CoreWeave(CRMV)盘初涨近5% 算力基建需求高增广发证券首予其买入评级

金吾财讯05-21 20:54

金吾财讯 | AI 基础设施企业 CoreWeave 股价盘前上涨 4.8%，现报106.12美元。

消息面上，广发证券分析师 Michelle Jing 在研报中指出，CoreWeave 凭借 GPU 先发部署、AI 专属服务、高效运营及与头部超大规模数据中心的长期协议，已构筑行业领先优势。她看好五大核心逻辑：AI 基建需求加速、RPO 支撑 2026-2027 年营收预测、债务融资成本下行、大型合同到期后盈利能力提升、新长期协议受益 GPU 租赁涨价。

AI 算力需求爆发驱动市场空间扩容。Jing 预计，全球 AI 数据中心容量将从 2025 年的 122 吉瓦增至 2030 年的 283 吉瓦；叠加企业与主权 AI 项目需求，2026-2030 年新云厂商潜在市场规模约 1.7 万亿美元。

分析还指公司盈利进度超预期，Jing 预计 CoreWeave 或于 2028 年实现盈利。当前公司手握长期合约与算力资源，在 AI 算力租赁高景气周期中，成长确定性较强。

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CoreWeave(CRMV)盘初涨近5% 算力基建需求高增 广发证券首予其买入评级

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CoreWeave(CRMV)盘初涨近5% 算力基建需求高增广发证券首予其买入评级