异动解读｜Core Scientific盘中上涨6.04%，伯恩斯坦维持跑赢大盘评级并看好矿商转型AI基建

行情直击09-17

9月17日，Core Scientific盘中上涨6.04%，报17.2美元/股，成交额2044.89万美元。

消息面上，伯恩斯坦发布研报指出，德州电网8吉瓦容量分配趋紧，手握电力资源的加密矿商竞争优势凸显。报告强调，矿商凭借约32吉瓦的规划电力组合及快速交付能力，最能解决AI行业"算力到位时间"的痛点，过去两年已与超大云厂商、AI实验室等签下约9吉瓦、总价值超1800亿美元的合约。伯恩斯坦维持Core Scientific"跑赢大盘"评级，目标价32美元，较当前股价存在显著溢价空间。此前公司已完成4.44亿美元收购Polaris DS、签署6亿美元信贷安排，并与AMD达成最高2.5吉瓦数据中心容量合作，AI基建转型持续推进。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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