异动解读｜CoreWeave盘中上涨4.14%，SemiAnalysis报告缓解竞争忧虑叠加板块持续走强

行情直击07-09 21:45

7月9日，CoreWeave盘中上涨4.14%，报93.47美元/股，成交额3.78亿美元。

消息面上，科技研究机构SemiAnalysis近日发布报告指出，Meta数据中心和算力采购将加速而非放缓，且Meta将成为CoreWeave等新云企业业绩增长的重要来源，有效缓解了此前Meta拟推出云业务引发的竞争忧虑。此外，Galaxy Digital已完成赫利俄斯数据中心园区一期工程，向CoreWeave成功交付133兆瓦关键IT负载容量，验证了公司基础设施扩张的执行能力。云计算服务商板块近日整体走强，资金持续从半导体向AI基础设施运营商扩散，板块情绪延续。

（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。）

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