | CoreWeave盤中大跌5.03%，債務融資與高槓杆風險引發市場擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1100410784","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100410784?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 21:51","pubTimestamp":1784209896,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc.今日盘中股价大跌5.03%，引起了市场的广泛关注。此外，市场分析指出，CoreWeave的负债权益比已超过7倍，高杠杆模式使其对利率环境变化极为敏感，在当前利率上行风险犹存的背景下，这直接压缩了其未来利润空间。CoreWeave与芯片巨头签署了包含价格下限的长期内存采购协议，若未来市场价格下跌，公司将面临成本高企的风险。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651441900","title":"CoreWeave 擬發行 26 億美元定期債務融資用於併購，電話會議定於 7 月 20 日召開。","url":"https://stock-news.laohu8.com/highlight/detail?id=2651441900","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651441900?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 20:04","pubTimestamp":1784203484,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["BK4116","CRWV","CORD","CWII","CWVX","CRWU","CRWG","LU1861558580.USD","LU1861559042.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651414663","title":"CoreWeave股價連跌5日，7倍高槓杆成隱憂，內存長協與客户集中度風險凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2651414663","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651414663?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 15:32","pubTimestamp":1784187170,"startTime":"0","endTime":"0","summary":"TradingKey - 近期，CoreWeave股价持续走弱。周三，公司股价再度下跌3.5%，连续第五个交易日收跌，五个交易日累计跌幅超过14%。","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20250520/f88cc67e36b343168a7e2b2000df83bbshutterstock_2533452409.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250520/f88cc67e36b343168a7e2b2000df83bbshutterstock_2533452409.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262034099-coreweave-extends-slide-5th-day-7x-leverage-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWG","LU1861558580.USD","CORD","CRWV","CWII","CWVX","CRWU","LU1861559042.SGD","BK4116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651049284","title":"「異常高的債務融資敞口」！CoreWeave再陷連跌，分析師一語道破命門","url":"https://stock-news.laohu8.com/highlight/detail?id=2651049284","media":"华尔街见闻","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651049284?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 09:17","pubTimestamp":1784164652,"startTime":"0","endTime":"0","summary":"一个月内CoreWeave已两度遭遇五连跌，这家AI云服务商的致命伤在于\"异常高\"的债务融资敞口——一旦美联储重启加息，利率冲击将远超同业。内存价格对冲的衍生品策略非但未能安抚市场，反令投资者更加警惕。高杠杆扩张在AI热潮中曾是加速器，如今却成为最脆弱的阿喀琉斯之踵。","market":"us","thumbnail":"https://community-static.tradeup.com/news/cf451e98424273fde67e3995ef60e09e","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/cf451e98424273fde67e3995ef60e09e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3777069","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"“异常高的债务融资敞口”！CoreWeave再陷连跌，分析师一语道破命门","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CORD","CRWG","CRWV","CWII","CWVX","LU1861559042.SGD","CRWU","BK4116","LU1861558580.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1143609140","title":"COREWEAVE高管McBee減持135,570股","url":"https://stock-news.laohu8.com/highlight/detail?id=1143609140","media":"公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143609140?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 08:25","pubTimestamp":1784161521,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc.（股票代码：CRWV）的首席开发官Brannin McBee于2026年7月13日进行了多次股票交易。公告显示，McBee先生申报卖出135,570股A类普通股，交易价格范围从82.77美元到88.81美元不等。这一波减持行动通过Rule 10b5-1交易计划运作，通常反映高管对公司未来股价的谨慎态度，这可能引发投资者的广泛关注，导致股价承压。投资者应密切监督公司后续的潜在变动。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"COREWEAVE高管McBee减持135,570股","news_tag":"insiderTrades","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198270952","title":"異動解讀 | CoreWeave盤中大跌5.75%，紐約州暫停數據中心建設等利空疊加致股價承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1198270952","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198270952?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 00:10","pubTimestamp":1784131832,"startTime":"0","endTime":"0","summary":"CoreWeave, Inc.今日盘中大跌5.75%，引发了市场的广泛关注。消息面上，多重利空因素叠加导致股价承压。纽约州州长计划签署行政命令，叫停用电量达50兆瓦及以上的大型数据中心建设，禁令最长一年且立即生效，这对公司数据中心扩张构成直接政策风险。此外，公司被曝正探索使用看跌期权等衍生品对冲存储芯片价格下跌风险，已与美光、闪迪签订含价格下限条款的长期供应协议，管理层对未来成本敞口的担忧信号引发市场关注。同时，公司董事Michael Intrator再度计划减持20万股（约1666万美元），高管密集减持态势延续，进一步削弱了投资者的信心。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1166820429","title":"異動解讀｜CoreWeave盤中下跌5.38%，紐約州暫停數據中心建設疊加多重利空持續承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1166820429","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166820429?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 00:08","pubTimestamp":1784131722,"startTime":"0","endTime":"0","summary":"7月15日，CoreWeave盘中下跌5.38%，报75.425美元/股，成交额8.64亿美元。消息面上，多重利空因素叠加压制股价。纽约州州长计划签署行政命令，叫停用电量达50兆瓦及以上的大型数据中心建设，禁令最长一年且立即生效，对公司数据中心扩张构成直接政策风险。此外，董事Michael Intrator再度拟减持20万股，高管密集减持态势延续，进一步削弱投资者信心。CoreWeave成立于2017年，是AI超大规模云计算服务商，专注于为人工智能基础设施提供大规模算力管理平台及云服务。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRWV"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651809034","title":"一手籤存儲長協、一手沽空存儲股票？CoreWeave和華爾街探討對沖策略","url":"https://stock-news.laohu8.com/highlight/detail?id=2651809034","media":"华尔街见闻","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651809034?lang=zh_tw&edition=fundamental","pubTime":"2026-07-15 09:07","pubTimestamp":1784077656,"startTime":"0","endTime":"0","summary":"CoreWeave正探索用看跌期权等金融衍生品对冲存储芯片价格下跌风险。公司已与美光、闪迪签订含价格下限条款的长期供应协议，一旦市价下跌，将面临高价采购的成本敞口。SK海力士和美光预计2028年初新产能全面投产，届时价格存在下行压力。不过，相关讨论仍处早期阶段，尚未执行任何对冲操作。","market":"us","thumbnail":"https://community-static.tradeup.com/news/cf451e98424273fde67e3995ef60e09e","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/cf451e98424273fde67e3995ef60e09e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3776965","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"一手签存储长协、一手做空存储股票？CoreWeave和华尔街探讨对冲策略","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0792757196.USD","CWII","LU0889566641.SGD","BK4116","IE0002270589.USD","IE00BKDWB100.SGD","LU1868837300.USD","IE00BJLML261.HKD","LU2750360641.GBP","CWVX","IE00B19Z3581.USD","LU0061475181.USD","EGGY","SGXZ81514606.USD","BK4532","GB00BDT5M118.USD","LU1316542783.SGD","LU1803068979.SGD","LU1989764664.SGD","AIFD","LU2168563687.JPY","LU0096364046.USD","LU2211815571.USD","LU2458330169.SGD","LU0859254822.USD","LU1868836757.USD","LU2458330243.SGD","BK4575","LU0127658192.USD","IETC","LU0082616367.USD","LU2286300806.USD","LU2048586759.USD","AIQ","FTEC","IE00BK4W5M84.HKD","LU2290526834.HKD","BAI","LU0157215616.USD","LU0056508442.USD","LU1868836914.USD","LU1861220033.SGD","IE00B5949003.HKD","LEGR","JGRO","FXL","LU1914381329.SGD","IE00BK4W5L77.USD","CRWV","LU2168564495.EUR","LU1267930813.SGD","WUGI","LU0787776722.HKD","LU0889565833.HKD","LU1868836591.USD","LU1861558580.USD","LU1989764748.USD","EFIV","LU0238689110.USD","LU2471134952.CNY","LU0642271901.SGD","LU2168564065.EUR","SMH","LU2102340556.USD","LU0081259029.USD","ARTY","LU2360106780.USD","SGXZ99366536.SGD","CGGO","LU0719512351.SGD","CRWU","LU0256863811.USD","LU0683600562.USD","LU0154236417.USD","IE0034235303.USD","IE0009356076.USD","LU2054465674.USD","LU2931357623.SGD","RULE","USXF","IE00B1XK9C88.USD","LU0109392836.USD","FAI","FDTX","SOXQ","BK4533","WLDR","LU2471134879.HKD","LU1868837136.USD","LU1861215975.USD","BK4605","LU1861559042.SGD","SOXX","PSI","BK4543","VGT","LU0323591593.USD","LU2357627491.SGD","LU0256863902.USD","IE00B19Z3B42.SGD","LU0203347892.USD","BK4512","IE000M9KFDE8.USD","IE00BWXC8680.SGD","LU2168564222.USD","LU2471134796.USD","BK4566","LU0417517546.SGD","LU1366333091.USD","BK4141","CRWG","LU2750360997.AUD","BK4554","TRFK","SGXZ51526630.SGD","CHAT","LU2089985449.USD","CORD","PTF","SG9999001424.SGD","XNTK","AIS","BK4588","SHOC","LU0203345920.USD","LU2471134523.USD","LU2543165471.USD","LU1323610961.USD","BK4579","LU2360107168.USD","LU0274383776.USD","LU2250418816.HKD","LU1852331112.SGD","BK4585","XLK","FTXL","CHPS","IE00B7SZLL34.SGD","IXN","LU2168564149.EUR","BK4553","EMSF","BK4527"],"isVideo":false,"video":null,"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":20,"totalSize":399,"code":"91000000","status":"200"}]}}