伯恩斯坦（Bernstein）仍然看好核心科學（CORZ），即使股票下跌30％

經紀人在周四的研究報告中說，幻燈片意味著該股票現已以深折扣的價格獲得。

After a 30% slide in bitcoin (BTC) mining stocks earlier this week, following a challenge by Chinese artificial intelligence (AI) startup DeepSeek to the narrative that miners have value as data center plays, Bernstein remains bullish on Core Scientific (CORZ).

在本週早些時候在比特幣（BTC）採礦股票上滑行了30％之後，在中國人工智能（AI）初創公司的挑戰之後，對敘事的敘述是礦工隨著數據中心的影響而具有價值的敘述，伯恩斯坦仍然對核心科學（CORZ）看漲。

However, the slide in Core Scientific stock makes the shares available at a deep discount, the brokerage said in a research note Thursday.

但是，核心科學股票的滑動使股票以深折扣的價格可用。

Core Scientific is the "leader of the pack" among AI-focused miners, boasting 1.3 gigawatt (GW) of available power supply and a 12-year AI agreement with CoreWeave, according to the note.

據註釋說，核心科學是以AI為重點的礦工的“ Pack的領導者”，擁有1.3吉瓦（GW）可用的電源，並與Coreweave達成了12年的AI協議。

"Bitcoin miners have a 12-18 month finite window to build a hybrid data center business, while the hyperscaler capex remains consistent," wrote analysts led by Gautam Chhugani.

Gautam Chhugani領導的分析師寫道：“比特幣礦工有一個12-18個月的有限窗口來建立混合數據中心業務，而Hyperscaler Capex仍然保持一致。”

Bernstein said Core Scientific is set to deliver its first cluster of data centers in the first half of the year, and the company continues to acquire and develop new power sites.

伯恩斯坦（Bernstein）表示，核心科學將在今年上半年提供其第一個數據中心集群，該公司繼續收購和開發新的電力網站。

"Despite 70% of its capacity being allocated to AI, the stock now trades closer to bitcoin mining multiples than data center multiples," the note said.

票據說：“儘管其產能的70％被分配給AI，但現在的股票與數據中心的倍數相比，該股票的交易接近比特幣開採倍數。”

Bernstein rates Core Scientific shares at outperform with a price target of $17.

伯恩斯坦（Bernstein）的核心科學份額在跑贏大盤上的核心份額為17美元。

The stock was recently 3.8% higher at $11.90.

該股票最近以11.90美元的價格上漲了3.8％。