行情直击08-12
8月12日，CoreWeave夜盘上涨15.45%，报104.27美元/股。消息面上，公司盘后发布二季度财报全面超预期，叠加强劲前瞻指引推动股价大幅拉升。
财报显示，CoreWeave二季度营收25.75亿美元，同比增长112%，略超市场预期的25.6亿美元；调整后每股亏损1.03美元，优于一致预期的亏损1.22美元。核心指标方面，营收积压订单攀升至约1040亿美元，其中超50%已进入交付阶段。公司CFO给出三季度营收指引34.5亿至36亿美元，并将年末活跃电力容量预期上调至超1.85吉瓦。此外，CEO表示短期产能几乎售罄，二季度新签合同预期利润率较前几季高出5至10个百分点；公司7月已对全线产品提价约25%以应对需求。财报发布前，公司还宣布完成26亿美元AI基础设施贷款融资。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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