After 300% Stock Rally, Jefferies Says This Bitcoin Miner Has More Room To Run Up On AI Demand
After 300% Stock Rally, Jefferies Says This Bitcoin Miner Has More Room To Run Up On AI Demand
They also pointed out that the firm's bitcoin mining operations continue to be profitable and are becoming increasingly efficient.In a recent development, leading financial services firm Jefferies has commenced coverage of Bitcoin miner Core Scientific Inc. (NASDAQ:CORZ) with a 'Buy' rating, underscoring its potential to leverage the burgeoning demand for artificial intelligence (AI).
最近，領先的金融服務公司Jefferies已開始對比特幣礦工Core Scientific Inc.（納斯達克股票代碼: CORZ）展開覆蓋，給予"買入"評級，強調其利用人工智能（AI）蓬勃需求的潛力。
What Happened: Jefferies analysts were optimistic about Core Scientific's prospects, citing its robust power supply and data center development team as key factors in its ability to meet the escalating AI demand, Coindesk reported Monday. Consequently, the bank has initiated coverage of the stock with a buy rating and a $19 price target.
發生了什麼: Jefferies分析師對Core Scientific的前景持樂觀態度，稱其強大的供電和數據中心開發團隊是滿足不斷增長的AI需求的關鍵因素，Coindesk週一報道。因此，該銀行已開始覆蓋該股票，並給予買入評級和19美元的目標價。
Jefferies analysts Jonathan Petersen and Jan Aygul highlighted the company's 12-year contract with Nvidia-backed cloud provider CoreWeave to provide infrastructure for AI use cases and said that a successful execution would pave the way for more such deals in the future.
Jefferies分析師喬納森·彼得森和揚·艾古爾強調了該公司與由英偉達支持的雲服務提供商CoreWeave的長達12年的合同，爲AI用例提供基礎設施，並表示成功執行將爲未來開啓更多此類交易鋪平道路。
They also pointed out that the firm's bitcoin mining operations continue to be profitable and are becoming increasingly efficient.
他們還指出，該公司的比特幣挖礦業務持續盈利，並且越來越高效。
A "buy" rating on a stock means that the analyst believes the stock is undervalued and has the potential to increase in price.
股票的"買入"評級意味着分析師認爲該股被低估，並有潛力價格上漲。
Why It Matters: Core Scientific's journey in 2024 has been marked by significant milestones. The company emerged from Chapter 11 bankruptcy in January earlier this year and saw its shares relist on Wall Street.
爲什麼重要: Core Scientific在2024年的發展充滿重要里程碑。該公司於今年1月擺脫第11章破產，並重新在華爾街上市。
Since then, the stock has surged 312%, largely driven by a recovery in Bitcoin's price and the company's shift to a high-performance computing model, servicing data center demand for AI applications.
自那時以來，該股已大漲312%，主要受到比特幣價格的回升和公司轉向高性能計算模式的推動，爲AI應用服務於數據中心的需求。
In a recent interview with Benzinga, CEO Adam Sullivan said that in contrast to the volatile Bitcoin mining business, the AI business offers a "predictable, long-term, and profitable" revenue stream.
在接受《財經新聞》採訪時，CEO亞當·沙利文表示，與波動的比特幣挖礦業務相比，人工智能業務提供"可預測、長期且有利可圖"的營收流。
Price Action: Shares of Core Scientific popped 6.21% to $14.20 during Monday's regular trading session, according to data from Benzinga Pro.
價格走勢：根據彭博專業版的數據，Core Scientific的股價在週一的常規交易中上漲了6.21%，達到14.20美元。
The broader Bitcoin mining sector also saw gains, with the Valkyrie Bitcoin Miners ETF (NASDAQ:WGMI) surging over 10%.
比特幣挖礦板塊也出現了漲幅，瓦爾基里比特幣礦工交易所交易基金（納斯達克：WGMI）暴漲超過10%。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用Benzinga Neuro製作，並由Benzinga編輯審核和發佈。
譯文內容由第三人軟體翻譯。
