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华尔街分析师认为市场低估了矿企向AI基础设施和资本市场转型的价值

2026-05-19 11:41

Odaily Odaily reports that Wall Street institutions such as Benchmark, TD Cowen, and Mizuho have maintained buy ratings on four crypto-related companies: Bitdeer, DeFi Technologies, Strive, and Gemini.

Analysts believe the market undervalues these companies' transition toward AI infrastructure and capital markets. Bitdeer's AI cloud annual recurring revenue has already reached $69 million. As of the end of the first quarter, Strive held 13,628 Bitcoins. Mizuho lowered Gemini's price target to $10 while maintaining an outperform rating, noting that the company is shifting from a pure crypto brokerage to a diversified market platform. (theblock)

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