Nscale递表之际，伯恩斯坦“把脉”AI算力云：CoreWeave(CRWV.US)“跑输大盘”、IREN(IREN.US)“跑赢大盘”

智通财经09-25 16:07

【Nscale递表之际，伯恩斯坦“把脉”AI算力云：CoreWeave(CRWV.US)“跑输大盘”、IREN(IREN.US)“跑赢大盘”】智通财经APP获悉，英国AI算力新贵Nscale上周五正式递交S1招股说明书，这份市场期待已久的文件，为市场剖析新一代算力云(Neocloud)赛道的商业模式、竞争壁垒与潜在风险提供了全新参照。伯恩斯坦发布研究报告，将Nscale与CoreWeave(CRWV.US)、IREN(IREN.US)等行业核心标的展开对标分析，研判赛道格局与投资逻辑。分析师维持CoreWeave跑输大盘评级，目标价74美元;维持IREN跑赢大盘评级，目标价100美元。

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