Benzinga 对 $CRWV 的判断变化

频道资料 →本频道有 14 位标注的说话人:Broadcom CEO Hock Tan、Counterpoint Research、Goldman Sachs、JP Morgan、Jeff Kilberg (KKM Financial)、Jim Cramer / George Kurtz、Ken Langone、Lion、Rothschild (rejected)、Swing Baron、Third party cited in the quote、Tim Melvin / Lawrence Chang、Timothy Horan (Oppenheimer)、Tom Saznoff共 2 条
2026-10-19看跌
《Earnings Week: $META, $TSLA, $NFLX Take Center Stage | PreMarket Playbook | October 19, 2026》
CRWV 总体上不是买入标的——处于死区,59 处有墙——目前在 65 附近处于无人区,介于近期底部 60 与顶部 68-69 之间,在走势最初几个点确定方向之前,这个形态很难交易。

我们来看看Core。看看Core Wave一年的表现。不太好。然后我们看看Core最近五天的表现。

Let's do core. Let's go one year in core wave. Not so good. And then let's look at the last five days in core.

现在,在同一时点,Corewave 回到了 6869。所以,Corewave 现在大致处于周四高点的一半位置。

Now, at the same point, Corewave got back to 6869. So, we're like coreweave's halfway between its highs on Thursday.

这就是这些股票我们的区间会是什么样。我们现在取年度区间,把它缩小到最近一周:周五低点是 60,周四高点是 69,我们现在的交易价是 65。好,那么突破会发生在跌破 60 时,除非它从 60 反弹,或者突破 69 上方;但如果你是想交易 Core,这正是我说的让周一的局面有点棘手、需要我们留意的地方。

如果你是想交易 Core,他们现在正在谈论它。让我先听听。同事们,我认为确实有理由关注这件事,但眼下当然没有理由恐慌。所以,我们不知道下一步是去 68 还是 60。

Which is what's what's our range going to be on on these stocks. We now we're now taking the year range and narrowing it down to the last week, which was on Friday the low was 60.

On Thursday, the high was 69. We're trading at 65. Okay. So, the breakout would occur below 60 unless it bounces off or above 69, you know, but if you're trying to trade core, and this is what I'm saying makes Monday setup a little bit tough that we want to be aware of.

If you're trying to trade core, they're talking about it now. Let me just hear it. colleagues uh that I think that you know there are reasons to pay attention to the matter but not reason certainly for for panic right now.

>> So you know we don't know if that next move is to 68 or 60

2026-10-16看跌
《$TSLA Jumps 4% as Tesla Unveils Hovering Roadster | PreMarket Playbook | October 16, 2026》
CoreWeave 循环式的 AI 融资飞轮正开始瓦解,可能成为雷曼兄弟式的测试案例;尽管拥有真实的数据中心、活跃的收入和锁定的客户订单储备,其债务需支付 9.5% 的利息,除非 Nvidia 支持,否则无法获得新融资。看空操作;若跌破 65,可能下探至 59。

Core,我们记得,那就是我们昨天说要做空回落的那只,它正在回吐涨幅。

Core we remember that's the one we said to fade yesterday that's giving up its gains.

但我觉得,我觉得说实话,现在正在成为值得关注的股票之一的,是 Coreweave,呃,在融资方面,而且这有点像很多这些被打压得很惨的股票的故事,就是,你知道,是钱的规模,以及在这个 AI 领域里,这些公司从风投基金拿到钱,然后它们只是互相把钱给来给去,这几乎有点像,我不想说庞氏骗局这个词,因为它们在创造真实的东西,但资金流动的方式,这个飞轮太循环了。太循环了。

But I think I think honestly what's becoming one of the stocks to watch right now is Coreweave um on the financing and and it's kind of like the story of a lot of these stocks that have gotten so beaten up is that you know it it's the amount of money and the idea that in this AI space that these companies get money from VC funds and then they just give them to each other and it's almost like a little bit of a I don't want to say the word Ponzi scheme because they're creating real things but The way the money is moving around, the flywheel just too circular. Too circular.