小摩重申CoreWeave“增持”评级:市场对债务担忧“过了头” 项目IRR高于资本成本
【小摩重申CoreWeave“增持”评级:市场对债务担忧“过了头” 项目IRR高于资本成本】金色财经报道,10月19日,摩根大通研报中重申对CoreWeave的“增持”评级,承认CoreWeave的估值倍数不仅取决于自身基本面,也受制于投资者对其数据中心债务的整体胃口;但认为当前的担忧相对于业务基本面而言“过了头”。()
| 排名 | # | 交易平台 | 24H成交额 | 成交涨跌幅 | 活跃度 | 交易平台 | 活跃度 |
|---|---|---|---|---|---|---|---|
| 1 | $188.17亿 | -11.39% | 86.7% | 86.7% | |||
| 2 | $26.64亿 | 0.44% | 68.6% | 68.6% | |||
| 3 | $410.49亿 | -8.17% | 85.4% | 85.4% | |||
| 4 | $9.18亿 | -15.09% | 69.3% | 69.3% | |||
| 5 | $108.39亿 | -6.83% | 65.3% | 65.3% | |||
| 6 | $12.68亿 | -8.47% | 53.3% | 53.3% | |||
| 7 | $2.04亿 | 19.39% | 65.3% | 65.3% | |||
| 8 | $7.45亿 | -8.94% | 68.4% | 68.4% | |||
| 9 | $2.85亿 | -20.74% | 56.9% | 56.9% | |||
| 10 | $71.07亿 | 0.49% | 71.1% | 71.1% | |||
| 11 | $4.39亿 | 5.34% | 36.2% | 36.2% | |||
| 12 | $2,966.37万 | -18.42% | 59.5% | 59.5% | |||
| 13 | $212.56亿 | -0.42% | 31% | 31% | |||
| 14 | $108.32亿 | 1.32% | 76.2% | 76.2% | |||
| 15 | $1.43亿 | -9.36% | 66.9% | 66.9% | |||
| 16 | $107.41亿 | -12.16% | 55.2% | 55.2% | |||
| 17 | $11.60亿 | -6.61% | 26% | 26% | |||
| 18 | $15.78亿 | 26.47% | 46.9% | 46.9% | |||
| 19 | $1.07亿 | -10.31% | 31.5% | 31.5% | |||
| 20 | $1,697.24万 | -20.97% | 58.2% | 58.2% |