
Investing.com报道——英伟达(NASDAQ:NVDA)及其他芯片股周三盘前交易中上涨,此前AI云服务商CoreWeave(NASDAQ:CRWV)上调全年营收预期,缓解了部分关于AI基础设施需求的担忧。
Investing.com -- Nvidia (NASDAQ: NVDA) and other chip stocks are trading higher in premarket trading on Wednesday after AI cloud provider CoreWeave (NASDAQ: CRWV) raised its full-year revenue forecast, easing some concerns about demand for AI infrastructure.
英伟达股价在开盘前已上涨4.9%至177.08美元,在首席执行官黄仁勋相关事件给股价带来压力后反弹。
Nvidia shares have climbed 4.9% to $177.08 ahead of the open, rebounding after pressure on the stock amid the saga surrounding CEO Jensen Huang.
美光科技(NASDAQ:MU)上涨6.5%,超微半导体(NASDAQ:AMD)上涨6.4%,英特尔(NASDAQ:INTC)上涨6.2%,博通(NASDAQ:AVGO)上涨4.2%。
Micron Technology (NASDAQ: MU) has gained 6.5%, Advanced Micro Devices (NASDAQ: AMD) is up 6.4%, Intel (NASDAQ: INTC) has added 6.2%, and Broadcom (NASDAQ: AVGO) has climbed 4.2%.
CoreWeave股价盘前跳涨超13%,此前该公司表示,现在预计2026年营收为130亿至133亿美元,高于此前预期及分析师共识的129亿美元。
CoreWeave shares have jumped more than 13% premarket after the company said it now expects 2026 revenue of $13 billion to $13.3 billion, above its previous forecast and the analyst consensus of $12.9 billion.





该公司还将调整后的营业收入预期上调至12.75亿至13.75亿美元,较早前指引的中值增长26%。
It also raised its adjusted operating income outlook to $1.275 billion to $1.375 billion, a 26% increase at the midpoint from its earlier guidance.
高管们在财报电话会议上表示,预计CoreWeave将在2028年上半年实现调整后盈利。
Executives said on the earnings call that they expect CoreWeave to turn profitable on an adjusted basis in the first half of 2028.
CoreWeave出租的算力主要基于英伟达的芯片,其业绩备受关注,被视为AI支出的重要信号。
CoreWeave rents out computing power built largely on Nvidia’s chips, making its results a closely watched signal of AI spending.
其乐观的预期出现在AI相关股票抛售之后,抛售源于对企业如何为数据中心建设融资的担忧,以及上周中期选举后可能出现更严格监管的预期。
Its upbeat outlook comes after selling in AI-related stocks, driven by worries about how companies will fund their data center buildouts and the potential for tighter regulation following last week’s midterm elections.
英伟达也受到治理担忧的拖累,黄仁勋被迫下台的几率在上升,此前他承认与一名涉嫌与中国情报机构有联系的女性有染。
Nvidia has also been weighed down by governance concerns, with odds rising that Huang could be forced out after an admitted affair with a woman suspected of having ties to Chinese intelligence.