CoreWeave 的债务已跌至困境水平，信用市场隐含其五年内违约概率超过 60%。它是整个结构中最脆弱的一环：数据中心扩张靠债务融资，债券价格极低，信用保险成本大幅上升，股价也大幅下跌。
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《Meta Is in SERIOUS Trouble (And Wall Street Is Freaking Out)》
Eurodollar University发布 2026-10-22 · 2 段内容
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CoreWeave 的债务已经跌至表明其陷入财务困境的水平，而信贷市场显示其五年内违约概率超过60%。
CoreWeave's debt has already fallen to levels indicating financial distress, while credit markets indicate a probability of default exceeding 60% within five years.
因此，CoreWeave 是这一结构中最脆弱的部分。它的数据中心扩张是通过发债融资的，其债券已跌至极低水平，其信用保险成本大幅上升，其股价也大幅下跌。
Therefore, CoreWeave represents the most fragile part of this structure. Its data center expansion was financed through debt issuance, its bonds have fallen to extremely low levels, the cost of its credit insurance has risen sharply, and its shares have declined sharply.