人工智能云计算公司CoreWeave借鉴华尔街策略对冲内存芯片价格风险

环球市场播报07-15 07:47

　　【】据一位知情人士透露，人工智能云计算公司 CoreWeave正在探索使用金融衍生品，作为防范未来内存和存储芯片价格下跌的潜在对冲手段。

　　这一不同寻常的举措凸显了AI热潮如何将云服务提供商与波动剧烈的芯片市场深度绑定。为在AI基础设施建设激增导致需求飙升之际锁定供应，包括CoreWeave在内的云运营商已与美光（Micron）和闪迪（SanDisk）等内存及存储芯片制造商签署了长期协议。

　　其中许多协议为供应商提供了动态随机存取存储器（DRAM）和存储芯片的价格下限保障。

　　据消息人士透露，CoreWeave高管已就如何对冲未来价格下跌可能导致的内存芯片库存贬值风险展开讨论。

　　该消息人士称，讨论尚处于初期阶段，公司尚未执行任何对冲操作。讨论的方案包括看跌期权——即赋予持有人在未来以预定价格出售标的资产的权利（但无义务）的合约——以及其他可能的衍生工具。

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责任编辑：王永生

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href=\"https://laohu8.com/S/SNDK\">闪迪</a></span><span></span>（<span>SanDisk</span><span></span>） 等内存及存储芯片制造商签署了长期协议。</p>\n<p>　　其中许多协议为 供应商提供了动态随机存取存储器（DRAM）和存储芯片的价格下限保障。</p>\n<p>　　据消息人士透露，CoreWeave高管已就如何对冲未来价格下跌可能导致的内存芯片库存贬值风险展开讨论。</p>\n<p>　　该消息人士称，讨论尚处于初期阶段，公司尚未执行任何对冲操作。讨论的方案包括看跌期权——即赋予持有人在未来以预定价格出售标的资产的权利（但无义务）的合约——以及其他可能的衍生工具。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王永生 </p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-15/doc-inihvumn4858575.shtml\">环球市场播报</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AIFD","symbol_name":"TCW Artificial Intelligence 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