这些数据中心的经营模_老虎社区_美港股上老虎

爱吃苹果的小李

05-08

这些数据中心的经营模式跟房地产差不多，看起来每天大鱼大肉，实际上能舔一下上面肥油就很满足了。 $CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$

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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