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官宣收购"房东"后,"当红AI炸子鸡"CoreWeave为何暴跌?
Hua Er Jie Jian Wen· 2025-07-16 02:10
AI云计算公司CoreWeave收购数据中心运营商Core Scientific的90亿美元全股票交易遭遇市场冷遇,两家公司股 价双双大跌。分析称,这凸显投资者对AI板块估值泡沫的担忧。 分析人士指出,Core Scientific股东的抛售行为反映出他们对CoreWeave股票作为支付手段的不信任,以及对这 家估值640亿美元、市销率高达13倍却尚未盈利的AI公司能否维持估值的质疑。 另外,这一异常的市场反应也暴露了AI热潮中部分公司估值过高的现实,也为当前创纪录的股市涨势敲响了警 钟。 股东用脚投票,交易溢价失去吸引力 Core Scientific股东的反应颇为罕见。通常情况下,当大公司提出溢价收购时,目标公司股东不会选择逃离。然 而,Core Scientific的市值已跌至60亿美元,比CoreWeave提供的股票价值低12亿美元,交易溢价率仍维持在21% 的高位。 据媒体报道,两家公司早在6月26日就开始谈判。在消息传出前,Core Scientific股价约为12美元,比目前水平 低约1美元。相比之下,收购方案最初对Core Scientific的估值约为每股20美元。 自7月7日宣布收购消息以 ...
2025港澳山东周系列活动在香港举行
Da Zhong Ri Bao· 2025-05-22 01:03
Group 1 - The 2025 Hong Kong-Macao Shandong Week series of events was held in Hong Kong, featuring the establishment of 7 new offices in Hong Kong and Macao for Shandong, aimed at promoting "Lu" branded agricultural and food products directly to these regions [1][2] - During the event, Shandong state-owned enterprises signed 21 cooperation projects with Hong Kong and Macao partners, covering sectors such as telecommunications, healthcare, and transportation [2] - The establishment of the "Shandong International Talent Workstation" by Shandong's Hualu Group aims to accelerate the gathering of high-end talent in the region [2] Group 2 - A signing ceremony for the construction of a Hong Kong distribution supply chain base for Shandong agricultural and food products was held, launching the "Lu-Hong Kong Direct Train" cross-border supply chain channel [2] - Eight cooperation agreements were signed during the ceremony, and 16 Shandong enterprises received the Hong Kong quality "Zheng" certification, allowing their products to directly access Hong Kong, Macao, and RCEP markets [2] - The event also included a promotional meeting for Shandong's education and cultural tourism resources, resulting in a memorandum of cooperation between Shandong's Education Department and the Hong Kong Vocational Training Council [3]
美国商务部置评“美国-阿联酋AI园区”,称:该园区将与多家美国公司合作。美国公司将运营阿联酋(那些)数据中心。
news flash· 2025-05-15 18:45
美国商务部置评"美国-阿联酋AI园区",称:该园区将与多家美国公司合作。 美国公司将运营阿联酋(那些)数据中心。 ...