我开仓了$Core _老虎社区_美港股上老虎 - 老虎社区

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资本小鳄鱼
07-11

我开仓了$Core Scientific, Inc.(CORZ)$ ,

涨了5倍之后仍能看好 $corz？

1. 推动本轮上涨的是Core Scientific和CoreWeave的AI infrastructure合约：Core Scientific将凭借建设和管理200MW AI/HPC数据中心，获得年入2.9亿美金的收入，且预计获得80%的profit margin。单这一笔合约，给个10PE，就有22亿的市值；考虑到他们总共500MW的AI infrastructure的增长潜力，那么估值可以给到55亿，甚至更高。

2. 本身大饼挖矿，以及下半年降息可能带来的大饼上涨，这部分给个20亿的估值

3. 总体估值能来到75亿美金以上，目前来看还有翻倍的空间

CORZ

07-10 21:30

USCore Scientific, Inc.

方向	价格	已实现盈亏
买入开仓	9.88	+16.79% 持有中

Core Scientific, Inc.

# 掘金交易单：你关注了哪些厉害的“宝藏投资者”？

修改于 2024-07-11 19:19

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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