BlockBeats 消息，3 月 20 日，据 The Block 报道，研究和经纪公司伯恩斯坦（Bernstein）的分析师已将 2025 年对比特币矿企 IREN、CleanSpark 和 Riot Platforms 的目标价格下调，原因是这些公司今年的表现远逊于比特币。
“比特币矿企股价经历了痛苦的调整（下跌了 20-40%），而比特币下跌了 10%，”由 Gautam Chhugani 领导的分析师在周四的客户报告中写道。“总体来看，矿企的股价表现令人失望，去年四季度没有显著的上涨，而年初至今的回调更是表现不如比特币。”
分析师补充道，机构对矿企的兴趣更多集中在高性能计算叙事上，而不是比特币商品周期。然而，像 IREN 和 Core Scientific 这样的 AI 数据中心托管多元化倡导者，尽管在 2024 年表现突出，但今年的表现比历史上纯粹专注于比特币的矿企，如 Riot 和 MARA 更差。
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