【KBW给予矿企Bitdeer、CleanSpark和CoreScientific“跑赢大盘”评级】金色财经报道，投资银行KBW发布研报，首次覆盖三大比特币矿业公司Bitdeer（BTDR）、CleanSpark（CLSK）和Core Scientific（CORZ），均给予“跑赢大盘”评级。KBW分别给予三家公司26.50美元、19美元和22美元的目标价。 KBW认为，Bitdeer除矿业业务外，还拥有不断增长的ASIC制造部门和AI/HPC云服务平台；CleanSpark拥有业内最高效的矿机设备，计划在2025年中期实现约50EH/s算力；CoreScientific则凭借与CoreWeave签订的12年AI/HPC托管服务合同，以及经验丰富的数据中心运营团队占据优势地位。 值得注意的是，KBW仍将GalaxyDigital（GLXY）视为数字资产领域的首选标的。
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