BTIG 将核心科学目标价格提高至 15 美元，理由是新的数据中心合同和比特币挖矿行业的增长潜力

BTIG已将其加密矿工 Core Scientific Inc (NASDAQ: CORZ) 的目标价从 10 美元提高至 15 美元，原因是其新的数据中心合同和比特币挖矿领域的增长潜力。

BTIGhasraiseditspricetargetforCoreScientific(NASDAQ:CORZ)to$15,upfrom$10previously.ThenewpricetargetisdrivenbyCoreScientific'srecentdatacentercontractsandthegrowthpotentialintheBitcoinminingsector.Accordingtothereport,BTIG'sBTCminingbasket,whichincludes14companies,hasanaggregatehashrateof138EH,outoftheglobalhashrateof600EH.Thehashrateisexpectedtogrowto153EHby2025,drivenbynewrigsthatwillimprovefleetefficiency.Bitcoinpricecurrentlytradesat$62,000,up45%year-to-date,whileminers'marginsbenefitfromhigherprices.Meanwhile,CoreScientificannounceda200MWhigh-performancecomputing(HPC)contractwithCoreWeave,followedbyanadditional70MWofdatacentercontracts.ThenewshaspushedCoreScientificstockupbynearly90%inrecentweeks.“Theshifttofixed-pricemulti-yearcontractshasseenCORZandsomeminersdecouplefromtheBTCprice,”BTIGsaidinthereport,addingthatTerawulfisupover100%andIrisisuparound70%overthisperiod.ThereportalsohighlightstheincreasingdemandforpoweraccessamongpubliclylistedBTCminers,drivenbydatacentercompanies.“Forevery100MWofpowerconvertedorpowered-upforHPC,that's5-6EHlessfortheglobalhash,”thereportsaid.SitevisitstoRiot'sCorsicanafacility,whichtargetsaround1GW,andCoreScientific'sDentonfacilityshowedthattheindustrializationofBTCmininghasarrived,thereportnoted.Riot'sCorsicanafacilityisexpectedtoreach31EHbytheendofthisyearand41EHby2025.ThereportalsoincludesinvestordiscussionswithBitdeer,whichshowafocusondesigningminingrigsandconvertingexistingfacilitiesforHPCcomputing.“Thelow-hangingfruitisitsWashingtonfacility,nearaMicrosoft(NASDAQ:MSFT)datacenter,withpotentialconversionsinOhioandNorway,”thereportsaid.BTIGestimatesthevalueofCoreScientific's286MWoffixedHPCcontractsat$9-$10pershare,assuminga15xEBITDAmultiple.“DatacenterREITsaretradingatabout20xEBITDAon2025,”thereportadds.Withatargetof500MWforHPCby2028,BTIGexpectsanadditional$5persharevalue,justifyingthenewpricetargetof$15.

以上是BTIG 将核心科学目标价格提高至 15 美元，理由是新的数据中心合同和比特币挖矿行业的增长潜力的详细内容。更多信息请关注PHP中文网其他相关文章！