周三，CoreWeave Inc.的债券大幅下跌，部分跌至新低。此前，主张放缓数据中心建设的民主党候选人在多个州长选举中获胜，其中包括得克萨斯州。
Inc.’s bonds tumbled on Wednesday, in some cases to new lows, after Democratic candidates in favor of slowing down data-center construction won a number of gubernatorial races, including in Texas.
根据Trace定价数据，这家AI云计算服务商2031年到期的无担保债务周三在高收益借款人中表现最差之一，交易价低至面值的79.5美分。其2030年和2032年到期的债券也下跌，价格徘徊在普遍被视为困境水平的区间，收益率超过15%。
The AI cloud-computing provider’s unsecured debt due in 2031 was among the worst-performing among high-yield borrowers on Wednesday, trading as low as 79.5 cents on the dollar, according to Trace pricing data. Its obligations due in 2030 and 2032 also fell, and are hovering around prices widely considered to be distressed, with yields exceeding 15%.
CoreWeave是得州政策选择影响的公司之一。吉娜·伊诺霍萨击败现任州长格雷格·阿博特，成为三十多年来得州首位民主党州长。她曾多次呼吁立即暂停数据中心开发。
CoreWeave is among the companies exposed to policy choices in Texas, where Gina Hinojosa ousted incumbent Greg Abbott to become the first Democratic governor of the Lone Star State in more than three decades. She has repeatedly called for an immediate moratorium on data center development.
其他当选州长，包括俄亥俄州民主党人艾米·阿克顿和佐治亚州民主党人凯莎·兰斯·博特姆斯，在近几个月的竞选中也主张放缓数据中心建设。
Other governors-elect, including Democrats Amy Acton in Ohio and Keisha Lance Bottoms in Georgia, have also advocated for slowing down data-center construction when campaigning in recent months.
上个月，CoreWeave借贷成本飙升引发市场震动，交易员争相评估杠杆配置人工智能建设的投机级公司能否承受更高的利率。
CoreWeave’s surging borrowing costs sent a shudder across markets last month, as traders raced to assess whether speculative-grade companies leveraged to the artificial-intelligence buildout could withstand higher interest rates.
CoreWeave股价下跌7.2%至49.85美元，纽约时间上午10:24，有望收于2025年5月以来最低水平。
CoreWeave shares fell 7.2% to $49.85 at 10:24 a.m. in New York, on track to close at the lowest level since May 2025.