基本是别人几个月前就_老虎社区_美港股上老虎 - 老虎社区

1
评论
收藏

Alex_0099
11-27

基本是别人几个月前就发的，毫无价值

异动解读 | 中信证券给予"买入"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%

CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予"买入"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。

异动解读 | 中信证券给予"买入"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%

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。

1

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":504543119056944,"tweetId":"504543119056944","gmtCreate":1764207371174,"gmtModify":1764207373921,"author":{"id":3535535770162265,"idStr":"3535535770162265","authorId":3535535770162265,"authorIdStr":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>基本是别人几个月前就发的，毫无价值</p></body></html>","htmlText":"<html><head></head><body><p>基本是别人几个月前就发的，毫无价值</p></body></html>","text":"基本是别人几个月前就发的，毫无价值","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/504543119056944","repostId":1144150948,"repostType":2,"repost":{"id":"1144150948","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":1764167585,"share":"https://www.laohu8.com/m/news/1144150948?lang=&edition=full","pubTime":"2025-11-26 22:33","market":"nz","language":"zh","title":"异动解读 | 中信证券给予\"买入\"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144150948","media":"异动解读","summary":"CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。","content":"<p>CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：</p><p>一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。</p><p>另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。</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 | 中信证券给予\"买入\"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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 | 中信证券给予\"买入\"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%\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\">2025-11-26 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：</p><p>一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。</p><p>另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。</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":"1144150948","content_text":"CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":62,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":33,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}