$CRWV

CRWV 的高级无担保债券收益率今日从 9.625% 和 9.75% 飙升至 14.88% 和 14.9%,使资本开支融资成本更高,股价下跌 15.46%。目前处于超卖状态,理应出现反弹,但任何反弹都应在 79.13 美元附近被拒绝;预计明日会有更多抛售,若继续下跌,支撑位在 60.82 美元。

看跌他说的是几天内
《Hot CPI Data Spikes Yields: Tech Falls, ABBV Record Highs》
Verified Investing发布 2026-10-14 · 5 段内容
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5 段内容

但是天哪,那些科技新闻,主要和 coreweave 有关,我们稍后会谈到。但是天哪,它们的优先层债务,今天几乎飙升了大约 50%。这开始真正引发人们对 AI 数据中心建设的担忧。

资本支出让这些公司中的许多无法盈利,而随着现在出现的越来越多问题,尤其是收益率上升,它们不得不为这些项目融资,它们实现盈利的那道光亮在隧道尽头变得越来越远。所以这在一定程度上正在变成一团乱麻。

But man, that tech news coming out with mainly with coreweave and core we're going to touch on here in a little bit. But man, their their senior node debts, they just skyrocketed nearly went up about 50% today.

And that started really causing areas of concern for AI data center buildout. capex spending uh that's causing a lot of these companies to not be profitable and really the light in the tunnel is getting further and further away for them becoming profitable the more issues that are arising now specifically with the yields going up they're having to finance this. So it's it's it's somewhat becoming a mess.

好,现在说说今天的头条故事。Coreweave。好,正如我之前告诉你们的,Coreweave 优先无担保债券的收益率从 2032 年的 9.625 和 2031 年的 9.75,今天飙升到了 14.8 8 和 14.9%。

这在 Coreweave 的图表上引发了一连串下跌。你可以看到它下跌了 15.46%。有人可能会说:“Drew,这到底为什么重要?”嗯,他们基本上是在公开市场上出售自己的债务,而人们不愿意以 9% 的利率买入,他们要以 15% 的利率买入。

如果要把钱借给 Coree,他们想要更高的回报。所以这告诉你的是,现在这些公司各自为资本支出融资的成本正变得越来越高。所以 Coreweave 在图表上崩了。不过有意思的是,它恰好跌到了这里一个关键的支撑位,这个支撑位可以追溯到 2025 年 4 月低点的趋势线,一路连到今年 7 月你看到的位置,然后今天砰的一声正好跌到那个位置。

如果我们确实继续反弹,那这个叙事就要看 CRWV 的高管在盘后到明天怎么讲了。在这种形态下,任何反弹——这有点像 M 形——都会上来并在这里被压回去,79.13 美元,考虑到我们在 Coreweave 上看到的巨大抛压。

我们现在在 29.18 美元这个位置短期已经超卖。所以从技术上看,我们本该迎来一次反弹,但各位,围绕它的叙事相当糟糕。所以我预计明天还会有更多抛压蔓延进来。如果我们明天继续遭遇抛压,低点和缺口回补位 60.82 美元就是支撑位。

All right, the story of the day now. Coreweave. All right, Cororeweave yields on their senior unsecured debt spiked as I told you before from 9.625 for 2032 and 9.75 for 2031 up to 14.8 8 and 14.9% today.

So that sent a cascading decline on the chart of coreweave. You can see down 15.46%. And some might say, "Well, Drew, why does that even really matter?" Well, they're basically uh selling their debt on the open market and people aren't buying it at the 9% rate.

They're buying it at the 15% rate. They want more money if they're going to give that money to Coree. So what that tells you is now capex is getting more expensive to finance individually with these companies.

So coreweave collapsing on the charts. Interestingly though it collapsed right here into a key level of support one dated back here from the April 2025 lows trend line connected all the way over here that you see in July of this year and then now boom today right down into that level.

And if we do continue to bounce, it's that narrative is spun by CRWV's executives after hours into tomorrow. Any sort of bounce with this pattern, somewhat of an M pattern is going to come up and get rejected right here.

$79.13 with the significant selling pressure that we've had here on Core Weeave. We we are now oversold near-term at $29.18. So technically, we would be due for a bounce, but guys, the narrative surrounding this is pretty bad.

So, I anticipate more selling pressure to bleed into tomorrow. Low here and gap fill at $60.82 is the level of support if we do have continued selling pressure tomorrow.

现在,我要提醒你的是,每当我们跌破这些趋势线,价格就会下探到支撑位,你甚至可以看到这里还有另一个下降趋势线构成的次级支撑位。这从 7 月 29 日的低点和缺口回补处形成了一个不错的支撑口袋区域,此外还有这里一个接一个的枢轴点,大约在 5972。

Now, what I would remind you is whenever we break these trend lines, price goes down to support and you can even see here's a secondary level of support by with a another declining trend line.

This creates a nice pocket support zone from that low and gap fill from July 29th and then in addition pivot to pivot to pivot over here roughly at 5972.

我可以预见到可能出现一次反弹,把我们直接带回那条被跌破的向上倾斜趋势线。现在,我们还没有跌破它,但这只是我在展示,如果明天随着 CRWV 这张超卖图表继续出现抛售,可能会发生的情况。

I could see a potential bounce occurring to take us right back up to that broken inclining trend line. Now, we haven't broken it yet, but just that's what I'm showing that could potentially happen if we see some extended selling into tomorrow with this oversold chart uh on CRWV.

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正如我之前告诉你们的,Coreweave 优先无担保债券的收益率从 2032 年的 9.625 和 2031 年的 9.75,今天飙升到了 14.8 8 和 14.9%。

Coreweave yields on their senior unsecured debt spiked as I told you before from 9.625 for 2032 and 9.75 for 2031 up to 14.8 8 and 14.9% today.

这个频道对 $CRWV 的历次判断

Verified Investing 在这只股票上共 3 条判断,这里只列相邻的几条。

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