$CRWV · Meet Kevin · 2026-11-03
CoreWeave利润率改善，营业利润增长2.22倍——确实令人印象深刻，增长非常好。其信用违约互换近期小幅上升，主要来自市场抛售，但远低于历史水平，也未创历史新高。
逐段跳播
你知道，这实际上有利于为一些 CoreWeave 债务或一些 Nebius 债务提供担保，而后者与 CoreWeave 债务完全无法相比。
You know that this is actually good for securing some CoreWeave debt or some Nebius debt, which doesn't have anything close to CoreWeave debt.
再看看这里的这些数字。我们谈到了“Carvey”、利润率改善以及营业收入增长 2.22 倍。这确实令人印象深刻。所以，这里有非常好的增长。
Looking more at these figures here. We talked about " Carvey," improved margins, and a 2.22x increase in operating income. That's truly impressive. So, there is very good growth here .
不过，如果你看 Corwave 的信用违约互换，这是对人们近期情绪非常敏感的分析，它们最近又小幅上升了一点。但这主要是由于市场抛售，尽管涨幅没有历史上那么大，这是好事。
However, if you look at Corwave's credit default swaps , which is a really sensitive analysis of people's recent sentiment, they have risen a little bit again recently . But that's mostly due to selling in the market, although it hasn't risen as much as it has historically, which is a good thing.
这些是 CoreWeave 的信用违约互换，显示在上升，但尽管市场下跌，我们并没有走向新的历史高点。
These are CoreWeave's credit default swaps showing an increase, but we are not heading to new record highs despite the market downturn.
这个频道对 $CRWV 的历次判断
Meet Kevin 在这只股票上共 10 条判断，这里只列相邻的几条。