《Monday's First Moves: IREN Double Upgrade, COIN New Bull, HPE Downgrade》JP Morgan Chase
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。
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.