$CoreWeave_老虎社区_美港股上老虎 - 老虎社区

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Madagascar P
05-08 17:54

$CoreWeave, Inc.(CRWV)$ 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？

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。

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单车变跑车6
·05-08 19:02
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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
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- Madagascar P:
  一年只会看到收入暴增，亏损暴增，是高风险品种
  05-08 19:36
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Madagascar P
·05-08 22:40
个人认为，AI逻辑在，云厂的逻辑就这样
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BirdieO
·05-08 18:32
云厂这逻辑能走多久
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