瑞银首予CoreWeave“买入”评级及目标价120美元

格隆汇09-23

瑞银启动对CoreWeave的覆盖，给予“买入”评级，目标价为120美元，较当前股价隐含约40%的上行空间。分析师Karl Keirstead支持，看好CoreWeave股票，实质上是在押注投资者将很快重新回归做多AI的交易逻辑。鉴于当前市场情绪低迷而需求信号依然强劲，这一情形正变得越来越有可能发生。

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