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

经纪人在周四的研究报告中说，幻灯片意味着该股票现已以深折扣的价格获得。

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).

在本周早些时候在比特币（BTC）采矿股票上滑行了30％之后，在中国人工智能（AI）初创公司的挑战之后，对叙事的叙述是矿工随着数据中心的影响而具有价值的叙述，伯恩斯坦仍然对核心科学（CORZ）看涨。

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，核心科学股票的滑动使股票以深折扣的价格可用。

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.

据注释说，核心科学是以AI为重点的矿工的“ Pack的领导者”，拥有1.3吉瓦（GW）可用的电源，并与Coreweave达成了12年的AI协议。

"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领导的分析师写道：“比特币矿工有一个12-18个月的有限窗口来建立混合数据中心业务，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，核心科学将在今年上半年提供其第一个数据中心集群，该公司继续收购和开发新的电力网站。

"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.

票据说：“尽管其产能的70％被分配给AI，但现在的股票与数据中心的倍数相比，该股票的交易接近比特币开采倍数。”

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

伯恩斯坦（Bernstein）的核心科学份额在跑赢大盘上的核心份额为17美元。

The stock was recently 3.8% higher at $11.90.

该股票最近以11.90美元的价格上涨了3.8％。