据Rothschild & Co Redburn称,该机构于2026年9月21日首次覆盖CoreWeave(纳斯达克:CRWV),给予卖出评级,目标价54美元,理由是GPU租赁价格下跌、超大规模云服务商自建算力集群以及融资成本上升对新型云经济构成压力。54美元的目标价比CRWV周一收盘价85.43美元低36.8%,比CoreWeave三天前定价的3.7十亿美元2.875%可转换债券的转换价格97.85美元低44.8%。尽管遭遇降级,CRWV当日仍上涨5.0%,部分反映出在9月17日可转债发行公告导致股价下跌4.2%之后的缓解情绪。
According to SentimenTrader founder Jason Goepfert, on Monday (September 21), the S&P 500 rose over 1% and approached its 52-week high, but stocks hitting new lows outnumbered those hitting new highs—a divergence not seen this century. The last similar instance occurred on December 21, 1999, just months before the dot-com bubble peaked. The only other comparable divergence in U.S. stock market history happened on July 23, 1929. B. Riley Wealth Chief Market Strategist Art Hogan noted that the S&P
According to Yonhapnews TV, South Korea's KOSPI index ended at 7,000 points today after rallying to as high as 7,170 in early trading before giving back most gains due to profit-taking. Foreign investors bought shares net, but retail investors and institutions sold, with retail traders accelerating sales each time the index approached the 7,000 threshold. Samsung Electronics rose slightly while SK Hynix declined over 1%. The overnight rally in Meta and semiconductor stocks on Wall Street, includ