异动解读｜CoreWeave盘中上涨3.14%，英伟达GPU租赁价格持续走高提振算力板块

行情直击05-26 22:09

5月26日，CoreWeave盘中上涨3.14%，报107.89美元/股，成交额6.82亿美元。

消息面上，英伟达此前披露H100 GPU租赁价格年内上涨20%，A100云服务价格上涨近15%，AI算力供需矛盾持续激化，推动算力租赁板块延续反弹。CoreWeave此前已连续多个交易日回升，叠加公司完成31亿美元延迟提款定期贷款安排用于AI云平台扩张，资本面支撑明确。此外，GF Securities首次覆盖CoreWeave给予"买入"评级，目标价162美元，进一步提振市场情绪。同板块Applied Digital涨3.42%，Snowflake涨4.05%，算力服务商整体走强。

（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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