Bernstein повысила рейтинг акций майнеров Riot Platforms, CleanSpark, IREN и Core Scientific

cryptonews.ruPublicado em 2023-12-16Última atualização em 2024-08-16

Эксперты компании Bernstein опубликовали новый отчет по майнерам.
Четыре контрагента получили высокую оценку, MARA — среднюю.
Также в организации выделили усилия Core Scientific по продвижению в секторе ИИ.

Эксперты компании Bernstein присвоили рейтинг выше среднего акциям четырех майнеров: Riot Platforms, CleanSpark, IREN и Core Scientific. Об этом сообщает The Block со ссылкой на новый отчет фирмы.

Выводы компании основаны на ряде показателей, включая скорость хеширования, энергоэффективность, производительность и позиционирование. Также эксперты уделили отдельное внимание инвестициям организаций в сфере ИИ.

Согласно отчету, Core Scientific и CleanSpark выделяются высокой реализованной скоростью хеширования. Riot Platforms отстает от них, но за счет повышения эффективности производства этот разрыв постепенно сокращается.

CleanSpark и IREN, как отметили в Bernstein, находятся в наилучшей позиции с точки зрения энергоэффективности. Примечательно, что акции MARA (ранее Marathon Digital), одного из крупнейших майнеров, в компании оценили средне, порекомендовав перейти на модель полностью самостоятельной добычи биткоинов.

Также эксперты организации выделили усилия Core Scientific по продвижению в секторе ИИ. Мы рассказывали об этом ранее.

Отметим, акции большинства майнеров так и не восстановились после значительной просадки в начале августа 2024 года. По указанным выше компаниям, в частности, прослеживается следующая ситуация:

Riot Platforms — просадка в 7% на недельном графике;
CleanSpark — 5,5%;
IREN — 0,13%;
Core Scientific — 7,4%;
MARA — 11,1%.

Причины обвала на крипторынке в тот период мы разбирали в отдельном материале:

Criptomoedas em alta

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

PancakeSwapCAKE

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