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).
在最近的一项事态发展中，领先的金融服务公司杰富瑞已开始以 “买入” 评级对比特币矿商Core Scientific Inc.（纳斯达克股票代码：CORZ）进行报道，这突显了其利用不断增长的人工智能（AI）需求的潜力。
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.
发生了什么：Coindesk周一报告称，杰富瑞分析师对Core Scientific的前景持乐观态度，理由是其强大的电力供应和数据中心开发团队是其满足不断增长的人工智能需求能力的关键因素。因此，该银行已开始对该股进行报道，评级为买入，目标股价为19美元。
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.
杰富瑞分析师乔纳森·彼得森和扬·艾古尔强调了该公司与英伟达支持的云提供商CoreWeave签订的为期12年的合同，旨在为人工智能用例提供基础设施，并表示成功执行将为未来更多此类交易铺平道路。
They also pointed out that the firm's bitcoin mining operations continue to be profitable and are becoming increasingly efficient.
他们还指出，该公司的比特币采矿业务继续盈利，并且效率越来越高。
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 “买入” 评级意味着分析师认为该股票被低估并有可能上涨。
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.
为何重要：Core Scientific在2024年的旅程以重要的里程碑为标志。该公司于今年1月初从第11章破产中脱颖而出，并在华尔街重新上市。
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.
此后，该股飙升了312％，这主要是由于比特币价格的回升以及该公司向高性能计算模式的转变，以满足数据中心对人工智能应用程序的需求。
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.
首席执行官亚当·沙利文在最近接受本辛加采访时表示，与波动的比特币采矿业务形成鲜明对比的是，人工智能业务提供了 “可预测、长期和有利可图” 的收入来源。
Price Action: Shares of Core Scientific popped 6.21% to $14.20 during Monday's regular trading session, according to data from Benzinga Pro.
价格走势：根据Benzinga Pro的数据，Core Scientific的股价在周一的常规交易时段上涨了6.21％，至14.20美元。
The broader Bitcoin mining sector also saw gains, with the Valkyrie Bitcoin Miners ETF (NASDAQ:WGMI) surging over 10%.
更广泛的比特币矿业板块也出现了上涨，瓦尔基里比特币矿业ETF（纳斯达克股票代码：WGMI）飙升了10％以上。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明：此内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和发布。
