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小飛xiaofei
CoreWeave 從高點跌了 73%，明天一早財報直接決生死.....
台灣時間 11/11 清晨 5 點左右公布，市場預期營收 35.5 億美金，公司自己給的區間是 34.5–36 億
營收已經連 6 季打敗預期，但 EPS 6 季有 4 季 miss
我最在意的是利息，這季光利息就要 8.6–9.4 億美金，1,040 億的訂單能不能快點變成真錢才是重點
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