英伟达持仓概念股普跌 Coreweave(CRWV.US)跌超7%
Zhi Tong Cai Jing·2025-10-17 15:58

Core View - Nvidia's related stocks experienced a decline, with Coreweave down over 7%, Applied Digital down over 9.4%, and NEBIUS down over 9.6% [1] Acquisition Details - Coreweave is set to acquire AI computing miner Core Scientific through an all-stock agreement reached on July 7, emphasizing that the offer is "best and final" with no modifications [1] - The merger is presented as a secure and valuable path for future development, promising immediate premiums for shareholders and significant long-term growth potential [1] Strategic Rationale - Coreweave argues that if Core Scientific opts for independent operations, it would face substantial capital expenditures and execution risks [1] - The company is urging shareholders to support the transaction at the special shareholder meeting scheduled for October 30 [1]