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This Week's Top 5 User-Interest Stocks: Neocloud Sector Strengthens, SpaceX Stock Unlocking, and Astrotech Technology IPO in Focus

Aug 14, 19:46

August 14th. This week, the market's attention continues to focus on AI hash rate, cloud computing orders, and embodied intelligence. CoreWeave and Nebius saw strength in performance and order expectations, while SanDisk attracted funding attention after unveiling its medium- to long-term targets at an Investor Day; meanwhile, SpaceX is about to face the second batch of stock unlocking, and YuTree Technology's Science and Technology Innovation Board (STAR Market) IPO subscription results have been officially announced.

CoreWeave (up approximately 20.41% for the week): Q2 revenue reached $25.8 billion, nearly doubling year-on-year, with backlog orders increasing to $104 billion. The demand for AI hash rate remains strong, but high capital expenditures and debt levels may still amplify stock price volatility.

Nebius (up approximately 34.20% for the week): Q2 revenue reached $5.823 billion, a 454% year-on-year growth, with adjusted EBITDA reaching $2.362 billion. The company raised its AI cloud business orders and power targets, becoming a key driver of the stock price surge.

SanDisk (up approximately 16% in a single day): The company proposed a target of achieving high double-digit revenue growth in FY28-FY30, with a gross margin of around 80% at its Investor Day. With the continuous heating up of AI storage demand, the market has begun to reevaluate its NAND business's growth potential.

SpaceX (up approximately 2.70% for the week): The company reiterated its focus on Starlink and AI hash rate businesses during the meeting, with the stock price briefly rising to $148.44 during trading. Prior to the unlocking of the second batch of shares next week, the scale of Starlink, launch pace, and changes in the floating shares remain the valuation focus.

YuTree Technology (STAR Market IPO): The company started online subscription on August 10th, announced the lottery results on August 14th, raising approximately $4.202 billion, with a valuation exceeding $40 billion. Shipments of humanoid robots, profitability, and the listing process continue to drive attention to the embodied intelligent sector.