$CoreWeave_老虎社区_美港股上老虎 - 老虎社区

$CoreWeave, Inc.(CRWV)$ 如果你相信AI是下个时代的生产力，taken是AI时代的石油，那云厂就是不可取代的油井，现在的高投入意味着首先享受商业溢价，别忘了，它还是达子投资的亲儿子。

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

单车变跑车6
05-08
单车变跑车6
你说的是价值投资，短期内业绩就是值不起这个市值，投入成本太高
- Madagascar P:
  一年只会看到收入暴增，亏损暴增，是高风险品种
Madagascar P
05-08
Madagascar P
个人认为，AI逻辑在，云厂的逻辑就这样
BirdieO
05-08
BirdieO
云厂这逻辑能走多久

发表看法

4

1

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