Benchmark看好Galaxy Digital,预计股价有170%上涨空间

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PANews 2月5日消息,据Benchmark分析师最新报告,尽管Galaxy Digital因第四季度亏损4.82亿美元导致股价大跌,但市场可能忽视了其在AI数据中心及美国加密监管立法等长期催化因素上的潜力。Galaxy当前股价约为21美元,Benchmark维持其“买入”评级并给出57美元的目标价,预计有170%的上涨空间。 Galaxy CEO Mike Novogratz在财报电话会上表示,美国加密市场结构立法有75%-80%的通过概率,这或将吸引更多机构资本进入市场。此外,公司计划在未来几个季度宣布更多机构合作及基础设施扩展计划,包括链上信贷市场的拓展。 Benchmark还提到,Galaxy位于德州的Helios数据中心是被低估的资产,该中心拥有超过1.6吉瓦的批准电力容量,并计划通过与AI云服务商CoreWeave的租赁协议在今年开始创收。分析师认为,仅Helios数据中心的估值就可能超过Galaxy当前的市值。 尽管第四季度业绩下滑,但Galaxy的贷款业务持续增长,贷款总额达18亿美元,同时公司拥有26亿美元现金及稳定币储备,为其在加密基础设施和AI领域的扩展提供了充足资金支持。

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