异动解读｜CoreWeave盘前上涨3.19%，与OpenAI达成40亿美元协议叠加创始人在摩根大通大会释放积极信号

行情直击05-28

5月28日，CoreWeave盘前上涨3.19%，报107.52美元/股，成交额9464.48万美元，延续近期反弹态势。

消息面上，CoreWeave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，进一步扩大双方合作，有助于降低公司对单一客户微软的过度依赖。此外，公司创始人在摩根大通TMT大会上透露，在手订单中推理电耗占比已大幅超过50%，企业级客户新增签约数量环比翻倍以上，且公司以5至6年照付不议长期合同锁定收入，资产端风险可控。叠加英伟达H100 GPU租赁价格年内上涨20%、GF Securities首次覆盖给予买入评级及162美元目标价，算力供需紧张格局持续提振市场情绪。

（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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