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英伟达亲儿子CoreWeave股价暴涨超100%
美国人工智能初创公司CoreWeave股价在短短两个月内上涨超过100%，与OpenAI签订120亿美元合同，加速投资计划。
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美股夜盘｜CoreWeave涨近6%、亿航智能涨超10%；雅乐科技跌超8%，Q1付费用户数同比下降8%
2025-05-20
异动解读 | AI基础设施供应商CoreWeave夜盘大涨5.07%，与OpenAI达成40亿美元协议
2025-05-20
美股成交额TOP 20｜联合健康大涨逾8%，两日累涨逾15%；CoreWeave涨近8%，股价续刷上市以来新高
2025-05-20
多重利好提振，“英伟达亲儿子”CoreWeave持续拉升涨逾8%
2025-05-19
异动解读 | AI基础设施供应商CoreWeave盘中大涨5.09%，业绩超预期及英伟达增持提振股价
2025-05-19
目标是赚大钱
目标是赚大钱
·
2025-05-23
Replying to
@萨莎
:为啥//
@萨莎
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落袋为安666
落袋为安666
·
2025-05-20
你这发的也太晚了，早都起飞了
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vision
vision
·
2025-05-20
英伟达悄悄买了这些股票，还能上车吗？
今年AI热度不减，但市场的风向已经悄然变化。从去年“谁讲AI谁涨”的故事行情，转变为“谁和英伟达站得近，谁就最先起飞”的基本面驱动逻辑。刚刚，英伟达披露了最新的13F持仓文件，截至3月底，英伟达一共投了6家公司，布局非常清晰——围绕“AI从训练到落地”一整套生态链，核心关键词就两个：算力和应用。
$英伟达(NVDA)$
今天就让我们一起来按图索骥，看看到底有没有能抄一波作业的机会。
$CoreWeave, Inc.(CRWV)$
关键词：英伟达亲儿子 / 云算力核心资产 / 重仓78%作为英伟达投资组合的第一大重仓股（占比高达78.17%），CoreWeave的重要性不言而喻。2025年一季度，英伟达共持有该公司2418万股，市值约8.97亿美元。这家公司名字虽然陌生，但其实是英伟达近年来AI战略中最重要的合作伙伴之一。CoreWeave 并不造芯片，它的业务逻辑是大规模采购英伟达的GPU，搭建数据中心，然后把算力租给OpenAI、Anthropic等AI公司。换句话说，它就像一个“GPU的二房东”，是AI大模型训练背后的隐形功臣。CoreWeave拥有32个数据中心，管理超25万块GPU，几乎绑定英伟达芯片生态；更重要的是，CoreWeave已经和OpenAI签署了超40亿美元的长期租赁合同，同时获得了微软数亿美元的投资支持。微软不仅是它的客户，还是它的股东。这样强绑定的商业关系，说明CoreWeave已经成为整个AI算力生态的核心节点。英伟达选择投资它，等于进一步强化了对下游AI训练市场的控制权，也为未来AI爆发式增长做准备。
$ARM Hol
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英伟达悄悄买了这些股票，还能上车吗？
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重仓78%作为英伟达投资组合的第一大重仓股（占比高达78.17%），CoreWeave的重要性不言而喻。2025年一季度，英伟达共持有该公司2418万股，市值约8.97亿美元。这家公司名字虽然陌生，但其实是英伟达近年来AI战略中最重要的合作伙伴之一。CoreWeave 并不造芯片，它的业务逻辑是大规模采购英伟达的GPU，搭建数据中心，然后把算力租给OpenAI、Anthropic等AI公司。换句话说，它就像一个“GPU的二房东”，是AI大模型训练背后的隐形功臣。CoreWeave拥有32个数据中心，管理超25万块GPU，几乎绑定英伟达芯片生态；更重要的是，CoreWeave已经和OpenAI签署了超40亿美元的长期租赁合同，同时获得了微软数亿美元的投资支持。微软不仅是它的客户，还是它的股东。这样强绑定的商业关系，说明CoreWeave已经成为整个AI算力生态的核心节点。英伟达选择投资它，等于进一步强化了对下游AI训练市场的控制权，也为未来AI爆发式增长做准备。 <a href=\"https://laohu8.com/S/ARM\">$ARM Hol</a>","text":"今年AI热度不减，但市场的风向已经悄然变化。从去年“谁讲AI谁涨”的故事行情，转变为“谁和英伟达站得近，谁就最先起飞”的基本面驱动逻辑。刚刚，英伟达披露了最新的13F持仓文件，截至3月底，英伟达一共投了6家公司，布局非常清晰——围绕“AI从训练到落地”一整套生态链，核心关键词就两个：算力和应用。 $英伟达(NVDA)$ 今天就让我们一起来按图索骥，看看到底有没有能抄一波作业的机会。 $CoreWeave, Inc.(CRWV)$ 关键词：英伟达亲儿子 / 云算力核心资产 / 重仓78%作为英伟达投资组合的第一大重仓股（占比高达78.17%），CoreWeave的重要性不言而喻。2025年一季度，英伟达共持有该公司2418万股，市值约8.97亿美元。这家公司名字虽然陌生，但其实是英伟达近年来AI战略中最重要的合作伙伴之一。CoreWeave 并不造芯片，它的业务逻辑是大规模采购英伟达的GPU，搭建数据中心，然后把算力租给OpenAI、Anthropic等AI公司。换句话说，它就像一个“GPU的二房东”，是AI大模型训练背后的隐形功臣。CoreWeave拥有32个数据中心，管理超25万块GPU，几乎绑定英伟达芯片生态；更重要的是，CoreWeave已经和OpenAI签署了超40亿美元的长期租赁合同，同时获得了微软数亿美元的投资支持。微软不仅是它的客户，还是它的股东。这样强绑定的商业关系，说明CoreWeave已经成为整个AI算力生态的核心节点。英伟达选择投资它，等于进一步强化了对下游AI训练市场的控制权，也为未来AI爆发式增长做准备。 $ARM Hol","images":[{"img":"https://static.tigerbbs.com/fe37bcc09975084cd982aaeeabb681d7","width":"2248","height":"658"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":17,"commentSize":4,"repostSize":32,"link":"https://laohu8.com/post/437135359221880","isVote":1,"tweetType":1,"viewCount":35222,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561710943536059","authorId":"3561710943536059","name":"萨莎","avatar":"https://static.tigerbbs.com/45642108c55da2f9acf9aad6107d2737","crmLevel":7,"crmLevelSwitch":1,"idStr":"3561710943536059","authorIdStr":"3561710943536059"},"content":"禁碰文远知行，禁碰文远知行，禁碰文远知行","text":"禁碰文远知行，禁碰文远知行，禁碰文远知行","html":"禁碰文远知行，禁碰文远知行，禁碰文远知行"},{"author":{"id":"4203592960568432","authorId":"4203592960568432","name":"落袋为安666","avatar":"https://static.tigerbbs.com/04b5545ac577639f4bdada31c9777905","crmLevel":1,"crmLevelSwitch":1,"idStr":"4203592960568432","authorIdStr":"4203592960568432"},"content":"你这发的也太晚了，早都起飞了","text":"你这发的也太晚了，早都起飞了","html":"你这发的也太晚了，早都起飞了"}],"imageCount":1,"langContent":"CN","totalScore":0}],"essenList":[],"allBottom":false,"essenBottom":true}