IOT 被下调至持有；作为二级算力供应商，若 AI 需求放缓，其面临续约风险。
逐段跳播
所以，站在这一发展最前线的股票中，从负面角度看，是 Neoclouds 这类公司，比如 Coreeave Iron，这两家公司我今天下调了评级。我原本把这两只股票列为买入机会，由于这条消息，我今天把它们下调为持有。
这些公司拿到的只是需求的剩余部分，对吧？如果出现放缓，对算力的需求不再那么迫切，那么这些公司就不会经历那样的需求激增。而且不是在短期内，它们已经签下了多年期的合同。但我一直在考虑这些公司的合同续签问题。
当这些合同到期时，这些公司还需要续签这些合同吗？如果出现放缓，那么主要生态系统中现有的算力可能已经足够，你就不需要去找这些二级算力供应商了。
So some of the stocks on the front lines of this development negatively speaking are the Neoclouds companies like Coreeave Iron these are two companies I downgraded today I had these two stocks ranked as buying opportunities I downgraded them to a hold today as a result of this news.
These companies are only getting the leftovers of demand, right? If there's a slowdown and there isn't such urgent need for computing power, then these companies won't experience such a surge in that demand.
And not in the near term, they've already got contracts signed for multiple years. But what I've been considering with these companies is the renewal of those contracts. When those contracts are completed, will the companies need to renew those contracts?
And if there's a slowdown, then there might be enough computing power existing already in the primary ecosystem that you won't need to go to these secondary providers of computing.
这个频道对 $IOT 的历次判断
Parkev Tatevosian, CFA 在这只股票上只有这一条判断。