$CoreWeave_老虎社区_美港股上老虎

沙漠追光大海逐风

01-27

$CoreWeave, Inc.(CRWV)$CRWV是neocloud企业里体量最大，增速快，软件水平中上，执行能力有待考量（之前下调过一次预期，不是因为AI需求，而是因为执行问题），债务问题最严重。考虑建个底仓

高增长+高亏损！CRWV绩后大跌，还能买吗？

CoreWeave Q1营收超预期同比增长112%，但亏损扩大，Q2指引不及预期，盘后一度跌超10%。【高增长同时伴随高亏损，大家还看好CRWV后市发展吗？何时能再进场？】

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恭迎赵公明
01-27
恭迎赵公明
这个债务，我确实背调了一下，主要是高管大多数是金融领域的，还有以前对冲基金的，多数是以前华尔街的。这样一想，还是有一定的理由。

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