摩根大通将 IREN 上调至增持评级，目标价 65 美元，理由是 AI 云业务收入强劲增长以及关键合作伙伴关系。
逐段跳播
我们这里看的是 Iran Iren，我不太确定。I R E N，对吧？这到底该怎么念？我们来谈谈这只股票。这是一家新型云服务提供商。它今天获得了看涨观点。但这并没有反映在股价上，因为正如你提到的，我们一直在关注那些属于 AI 故事一部分、却承压的股票。
这只股票最初是一个比特币矿商的故事，但现在正转变为一个 AI 基础设施的故事。
we look here at Iran Iren, I don't know exactly. I R E N, right? How do you say it anyhow? And let's talk about this name. >> Uh it's a neo cloud provider here. Um it's getting a bullish view today.
It's not reflected in the share price because as you mentioned, we've been watching stocks under pressure that are part of the AI story. This is one that was originally a Bitcoin miner story, but it's now turning into an AI infrastructure story.
而 JP Morgan Chase 不只是转为看涨，他们变得非常看涨。今早 JP Morgan Chase 对这家正转变为新型云服务提供商的公司进行了双重上调。他们将其评级从低配上调至超配。
他们将其目标价上调至 65。这是从 46 一路上调而来。这意味着较周五收盘水平有超过 40% 的上涨空间。
And JP Morgan Chase is not just becoming bullish, they're becoming very bullish. It's a double upgrade this morning from JP Morgan Chase for this uh what's turning into a neo cloud provider.
Uh they're upgrading it to overweight from underweight. They've raised their price target to 65. That's all the way up from 46. So that implies more than 40% upside from Friday's closing levels.
再次强调，我们正在关注压力。今早我们一直在关注像 Nebius、像 Equinix 这样的新型云服务提供商所面临的压力，背景是那些关于 AI 军备竞赛的生存性问题，这些问题由 Anthropic 和 OpenAI 的负责人从本周末到今天的言论所引发。
Again, we're watching pressure. We've been watching pressure on the neo cloud providers like uh Nebius, like Equinix this morning amid that, you know, those existential questions that have been coming up about the AI arms race uh triggered by comments from the heads of Anthropic and uh OpenAI from this weekend through today.
所以 JP Morgan Chase 转为看涨，他们认为 Iren 是一家顶级的新型云服务提供商。这是原话。它在 AI 基础设施市场中竞争。他们指出，其 AI 云收入在第四财季环比增长了 110%。
它与 Nvidia、Microsoft 有合同和合作关系。他们说这增强了它的可信度，并让它有潜力吸引更多客户。因此他们认为它在这个领域拥有竞争优势。他们还说，它拥有电力、拥有数据中心，能够做到并成为 AI 基础设施建设中的重要参与者。
Uh so JP Morgan Chase turning bullish, they see Iren as a top tier neo cloud provider. That's a quote. Competing in the AI infrastructure market. Um they point out that its AI cloud revenue grew 110% sequentially in the fiscal fourth quarter.
Has contracts and partnerships with Nvidia, Microsoft. They say that strengthens its credibility um and gives it the potential to attract more customers. Uh so they see it having a competitive advantage in this space.
Um so they have the power the data centers uh to do and become an important player in the AI infrastructure build out is what they say.
但再次强调，看涨观点并没有反映在股价上，原因就是你提到的，我们今天在整个 AI 故事中看到的压力。一次漂亮的双重上调，称其为顶级公司，目标价 65，而现价 42。所以，这确实显示出对这只股票很大的信心，但今天对任何科技股整体来说都是艰难的环境。
But again, it's not the bullish view is not reflected in the share price because of what you mentioned, the pressure that we're watching across the AI story today. >> A nice double upgrade and saying it's a top-tier name and a $65 target at $42.
So, it really shows a lot of confidence in this name, but a tough environment today for any of the tech stocks overall.
这个频道对 $IREN 的历次判断
Schwab Network 在这只股票上只有这一条判断。