Culper Research 发布负面报告后，分析师为 Iris Energy IREN 辩护

Bernstein 的分析师反驳了 Culper Research 对 Iris Energy Ltd IREN 的负面报告，为该公司的人工智能和比特币挖矿前景辩护。

Culper Research’s recent report on Iris Energy Ltd (NASDAQ:IREN) has sparked a response from analysts at Bernstein, who defended the company's AI and bitcoin mining prospects on Thursday.

Culper Research 最近关于 Iris Energy Ltd（纳斯达克股票代码：IREN）的报告引起了 Bernstein 分析师的回应，他们周四为该公司的人工智能和比特币挖矿前景进行了辩护。

The Block reported that IREN shares fell over 13% on Thursday following Culper's report, which claimed that IREN shares were overvalued by 52% to 79%. Culper valued Iris Energy's crypto mining operations between $0 and $100 million.

The Block 报道称，Culper 的报告称 IREN 股票被高估了 52% 至 79%，周四 IREN 股价下跌超过 13%。 Culper 对 Iris Energy 的加密货币挖矿业务的估值在 0 至 1 亿美元之间。

A spokesperson for Iris Energy told Benzinga, "As a public company we are limited in how much we can say about reports of a certain nature. We encourage debate and value intellectually honest discourse. However, not all engagement meets these standards."

Iris Energy 的一位发言人告诉 Benzinga，“作为一家上市公司，我们对某种性质的报告的发言权是有限的。我们鼓励辩论并重视理智诚实的讨论。然而，并非所有参与都符合这些标准。”

"We remain focused on our growth to 30 EH/s of mining capacity this year, serving our AI cloud service customers, and pursuing monetization opportunities for our broader power and land portfolio," the spokesperson added.

该发言人补充道：“今年我们仍然专注于将采矿能力增长到 30 EH/s，为我们的人工智能云服务客户提供服务，并为我们更广泛的电力和土地投资组合寻求货币化机会。”

Bernstein's Take: Countering Culper's criticism of Iris Energy's (NASDAQ:IREN) Childress site, Bernstein analysts Gautam Chhugani and Mahika Sapra highlighted that the site is primarily intended for bitcoin mining, not AI operations.

Bernstein 的看法：针对 Culper 对 Iris Energy (NASDAQ:IREN) Childress 网站的批评，Bernstein 分析师 Gautam Chhugani 和 Mahika Sapra 强调，该网站主要用于比特币挖矿，而不是人工智能操作。

Emphasizing that "IREN has not claimed it intends to retrofit its bitcoin mining site in Childress to AI," Chhugani and Sapra noted that around 65% of their fair value for Iris Energy is attributed to bitcoin mining.

Chhugani 和 Sapra 强调，“IREN 并未声称打算将其位于 Childress 的比特币挖矿站点改造为人工智能”，并指出，他们对 Iris Energy 的公允价值约 65% 来自比特币挖矿。

Highlighting Iris Energy's 1.4GW pipeline site in West Texas as a key AI opportunity, Bernstein analysts countered Culper's criticism of Iris Energy's GPU build-out, stating that IREN would construct AI data centers with the necessary specifications.

Bernstein 分析师强调 Iris Energy 位于德克萨斯州西部的 1.4GW 管道站点是一个关键的人工智能机会，并反驳了 Culper 对 Iris Energy GPU 扩建的批评，表示 IREN 将建设具有必要规格的人工智能数据中心。

In response to Culper's cost comparisons, Bernstein analysts noted that Iris Energy's current capital expenditure pertains to bitcoin mining costs, not AI/HPC costs. They also highlighted the new institutional cycle for bitcoin, driven by notably the Bitcoin ETFs.

针对 Culper 的成本比较，Bernstein 分析师指出，Iris Energy 目前的资本支出涉及比特币挖矿成本，而不是 AI/HPC 成本。他们还强调了比特币新的制度周期，尤其是由比特币 ETF 推动的。

Earlier this week, Bernstein initiated coverage on Core Scientific (NASDAQ:CORZ) with an "outperform" rating. Block (NYSE:SQ), co-founded by former Twitter CEO Jack Dorsey, announced a deal to supply Core Scientific with new ASIC mining chips, in a deal that could be valued at $300 million.

本周早些时候，伯恩斯坦首次对 Core Scientific （纳斯达克股票代码：CORZ）进行了报道，给予“跑赢大盘”评级。由 Twitter 前首席执行官杰克·多尔西 (Jack Dorsey) 联合创立的 Block (NYSE:SQ) 宣布达成一项向 Core Scientific 提供新型 ASIC 挖矿芯片的交易，这笔交易的价值可能高达 3 亿美元。

Bitcoin miners are increasingly becoming attractive partners for AI data center projects, given their available power supplies and operational capabilities, a trend that's being highlighted by major deals like Core Scientific's 12-year agreement with CoreWeave and Coatue Management's $150 million investment in Hut 8 (NASDAQ:HUT).

鉴于其可用的电源和运营能力，比特币矿工越来越成为人工智能数据中心项目有吸引力的合作伙伴，这一趋势在 Core Scientific 与 CoreWeave 签订的 12 年协议以及 Coatue Management 对 Hut 8（纳斯达克上市）的 1.5 亿美元投资等重大交易中得到了凸显。 ：小屋）。

Bernstein analysts, who are predicting that bitcoin (BTC) could hit $200,000 by 2025, also noted that the pending approval of spot Ethereum ETFs could drive up institutional participation in the digital assets market.

Bernstein 分析师预测，到 2025 年，比特币 (BTC) 可能会达到 20 万美元，他们还指出，待批准的以太坊 ETF 现货可能会推动机构对数字资产市场的参与。

The Impact of Bitcoin Mining to be Discussed at Benzinga's Future of Digital Assets Event: The event is set to take place on Nov. 19.

Benzinga 数字资产未来活动将讨​​论比特币挖矿的影响：该活动定于 11 月 19 日举行。

This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

该内容部分是在人工智能工具的帮助下制作的，并由 Benzinga 编辑审核和发布。