AI算力繁荣遭遇顶流大V质疑：罗斯柴尔德唱空“AI新云”，“大空头”警示3万亿美元表外承诺_老虎社区_美港股上老虎

AI算力繁荣遭遇顶流大V质疑：罗斯柴尔德唱空“AI新云”，“大空头”警示3万亿美元表外承诺

智通财经09-21 21:31

【AI算力繁荣遭遇顶流大V质疑：罗斯柴尔德唱空“AI新云”，“大空头”警示3万亿美元表外承诺】智通财经APP获悉，在一些看好新云势力股价牛市前景的华尔街分析师们看来，Nebius(NBIS.US)和CoreWeave(CRWV.US)这类人工智能新云龙头有望在AI推理时代获得更广阔、持续性更强的业务空间。然而，罗斯柴尔德旗下独立投资研究机构Rothschild & Co. Redburn首次覆盖这两大新云领军者即传递出的是明确的谨慎与抛售逻辑，称信用市场正在发出警报信号。这家机构认为，新云企业当前的盈利表现与估值受到景气周期推高，尤其是Nebius，股价已经反映算力经济性重估的最乐观结果;CoreWeave的下行风险相对较小，但风险收益比仍不足以支持正面评级。

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