比特币（BTC）矿工核心科学（CORZ）命名了华尔街公司伯恩斯坦的“顶级人工智能选秀”

华尔街公司伯恩斯坦的分析师将比特币（BTC）矿工Core Scientific（Corz）命名为“ AI顶级选秀”，几天后其股票下跌30％。

Analysts at Wall Street firm Bernstein have named Bitcoin (BTC) miner Core Scientific (CORZ) a “top A.I. pick” following a 30% decline in its stock price.

华尔街公司伯恩斯坦（Bernstein）的分析师将比特币（BTC）矿工核心科学（CORZ）命名为“ AI顶级选秀权”，此前其股价下降了30％。

Core Scientific's shares took a hit on Jan. 27 as the market reacted to the launch of a new application by Chinese artificial intelligence (A.I.) startup DeepSeek.

Core Scientific的股票于1月27日受到了打击，因为市场对中国人工智能（AI）初创公司DeepSeek的新应用程序做出了反应。

The app, which was reportedly built for only $6 million using older microchips, has raised questions about the relevance of Bitcoin miners in the data center space.

据报道，该应用程序仅以600万美元的价格使用较旧的微芯片建造，它提出了有关比特币矿工在数据中心空间中相关性的疑问。

However, Bernstein sees the sharp decline in Core Scientific's stock price as a buying opportunity, highlighting the stock's deep discount.

但是，伯恩斯坦认为核心科学股价的急剧下降是一种购买机会，强调了该股票的折扣。

According to Bernstein, Core Scientific emerges as the "leader of the pack" among Bitcoin miners pivoting to A.I., with 1.3 gigawatt (GW) of available power supply.

根据伯恩斯坦的说法，核心科学是在旋转AI的比特币矿工中成为“ Pack的领导者”，其可用电源为1.3 gigawatt（GW）。

“Bitcoin miners have a 12–18 month finite window to build a hybrid data center business, while the hyperscaler capex remains consistent,” wrote Bernstein analyst Gautam Chhugani in a note to clients.

伯恩斯坦分析师Gautam Chhugani在向客户的注释中写道：“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 notes that Core Scientific is set to launch its first cluster of data centers in the first half of this year and is actively developing new power sites across the U.S.

伯恩斯坦（Bernstein）指出，核心科学将在今年上半年推出其第一个数据中心集群，并正在积极开发在美国的新电力网站

Chhugani further points out that Core Scientific's stock is still trading closer to Bitcoin mining valuations than data center valuations, “despite 70% of its capacity allocated to A.I.”

Chhugani进一步指出，与数据中心的估值相比，Core Scientific的股票仍在更接近比特币采矿估值，“尽管其能力分配给AI的能力的70％”

Bernstein maintains a buy-equivalent “outperform” rating on Core Scientific's stock and a price target of $17.

伯恩斯坦（Bernstein）在核心科学股票上保留了买入等效的“跑赢大盘”评级，目标股价为17美元。

Core Scientific's stock has surged by 263% over the past 12 months and is currently trading at $11.46 per share. The stock is down 27% for the week.

在过去的12个月中，Core Scientific的股票飙升了263％，目前的每股交易价格为11.46美元。一周的股票下跌了27％。