合作公告 - Soluna Holdings与嘉楠科技宣布达成战略托管协议 [1] - 协议内容为在Soluna的德克萨斯州Project Dorothy数据中心部署20兆瓦的Avalon A15 XP比特币矿机 [1] 公司业务 - Soluna Holdings是专注于比特币挖矿和人工智能等密集型计算应用的绿色数据中心开发商 [1] - 嘉楠科技是加密货币挖矿领域的创新者 [1]

Yet another prognosticator tracking the company feels it's a heck of a bargain.Over the past few stock market trading sessions, investors have become progressively more bullish on the future of crypto miner and data center company Iren (IREN 9.33%). At least some of this improving sentiment has to do with positive analyst takes; sure enough, on Monday, a pundit's monster price target increase helped lead another bull run on the shares. When the dust cleared, Iren's stock had gained almost 10% in value, a ra ...

More importantly, by shifting to serving AI needs, crypto mining companies can benefit from a higher market valuation as the AI story plays out.They have power agreements, data center locations, agreements for low-cost electricity – a powerful recipe for meeting today’s AI demand.Also, crypto mining companies stand in a strong position to benefit from AI demand.Right now, the economics are compelling. AI data centers offer dramatically better returns on the same infrastructure. They can generate up to 25 ti ...

Bitcoin (BTCUSD) mining companies were expected to quickly go bust as they were unable to cope with Bitcoin's block rewards being halved in the last halving event. Even though the significant increase in Bitcoin's price compensated for that and then some, mining companies were still unable to pull off a notable recovery. This caused many to take a creative approach. These companies use GPUs to mine Bitcoin, and the same hardware can be used for artificial intelligence (AI) and cloud computing purposes. As ...

加密货币挖矿公司的独特表现 - 加密货币价格下跌时，挖矿公司股票表现可能更好，这与传统认知相悖 [1] - 过去一个月，主要挖矿公司如MARA Holdings、Cipher Mining和TeraWulf股价大幅上涨，而比特币价格同期下跌1% [2] 比特币价格下跌对挖矿行业的影响机制 - 比特币价格上涨会吸引更多矿工加入，导致挖矿难度增加、成本上升、区块奖励竞争加剧 [4] - 比特币价格下跌使挖矿吸引力降低，竞争减少，留存矿工可获取更多比特币加入储备，并持有至价格回升 [5] 挖矿公司的战略举措 - 部分挖矿公司采用比特币国库策略，在公开市场直接购买比特币 [6] - MARA Holdings宣布20亿美元股票发行计划，所筹资金将用于购买比特币，市场低迷期为公司提供了现金部署机会 [6] 挖矿公司的投资特性 - 加密货币及相关股票波动性高，投资需谨慎 [7] - 挖矿公司是不完全受市场价格波动制约的加密货币相关企业 [7]

公司评级与股价表现 - 摩根大通将CleanSpark评级从“增持”下调至“中性” 目标价维持在14美元 认为股票已“充分定价” [1] - 股票在过去六个月上涨80% 截至9月28日周五收盘报13.68美元 技术指标显示进入超买状态 [2] - 公司当前市值为36.4亿美元 是第七大市值的比特币矿企 [1][2] 公司运营与财务状况 - 公司算力在6月宣布扩展至50 EH/s [1] - 过去12个月营收增长38.76% 基于强劲的资产负债表 速动比率约为4.37 [2] - 本月将Coinbase Prime提供的比特币支持信贷额度增加1亿美元 总借贷额度达到4亿美元 新资金将用于支持能源项目和扩大采矿业务 [4] 公司战略与人事变动 - 摩根大通评价CleanSpark为“资本充足、一流的运营商 并拥有并购专长” 但认为估值回调后更具吸引力 [3] - 首席财务官Gary A. Vecchiarelli晋升为总裁 并继续兼任首席财务官 Scott Garrison担任首席开发官兼执行副总裁 负责网络和数据中心扩展 [5] 行业动态 - 小型参与者改变策略 Thumzup Media Corporation计划转型为狗狗币挖矿 可能收购DogeHash Technologies并安装2500台矿机 但该公告导致其股价暴跌近45% 仍需股东批准 [6]

Crypto mining firm TeraWulf (WULF) is planning to raise $3 billion in debt to expand its data center operations in a deal supported by Google, as the AI infrastructure arms race intensifies. The company, Bloomberg reports citing TeraWulf CEO Patrick Fleury, is working with Morgan Stanley to arrange the funding, which could launch as early as next month through high-yield bonds or leveraged loans. Credit rating agencies are evaluating the deal, and Google’s support may help it secure a stronger credit rat ...

公司股价表现 - 加密货币挖矿公司Iren股价在周五下跌近10% [1] - 股价下跌当日，基准标普500指数上涨0.6% [1] 分析师评级变动 - 摩根大通分析师Reginald Smith将Iren的评级从中性下调至减持（即卖出） [2] - 分析师将其目标价从每股24美元大幅下调至16美元 [2] - 该分析师在同一份报告中，将Riot Platforms的评级上调至增持（即买入） [7] - 该分析师将CleanSpark的评级下调至中性 [7] 评级调整原因 - 分析师认为Iren股价已反映了其未来一项大型托管协议的预期 [8] - 该协议若以预期规模和范围实现，将在行业内创下资本支出新纪录 [8]

公司运营与战略 - 公司正从加密货币挖矿业务转向专注于人工智能计算 [1][4] - 公司近期与阿布扎比国有AI公司G42签署协议 为其提供数据中心容量 [4] - 公司管理着22,000个AI芯片 其旗舰欧洲站点位于瑞典博登 [6] 公司治理与股权 - 公司由稳定币发行商Tether Holdings Ltd支持 并被其多数控股 [1][5] - 上月有报道称Rumble公司正考虑以全股票交易方式收购该公司 估值约为11.7亿美元 [5] - 公司宣布领导层改组 晋升首席运营官John Hoffman为联合首席执行官 [6] 市场表现与事件 - 德国调查人员对公司执行了搜查 具体原因尚未公布 [1][2] - 受搜查消息影响 公司股价暴跌12%至16.48欧元 随后跌幅收窄至8% [3]

TeraWulf Inc., a US-based crypto mining firm, is preparing to raise about $3 billion to fund the expansion of its data centres, with Google Inc. backing the transaction. The deal, arranged by Morgan S... ...