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2026年10月15日 10:49 · CNBC 快讯 · MiniMax-M3

德银维持 CoreWeave 买入评级，建议逢跌买入——AI 算力云龙头估值博弈解析

CoreWeave shares are sinking. Buy the dip, Deutsche Bank says

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1. 核心事实剥离

Deutsche Bank 在 CoreWeave (CRWV) 股价回调后维持买入评级，最关键的交易变量是"AI 算力基础设施龙头的风险溢价是否已被过度定价"。〔SRC〕〔SRC〕
交易价值判定：trade（低胜率） —— 卖方评级 + 价格回调形成经典"逆向买入"技术结构，但源信息未披露下

◇ 完整分析

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