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摩根大通上调多家比特币矿企评级

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2024-12-10 12:31:55
摩根大通发布最新研报,基于第三季度业绩表现及比特币价格与算力的上涨,上调多家比特币矿企评级。
其中,Cipher Mining 和 CleanSpark 评级从"中性"上调至"增持",目标价分别为 8 美元和 17 美元;MARA Holdings 从"减持"上调至"中性",目标价从 12 美元上调至 23 美元。受此影响,Cipher 盘前涨超 4%,CleanSpark 涨 3.5%,MARA 涨超 2%。
同时,该行将 IREN 评级下调至"中性",但目标价上调至 15 美元,并维持对 Riot Platforms 的"增持"评级,目标价上调至 16 美元。
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