CoreWeave周五重挫18.5%，发生了什么？

Core Viewpoints - CoreWeave's fourth-quarter revenue slightly exceeded expectations, but profitability did not meet targets [1][7] - The first-quarter revenue guidance is below expectations [2][8] - CoreWeave anticipates capital expenditures of at least $30 billion this year [3][9] Financial Performance - CoreWeave reported a 110% increase in revenue to $1.57 billion, slightly above the expected $1.53 billion [5][11] - The company experienced a net loss of $450 million, or $0.89 per share, which was worse than the expected loss of $0.68 per share [5][11] - Interest expenses for the quarter amounted to $388 million, contributing to the overall net loss [5][11] Future Outlook - For the first quarter of 2026, CoreWeave's revenue guidance is projected to be between $1.9 billion and $2 billion, significantly lower than the consensus estimate of $2.24 billion [6][11] - For the full year, CoreWeave expects revenue between $12 billion and $13 billion, aligning closely with the market consensus of $12.03 billion [6][12] - The company forecasts annualized revenue run rate to exceed $30 billion by the end of 2027 [6][12]