云技术公司CoreWeave的股价可能会受到其客户OpenAI大规模融资行动的提振。D.A.Davidson分析师Gil Luria将该股评级从"跑输大盘"上调至"中性"，并将目标价从36美元大幅上调至68美元。该分析师指出， 虽然不能断定OpenAI传闻中1000亿美元的潜在融资一定能成功，但如果一旦达成，OpenAI将有能力履 行其在2026年的所有承诺，包括对CoreWeave的合同承诺。Luria表示："虽然这不会改变CoreWeave业务 中固有的价值损毁问题，但它会将风险发生的时间往后推。" ...

Core Insights - Cybercriminals have claimed responsibility for a series of ransomware attacks targeting major British retailers, indicating a significant threat to the retail sector [1] - The attackers reported that they have stolen nearly 1 billion records from Salesforce, highlighting vulnerabilities in cloud technology security [1] Company Summary - Salesforce, a leading cloud technology provider, is facing scrutiny due to the recent breach, which raises concerns about data security and the protection of customer information [1] - The incident underscores the importance of robust cybersecurity measures for companies operating in the cloud space, as they are increasingly targeted by cybercriminals [1] Industry Summary - The retail industry is experiencing heightened risks from cyberattacks, particularly ransomware, which can disrupt operations and compromise sensitive data [1] - The incident reflects a broader trend of increasing cyber threats across various sectors, necessitating enhanced security protocols and awareness [1]