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海外科技周报:穆迪下调美国主权信用评级,对风险资产继续谨慎-20250519
Hua Yuan Zheng Quan·2025-05-19 14:04

Investment Rating - Investment rating: None [5] Core Insights - Coreweave reported a significant revenue increase of 420% year-on-year for Q1 2025, reaching $982 million, exceeding market expectations [6][18] - The company has a backlog of orders totaling $25.9 billion, including a strategic agreement with OpenAI valued at $11.9 billion [18] - The infrastructure expansion has led to increased short-term costs, with capital expenditures of $1.9 billion in Q1, expected to rise to $3-3.5 billion in Q2, and a total of $20-23 billion for 2025 [19] Market Performance - The Hang Seng Tech Index rose by 2.0% and the Philadelphia Semiconductor Index increased by 10.2% during the week of May 12 to May 16, 2025 [9][11] - Notable stock performances included Supermicro (+44%), NUSCALE POWER (+39%), and Dell Technologies (+19%) [11] Web3 and Cryptocurrency Market - The total market capitalization of cryptocurrencies reached $3.32 trillion as of May 16, 2025, showing an increase from $3.25 trillion the previous week [23] - The cryptocurrency market sentiment is currently in the "greed" zone, with a fear and greed index of 69 [27] Recent Events - Coreweave's Q1 2025 earnings report highlighted a substantial revenue increase and a strategic partnership with OpenAI [18] - Upcoming earnings reports include ASP ISOTOPES on May 21, 2025, and Dell Technologies on May 29, 2025 [20]