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Bloomberg Markets· Emily Forgash and Geoffrey Morgan·· 3 天前AI 评分43

CoreWeave 股价暴跌向其他股票发出警示信号

CoreWeave Rout Sends Warning Sign to Rest of Stock Market

AI 导读

CoreWeave 股价自 10 月 6 日以来下跌 41%,债券本月跌至困境水平,引发市场对 AI 云计算股下跌扩散的担忧。同期,Iren 下跌 40%,Nebius Group 下跌 36%;华尔街策略师警告,跌势可能波及科技股其他板块,并将美国股市拖至 6 月低点。

正文

October 26, 2026 at 9:24 AM UTC

Wall Street strategists are warning that declines in shares of AI cloud-computing providers will spill into other corners of the tech trade, potentially dragging the US stock market down to its June lows.

CoreWeave Inc., the company at the center of the tumult after its bonds plunged to distressed levels this month, saw its shares drop 41% since Oct. 6, when major US equity indexes hit a fresh record. Shares of other neoclouds — companies that provide computing power to firms building and running artificial intelligence models — have also posted double-digit declines during that time. Iren Ltd. is down 40% while Nebius Group NV has dropped 36%.

来源:Bloomberg Markets · bloomberg.com