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).
在最近的一項事態發展中，領先的金融服務公司傑富瑞已開始以 「買入」 評級對比特幣礦商Core Scientific Inc.（納斯達克股票代碼：CORZ）進行報道，這突顯了其利用不斷增長的人工智能（AI）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：Coindesk週一報告稱，傑富瑞分析師對Core Scientific的前景持樂觀態度，理由是其強大的電力供應和數據中心開發團隊是其滿足不斷增長的人工智能需求能力的關鍵因素。因此，該銀行已開始對該股進行報道，評級爲買入，目標股價爲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.
傑富瑞分析師喬納森·彼得森和揚·艾古爾強調了該公司與英偉達支持的雲提供商CoreWeave簽訂的爲期12年的合同，旨在爲人工智能用例提供基礎設施，並表示成功執行將爲未來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，該公司的比特幣採礦業務繼續盈利，並且效率越來越高。
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 「買入」 評級意味着分析師認爲該股票被低估並有可能上漲。
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.
爲何重要：Core Scientific在2024年的旅程以重要的里程碑爲標誌。該公司於今年1月初從第11章破產中脫穎而出，並在華爾街重新上市。
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.
此後，該股飆升了312％，這主要是由於比特幣價格的回升以及該公司向高性能計算模式的轉變，以滿足數據中心對人工智能應用程序的需求。
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.
首席執行官亞當·沙利文在最近接受本辛加採訪時表示，與波動的比特幣採礦業務形成鮮明對比的是，人工智能業務提供了 「可預測、長期和有利可圖」 的收入來源。
Price Action: Shares of Core Scientific popped 6.21% to $14.20 during Monday's regular trading session, according to data from Benzinga Pro.
價格走勢：根據Benzinga Pro的數據，Core Scientific的股價在週一的常規交易時段上漲了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%.
更廣泛的比特幣礦業板塊也出現了上漲，瓦爾基里比特幣礦業ETF（納斯達克股票代碼：WGMI）飆升了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.
免責聲明：此內容部分是在Benzinga Neuro的幫助下製作的，並由Benzinga編輯審查和發佈。
