异动解读｜TeraWulf盘中上涨5.18%，摩根士丹利下调目标价后超跌修复再度延续

行情直击08-15

8月15日，TeraWulf盘中上涨5.18%，报17.155美元/股，成交额2.6亿美元。此前一日因摩根士丹利将目标价从72美元下调至62.50美元而下跌5.03%，当前再度进入超跌修复阶段。

消息面上，摩根士丹利虽下调目标价，但维持跑赢大盘评级，且62.50美元目标价较当前股价仍有逾260%溢价空间，FactSet共识目标价36.61美元亦显著高于现价。公司Q2每股亏损1.94美元远逊预期，但亏损主要源于数字资产未实现损失，HPC租赁收入已占营收71%，叠加此前与Anthropic签署190亿美元20年期数据中心租约，长期基本面支撑明确。自Q2财报发布以来，股价呈现连续震荡修复格局，多空博弈剧烈。

（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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