2月27日，云计算基础设施公司CoreWeave(CRWV.US)夜盘跌超9%，报88.78美元。 消息面上，CoreWeave公布，第四财季营收同比增长110%至15.7亿美元，高于市场预期的15.5亿美元； 净亏损从去年同期的5100万美元大幅扩大至4.52亿美元，调整后每股亏损0.56美元，逊于市场预期的每 股亏损0.5美元。拖累利润的核心因素包括：为扩张算力（核心股）而快速抬升的折旧摊销、显著走高 的利息支出，以及IPO后股权激励费用的放大。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 截至2025年末，CoreWeave的积压订单收入达668亿美元，是年初的四倍以上。公司高管在业绩电话会 上透露，预计2026年公司资本支出至少达300亿美元，相当于较去年增长约两倍。 ...

Core Insights - Amazon's cloud computing service experienced a significant outage that disrupted various online services globally, including social media, gaming, and financial platforms, but the issue has been resolved as of Monday evening [1][3][21] Company Impact - The outage began early Monday morning and lasted for several hours, with Amazon Web Services (AWS) reporting recovery starting around 6 p.m. Eastern time [3][17] - AWS provides essential cloud infrastructure to major organizations, including government departments and educational institutions, highlighting the dependency on its services [3][18] - The outage affected Amazon's own services, including Ring doorbell cameras and Alexa devices, as well as educational platforms like Canvas, which is used by 50% of college and university students in North America [9][11] Industry Implications - The incident underscores the reliance of modern society on a few companies for internet infrastructure, making disruptions particularly impactful [2][18] - Over 11 million user reports were logged regarding issues across more than 2,500 companies, indicating the widespread nature of the outage [8] - Cybersecurity experts noted that such outages are typically resolved quickly and are not indicative of cyberattacks, but rather technical issues [21]