富国银行将Applied Digital列为首选股,目标价50美元

格隆汇
Yesterday
富国银行将Applied Digital列为首选股(Top Idea),并开始对该股进行追踪,给予50美元目标价。该行强调,Applied Digital具备结构性的竞争优势,包括能取得电力公用事业配额,以及取得高密度AI工作负载所需的数GW规模场址电网并接能力。Applied Digital目前股价相较于其已签约净资产价值及未来数年的营收能见度,存在明显折价。

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