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 | $178.78亿 | -11.61% | 86.7% | 86.7% | |||
| 2 | $26.42亿 | 0.45% | 68.6% | 68.6% | |||
| 3 | $409.16亿 | -8.17% | 85.4% | 85.4% | |||
| 4 | $8.93亿 | -15.1% | 69.3% | 69.3% | |||
| 5 | $108.23亿 | -6.74% | 65.3% | 65.3% | |||
| 6 | $12.13亿 | -8.33% | 53.3% | 53.3% | |||
| 7 | $2.07亿 | 18.88% | 65.3% | 65.3% | |||
| 8 | $7.21亿 | -8.55% | 68.4% | 68.4% | |||
| 9 | $2.87亿 | -21.08% | 56.9% | 56.9% | |||
| 10 | $73.59亿 | 0.49% | 71.1% | 71.1% | |||
| 11 | $4.38亿 | 5.3% | 36.2% | 36.2% | |||
| 12 | $3,056.00万 | -18.39% | 59.5% | 59.5% | |||
| 13 | $214.33亿 | -0.44% | 31% | 31% | |||
| 14 | $113.61亿 | 1.27% | 76.2% | 76.2% | |||
| 15 | $1.41亿 | -9.68% | 66.9% | 66.9% | |||
| 16 | $109.08亿 | -12.66% | 55.2% | 55.2% | |||
| 17 | $11.47亿 | -6.46% | 26% | 26% | |||
| 18 | $15.99亿 | 26.35% | 46.9% | 46.9% | |||
| 19 | $1.07亿 | -10.35% | 31.5% | 31.5% | |||
| 20 | $1,634.97万 | -21.14% | 58.2% | 58.2% |