周二，数据中心股票表现疲软，原因是韩国一家云计算公司的IPO表现不佳。这家公司被比作美国的Neocloud CoreWeave。
Data center stocks struggled Tuesday following a lackluster initial public offering overnight from a South Korean cloud company that has been compared to U.S. neocloud CoreWeave.
Elice公司的股价在上市首日暴跌超过30%，投资者对专注于人工智能计算的算力提供商越来越持谨慎态度，担忧市场产能过剩。这种悲观情绪蔓延到了美国科技股市场。
Shares of Elice dropped more than 30% during their market debut overnight, as investors grow increasingly wary of artificial intelligence-dedicated computing power providers amid concerns about overcapacity. The bearish sentiment spilled into U.S. tech equities.
截至美国东部时间上午8:08，CoreWeave的股价在盘前交易中下跌了4%；Nebius和Iren的股价也分别下跌了约5%和2%。
CoreWeave shares lost 4% in premarket trading as of 8:08 a.m. ET. Nebius shed about 5% along with Iren.
汇丰银行在周一的一份报告中指出，负债沉重的CoreWeave所面临的问题并未缓解。
Vertiv pulled back 2%. HSBC said in a Monday note that the troubles for the heavily levered CoreWeave are not going away.
汇丰银行分析师Abhishek Shukla表示，债务市场的困境以及大语言模型（LLM）收入的放缓加剧了对新型云计算公司的结构性担忧。
"Debt market woes and moderating LLM revenues are exacerbating structural concerns for neoclouds," HSBC analyst Abhishek Shukla wrote.
Shukla下调了CoreWeave的评级，并给出了39美元的目标价，意味着该股仍有36.5%的下跌空间。
Shukla has a reduce rating on CoreWeave with a price target of $39, implying 36.5% downside.