$CRWV

CRWV 很可能永远不会盈利,且资产负债表薄弱;该股财报后的反弹已逆转,表明长期前景看跌。

看跌他说的是几个月内
‘We’re In A Financial Crisis’: Treasury Readies $1 Trillion Warchest | Danny Moses
David Lin 发布 2026-08-24 · 1 段内容
31:20/ 打开原视频

逐段跳播

1 段内容

我看CoreWeave,我认为他们永远不会赚钱,而且显然他们的资产负债表不好。看看那个股票在公告后的表现,在他们所谓的超出预期的季度,股价从80多、90多涨到了115、116,现在又跌回这些水平以下了,所以我认为长期的基本面现实是……

I look at Cororeweave and I don't think they'll ever I don't think they'll ever make money and they obviously it's not a great balance sheet. Look what that stock has done post announcement on the you know the quarter that they quote beat stock went I think from the high 80s low 90s up to what 115 116 we're back below those levels now right so again I think fundamental reality of longer term

这个频道对 $CRWV 的历次判断

David Lin 在这只股票上只有这一条判断。

2026-08-24看跌本条
我看CoreWeave,我认为他们永远不会赚钱,而且显然他们的资产负债表不好。看看那个股票在公告后的表现,在他们所谓的超出预期的季度,股价从80多、90多涨到了115、116,现在又跌回这些水平以下了,所以我认为长期的基本面现实是……
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