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Yuvi.
$CRWV 算力收入提速，利息压力会不会吞掉回报？
CoreWeave进入11月10日盘后财报窗口。新增设备只有达到足够利用率，才会把资本支出转为现金回报。若已投产容量加快计费且资金成本稳定，扩张更容易自我支撑。若新增资产先抬高利息和折旧，收入增长也可能无法改善自由现金流。
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