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 | $187.74亿 | -11.44% | 86.7% | 86.7% | |||
| 2 | $26.00亿 | 0.44% | 68.6% | 68.6% | |||
| 3 | $401.45亿 | -8.08% | 85.4% | 85.4% | |||
| 4 | $9.31亿 | -15.09% | 69.3% | 69.3% | |||
| 5 | $107.31亿 | -6.79% | 65.3% | 65.3% | |||
| 6 | $12.26亿 | -8.22% | 53.3% | 53.3% | |||
| 7 | $2.07亿 | 18.89% | 65.3% | 65.3% | |||
| 8 | $7.42亿 | -8.92% | 68.4% | 68.4% | |||
| 9 | $2.86亿 | -21.17% | 56.9% | 56.9% | |||
| 10 | $72.17亿 | 0.51% | 71.1% | 71.1% | |||
| 11 | $4.50亿 | 5.38% | 36.2% | 36.2% | |||
| 12 | $2,969.95万 | -18.35% | 59.5% | 59.5% | |||
| 13 | $214.80亿 | -0.42% | 31% | 31% | |||
| 14 | $109.76亿 | 1.28% | 76.2% | 76.2% | |||
| 15 | $1.43亿 | -9.27% | 66.9% | 66.9% | |||
| 16 | $105.25亿 | -12.07% | 55.2% | 55.2% | |||
| 17 | $12.02亿 | -6.38% | 26% | 26% | |||
| 18 | $16.14亿 | 26.2% | 46.9% | 46.9% | |||
| 19 | $1.10亿 | -10.64% | 31.5% | 31.5% | |||
| 20 | $1,626.98万 | -20.82% | 58.2% | 58.2% |