异动解读 | CoreWeave盘中大涨22.76%，二季度营收暴增112%叠加积压订单突破千亿美元大关
异动解读08-12
AI云基础设施提供商CoreWeave, Inc.(CRWV)今日盘中股价大幅拉升，涨幅达到22.76%，引发市场广泛关注。
消息面上，公司此前发布的2026年第二季度财报全面超出市场预期，成为股价暴涨的核心催化剂。财报显示，CoreWeave第二季度实现营收25.75亿美元，同比增长112%，高于市场预期的25.6亿美元。每股亏损1.14美元，明显优于分析师预期的每股亏损1.41美元。调整后EBITDA达到15.1亿美元，同样超出市场预期的14.3亿美元。
更令市场振奋的是，公司披露截至6月30日，营收积压订单规模达到约1040亿美元，较一季度末的994亿美元进一步攀升，同比增长246%，且第三季度初又新增了超过250亿美元的净客户承诺。公司首席执行官表示，短期产能已基本售罄，新签合同预期利润率较此前几个季度高出5至10个百分点。此外，公司已于7月对各产品线实施约25%的提价以应对旺盛需求。基于强劲的业绩表现，CoreWeave将全年营收指引上调至124亿至132亿美元，并预计年底活跃电力容量将超过1.85吉瓦。这一系列强劲数据充分验证了AI算力需求依然旺盛，市场对AI基础设施投资前景的信心得到显著提振。
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