告別「算力貶值」焦慮！新雲廠商老一代GPU有望戰至 2029 年，美銀證券維持CoreWeave(CRWV.US)和 Nebius(NBIS.US)「買入」評級

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08/18

【告別「算力貶值」焦慮！新雲廠商老一代GPU有望戰至 2029 年，美銀證券維持CoreWeave(CRWV.US)和 Nebius(NBIS.US)「買入」評級】智通財經APP獲悉，美銀證券表示，CoreWeave(CRWV.US)和 Nebius(NBIS.US)最近公布的財報表明，新興雲服務(Neocloud)行業正受益於「日益有利的定價動態」。該行對 CoreWeave 和 Nebius 均維持「買入」評級，目標價分別為 140 美元和 310 美元。

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