橡北007
2025-10-16
历史上,嘉楠科技从“亏损”到“季度盈利”的拐点往往伴随股价3-5倍涨幅(如2021年Q1扭亏后股价从1.8美元涨至39.1美元)。
@不试咋知道:
$嘉楠科技(CAN)$ 公司自从年初把芯片业务砍掉之后,Q1毛利很快就回正了,Q2净利大幅提升,Q3目前已知的跟美国soluna合作的10EH/s算力项目挖矿,这条路走通,要知道soluna是专门能源和数据商的中间人,以后会打通更多可再生能源的挖矿产出,降低矿产电力成本。(包括最近的加拿大废天然气也是),同时Q4回到位的10.3宣布的5万台矿机项目(目前没说哪个客户,盲猜就是公司转型的Ai算力方向)不管是英伟达闭环上的任何一家关联上,从此飞升! 所以系好安全带年底再来看吧
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