品子的个人主页 - 老虎社区

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2022-11-25

$第一高中教育(FHS)$ 要退市了吗

2022-08-26

$宋都服务(09608)$什么时候回本

2023-12-22

$MISSFRESH LTD SPON ADS EACH REP 90 ORD SHS(POST SPLIT)(MFLTY)$

2021-04-19

特斯拉股东们，你们看到这个女车主大闹上海车展，说特斯拉刹车失灵维权有什么看法？

4月19日，#特斯拉女车主大闹上海车展现场维权随后该女子被工作人员带走，特斯拉回应：警方正在调查具体情况

2025-04-02

弱不经风的样子，要被人揍的节奏

2025-02-25

我没有钱所以我恐犯

2021-05-10

有特斯拉车的上路都被影响，造成别人损失，也是罪！

抱歉，原内容已删除

2021-03-03

$特斯拉(TSLA)$你什么时候起来

2025-07-22

这股是洗盘还是资金出逃

异动解读 | CoreWeave宣布15亿美元债券发行计划，股价盘中大涨5.13%

2025-06-20

$三花智控(02050)$ 破发我的天啊

去老虎APP查看更多动态

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09:25","market":"hk","language":"zh","title":"新股首日｜轩竹生物-B首挂高开近154%，中签一手赚8930港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2575165792","media":"老虎资讯综合","summary":"智通财经APP讯，轩竹生物-B(02575)公布配发结果，公司全球发售6733.35万股H股，香港公开发售占10%，国际发售占90%。每股发售价11.6港元，全球发售净筹约7.01亿港元。每手500股，预期H股将于2025年10月15日(星期三)上午九时正(香港时间)开始在联交所买卖。其中，香港公开发售获4,908.33倍认购，国际发售获10.15倍认购。","content":"<html><head></head><body><p>10月15日，<a href=\"https://laohu8.com/S/02575\">轩竹生物-B</a>上市首日大幅高开近154%，股价报29.46港元；不计手续费，中签一手赚8930港元；此前公开发售阶段获超4900倍认购，一手中签率1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8da7cdb51f403617e87e0432ef4be7be\" tg-width=\"534\" tg-height=\"513\"/></p><p>公布配发结果，每股定价11.60港元，共发行6733.35万股股份，每手500股，今日正式上市。</p><p>公开发售阶段轩竹生物获4908.33倍认购，公开发售的发售股份最终数目为673.35万股股份，占发售股份总数的约10%。合共接获约37.60万份有效申请，受理申请数目13467份，申购一手获配发股份占所申请股份总数的概约百分比为1%。</p><p>此外，国际配售阶段轩竹生物获10.15倍认购，国际发售股份最终数目为5723.35万股股份，占发售股份总数的90%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7504cb189fe01a7d576876825709bcf6\" title=\"\" tg-width=\"798\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d04721ef43687fa331f7f78e7ba04c79\" title=\"\" tg-width=\"797\" tg-height=\"471\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ff52d2220737fcccc2f567e463a7efb\" title=\"\" tg-width=\"804\" tg-height=\"387\"/></p><p>轩竹生物是一家以创新为驱动的中国生物制药公司，凭借对中国医药行业的理解和对其独特临床需求的洞察，改善患者健康和生活。自四环医药于2008年收购山东轩竹多数权益以来，公司已经建立一个全面的内部研发平台，支持公司开发多样化且均衡的管线。截至最后实际可行日期，公司有超过十种药物资产在积极开发中，涵盖消化系统疾病、肿瘤和NASH。</p><p>公司推动药物开发的速度及执行力卓越，借此脱颖而出，截至最后实际可行日期已获得共20项IND批准。在公司的管线中，许多属于行业首创－KBP-3571，已获NDA批准的治疗消化系统疾病的PPI；KBP-5081，公司已在完成II期临床试验后对外授权的一款碳青霉烯类抗生素；及XZP-5849，公司已在完成I期临床试验后对外授权予第三方的一款PDE5抑制剂。通过自主研发和资产对外授权双轨制，公司已迅速将这些候选药物推向市场，并已获得或提交七项NDA（包括在III期临床试验阶段转让的XZP5695）。</p><p>于2023年、2024年以及截至2024年及2025年6月30日止六个月，轩竹生物的收入分别为人民币29,000元、人民币30.1百万元、人民币16.0百万元及人民币17.9百万元。于2023年、2024年以及截至2024年及2025年6月30日止六个月，轩竹生物的亏损净额分别为人民币300.6百万元、人民币556.4百万元、人民币111.0百万元及人民币110.9百万元，乃主要归因于商业化战略处于初期阶段及公司于往绩记录期间产生经营开支。</p><p>筹资用途方面，轩竹生物预计全球发售所得款项净额约7.01亿港元（以发售价11.60港元计算）。根据招股书，轩竹生物拟将全球发售募集资金用于下述用途：</p><p>约45%将用于轩竹生物核心产品（即KBP-3571、XZP-3287及XZP-3621）的研究及开发；约14%将用于公司关键产品（即KM602、KM501、XZP-7797及XZP-6924）的研发；约11%将用于为其他候选药物（包括XZB-0004、XZP-5610、XZP-6019及XZP-6877）的研发拨资；约20%将被分配用于增强公司的商业化及市场营销能力；约10%将用于营运资金及其他一般公司用途。</p></body></html>","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-15 09:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月15日，<a href=\"https://laohu8.com/S/02575\">轩竹生物-B</a>上市首日大幅高开近154%，股价报29.46港元；不计手续费，中签一手赚8930港元；此前公开发售阶段获超4900倍认购，一手中签率1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8da7cdb51f403617e87e0432ef4be7be\" tg-width=\"534\" tg-height=\"513\"/></p><p>公布配发结果，每股定价11.60港元，共发行6733.35万股股份，每手500股，今日正式上市。</p><p>公开发售阶段轩竹生物获4908.33倍认购，公开发售的发售股份最终数目为673.35万股股份，占发售股份总数的约10%。合共接获约37.60万份有效申请，受理申请数目13467份，申购一手获配发股份占所申请股份总数的概约百分比为1%。</p><p>此外，国际配售阶段轩竹生物获10.15倍认购，国际发售股份最终数目为5723.35万股股份，占发售股份总数的90%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7504cb189fe01a7d576876825709bcf6\" title=\"\" tg-width=\"798\" tg-height=\"621\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d04721ef43687fa331f7f78e7ba04c79\" title=\"\" tg-width=\"797\" tg-height=\"471\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ff52d2220737fcccc2f567e463a7efb\" title=\"\" tg-width=\"804\" tg-height=\"387\"/></p><p>轩竹生物是一家以创新为驱动的中国生物制药公司，凭借对中国医药行业的理解和对其独特临床需求的洞察，改善患者健康和生活。自四环医药于2008年收购山东轩竹多数权益以来，公司已经建立一个全面的内部研发平台，支持公司开发多样化且均衡的管线。截至最后实际可行日期，公司有超过十种药物资产在积极开发中，涵盖消化系统疾病、肿瘤和NASH。</p><p>公司推动药物开发的速度及执行力卓越，借此脱颖而出，截至最后实际可行日期已获得共20项IND批准。在公司的管线中，许多属于行业首创－KBP-3571，已获NDA批准的治疗消化系统疾病的PPI；KBP-5081，公司已在完成II期临床试验后对外授权的一款碳青霉烯类抗生素；及XZP-5849，公司已在完成I期临床试验后对外授权予第三方的一款PDE5抑制剂。通过自主研发和资产对外授权双轨制，公司已迅速将这些候选药物推向市场，并已获得或提交七项NDA（包括在III期临床试验阶段转让的XZP5695）。</p><p>于2023年、2024年以及截至2024年及2025年6月30日止六个月，轩竹生物的收入分别为人民币29,000元、人民币30.1百万元、人民币16.0百万元及人民币17.9百万元。于2023年、2024年以及截至2024年及2025年6月30日止六个月，轩竹生物的亏损净额分别为人民币300.6百万元、人民币556.4百万元、人民币111.0百万元及人民币110.9百万元，乃主要归因于商业化战略处于初期阶段及公司于往绩记录期间产生经营开支。</p><p>筹资用途方面，轩竹生物预计全球发售所得款项净额约7.01亿港元（以发售价11.60港元计算）。根据招股书，轩竹生物拟将全球发售募集资金用于下述用途：</p><p>约45%将用于轩竹生物核心产品（即KBP-3571、XZP-3287及XZP-3621）的研究及开发；约14%将用于公司关键产品（即KM602、KM501、XZP-7797及XZP-6924）的研发；约11%将用于为其他候选药物（包括XZB-0004、XZP-5610、XZP-6019及XZP-6877）的研发拨资；约20%将被分配用于增强公司的商业化及市场营销能力；约10%将用于营运资金及其他一般公司用途。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2bc484766922e67d87fdb952e5532ab","relate_stocks":{"02575":"轩竹生物-B"},"source_url":"http://www.zhitongcaijing.com/content/detail/1355027.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2575165792","content_text":"10月15日，轩竹生物-B上市首日大幅高开近154%，股价报29.46港元；不计手续费，中签一手赚8930港元；此前公开发售阶段获超4900倍认购，一手中签率1%。公布配发结果，每股定价11.60港元，共发行6733.35万股股份，每手500股，今日正式上市。公开发售阶段轩竹生物获4908.33倍认购，公开发售的发售股份最终数目为673.35万股股份，占发售股份总数的约10%。合共接获约37.60万份有效申请，受理申请数目13467份，申购一手获配发股份占所申请股份总数的概约百分比为1%。此外，国际配售阶段轩竹生物获10.15倍认购，国际发售股份最终数目为5723.35万股股份，占发售股份总数的90%。轩竹生物是一家以创新为驱动的中国生物制药公司，凭借对中国医药行业的理解和对其独特临床需求的洞察，改善患者健康和生活。自四环医药于2008年收购山东轩竹多数权益以来，公司已经建立一个全面的内部研发平台，支持公司开发多样化且均衡的管线。截至最后实际可行日期，公司有超过十种药物资产在积极开发中，涵盖消化系统疾病、肿瘤和NASH。公司推动药物开发的速度及执行力卓越，借此脱颖而出，截至最后实际可行日期已获得共20项IND批准。在公司的管线中，许多属于行业首创－KBP-3571，已获NDA批准的治疗消化系统疾病的PPI；KBP-5081，公司已在完成II期临床试验后对外授权的一款碳青霉烯类抗生素；及XZP-5849，公司已在完成I期临床试验后对外授权予第三方的一款PDE5抑制剂。通过自主研发和资产对外授权双轨制，公司已迅速将这些候选药物推向市场，并已获得或提交七项NDA（包括在III期临床试验阶段转让的XZP5695）。于2023年、2024年以及截至2024年及2025年6月30日止六个月，轩竹生物的收入分别为人民币29,000元、人民币30.1百万元、人民币16.0百万元及人民币17.9百万元。于2023年、2024年以及截至2024年及2025年6月30日止六个月，轩竹生物的亏损净额分别为人民币300.6百万元、人民币556.4百万元、人民币111.0百万元及人民币110.9百万元，乃主要归因于商业化战略处于初期阶段及公司于往绩记录期间产生经营开支。筹资用途方面，轩竹生物预计全球发售所得款项净额约7.01亿港元（以发售价11.60港元计算）。根据招股书，轩竹生物拟将全球发售募集资金用于下述用途：约45%将用于轩竹生物核心产品（即KBP-3571、XZP-3287及XZP-3621）的研究及开发；约14%将用于公司关键产品（即KM602、KM501、XZP-7797及XZP-6924）的研发；约11%将用于为其他候选药物（包括XZB-0004、XZP-5610、XZP-6019及XZP-6877）的研发拨资；约20%将被分配用于增强公司的商业化及市场营销能力；约10%将用于营运资金及其他一般公司用途。","news_type":1,"symbols_score_info":{"02575":1.5}},"isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484289360298704,"gmtCreate":1759263498446,"gmtModify":1759263500667,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"好久都没中签了，","listText":"好久都没中签了，","text":"好久都没中签了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484289360298704","repostId":"483076261843496","repostType":1,"repost":{"id":483076261843496,"gmtCreate":1758967680749,"gmtModify":1758970609674,"author":{"id":"4185768856935242","authorId":"4185768856935242","name":"我爱广州GZ","avatar":"https://static.tigerbbs.com/ea7f372a3c1e58d1c5f6611c35ea5c75","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185768856935242","idStr":"4185768856935242"},"themes":[],"title":"【港股打新】长风药业：又来送钱，中签就是大肉！","htmlText":"B机制的新股，10%散户回拨，中签就是大肉，说重点：一、基本面做呼吸道吸入制剂的，长风的主战场是呼吸系统疾病（哮喘、慢阻肺等），中国哮喘患者4570万，慢阻肺患者近1亿，数量庞大且稳定增长。空气质量摆在这，这病是慢性的，药不能停，用户粘性极高。吸入制剂的技术门槛，是“药械合一”，不仅药要对，那个小小的吸入装置（干粉、气雾剂）的研发和生产，就能卡死99%的药企。因此，这个赛道长期被阿斯利康、葛兰素史克（GSK）等外资巨头垄断。问题是这个市场教育成本高，医生和患者都习惯了外资原研药，国产替代的路，没那么好走。不过以上这些在金光闪闪的中信+10%回拨面前，这些都不重要...图片二、财务状况长风药业2022-2024年营收分别3.49 亿、5.56亿、6.08亿元，2023年已实现净利润 3172万，2025 年一季度净利润1281万。财务数据还是比较强壮的，而且现金流良好，公司整体经营非常OK这些在金光闪闪的中信+10%回拨面前，还是不重要....图片三、发行结构1、保荐人：金光闪闪的中信+招银2、基石：没有基石！3、甲乙组一共就8120手，这手数，绝了，刷新了港股打新，散户中签货量的下限。总结：1、散户拿不到货，最后孖展肯定上2000倍，中签就是大肉，全员抽签一视同仁，顶头锤哥也发挥不了实力....2、甲尾44万，乙头59万，花100块买个刮刮乐，挺好。3、资金本金20万以下的就别凑热闹了，当炮灰可不好玩。4、本次大概率甲尾赢麻，乙头拥挤。甲尾中签率高于乙头。甚至高于乙35、一旦中签，赚个5000到1万没什么问题。后记：一共就8120手，你打不打?评论区告诉我....<a href=\"https://laohu8.com/S/02652\">$长风药业(02652)$</a> <a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$</a>","listText":"B机制的新股，10%散户回拨，中签就是大肉，说重点：一、基本面做呼吸道吸入制剂的，长风的主战场是呼吸系统疾病（哮喘、慢阻肺等），中国哮喘患者4570万，慢阻肺患者近1亿，数量庞大且稳定增长。空气质量摆在这，这病是慢性的，药不能停，用户粘性极高。吸入制剂的技术门槛，是“药械合一”，不仅药要对，那个小小的吸入装置（干粉、气雾剂）的研发和生产，就能卡死99%的药企。因此，这个赛道长期被阿斯利康、葛兰素史克（GSK）等外资巨头垄断。问题是这个市场教育成本高，医生和患者都习惯了外资原研药，国产替代的路，没那么好走。不过以上这些在金光闪闪的中信+10%回拨面前，这些都不重要...图片二、财务状况长风药业2022-2024年营收分别3.49 亿、5.56亿、6.08亿元，2023年已实现净利润 3172万，2025 年一季度净利润1281万。财务数据还是比较强壮的，而且现金流良好，公司整体经营非常OK这些在金光闪闪的中信+10%回拨面前，还是不重要....图片三、发行结构1、保荐人：金光闪闪的中信+招银2、基石：没有基石！3、甲乙组一共就8120手，这手数，绝了，刷新了港股打新，散户中签货量的下限。总结：1、散户拿不到货，最后孖展肯定上2000倍，中签就是大肉，全员抽签一视同仁，顶头锤哥也发挥不了实力....2、甲尾44万，乙头59万，花100块买个刮刮乐，挺好。3、资金本金20万以下的就别凑热闹了，当炮灰可不好玩。4、本次大概率甲尾赢麻，乙头拥挤。甲尾中签率高于乙头。甚至高于乙35、一旦中签，赚个5000到1万没什么问题。后记：一共就8120手，你打不打?评论区告诉我....<a href=\"https://laohu8.com/S/02652\">$长风药业(02652)$</a> <a href=\"https://laohu8.com/S/02259\">$紫金黄金国际(02259)$</a>","text":"B机制的新股，10%散户回拨，中签就是大肉，说重点：一、基本面做呼吸道吸入制剂的，长风的主战场是呼吸系统疾病（哮喘、慢阻肺等），中国哮喘患者4570万，慢阻肺患者近1亿，数量庞大且稳定增长。空气质量摆在这，这病是慢性的，药不能停，用户粘性极高。吸入制剂的技术门槛，是“药械合一”，不仅药要对，那个小小的吸入装置（干粉、气雾剂）的研发和生产，就能卡死99%的药企。因此，这个赛道长期被阿斯利康、葛兰素史克（GSK）等外资巨头垄断。问题是这个市场教育成本高，医生和患者都习惯了外资原研药，国产替代的路，没那么好走。不过以上这些在金光闪闪的中信+10%回拨面前，这些都不重要...图片二、财务状况长风药业2022-2024年营收分别3.49 亿、5.56亿、6.08亿元，2023年已实现净利润 3172万，2025 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-08-11 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，人工智能基础设施公司CoreWeave（股票代码：CRWV）股价在盘中出现大幅上涨，涨幅一度达到5.39%，引发市场关注。</p>\n\n<p>推动CoreWeave股价上涨的主要因素是华尔街知名投行摩根大通的最新研报。摩根大通分析师大幅上调了对CoreWeave的目标价，从此前的66美元提高至135美元，上调幅度超过100%。这一乐观预期反映了分析师对CoreWeave未来发展前景的看好。</p>\n\n<p>CoreWeave专注于为人工智能和机器学习应用提供高性能计算基础设施。随着AI技术的快速发展和应用普及，市场对CoreWeave这类提供关键技术支持的公司保持高度关注。摩根大通的目标价上调可能反映了对CoreWeave在AI基础设施市场地位及增长潜力的积极评估。投资者对这一利好消息反应积极，推动了股价的大幅上涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134289407","content_text":"8月11日，人工智能基础设施公司CoreWeave（股票代码：CRWV）股价在盘中出现大幅上涨，涨幅一度达到5.39%，引发市场关注。\n推动CoreWeave股价上涨的主要因素是华尔街知名投行摩根大通的最新研报。摩根大通分析师大幅上调了对CoreWeave的目标价，从此前的66美元提高至135美元，上调幅度超过100%。这一乐观预期反映了分析师对CoreWeave未来发展前景的看好。\nCoreWeave专注于为人工智能和机器学习应用提供高性能计算基础设施。随着AI技术的快速发展和应用普及，市场对CoreWeave这类提供关键技术支持的公司保持高度关注。摩根大通的目标价上调可能反映了对CoreWeave在AI基础设施市场地位及增长潜力的积极评估。投资者对这一利好消息反应积极，推动了股价的大幅上涨。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459117432492704,"gmtCreate":1753125918340,"gmtModify":1753125920193,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"这股是洗盘还是资金出逃","listText":"这股是洗盘还是资金出逃","text":"这股是洗盘还是资金出逃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/459117432492704","repostId":"1143937046","repostType":2,"repost":{"id":"1143937046","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1753107518,"share":"https://www.laohu8.com/m/news/1143937046?lang=zh_CN&edition=full","pubTime":"2025-07-21 22:18","market":"sg","language":"zh","title":"异动解读 | CoreWeave宣布15亿美元债券发行计划，股价盘中大涨5.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143937046","media":"异动解读","summary":"周一盘中，人工智能数据中心租赁商CoreWeave, Inc.股价大涨5.13%，引发市场关注。这一涨势与公司最新宣布的15亿美元债券发行计划密切相关。据悉，CoreWeave计划发行2031年到期的债券，筹集的资金将用于一般用途，包括偿还债务。这是继5月份宣布的20亿美元债券发行计划之后的又一重大融资举措。CoreWeave自3月在纳斯达克上市以来，股价已上涨超过两倍，彰显了市场对其业务模式的认可。","content":"<p>周一盘中，人工智能数据中心租赁商CoreWeave, Inc.（股票代码：CRWV）股价大涨5.13%，引发市场关注。这一涨势与公司最新宣布的15亿美元债券发行计划密切相关。</p>\n\n<p>据悉，CoreWeave计划发行2031年到期的债券，筹集的资金将用于一般用途，包括偿还债务。这是继5月份宣布的20亿美元债券发行计划之后的又一重大融资举措。值得注意的是，5月的债券发行获得了五倍的超额认购，显示出投资者对公司前景的强烈信心。</p>\n\n<p>CoreWeave自3月在纳斯达克上市以来，股价已上涨超过两倍，彰显了市场对其业务模式的认可。公司的主要客户包括英伟达和微软等科技巨头，这进一步增强了投资者对其长期发展潜力的信心。尽管一些投资者对公司的债务状况和产品需求的可持续性表示担忧，但首席执行官迈克尔·英特拉特表示，公司正在积极响应主要客户的\"需求信号\"，并为公司的支出计划进行了辩护。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | CoreWeave宣布15亿美元债券发行计划，股价盘中大涨5.13%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-21 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，人工智能数据中心租赁商CoreWeave, Inc.（股票代码：CRWV）股价大涨5.13%，引发市场关注。这一涨势与公司最新宣布的15亿美元债券发行计划密切相关。</p>\n\n<p>据悉，CoreWeave计划发行2031年到期的债券，筹集的资金将用于一般用途，包括偿还债务。这是继5月份宣布的20亿美元债券发行计划之后的又一重大融资举措。值得注意的是，5月的债券发行获得了五倍的超额认购，显示出投资者对公司前景的强烈信心。</p>\n\n<p>CoreWeave自3月在纳斯达克上市以来，股价已上涨超过两倍，彰显了市场对其业务模式的认可。公司的主要客户包括英伟达和微软等科技巨头，这进一步增强了投资者对其长期发展潜力的信心。尽管一些投资者对公司的债务状况和产品需求的可持续性表示担忧，但首席执行官迈克尔·英特拉特表示，公司正在积极响应主要客户的\"需求信号\"，并为公司的支出计划进行了辩护。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143937046","content_text":"周一盘中，人工智能数据中心租赁商CoreWeave, Inc.（股票代码：CRWV）股价大涨5.13%，引发市场关注。这一涨势与公司最新宣布的15亿美元债券发行计划密切相关。\n据悉，CoreWeave计划发行2031年到期的债券，筹集的资金将用于一般用途，包括偿还债务。这是继5月份宣布的20亿美元债券发行计划之后的又一重大融资举措。值得注意的是，5月的债券发行获得了五倍的超额认购，显示出投资者对公司前景的强烈信心。\nCoreWeave自3月在纳斯达克上市以来，股价已上涨超过两倍，彰显了市场对其业务模式的认可。公司的主要客户包括英伟达和微软等科技巨头，这进一步增强了投资者对其长期发展潜力的信心。尽管一些投资者对公司的债务状况和产品需求的可持续性表示担忧，但首席执行官迈克尔·英特拉特表示，公司正在积极响应主要客户的\"需求信号\"，并为公司的支出计划进行了辩护。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":1432,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576724815704857","authorId":"3576724815704857","name":"去会所","avatar":"https://static.tigerbbs.com/de401c0bd93eac5813aa71ee994e439c","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3576724815704857","idStr":"3576724815704857"},"content":"我也郁闷，昨晚一头栽进去了 [流泪]","text":"我也郁闷，昨晚一头栽进去了 [流泪]","html":"我也郁闷，昨晚一头栽进去了 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458092921058072,"gmtCreate":1752876152377,"gmtModify":1752876153488,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"多头打败汇丰，见不得别人好","listText":"多头打败汇丰，见不得别人好","text":"多头打败汇丰，见不得别人好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/458092921058072","repostId":"1157944072","repostType":2,"repost":{"id":"1157944072","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1752847588,"share":"https://www.laohu8.com/m/news/1157944072?lang=zh_CN&edition=full","pubTime":"2025-07-18 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | CoreWeave盘中大跌5%，汇丰唱衰目标价降76%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-18 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>人工智能云服务商CoreWeave, Inc.（股票代码：CRWV）今日盘中大跌5.06%，引发市场关注。这一跌势很可能与汇丰银行最新发布的研究报告有关。</p>\n\n<p>据悉，汇丰银行给予CoreWeave\"减持\"评级，将目标价定为32美元，较前一交易日收盘价低76%。汇丰分析师给出的主要理由包括：公司回报相对较低、缺乏差异化竞争优势，以及对微软和英伟达的高度依赖。这份报告无疑给CoreWeave的股价带来了巨大压力。</p>\n\n<p>汇丰的分析师还指出，CoreWeave面临多重挑战。首先，公司需要成功转型为通用型云计算服务提供商，并扩大客户群。其次，由于GPU老化，预计从2030年起，公司约35%的收入将用于维护性资本开支，这将削弱其自由现金流。此外，CoreWeave对微软作为客户和英伟达作为GPU供应商的过度依赖被视为潜在的长期弱点。尽管如此，分析师也承认，依赖少数客户使得CoreWeave的销售和市场营销成本相对较低，这是一个小小的优势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157944072","content_text":"人工智能云服务商CoreWeave, Inc.（股票代码：CRWV）今日盘中大跌5.06%，引发市场关注。这一跌势很可能与汇丰银行最新发布的研究报告有关。\n据悉，汇丰银行给予CoreWeave\"减持\"评级，将目标价定为32美元，较前一交易日收盘价低76%。汇丰分析师给出的主要理由包括：公司回报相对较低、缺乏差异化竞争优势，以及对微软和英伟达的高度依赖。这份报告无疑给CoreWeave的股价带来了巨大压力。\n汇丰的分析师还指出，CoreWeave面临多重挑战。首先，公司需要成功转型为通用型云计算服务提供商，并扩大客户群。其次，由于GPU老化，预计从2030年起，公司约35%的收入将用于维护性资本开支，这将削弱其自由现金流。此外，CoreWeave对微软作为客户和英伟达作为GPU供应商的过度依赖被视为潜在的长期弱点。尽管如此，分析师也承认，依赖少数客户使得CoreWeave的销售和市场营销成本相对较低，这是一个小小的优势。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451598836093664,"gmtCreate":1751279392721,"gmtModify":1751279394497,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"想做空当然这么说了","listText":"想做空当然这么说了","text":"想做空当然这么说了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451598836093664","repostId":"1185096111","repostType":4,"repost":{"id":"1185096111","kind":"news","pubTimestamp":1751274027,"share":"https://www.laohu8.com/m/news/1185096111?lang=zh_CN&edition=full","pubTime":"2025-06-30 17:00","market":"us","language":"zh","title":"高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！","url":"https://stock-news.laohu8.com/highlight/detail?id=1185096111","media":"口罩哥研报60秒","summary":"首次覆盖！一盆冷水！","content":"<html><head></head><body><p><strong>首次覆盖！一盆冷水！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcae9242c0bd50b53c044b4ea30b417\" title=\"\" tg-width=\"1080\" tg-height=\"992\"/></p><p style=\"text-align: left;\"><strong>2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。</strong></p><p style=\"text-align: left;\">高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。</p><p style=\"text-align: left;\">高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其最大卖点在于业务增长不直接受加密货币波动影响，具有极强的市场独特性。<u>“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”（CRCL是公开市场中独一无二的资产，作为唯一纯加密原生公司，其有潜力从向庞大的现有法币市场扩张中获得上行空间）。</u></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e8ecaa0705bf4818a9e0e1ebce02bc\" title=\"\" tg-width=\"1080\" tg-height=\"883\"/></p><p style=\"text-align: left;\">但报告同时警告，尽管USDC的市场占有率因全球稳定币监管趋严而持续上升，<u>但未来收益率可能受到美联储降息、替代品竞争（如有息代币化货币基金）及对合作平台的高额激励费用挤压，CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。</u></p><p style=\"text-align: left;\">高盛明确强调，当前145倍的前瞻市盈率（NTM P/E）大幅超过同行平均的35倍，即使Circle的业绩增速远高于其他支付巨头和券商，也难以支撑目前估值。</p></body></html>","source":"lsy1751274080750","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！</title>\n<style 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href=\"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/49b0fe58ba5359a9110f35b14f9829f5","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185096111","content_text":"首次覆盖！一盆冷水！2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其最大卖点在于业务增长不直接受加密货币波动影响，具有极强的市场独特性。“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”（CRCL是公开市场中独一无二的资产，作为唯一纯加密原生公司，其有潜力从向庞大的现有法币市场扩张中获得上行空间）。但报告同时警告，尽管USDC的市场占有率因全球稳定币监管趋严而持续上升，但未来收益率可能受到美联储降息、替代品竞争（如有息代币化货币基金）及对合作平台的高额激励费用挤压，CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。高盛明确强调，当前145倍的前瞻市盈率（NTM P/E）大幅超过同行平均的35倍，即使Circle的业绩增速远高于其他支付巨头和券商，也难以支撑目前估值。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448042703716960,"gmtCreate":1750407828375,"gmtModify":1750407965025,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$</a> 破发我的天啊","listText":"<a href=\"https://laohu8.com/S/02050\">$三花智控(02050)$</a> 破发我的天啊","text":"$三花智控(02050)$ 破发我的天啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/448042703716960","isVote":1,"tweetType":1,"viewCount":2283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447857303105768,"gmtCreate":1750362794311,"gmtModify":1750362795763,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"英伟达最大的问题就是中国","listText":"英伟达最大的问题就是中国","text":"英伟达最大的问题就是中国","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/447857303105768","isVote":1,"tweetType":1,"viewCount":1600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442116901319432,"gmtCreate":1748961079626,"gmtModify":1748961081275,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"这股价赶上他亲爹了","listText":"这股价赶上他亲爹了","text":"这股价赶上他亲爹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442116901319432","repostId":"1133289254","repostType":2,"repost":{"id":"1133289254","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748922526,"share":"https://www.laohu8.com/m/news/1133289254?lang=zh_CN&edition=full","pubTime":"2025-06-03 11:48","market":"us","language":"zh","title":"“英伟达亲儿子”CoreWeave的蜕变：新一代 AI 算力云巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=1133289254","media":"老虎资讯综合","summary":"若超大规模云服务商持续供应紧张，CoreWeave 有望在 2030 年前成为事实上的 “第四大超算云”，并可选择向区域合作伙伴授权其技术栈。尽管微软近期未行使 120 亿美元的扩容条款，但业内认为这是工作负载组合调整所致，而非对 CoreWeave 服务的不满。由于每一笔资本支出均对应 “必取必付” 合同，评级机构将其杠杆视为项目融资而非投机性借贷，使 CoreWeave 的融资成本远低于亏损同行。","content":"<html><head></head><body><p>提到 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> ，投资者们往往都会想到“英伟达亲儿子”这样一个称呼，不过近期这家公司的表现，却明显跑赢了 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，上市两个月以来累计涨幅已经超过了200%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f996d746f4fff2263e5d9432b95f8c9\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司早期以加密货币挖矿起家，却在生成式 AI 爆发前夜果断转型，将持有的英伟达显卡资源转向定制化云租赁服务，专注于模型训练与推理场景。</p><p>这一决策精准捕捉到行业痛点 —— 当亚马逊、微软等超大规模云服务商受限于 GPU 供应链时，CoreWeave 通过批量预购芯片构建起 “稀缺性护城河”。</p><p>如今这家两年前营收仅 1600 万美元的公司，已成长为市值超 500 亿美元的 AI 算力巨头，在全球运营 33 个数据中心，客户包括微软、OpenAI、Meta 等科技巨头。</p><h2 id=\"id_979183230\" style=\"text-align: start;\">从加密矿企到 AI 算力云巨头</h2><p>CoreWeave 为每个新服务器机架预部署第五代 NVLink 架构，使 72 颗英伟达 Blackwell GPU 形成逻辑统一的加速器，让客户在训练万亿参数模型时避免传统云服务的通信瓶颈。</p><p>这种 “微型超级计算机” 不仅能收取溢价，还因更快的互联效率缩短任务完成时间，从而降低客户成本。</p><p>由于算力稀缺，模型开发者已接受包含高额预付款的多年期 “必取必付” 合同 —— 截至 3 月，此类合同总额达 259 亿美元，同比增长 63%。</p><p>可预测的现金流让 CoreWeave 能够发行高收益债券（最新一笔是 2030 年到期、规模 20 亿美元、票面利率 9.25% 的票据）而非增发股票，为现有股东保留增值空间。</p><p>由于折旧占成本大头，且每新增一颗 GPU 均可接入现有软件栈，随着芯片价格下降，单位经济效益不断提升，形成运营杠杆飞轮 —— 新入局者需数十亿美元前期资本支出才能复制这一模式。</p><p>若超大规模云服务商持续供应紧张，CoreWeave 有望在 2030 年前成为事实上的 “第四大超算云”，并可选择向区域合作伙伴授权其技术栈。</p><p>CoreWeave 的策略核心是在客户提出需求前采购最快的 GPU，并将这些芯片组网如同集成在单一主板上。其 H100 和新部署的 GB200 NVL72 集群采用无阻塞 NVLink 搭配 Quantum-2 InfiniBand，每颗 GPU 提供高达 1.8 TB/s 的双向带宽。</p><p>实际应用中，该架构训练 GPT-4 级模型的速度较前代 A100 集群快 4 倍，同时每 token 能耗降低 25%。更快的任务处理意味着更低的计费时长，因此 CoreWeave 能以低于主流云服务商的价格提供服务，同时每服务器小时赚取更高利润。</p><p>管理层通过将新数据中心选址在廉价可再生能源附近（如与 Bulk Infrastructure 合作的挪威项目），并采用液冷机架最大化密度，进一步强化这一飞轮效应。</p><p>当集群满负荷运行后，新增收入几乎全为毛利，因其自主开发的调度和计费系统边际成本可忽略不计。</p><p>这一优势体现在一季度数据中：毛利率环比提升 470 个基点至 42%，调整后 EBITDA 利润率维持在 60% 以上，尽管员工数量增长了 30%。</p><p>当折旧在明年底达到峰值后，自由现金流将加速增长 —— 管理层预计当前资本支出浪潮在完全投产后将实现这一里程碑。</p><p>需求可见性常是年轻基础设施企业的短板，但 CoreWeave 逆转了这一 “先有鸡还是先有蛋” 的问题：目前 96% 的收入来自 “必取必付” 协议，无论实际使用量如何，客户均需按月支付最低费用。</p><p>标志性案例是 3 月与 OpenAI 签署的五年期、价值最高 119 亿美元的协议，仅该合同就使积压订单增长超 40%。CoreWeave 提供算力，OpenAI 则以 IPO 价格获得 3.5 亿美元股票，在不消耗 CoreWeave 资金的前提下实现利益绑定。</p><p>关键在于，这些合同通常指定 NVLink 互联的算力而非裸 GPU 实例，巩固了 CoreWeave 的工程优势。即便仍是主要客户的微软，去年也预付 30 亿美元锁定 Blackwell 集群，IBM 则在 1 月跟进 GB200 超级计算机订单。</p><p>尽管微软近期未行使 120 亿美元的扩容条款，但业内认为这是工作负载组合调整所致，而非对 CoreWeave 服务的不满。无论如何，当前积压订单是现有收入的 5 倍以上，为投资者提供了罕见的未来现金流清晰展望。</p><h2 id=\"id_1048781004\" style=\"text-align: start;\">财务表现与风险</h2><p>CoreWeave 一季度财报展现出爆发式增长：营收 9.82 亿美元（同比 + 420%），远超市场预期的 8.53 亿美元；调整后 EBITDA 利润率维持在 60% 以上，核心得益于单位经济模型的优化 —— 每新增一颗 GPU 即可接入现有软件栈，边际成本趋近于零。</p><p>尽管资本支出强劲（一季度 19 亿美元，全年指引 200-230 亿美元），但 259 亿美元的积压订单（约 5 倍于 2025 年营收预期）为现金流提供坚实支撑，叠加微软（贡献 33% 营收）、OpenAI 等头部客户的深度绑定，形成 “高投入 - 高增长 - 高可见性” 的良性循环。</p><p>在不被稀释压垮的前提下为超大规模增长融资，是 CoreWeave 相较早期基础设施挑战者的差异化优势。5 月发行的 20 亿美元、利率 9.25% 的票据紧随 IPO 完成，使总债务达约 130 亿美元，但到期日延至 2030 年，并为现有信贷额度腾出空间。</p><p>由于每一笔资本支出均对应 “必取必付” 合同，评级机构将其杠杆视为项目融资而非投机性借贷，使 CoreWeave 的融资成本远低于亏损同行。仅一季度资本支出就达 19 亿美元，管理层指引全年支出 200-230 亿美元 —— 这一惊人数字与 2026 年底前将 GPU 装机量增至三倍的计划一致。</p><p>风险层面需关注客户集中度（前两大客户占比 77%）与 GPU 供应波动：若英伟达竞品降价或微软等企业自建算力，可能冲击现有盈利模型。</p><p>但当前市场环境下，CoreWeave 凭借对 Blackwell 芯片 25% 的采购份额、液冷技术带来的密度优势（挪威数据中心案例），以及与 OpenAI 等客户的股权绑定（如 3.5 亿美元股票换算力协议），短期内仍难有对手复制其生态。</p><p>截至最新收盘，公司市值 576 亿美元，对应 2025 年市销率约 12 倍。尽管估值高于传统云服务商，但考虑到 AI 算力需求仍处爆发初期、五年期合约背书的确定性，以及向 “第四大超算云” 演进的潜力，其公允价值仍存在一定上行空间。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“英伟达亲儿子”CoreWeave的蜕变：新一代 AI 算力云巨头\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-03 11:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>提到 <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> ，投资者们往往都会想到“英伟达亲儿子”这样一个称呼，不过近期这家公司的表现，却明显跑赢了 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，上市两个月以来累计涨幅已经超过了200%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f996d746f4fff2263e5d9432b95f8c9\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司早期以加密货币挖矿起家，却在生成式 AI 爆发前夜果断转型，将持有的英伟达显卡资源转向定制化云租赁服务，专注于模型训练与推理场景。</p><p>这一决策精准捕捉到行业痛点 —— 当亚马逊、微软等超大规模云服务商受限于 GPU 供应链时，CoreWeave 通过批量预购芯片构建起 “稀缺性护城河”。</p><p>如今这家两年前营收仅 1600 万美元的公司，已成长为市值超 500 亿美元的 AI 算力巨头，在全球运营 33 个数据中心，客户包括微软、OpenAI、Meta 等科技巨头。</p><h2 id=\"id_979183230\" style=\"text-align: start;\">从加密矿企到 AI 算力云巨头</h2><p>CoreWeave 为每个新服务器机架预部署第五代 NVLink 架构，使 72 颗英伟达 Blackwell GPU 形成逻辑统一的加速器，让客户在训练万亿参数模型时避免传统云服务的通信瓶颈。</p><p>这种 “微型超级计算机” 不仅能收取溢价，还因更快的互联效率缩短任务完成时间，从而降低客户成本。</p><p>由于算力稀缺，模型开发者已接受包含高额预付款的多年期 “必取必付” 合同 —— 截至 3 月，此类合同总额达 259 亿美元，同比增长 63%。</p><p>可预测的现金流让 CoreWeave 能够发行高收益债券（最新一笔是 2030 年到期、规模 20 亿美元、票面利率 9.25% 的票据）而非增发股票，为现有股东保留增值空间。</p><p>由于折旧占成本大头，且每新增一颗 GPU 均可接入现有软件栈，随着芯片价格下降，单位经济效益不断提升，形成运营杠杆飞轮 —— 新入局者需数十亿美元前期资本支出才能复制这一模式。</p><p>若超大规模云服务商持续供应紧张，CoreWeave 有望在 2030 年前成为事实上的 “第四大超算云”，并可选择向区域合作伙伴授权其技术栈。</p><p>CoreWeave 的策略核心是在客户提出需求前采购最快的 GPU，并将这些芯片组网如同集成在单一主板上。其 H100 和新部署的 GB200 NVL72 集群采用无阻塞 NVLink 搭配 Quantum-2 InfiniBand，每颗 GPU 提供高达 1.8 TB/s 的双向带宽。</p><p>实际应用中，该架构训练 GPT-4 级模型的速度较前代 A100 集群快 4 倍，同时每 token 能耗降低 25%。更快的任务处理意味着更低的计费时长，因此 CoreWeave 能以低于主流云服务商的价格提供服务，同时每服务器小时赚取更高利润。</p><p>管理层通过将新数据中心选址在廉价可再生能源附近（如与 Bulk Infrastructure 合作的挪威项目），并采用液冷机架最大化密度，进一步强化这一飞轮效应。</p><p>当集群满负荷运行后，新增收入几乎全为毛利，因其自主开发的调度和计费系统边际成本可忽略不计。</p><p>这一优势体现在一季度数据中：毛利率环比提升 470 个基点至 42%，调整后 EBITDA 利润率维持在 60% 以上，尽管员工数量增长了 30%。</p><p>当折旧在明年底达到峰值后，自由现金流将加速增长 —— 管理层预计当前资本支出浪潮在完全投产后将实现这一里程碑。</p><p>需求可见性常是年轻基础设施企业的短板，但 CoreWeave 逆转了这一 “先有鸡还是先有蛋” 的问题：目前 96% 的收入来自 “必取必付” 协议，无论实际使用量如何，客户均需按月支付最低费用。</p><p>标志性案例是 3 月与 OpenAI 签署的五年期、价值最高 119 亿美元的协议，仅该合同就使积压订单增长超 40%。CoreWeave 提供算力，OpenAI 则以 IPO 价格获得 3.5 亿美元股票，在不消耗 CoreWeave 资金的前提下实现利益绑定。</p><p>关键在于，这些合同通常指定 NVLink 互联的算力而非裸 GPU 实例，巩固了 CoreWeave 的工程优势。即便仍是主要客户的微软，去年也预付 30 亿美元锁定 Blackwell 集群，IBM 则在 1 月跟进 GB200 超级计算机订单。</p><p>尽管微软近期未行使 120 亿美元的扩容条款，但业内认为这是工作负载组合调整所致，而非对 CoreWeave 服务的不满。无论如何，当前积压订单是现有收入的 5 倍以上，为投资者提供了罕见的未来现金流清晰展望。</p><h2 id=\"id_1048781004\" style=\"text-align: start;\">财务表现与风险</h2><p>CoreWeave 一季度财报展现出爆发式增长：营收 9.82 亿美元（同比 + 420%），远超市场预期的 8.53 亿美元；调整后 EBITDA 利润率维持在 60% 以上，核心得益于单位经济模型的优化 —— 每新增一颗 GPU 即可接入现有软件栈，边际成本趋近于零。</p><p>尽管资本支出强劲（一季度 19 亿美元，全年指引 200-230 亿美元），但 259 亿美元的积压订单（约 5 倍于 2025 年营收预期）为现金流提供坚实支撑，叠加微软（贡献 33% 营收）、OpenAI 等头部客户的深度绑定，形成 “高投入 - 高增长 - 高可见性” 的良性循环。</p><p>在不被稀释压垮的前提下为超大规模增长融资，是 CoreWeave 相较早期基础设施挑战者的差异化优势。5 月发行的 20 亿美元、利率 9.25% 的票据紧随 IPO 完成，使总债务达约 130 亿美元，但到期日延至 2030 年，并为现有信贷额度腾出空间。</p><p>由于每一笔资本支出均对应 “必取必付” 合同，评级机构将其杠杆视为项目融资而非投机性借贷，使 CoreWeave 的融资成本远低于亏损同行。仅一季度资本支出就达 19 亿美元，管理层指引全年支出 200-230 亿美元 —— 这一惊人数字与 2026 年底前将 GPU 装机量增至三倍的计划一致。</p><p>风险层面需关注客户集中度（前两大客户占比 77%）与 GPU 供应波动：若英伟达竞品降价或微软等企业自建算力，可能冲击现有盈利模型。</p><p>但当前市场环境下，CoreWeave 凭借对 Blackwell 芯片 25% 的采购份额、液冷技术带来的密度优势（挪威数据中心案例），以及与 OpenAI 等客户的股权绑定（如 3.5 亿美元股票换算力协议），短期内仍难有对手复制其生态。</p><p>截至最新收盘，公司市值 576 亿美元，对应 2025 年市销率约 12 倍。尽管估值高于传统云服务商，但考虑到 AI 算力需求仍处爆发初期、五年期合约背书的确定性，以及向 “第四大超算云” 演进的潜力，其公允价值仍存在一定上行空间。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133289254","content_text":"提到 CoreWeave, Inc. ，投资者们往往都会想到“英伟达亲儿子”这样一个称呼，不过近期这家公司的表现，却明显跑赢了 英伟达 ，上市两个月以来累计涨幅已经超过了200%：公司早期以加密货币挖矿起家，却在生成式 AI 爆发前夜果断转型，将持有的英伟达显卡资源转向定制化云租赁服务，专注于模型训练与推理场景。这一决策精准捕捉到行业痛点 —— 当亚马逊、微软等超大规模云服务商受限于 GPU 供应链时，CoreWeave 通过批量预购芯片构建起 “稀缺性护城河”。如今这家两年前营收仅 1600 万美元的公司，已成长为市值超 500 亿美元的 AI 算力巨头，在全球运营 33 个数据中心，客户包括微软、OpenAI、Meta 等科技巨头。从加密矿企到 AI 算力云巨头CoreWeave 为每个新服务器机架预部署第五代 NVLink 架构，使 72 颗英伟达 Blackwell GPU 形成逻辑统一的加速器，让客户在训练万亿参数模型时避免传统云服务的通信瓶颈。这种 “微型超级计算机” 不仅能收取溢价，还因更快的互联效率缩短任务完成时间，从而降低客户成本。由于算力稀缺，模型开发者已接受包含高额预付款的多年期 “必取必付” 合同 —— 截至 3 月，此类合同总额达 259 亿美元，同比增长 63%。可预测的现金流让 CoreWeave 能够发行高收益债券（最新一笔是 2030 年到期、规模 20 亿美元、票面利率 9.25% 的票据）而非增发股票，为现有股东保留增值空间。由于折旧占成本大头，且每新增一颗 GPU 均可接入现有软件栈，随着芯片价格下降，单位经济效益不断提升，形成运营杠杆飞轮 —— 新入局者需数十亿美元前期资本支出才能复制这一模式。若超大规模云服务商持续供应紧张，CoreWeave 有望在 2030 年前成为事实上的 “第四大超算云”，并可选择向区域合作伙伴授权其技术栈。CoreWeave 的策略核心是在客户提出需求前采购最快的 GPU，并将这些芯片组网如同集成在单一主板上。其 H100 和新部署的 GB200 NVL72 集群采用无阻塞 NVLink 搭配 Quantum-2 InfiniBand，每颗 GPU 提供高达 1.8 TB/s 的双向带宽。实际应用中，该架构训练 GPT-4 级模型的速度较前代 A100 集群快 4 倍，同时每 token 能耗降低 25%。更快的任务处理意味着更低的计费时长，因此 CoreWeave 能以低于主流云服务商的价格提供服务，同时每服务器小时赚取更高利润。管理层通过将新数据中心选址在廉价可再生能源附近（如与 Bulk Infrastructure 合作的挪威项目），并采用液冷机架最大化密度，进一步强化这一飞轮效应。当集群满负荷运行后，新增收入几乎全为毛利，因其自主开发的调度和计费系统边际成本可忽略不计。这一优势体现在一季度数据中：毛利率环比提升 470 个基点至 42%，调整后 EBITDA 利润率维持在 60% 以上，尽管员工数量增长了 30%。当折旧在明年底达到峰值后，自由现金流将加速增长 —— 管理层预计当前资本支出浪潮在完全投产后将实现这一里程碑。需求可见性常是年轻基础设施企业的短板，但 CoreWeave 逆转了这一 “先有鸡还是先有蛋” 的问题：目前 96% 的收入来自 “必取必付” 协议，无论实际使用量如何，客户均需按月支付最低费用。标志性案例是 3 月与 OpenAI 签署的五年期、价值最高 119 亿美元的协议，仅该合同就使积压订单增长超 40%。CoreWeave 提供算力，OpenAI 则以 IPO 价格获得 3.5 亿美元股票，在不消耗 CoreWeave 资金的前提下实现利益绑定。关键在于，这些合同通常指定 NVLink 互联的算力而非裸 GPU 实例，巩固了 CoreWeave 的工程优势。即便仍是主要客户的微软，去年也预付 30 亿美元锁定 Blackwell 集群，IBM 则在 1 月跟进 GB200 超级计算机订单。尽管微软近期未行使 120 亿美元的扩容条款，但业内认为这是工作负载组合调整所致，而非对 CoreWeave 服务的不满。无论如何，当前积压订单是现有收入的 5 倍以上，为投资者提供了罕见的未来现金流清晰展望。财务表现与风险CoreWeave 一季度财报展现出爆发式增长：营收 9.82 亿美元（同比 + 420%），远超市场预期的 8.53 亿美元；调整后 EBITDA 利润率维持在 60% 以上，核心得益于单位经济模型的优化 —— 每新增一颗 GPU 即可接入现有软件栈，边际成本趋近于零。尽管资本支出强劲（一季度 19 亿美元，全年指引 200-230 亿美元），但 259 亿美元的积压订单（约 5 倍于 2025 年营收预期）为现金流提供坚实支撑，叠加微软（贡献 33% 营收）、OpenAI 等头部客户的深度绑定，形成 “高投入 - 高增长 - 高可见性” 的良性循环。在不被稀释压垮的前提下为超大规模增长融资，是 CoreWeave 相较早期基础设施挑战者的差异化优势。5 月发行的 20 亿美元、利率 9.25% 的票据紧随 IPO 完成，使总债务达约 130 亿美元，但到期日延至 2030 年，并为现有信贷额度腾出空间。由于每一笔资本支出均对应 “必取必付” 合同，评级机构将其杠杆视为项目融资而非投机性借贷，使 CoreWeave 的融资成本远低于亏损同行。仅一季度资本支出就达 19 亿美元，管理层指引全年支出 200-230 亿美元 —— 这一惊人数字与 2026 年底前将 GPU 装机量增至三倍的计划一致。风险层面需关注客户集中度（前两大客户占比 77%）与 GPU 供应波动：若英伟达竞品降价或微软等企业自建算力，可能冲击现有盈利模型。但当前市场环境下，CoreWeave 凭借对 Blackwell 芯片 25% 的采购份额、液冷技术带来的密度优势（挪威数据中心案例），以及与 OpenAI 等客户的股权绑定（如 3.5 亿美元股票换算力协议），短期内仍难有对手复制其生态。截至最新收盘，公司市值 576 亿美元，对应 2025 年市销率约 12 倍。尽管估值高于传统云服务商，但考虑到 AI 算力需求仍处爆发初期、五年期合约背书的确定性，以及向 “第四大超算云” 演进的潜力，其公允价值仍存在一定上行空间。","news_type":1,"symbols_score_info":{"CRWV":1.1}},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439292973716024,"gmtCreate":1748268150020,"gmtModify":1748268152038,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"亏了不甘心，涨了要害怕😱","listText":"亏了不甘心，涨了要害怕😱","text":"亏了不甘心，涨了要害怕😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439292973716024","isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":620385882,"gmtCreate":1669368418846,"gmtModify":1669368420910,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568281304096151","idStr":"3568281304096151"},"themes":[],"htmlText":"<a 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-07-21 22:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，人工智能数据中心租赁商CoreWeave, Inc.（股票代码：CRWV）股价大涨5.13%，引发市场关注。这一涨势与公司最新宣布的15亿美元债券发行计划密切相关。</p>\n\n<p>据悉，CoreWeave计划发行2031年到期的债券，筹集的资金将用于一般用途，包括偿还债务。这是继5月份宣布的20亿美元债券发行计划之后的又一重大融资举措。值得注意的是，5月的债券发行获得了五倍的超额认购，显示出投资者对公司前景的强烈信心。</p>\n\n<p>CoreWeave自3月在纳斯达克上市以来，股价已上涨超过两倍，彰显了市场对其业务模式的认可。公司的主要客户包括英伟达和微软等科技巨头，这进一步增强了投资者对其长期发展潜力的信心。尽管一些投资者对公司的债务状况和产品需求的可持续性表示担忧，但首席执行官迈克尔·英特拉特表示，公司正在积极响应主要客户的\"需求信号\"，并为公司的支出计划进行了辩护。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143937046","content_text":"周一盘中，人工智能数据中心租赁商CoreWeave, 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