异动解读｜CoreWeave夜盘上涨3.16%，与OpenAI达成40亿美元协议叠加新AI平台发布延续反弹

行情直击06-02

6月2日，CoreWeave夜盘上涨3.16%，报128.76美元/股，成交额3934.8万美元，延续近期多日反弹态势。

消息面上，公司近日宣布与OpenAI达成一项价值高达40亿美元、持续至2029年的云计算能力供应协议，有助于降低对单一客户微软的过度依赖，增强业务稳定性预期。同时公司发布连接训练与推理的新AI平台，其Serverless RL服务可将训练成本降低最高40%并加速训练约1.4倍。此外，行业层面英伟达H100 GPU租赁价格年内持续上涨利好算力租赁服务商，云计算板块集体走强亦形成共振，多重积极因素叠加推动股价延续升势。

CoreWeave是专注AI基础设施的云平台公司，为AI模型开发及下一代应用交付提供大规模算力管理服务。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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