橡北007的个人主页 - 老虎社区

橡北007

橡北007

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0勋章

2024-06-19

从高中开始就只买英伟达的显卡，2017加入老虎后一直闭眼定投其股票，最终实现双赢。

11-07

在泡沫中刺激经济？可能么

11-05

长期利好，扭亏为盈之日即是突破前高之时。

嘉楠科技宣布获得Brevan Howard、Galaxy Digital及Weiss资产管理的战略投资

11-05

真的需要转型AI数据中心了，仅仅依靠挖比特币是不足以支撑营收增长的。

嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施

11-03

20亿-30亿美金估值比较合理。

嘉楠科技签署日本 4.5 兆瓦矿机合同，支持电网负载调节

10-29

跌到1.345附近，应该差不多了吧

嘉楠科技提供高达2.7亿美元的美国存托股份代表A类普通股 - SEC备案

10-27

在下小学生一枚，100%青铜。

10-16

月底有望突破3美金＄

@Jarek:$嘉楠科技(CAN)$ 这波能干到3块不

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

2024-03-20

200问题不大

10 minutes ago

那我们可以做一个粗略的估算，按照高盛的估计，每个MW大概价值是$8.5m。我是相信接下来一定会有更高的溢价。所以我们就考虑3种情况：$8.5m，$10m，$15m。

@阿尔法工场:嘉楠科技公布2025年10月比特币产量及挖矿业务更新

2024-11-27

10以下无脑定投，看给多少机会

异动解读 | IREN盘前大涨9.31%,加密货币矿业巨头业绩良好透露发展计划

2024-06-22

还是跟小脑斧有缘啊 [害羞]

2024-06-12

2017年的老虎友有话说: 短线的神操作可以爽一时，但是整个周期走完，你发现啥都赚不到。不要高估自己。

2024-04-17

比特9万，12万，再看mara股价能到45-55不，急啥

比特币减半，或许就在周五！影响的不只是币价

2024-03-29

50%的下跌空间？不存在的，短期大底预计在1400左右，随着比特减产，还会冲击一波到2000-2200左右，后面走势无法预测

MicroStrategy的股票交易是否比比特币本身更具优势？

2024-03-29

Kerrisdale，你这是刀口舔血呀

比特币最大持有者MicroStrategy遭做空，被指严重溢价

2024-03-25

即便高估，谁敢做空？

抱歉，原内容已删除

2024-03-20

冲啊

MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚

2024-03-19

回调到13xx，分批建仓吧

去老虎APP查看更多动态

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加密货币挖矿领域的创新企业 <a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示，\"十月嘉楠科技运营指标稳中有升，已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月，收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升，公司当月依旧产出92枚BTC；月末已部署算力达9.31 EH/s，运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨，截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略，公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点，将闲置天然气转化为清洁、低成本电力用于比特币挖矿，践行可扩展的绿色基础设施愿景；同时发布新一代Avalon® A16系列，首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新（未经审计） 注释：1.指公司资产负债表上持有的比特币总数，包括应收比特币，但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排，如果已部署（定义见下文）的所有矿机达到100%通电运行率，则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新（未经审计） 当前挖矿项目（截至2025年10月31日） 4.指理论上所有已通电矿机（包括可能暂时离线的矿机）运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力（如有）之和。 6.指已交付到每","listText":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 <a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示，\"十月嘉楠科技运营指标稳中有升，已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月，收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升，公司当月依旧产出92枚BTC；月末已部署算力达9.31 EH/s，运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨，截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略，公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点，将闲置天然气转化为清洁、低成本电力用于比特币挖矿，践行可扩展的绿色基础设施愿景；同时发布新一代Avalon® A16系列，首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新（未经审计） 注释：1.指公司资产负债表上持有的比特币总数，包括应收比特币，但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排，如果已部署（定义见下文）的所有矿机达到100%通电运行率，则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新（未经审计） 当前挖矿项目（截至2025年10月31日） 4.指理论上所有已通电矿机（包括可能暂时离线的矿机）运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力（如有）之和。 6.指已交付到每","text":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 $嘉楠科技(CAN)$ 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示，\"十月嘉楠科技运营指标稳中有升，已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月，收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升，公司当月依旧产出92枚BTC；月末已部署算力达9.31 EH/s，运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨，截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略，公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点，将闲置天然气转化为清洁、低成本电力用于比特币挖矿，践行可扩展的绿色基础设施愿景；同时发布新一代Avalon® A16系列，首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新（未经审计） 注释：1.指公司资产负债表上持有的比特币总数，包括应收比特币，但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排，如果已部署（定义见下文）的所有矿机达到100%通电运行率，则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新（未经审计） 当前挖矿项目（截至2025年10月31日） 4.指理论上所有已通电矿机（包括可能暂时离线的矿机）运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力（如有）之和。 6.指已交付到每","images":[{"img":"https://static.tigerbbs.com/80d23c44a6e9ef66862564074d82a834","width":"616","height":"523"},{"img":"https://static.tigerbbs.com/fdbd673b4e694fd262e2d69cce531154","width":"731","height":"180"},{"img":"https://static.tigerbbs.com/0771eff916748ea0fade0d6aa3dca579","width":"1080","height":"339"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499595295961560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497517497323712,"gmtCreate":1762486960340,"gmtModify":1762486962685,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"在泡沫中刺激经济？可能么","listText":"在泡沫中刺激经济？可能么","text":"在泡沫中刺激经济？可能么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497517497323712","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496820825244368,"gmtCreate":1762316935951,"gmtModify":1762316938264,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"长期利好，扭亏为盈之日即是突破前高之时。","listText":"长期利好，扭亏为盈之日即是突破前高之时。","text":"长期利好，扭亏为盈之日即是突破前高之时。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496820825244368","repostId":"1116311524","repostType":2,"repost":{"id":"1116311524","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1762290311,"share":"https://www.laohu8.com/m/news/1116311524?lang=&edition=full","pubTime":"2025-11-05 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05:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>嘉楠科技宣布获得Brevan Howard、Galaxy Digital及Weiss资产管理的战略投资</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4595":"比特币概念","CAN":"嘉楠科技","BK4600":"加密货币概念","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116311524","content_text":"嘉楠科技宣布获得Brevan Howard、Galaxy Digital及Weiss资产管理的战略投资","news_type":1,"symbols_score_info":{"CAN":1}},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496807386853568,"gmtCreate":1762313593526,"gmtModify":1762314063055,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"真的需要转型AI数据中心了，仅仅依靠挖比特币是不足以支撑营收增长的。","listText":"真的需要转型AI数据中心了，仅仅依靠挖比特币是不足以支撑营收增长的。","text":"真的需要转型AI数据中心了，仅仅依靠挖比特币是不足以支撑营收增长的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496807386853568","repostId":"1129705834","repostType":2,"repost":{"id":"1129705834","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1762266438,"share":"https://www.laohu8.com/m/news/1129705834?lang=&edition=full","pubTime":"2025-11-04 22:27","market":"us","language":"zh","title":"嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施","url":"https://stock-news.laohu8.com/highlight/detail?id=1129705834","media":"美股速递","summary":"嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施","content":"<p>嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施</title>\n<style 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22:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4600":"加密货币概念","CAN":"嘉楠科技","BK4595":"比特币概念","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129705834","content_text":"嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施","news_type":1,"symbols_score_info":{"CAN":1}},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496270069908272,"gmtCreate":1762183123186,"gmtModify":1762183125449,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"20亿-30亿美金估值比较合理。","listText":"20亿-30亿美金估值比较合理。","text":"20亿-30亿美金估值比较合理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496270069908272","repostId":"2580429203","repostType":2,"repost":{"id":"2580429203","kind":"news","pubTimestamp":1761938220,"share":"https://www.laohu8.com/m/news/2580429203?lang=&edition=full","pubTime":"2025-11-01 03:17","market":"us","language":"zh","title":"嘉楠科技签署日本 4.5 兆瓦矿机合同，支持电网负载调节","url":"https://stock-news.laohu8.com/highlight/detail?id=2580429203","media":"市场资讯","summary":"（来源：吴说）吴说获悉，嘉楠科技（Canaan Inc.）宣布与日本一家电力工程解决方案商签署 4.5 兆瓦矿机销售合同，将部署 Avalon A1566HA-488T 水冷矿机用于电网负载实时调节与能效优化，该设施由日本一大型地区电力公司主导，预计于 2025 年底投入运营。矿机配备自研智能控制芯片，可通过算法动态调整频率、电压与算力，实现电网波动下的负载平衡。","content":"<html><body><article><p>（来源：吴说）</p><p>吴说获悉，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>（Canaan Inc.）宣布与日本一家电力工程解决方案商签署 4.5 兆瓦矿机销售合同，将部署 Avalon A1566HA-488T 水冷矿机用于电网负载实时调节与能效优化，该设施由日本一大型地区电力公司主导，预计于 2025 年底投入运营。矿机配备自研智能控制芯片，可通过算法动态调整频率、电压与算力，实现电网波动下的负载平衡。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>嘉楠科技签署日本 4.5 兆瓦矿机合同，支持电网负载调节</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n嘉楠科技签署日本 4.5 兆瓦矿机合同，支持电网负载调节\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-01 03:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101032058a6d95b2b&s=b><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（来源：吴说）吴说获悉，嘉楠科技（Canaan Inc.）宣布与日本一家电力工程解决方案商签署 4.5 兆瓦矿机销售合同，将部署 Avalon A1566HA-488T 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年底投入运营。矿机配备自研智能控制芯片，可通过算法动态调整频率、电压与算力，实现电网波动下的负载平衡。","news_type":1,"symbols_score_info":{"CAN":1.5,"EBON":1.5}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494332948160632,"gmtCreate":1761713246960,"gmtModify":1761713249380,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"跌到1.345附近，应该差不多了吧","listText":"跌到1.345附近，应该差不多了吧","text":"跌到1.345附近，应该差不多了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494332948160632","repostId":"1193513163","repostType":2,"repost":{"id":"1193513163","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1761336248,"share":"https://www.laohu8.com/m/news/1193513163?lang=&edition=full","pubTime":"2025-10-25 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04:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>嘉楠科技提供高达2.7亿美元的美国存托股份代表A类普通股 - SEC备案</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4595":"比特币概念","BK4526":"热门中概股","CAN":"嘉楠科技","BK4600":"加密货币概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193513163","content_text":"嘉楠科技提供高达2.7亿美元的美国存托股份代表A类普通股 - SEC备案","news_type":1,"symbols_score_info":{"CAN":1}},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493630122221856,"gmtCreate":1761535760688,"gmtModify":1761535804271,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"在下小学生一枚，100%青铜。","listText":"在下小学生一枚，100%青铜。","text":"在下小学生一枚，100%青铜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493630122221856","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489686419563376,"gmtCreate":1760579601773,"gmtModify":1760579604052,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"月底有望突破3美金＄","listText":"月底有望突破3美金＄","text":"月底有望突破3美金＄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489686419563376","repostId":"489531375854080","repostType":1,"repost":{"id":489531375854080,"gmtCreate":1760541726510,"gmtModify":1760541728505,"author":{"id":"3494552104624845","authorId":"3494552104624845","name":"Jarek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494552104624845","authorIdStr":"3494552104624845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$&nbsp;</a> 这波能干到3块不","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$&nbsp;</a> 这波能干到3块不","text":"$嘉楠科技(CAN)$ 这波能干到3块不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489531375854080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489684353306880,"gmtCreate":1760578992703,"gmtModify":1760578995044,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"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）。","listText":"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）。","text":"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）。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489684353306880","repostId":"489567336719112","repostType":1,"repost":{"id":489567336719112,"gmtCreate":1760550801945,"gmtModify":1760550815476,"author":{"id":"1384894451928","authorId":"1384894451928","name":"不试咋知道","avatar":"https://static.tigerbbs.com/3d685b22763f8dc12567b62dac058800","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"1384894451928","authorIdStr":"1384894451928"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$&nbsp;</a>&nbsp; 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","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$&nbsp;</a>&nbsp; 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","text":"$嘉楠科技(CAN)$ 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","images":[{"img":"https://static.tigerbbs.com/1ac8bd446a375341030a14f4eb7252d7","width":"1206","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489567336719112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375511869923608,"gmtCreate":1732708672197,"gmtModify":1732712276631,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"10以下无脑定投，看给多少机会","listText":"10以下无脑定投，看给多少机会","text":"10以下无脑定投，看给多少机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375511869923608","repostId":"1117295280","repostType":2,"repost":{"id":"1117295280","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1732698174,"share":"https://www.laohu8.com/m/news/1117295280?lang=&edition=full","pubTime":"2024-11-27 17:02","market":"us","language":"zh","title":"异动解读 | IREN盘前大涨9.31%,加密货币矿业巨头业绩良好透露发展计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1117295280","media":"异动解读","summary":"上周三盘前交易环节,加密货币矿业公司IREN(Iris Energy Ltd)股价大涨9.31%,引发市场高度关注。\n\nIREN近期公布了截至9月30日季度的业绩报告,报告显示该公司本季度营收达5440万美元,比去年同期3440万美元有明显增长,尽管略低于分析师预期的5560万美元。在面临挖矿网络难度增加和比特币价格波动等挑战下,IREN仍能凭借强劲的运营现金流保持业务增长。\n\n公司此次同时透露了未来的发展计划,到2025年中期将挖矿算力扩大至50 EH/s,并加强其AI云服务业务,以保持创新活力。该战略部署增强了投资者对IREN长期增长潜力的信心,有望为2025年实现利润回馈投资者做铺垫。","content":"<p>上周三盘前交易环节,加密货币矿业公司IREN(Iris Energy Ltd)股价大涨9.31%,引发市场高度关注。</p>\n\n<p>IREN近期公布了截至9月30日季度的业绩报告,报告显示该公司本季度营收达5440万美元,比去年同期3440万美元有明显增长,尽管略低于分析师预期的5560万美元。在面临挖矿网络难度增加和比特币价格波动等挑战下,IREN仍能凭借强劲的运营现金流保持业务增长。</p>\n\n<p>公司此次同时透露了未来的发展计划,到2025年中期将挖矿算力扩大至50 EH/s,并加强其AI云服务业务,以保持创新活力。该战略部署增强了投资者对IREN长期增长潜力的信心,有望为2025年实现利润回馈投资者做铺垫。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | IREN盘前大涨9.31%,加密货币矿业巨头业绩良好透露发展计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | IREN盘前大涨9.31%,加密货币矿业巨头业绩良好透露发展计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-27 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上周三盘前交易环节,加密货币矿业公司IREN(Iris Energy Ltd)股价大涨9.31%,引发市场高度关注。</p>\n\n<p>IREN近期公布了截至9月30日季度的业绩报告,报告显示该公司本季度营收达5440万美元,比去年同期3440万美元有明显增长,尽管略低于分析师预期的5560万美元。在面临挖矿网络难度增加和比特币价格波动等挑战下,IREN仍能凭借强劲的运营现金流保持业务增长。</p>\n\n<p>公司此次同时透露了未来的发展计划,到2025年中期将挖矿算力扩大至50 EH/s,并加强其AI云服务业务,以保持创新活力。该战略部署增强了投资者对IREN长期增长潜力的信心,有望为2025年实现利润回馈投资者做铺垫。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IREN":"IREN Ltd"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117295280","content_text":"上周三盘前交易环节,加密货币矿业公司IREN(Iris Energy 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[害羞]","images":[{"img":"https://static.tigerbbs.com/34a6da66724d78eef64b70b914953de1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319438978859232","isVote":1,"tweetType":1,"viewCount":2636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":318552798339352,"gmtCreate":1718785169846,"gmtModify":1718785173273,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"从高中开始就只买英伟达的显卡，2017加入老虎后一直闭眼定投其股票，最终实现双赢。","listText":"从高中开始就只买英伟达的显卡，2017加入老虎后一直闭眼定投其股票，最终实现双赢。","text":"从高中开始就只买英伟达的显卡，2017加入老虎后一直闭眼定投其股票，最终实现双赢。","images":[{"img":"https://static.tigerbbs.com/cb8ffcb4107157ef02ee7f3d1f31280d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318552798339352","isVote":1,"tweetType":1,"viewCount":5098,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"idStr":"20722186463466","authorIdStr":"20722186463466"},"content":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","text":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","html":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014"},{"author":{"id":"4136746424993540","authorId":"4136746424993540","name":"Jierald","avatar":"https://static.tigerbbs.com/8dc2030c7d58309a8b3b820310e76861","crmLevel":1,"crmLevelSwitch":0,"idStr":"4136746424993540","authorIdStr":"4136746424993540"},"content":"年轻投资选标的真的有种莫名的直觉（这真diao, 这以后一定牛逼）","text":"年轻投资选标的真的有种莫名的直觉（这真diao, 这以后一定牛逼）","html":"年轻投资选标的真的有种莫名的直觉（这真diao, 这以后一定牛逼）"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316098123010288,"gmtCreate":1718198770046,"gmtModify":1718198772323,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"2017年的老虎友有话说: 短线的神操作可以爽一时，但是整个周期走完，你发现啥都赚不到。不要高估自己。","listText":"2017年的老虎友有话说: 短线的神操作可以爽一时，但是整个周期走完，你发现啥都赚不到。不要高估自己。","text":"2017年的老虎友有话说: 短线的神操作可以爽一时，但是整个周期走完，你发现啥都赚不到。不要高估自己。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316098123010288","isVote":1,"tweetType":1,"viewCount":3249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296230390079552,"gmtCreate":1713359616284,"gmtModify":1713359618357,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"比特9万，12万，再看mara股价能到45-55不，急啥","listText":"比特9万，12万，再看mara股价能到45-55不，急啥","text":"比特9万，12万，再看mara股价能到45-55不，急啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296230390079552","repostId":"2428366648","repostType":2,"repost":{"id":"2428366648","kind":"news","pubTimestamp":1713335782,"share":"https://www.laohu8.com/m/news/2428366648?lang=&edition=full","pubTime":"2024-04-17 14:36","market":"hk","language":"zh","title":"比特币减半，或许就在周五！影响的不只是币价","url":"https://stock-news.laohu8.com/highlight/detail?id=2428366648","media":"华尔街见闻","summary":"这对矿商股价不利。","content":"<html><head></head><body><blockquote><p><strong>分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。</strong></p></blockquote><p>价格疲软之际， <a href=\"https://laohu8.com/DIGI/BTC.USD.HKCC\">比特币</a> 或将在本周五迎来诞生十五年来的第四次&#34;减半&#34;。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48faf370c0fc287254d7673bec8f420b\" title=\"\" tg-width=\"1024\" tg-height=\"660\"/></p><p>不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?</p><h2 id=\"id_3673180539\">什么是“减半”? 有何必要?</h2><p>所谓“减半”，就是矿工通过挖矿获得的奖励“减半”。每当比特币区块链产生21万个区块时，比特币区块奖励都会减半。</p><p>目前，在挖矿竞赛中获胜的矿工将获得6.25块比特币的奖励，减半后，奖励将降至3.125块。</p><p>比特币的创造者Satoshi Nakamoto设计比特币时就确定了固定供应量，使其有别于美元等法定货币。根据比特币协议代码中的规则，比特币总量只能有2100万个。比特币专家认为，最后一块比特币预计将在2140年前后被挖出。</p><p>每当矿工成功挖出一个新区块，就会获得一定数量的比特币奖励，这些奖励旨在激励矿工为比特币网络提供算力。</p><p>矿工们就像是比特币网络的守护者，他们不仅要竞争计算资源，还肩负着维护系统稳定运行的重任。每一笔交易都需要经过矿工们的验证确认，只有获得足够多矿工的认可，交易才能最终写入区块链，成为永久的记录。</p><p>比特币初期，矿工只需在笔记本电脑上运行软件节点即可获得比特币。但随着竞争日趋激烈，矿工现在必须使用强大的计算机，耗费大量能源方能保持竞争力。</p><p><strong>比特币的设计初衷之一，就是要成为一种通缩资产，即随着时间推移，其价值会不断增加。因此，为了让比特币成为通缩资产，矿工获得的比特币奖励必须随着时间推移而减少，从而限制比特币的总供应量。</strong></p><p>FOREX.com和City Index全球研究主管Matt Weller在给MarketWatch的评论中表示：</p><blockquote><p>“减半”的主要目的是控制比特币供应，创造通缩的经济环境。通过放缓新比特币的产生速度，假设需求保持稳定或增加，减半有助于维持稀缺性，提升加密货币的价值。</p></blockquote><h2 id=\"id_348185337\">“减半”何时发生?</h2><p>律所Baker Botts的技术合伙人Ali Dhanani表示，没人能确切说出“减半”何时发生，但在比特币区块链的第840000个区块完成后就会发生。</p><p>根据blockchain.com的数据，截至周一晚间，比特币区块链已达到第839400个区块(还在增加)。Dhanani表示，如果平均每10分钟挖出一个区块，这意味着“减半”将在周一晚间后的4.3天发生，<strong>也就是美东时间周五晚上或周六凌晨。</strong></p><p>每挖出210000个区块，矿工完成一个区块获得的奖励就“减半”。</p><p>过去，这平均需要四年左右。第一次减半发生在2012年11月26日，第二次在2016年7月11日，第三次在2020年5月11日。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8e1a939d44108126b62adaacbeeee52\" title=\"\" tg-width=\"1024\" tg-height=\"563\"/></p><p>此外据Weller统计，之前几次“减半”都发生在比特币牛市周期开始前几个月。</p><h2 id=\"id_3185789158\">“减半”如何影响比特币价格?</h2><p>根据历史经验，减半对比特币价格的即时支撑有限。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04b02a1dca641b68a5716cdac5d3049a\" title=\"\" tg-width=\"1024\" tg-height=\"465\"/></p><p>据Weller介绍，理论上，“减半”对比特币价格的影响可能已经反映，因为大致日期已提前知晓。</p><p>但这次出现了新情况——以往比特币创下历史新高后，从未这么快就迎来减半。<strong>分析师认为本次“减半”可能是今年加密市场涨势的推手之一。</strong></p><p>除此以外，美联储暗示2024年降息，以及今年早些时候推出比特币现货ETF均影响了比特币的走势。</p><h2 id=\"id_1600888300\">比特币“减半”，矿商“躺枪”？</h2><p>相较于比特币价格，到目前为止，“减半”似乎对 <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> 等比特币矿商的股价影响更大。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8eab1928221fd594e3f4f0c8ff07be2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Marathon Digital股价今年以来已跌逾36%，截至周一收盘为15.15美元。</p><p>其他矿商股价年初以来也经历了暴跌，包括<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>，2024年以来跌近45%，周一收于8.57美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3fa7f1f8b36e643bedb572a7948ae1b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>这很好理解，“<strong>减半”直接影响了矿工两大收入来源之一的挖矿奖励（另一大来源是交易费），然而，矿工的运营成本，如电费、设备费用等，并不会因为减半而降低。</strong></p><p>这就意味着，如果比特币价格和交易费没有大幅上涨，以抵消奖励“减半”的影响，许多矿工可能会面临盈利困难。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币减半，或许就在周五！影响的不只是币价</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比特币减半，或许就在周五！影响的不只是币价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 14:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712937><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。价格疲软之际， 比特币 或将在本周五迎来诞生十五年来的第四次\"减半\"。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?什么是“减半”? 有何必要?所谓“减半”，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712937\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76545b6ea7eb27730ee55d40b45ce15","relate_stocks":{"CAN":"嘉楠科技","RIOT":"Riot Platforms","MARA":"MARA Holdings","CLSK":"CleanSpark, Inc.","MSTR":"Strategy","COIN":"Coinbase Global, Inc."},"source_url":"https://wallstreetcn.com/articles/3712937","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428366648","content_text":"分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。价格疲软之际， 比特币 或将在本周五迎来诞生十五年来的第四次\"减半\"。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?什么是“减半”? 有何必要?所谓“减半”，就是矿工通过挖矿获得的奖励“减半”。每当比特币区块链产生21万个区块时，比特币区块奖励都会减半。目前，在挖矿竞赛中获胜的矿工将获得6.25块比特币的奖励，减半后，奖励将降至3.125块。比特币的创造者Satoshi Nakamoto设计比特币时就确定了固定供应量，使其有别于美元等法定货币。根据比特币协议代码中的规则，比特币总量只能有2100万个。比特币专家认为，最后一块比特币预计将在2140年前后被挖出。每当矿工成功挖出一个新区块，就会获得一定数量的比特币奖励，这些奖励旨在激励矿工为比特币网络提供算力。矿工们就像是比特币网络的守护者，他们不仅要竞争计算资源，还肩负着维护系统稳定运行的重任。每一笔交易都需要经过矿工们的验证确认，只有获得足够多矿工的认可，交易才能最终写入区块链，成为永久的记录。比特币初期，矿工只需在笔记本电脑上运行软件节点即可获得比特币。但随着竞争日趋激烈，矿工现在必须使用强大的计算机，耗费大量能源方能保持竞争力。比特币的设计初衷之一，就是要成为一种通缩资产，即随着时间推移，其价值会不断增加。因此，为了让比特币成为通缩资产，矿工获得的比特币奖励必须随着时间推移而减少，从而限制比特币的总供应量。FOREX.com和City Index全球研究主管Matt Weller在给MarketWatch的评论中表示：“减半”的主要目的是控制比特币供应，创造通缩的经济环境。通过放缓新比特币的产生速度，假设需求保持稳定或增加，减半有助于维持稀缺性，提升加密货币的价值。“减半”何时发生?律所Baker Botts的技术合伙人Ali Dhanani表示，没人能确切说出“减半”何时发生，但在比特币区块链的第840000个区块完成后就会发生。根据blockchain.com的数据，截至周一晚间，比特币区块链已达到第839400个区块(还在增加)。Dhanani表示，如果平均每10分钟挖出一个区块，这意味着“减半”将在周一晚间后的4.3天发生，也就是美东时间周五晚上或周六凌晨。每挖出210000个区块，矿工完成一个区块获得的奖励就“减半”。过去，这平均需要四年左右。第一次减半发生在2012年11月26日，第二次在2016年7月11日，第三次在2020年5月11日。此外据Weller统计，之前几次“减半”都发生在比特币牛市周期开始前几个月。“减半”如何影响比特币价格?根据历史经验，减半对比特币价格的即时支撑有限。据Weller介绍，理论上，“减半”对比特币价格的影响可能已经反映，因为大致日期已提前知晓。但这次出现了新情况——以往比特币创下历史新高后，从未这么快就迎来减半。分析师认为本次“减半”可能是今年加密市场涨势的推手之一。除此以外，美联储暗示2024年降息，以及今年早些时候推出比特币现货ETF均影响了比特币的走势。比特币“减半”，矿商“躺枪”？相较于比特币价格，到目前为止，“减半”似乎对 Marathon Digital Holdings Inc 等比特币矿商的股价影响更大。Marathon Digital股价今年以来已跌逾36%，截至周一收盘为15.15美元。其他矿商股价年初以来也经历了暴跌，包括Riot Platforms，2024年以来跌近45%，周一收于8.57美元。这很好理解，“减半”直接影响了矿工两大收入来源之一的挖矿奖励（另一大来源是交易费），然而，矿工的运营成本，如电费、设备费用等，并不会因为减半而降低。这就意味着，如果比特币价格和交易费没有大幅上涨，以抵消奖励“减半”的影响，许多矿工可能会面临盈利困难。","news_type":1,"symbols_score_info":{"CAN":1.1,"CLSK":1.1,"COIN":1.1,"MARA":1.1,"MSTR":1.1,"RIOT":1.1}},"isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289564675170368,"gmtCreate":1711701033402,"gmtModify":1711701035240,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"50%的下跌空间？不存在的，短期大底预计在1400左右，随着比特减产，还会冲击一波到2000-2200左右，后面走势无法预测","listText":"50%的下跌空间？不存在的，短期大底预计在1400左右，随着比特减产，还会冲击一波到2000-2200左右，后面走势无法预测","text":"50%的下跌空间？不存在的，短期大底预计在1400左右，随着比特减产，还会冲击一波到2000-2200左右，后面走势无法预测","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289564675170368","repostId":"1104775221","repostType":2,"repost":{"id":"1104775221","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1711679483,"share":"https://www.laohu8.com/m/news/1104775221?lang=&edition=full","pubTime":"2024-03-29 10:31","market":"us","language":"zh","title":"MicroStrategy的股票交易是否比比特币本身更具优势？","url":"https://stock-news.laohu8.com/highlight/detail?id=1104775221","media":"华尔街洞察","summary":"投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.持空头立场，而对比特币持多头立场。Kerrisdale在其X.com上发布消息称，MicroStrategy中隐含的比特币价格超过177,000美元，“这是比特币现货价格的2.6倍，无法辩解”。此外，MicroStrategy并没有提供独特的比特币访问途径，Kerrisdale的分析师表示。总之，分析师表示，在MicroStrategy当前的股价下，比特币每变动10%，将最初导致股票的隐含每股股权价值变动9%。","content":"<p>投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.（纳斯达克股票代码：MSTR）持空头立场，而对比特币（BTC-USD）持多头立场。</p><p style=\"text-align: start;\">这家投资管理公司解释说，加密货币交易经常会失控，MicroStrategy（MSTR）也不例外。Kerrisdale在其X.com上发布消息称，MicroStrategy（MSTR）中隐含的比特币（BTC-USD）价格超过177,000美元，“这是比特币（BTC-USD）现货价格的2.6倍，无法辩解”。</p><p style=\"text-align: start;\">分析师在一份报告中指出，MicroStrategy（MSTR）的股价在最近加密货币价格上涨时飙升，但“正如加密货币领域经常发生的情况一样，事情已经失控”。</p><p style=\"text-align: start;\">此外，MicroStrategy（MSTR）并没有提供独特的比特币（BTC-USD）访问途径，Kerrisdale的分析师表示。像<a href=\"https://laohu8.com/S/EEMA\">iShares</a>比特币信托（IBIT）和Fidelity Wise Origin比特币基金（FBTC）这样的交易所交易产品和基金也提供了低成本的比特币访问途径。</p><p style=\"text-align: start;\">此外，比特币（BTC-USD）占MicroStrategy（MSTR）估值的97%。如果没有比特币，该股票的价值将是其当前股价的60%。</p><p style=\"text-align: start;\">分析师在报告中解释说：“看涨者称赞管理层‘聪明’地使用杠杆，以及从股权销售收益中购买增值比特币（BTC-USD）作为股价应该大幅溢价交易的原因。”但我们发现这种逻辑是有缺陷的。杠杆作用是双向的，虽然MicroStrategy（MSTR）成功地增加了持有的比特币数量，但大规模稀释的影响也使得近年来每股比特币的数量几乎保持不变。股东价值的创造主要是由比特币价格的简单升值驱动的——就像直接拥有比特币一样。</p><p style=\"text-align: start;\">总之，分析师表示，在MicroStrategy（MSTR）当前的股价下，比特币（BTC-USD）每变动10%，将最初导致股票的隐含每股股权价值变动9%。</p><p style=\"text-align: start;\">因此，考虑到当前2.6倍的溢价，一个更符合历史常态的1.3倍溢价将意味着相对于比特币，MicroStrategy（MSTR）有50%的下跌空间。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy的股票交易是否比比特币本身更具优势？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicroStrategy的股票交易是否比比特币本身更具优势？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-03-29 10:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.（纳斯达克股票代码：MSTR）持空头立场，而对比特币（BTC-USD）持多头立场。</p><p style=\"text-align: start;\">这家投资管理公司解释说，加密货币交易经常会失控，MicroStrategy（MSTR）也不例外。Kerrisdale在其X.com上发布消息称，MicroStrategy（MSTR）中隐含的比特币（BTC-USD）价格超过177,000美元，“这是比特币（BTC-USD）现货价格的2.6倍，无法辩解”。</p><p style=\"text-align: start;\">分析师在一份报告中指出，MicroStrategy（MSTR）的股价在最近加密货币价格上涨时飙升，但“正如加密货币领域经常发生的情况一样，事情已经失控”。</p><p style=\"text-align: start;\">此外，MicroStrategy（MSTR）并没有提供独特的比特币（BTC-USD）访问途径，Kerrisdale的分析师表示。像<a href=\"https://laohu8.com/S/EEMA\">iShares</a>比特币信托（IBIT）和Fidelity Wise Origin比特币基金（FBTC）这样的交易所交易产品和基金也提供了低成本的比特币访问途径。</p><p style=\"text-align: start;\">此外，比特币（BTC-USD）占MicroStrategy（MSTR）估值的97%。如果没有比特币，该股票的价值将是其当前股价的60%。</p><p style=\"text-align: start;\">分析师在报告中解释说：“看涨者称赞管理层‘聪明’地使用杠杆，以及从股权销售收益中购买增值比特币（BTC-USD）作为股价应该大幅溢价交易的原因。”但我们发现这种逻辑是有缺陷的。杠杆作用是双向的，虽然MicroStrategy（MSTR）成功地增加了持有的比特币数量，但大规模稀释的影响也使得近年来每股比特币的数量几乎保持不变。股东价值的创造主要是由比特币价格的简单升值驱动的——就像直接拥有比特币一样。</p><p style=\"text-align: start;\">总之，分析师表示，在MicroStrategy（MSTR）当前的股价下，比特币（BTC-USD）每变动10%，将最初导致股票的隐含每股股权价值变动9%。</p><p style=\"text-align: start;\">因此，考虑到当前2.6倍的溢价，一个更符合历史常态的1.3倍溢价将意味着相对于比特币，MicroStrategy（MSTR）有50%的下跌空间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DEFI":"Hashdex Bitcoin ETF","MSTR":"Strategy","IBIT":"iShares Bitcoin Trust ETF","EZBC":"Franklin Bitcoin ETF","BTCW":"WisdomTree Bitcoin Fund","BRRR":"CoinShares Valkyrie Bitcoin Fund","BK4585":"ETF&股票定投概念","GBTC":"Grayscale Bitcoin Trust ETF","CAN":"嘉楠科技","FBTC":"Fidelity Wise Origin Bitcoin Fund","BTCO":"Invesco Galaxy Bitcoin ETF","BITB":"Bitwise Bitcoin ETF","BK4594":"比特币ETF概念","EBON":"亿邦国际","HODL":"VanEck Bitcoin ETF","BK4595":"比特币概念","BITO":"ProShares Bitcoin ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104775221","content_text":"投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.（纳斯达克股票代码：MSTR）持空头立场，而对比特币（BTC-USD）持多头立场。这家投资管理公司解释说，加密货币交易经常会失控，MicroStrategy（MSTR）也不例外。Kerrisdale在其X.com上发布消息称，MicroStrategy（MSTR）中隐含的比特币（BTC-USD）价格超过177,000美元，“这是比特币（BTC-USD）现货价格的2.6倍，无法辩解”。分析师在一份报告中指出，MicroStrategy（MSTR）的股价在最近加密货币价格上涨时飙升，但“正如加密货币领域经常发生的情况一样，事情已经失控”。此外，MicroStrategy（MSTR）并没有提供独特的比特币（BTC-USD）访问途径，Kerrisdale的分析师表示。像iShares比特币信托（IBIT）和Fidelity Wise Origin比特币基金（FBTC）这样的交易所交易产品和基金也提供了低成本的比特币访问途径。此外，比特币（BTC-USD）占MicroStrategy（MSTR）估值的97%。如果没有比特币，该股票的价值将是其当前股价的60%。分析师在报告中解释说：“看涨者称赞管理层‘聪明’地使用杠杆，以及从股权销售收益中购买增值比特币（BTC-USD）作为股价应该大幅溢价交易的原因。”但我们发现这种逻辑是有缺陷的。杠杆作用是双向的，虽然MicroStrategy（MSTR）成功地增加了持有的比特币数量，但大规模稀释的影响也使得近年来每股比特币的数量几乎保持不变。股东价值的创造主要是由比特币价格的简单升值驱动的——就像直接拥有比特币一样。总之，分析师表示，在MicroStrategy（MSTR）当前的股价下，比特币（BTC-USD）每变动10%，将最初导致股票的隐含每股股权价值变动9%。因此，考虑到当前2.6倍的溢价，一个更符合历史常态的1.3倍溢价将意味着相对于比特币，MicroStrategy（MSTR）有50%的下跌空间。","news_type":1,"symbols_score_info":{"BITB":1,"BITO":1,"BRRR":1,"BTCmain":1,"BTCO":1,"BTCW":1,"CAN":1,"DEFI":1,"EBON":1,"EZBC":1,"FBTC":1,"GBTC":1,"HODL":1,"IBIT":1,"MSTR":1.1,"XBTmain":1}},"isVote":1,"tweetType":1,"viewCount":3917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289500766253280,"gmtCreate":1711685535833,"gmtModify":1711685537593,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"Kerrisdale，你这是刀口舔血呀","listText":"Kerrisdale，你这是刀口舔血呀","text":"Kerrisdale，你这是刀口舔血呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289500766253280","repostId":"1151920639","repostType":2,"repost":{"id":"1151920639","kind":"news","pubTimestamp":1711637251,"share":"https://www.laohu8.com/m/news/1151920639?lang=&edition=full","pubTime":"2024-03-28 22:47","market":"us","language":"zh","title":"比特币最大持有者MicroStrategy遭做空，被指严重溢价","url":"https://stock-news.laohu8.com/highlight/detail?id=1151920639","media":"新浪美股","summary":"Kerrisdale Capital称，正在做空因购买比特币而爆火的微策投资(Microstrategy)。","content":"<html><head></head><body><p>周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/049ded4c19f528ed996f4b0843194228\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的股价也随之飙升。但正如数字加密货币领域经常出现的情况一样，事情已经变得失控。</p><p style=\"text-align: start;\">当前，MicroStrategy股票隐含的比特币价格已超过17.7万美元，即比特币现货价格的2.5倍。之前，MicroStrategy股票是获得比特币的一种罕见且独特的方式，但这种日子已经一去不复返了。通过经纪公司、数字加密货币交易所，以及最近的低费用ETP和ETF，比特币现在很容易获得。</p><p style=\"text-align: start;\">在通常提及的MicroStrategy具有吸引力的理由中，没有一个能证明：为同一枚货币支付远高于两倍的价格是合理的。MicroStrategy的交易历史和基本常识表明，当前被夸大的溢价将会缩水。</p><p style=\"text-align: start;\">MicroStrategy将自己标榜为一家比特币开发公司。其稳定但萎靡不振的软件分析业务，仅占该公司总企业价值的3%。MicroStrategy的价值是由其持有的比特币推动的，这些比特币主要是通过债务融资、与股权挂钩的可转换票据和ATM股权发行获得的。看涨人士认为，MicroStrategy管理层“明智地”使用杠杆，以及从股票销售收益中增加比特币购买量，就是其股价应该大幅溢价的理由。</p><p style=\"text-align: start;\">但事实上，这种逻辑是有缺陷的。杠杆的利用是双向的，虽然MicroStrategy成功地增加了比特币的持有量，但大规模稀释的影响，也使得每股代表的比特币数量几乎保持不变，股东价值创造在很大程度上是由简单的比特币价格升值推动的。</p><p style=\"text-align: start;\">而其他被引述导致大幅溢价的原因，如将软件业务的现金流再投资于比特币的能力、没有管理费、流动性和交易便利性等，也都没有太大的说服力。例如，IBIT、FBTC和其他一系列工具提供的流动性和交易便利性，只会在全球范围内不断增加。这些事态发展对比特币来说是个好兆头，但对MicroStrategy的价值和臃肿的资产净值来说是一个长期威胁。</p><p style=\"text-align: start;\">当前，MicroStrategy的股票溢价为2.6倍，非常高。自2021年初以来，有94%的交易日溢价在2.0倍或以下，历史平均值为1.3倍。</p></body></html>","source":"xlmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币最大持有者MicroStrategy遭做空，被指严重溢价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比特币最大持有者MicroStrategy遭做空，被指严重溢价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 22:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bf5626abf87e3fd708e2736dff09237","relate_stocks":{"MSTR":"Strategy"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151920639","content_text":"周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的股价也随之飙升。但正如数字加密货币领域经常出现的情况一样，事情已经变得失控。当前，MicroStrategy股票隐含的比特币价格已超过17.7万美元，即比特币现货价格的2.5倍。之前，MicroStrategy股票是获得比特币的一种罕见且独特的方式，但这种日子已经一去不复返了。通过经纪公司、数字加密货币交易所，以及最近的低费用ETP和ETF，比特币现在很容易获得。在通常提及的MicroStrategy具有吸引力的理由中，没有一个能证明：为同一枚货币支付远高于两倍的价格是合理的。MicroStrategy的交易历史和基本常识表明，当前被夸大的溢价将会缩水。MicroStrategy将自己标榜为一家比特币开发公司。其稳定但萎靡不振的软件分析业务，仅占该公司总企业价值的3%。MicroStrategy的价值是由其持有的比特币推动的，这些比特币主要是通过债务融资、与股权挂钩的可转换票据和ATM股权发行获得的。看涨人士认为，MicroStrategy管理层“明智地”使用杠杆，以及从股票销售收益中增加比特币购买量，就是其股价应该大幅溢价的理由。但事实上，这种逻辑是有缺陷的。杠杆的利用是双向的，虽然MicroStrategy成功地增加了比特币的持有量，但大规模稀释的影响，也使得每股代表的比特币数量几乎保持不变，股东价值创造在很大程度上是由简单的比特币价格升值推动的。而其他被引述导致大幅溢价的原因，如将软件业务的现金流再投资于比特币的能力、没有管理费、流动性和交易便利性等，也都没有太大的说服力。例如，IBIT、FBTC和其他一系列工具提供的流动性和交易便利性，只会在全球范围内不断增加。这些事态发展对比特币来说是个好兆头，但对MicroStrategy的价值和臃肿的资产净值来说是一个长期威胁。当前，MicroStrategy的股票溢价为2.6倍，非常高。自2021年初以来，有94%的交易日溢价在2.0倍或以下，历史平均值为1.3倍。","news_type":1,"symbols_score_info":{"MSTR":1.1}},"isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288008992379080,"gmtCreate":1711343610981,"gmtModify":1711343612748,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"即便高估，谁敢做空？","listText":"即便高估，谁敢做空？","text":"即便高估，谁敢做空？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288008992379080","repostId":"2421541118","repostType":2,"isVote":1,"tweetType":1,"viewCount":3399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286330404815016,"gmtCreate":1710932536671,"gmtModify":1710935855525,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"冲啊","listText":"冲啊","text":"冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286330404815016","repostId":"2420787238","repostType":2,"repost":{"id":"2420787238","kind":"highlight","pubTimestamp":1710889295,"share":"https://www.laohu8.com/m/news/2420787238?lang=&edition=full","pubTime":"2024-03-20 07:01","market":"us","language":"zh","title":"MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚","url":"https://stock-news.laohu8.com/highlight/detail?id=2420787238","media":"环球市场播报","summary":"根据MicroStrategy向美国证券交易委员会提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。","content":"<html><head></head><body><p>根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。</p><p>这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。</p><p>根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。</p><p>过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。</p><p>值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。</p><p>根据中本聪（Satoshi Nakamoto）最初的比特币白皮书，可能开采的比特币总量上限为2100万。这一上限预计将在2140年达到，因为每四年，矿工因向区块链添加新代币而获得的比特币数量将减半。下一次减半事件将于4月举发生，届时奖励将削减至3.125枚比特币。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 07:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/990293563ee9ba53179a5d3ac8cf11d5","relate_stocks":{"MSTR":"Strategy"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2420787238","content_text":"根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。根据中本聪（Satoshi Nakamoto）最初的比特币白皮书，可能开采的比特币总量上限为2100万。这一上限预计将在2140年达到，因为每四年，矿工因向区块链添加新代币而获得的比特币数量将减半。下一次减半事件将于4月举发生，届时奖励将削减至3.125枚比特币。","news_type":1,"symbols_score_info":{"MSTR":1.1}},"isVote":1,"tweetType":1,"viewCount":4043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286110351532264,"gmtCreate":1710869476408,"gmtModify":1710870867986,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"200问题不大","listText":"200问题不大","text":"200问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286110351532264","isVote":1,"tweetType":1,"viewCount":2975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285995243286560,"gmtCreate":1710841371156,"gmtModify":1710841596979,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"回调到13xx，分批建仓吧","listText":"回调到13xx，分批建仓吧","text":"回调到13xx，分批建仓吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285995243286560","isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":318552798339352,"gmtCreate":1718785169846,"gmtModify":1718785173273,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"从高中开始就只买英伟达的显卡，2017加入老虎后一直闭眼定投其股票，最终实现双赢。","listText":"从高中开始就只买英伟达的显卡，2017加入老虎后一直闭眼定投其股票，最终实现双赢。","text":"从高中开始就只买英伟达的显卡，2017加入老虎后一直闭眼定投其股票，最终实现双赢。","images":[{"img":"https://static.tigerbbs.com/cb8ffcb4107157ef02ee7f3d1f31280d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318552798339352","isVote":1,"tweetType":1,"viewCount":5098,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"idStr":"20722186463466","authorIdStr":"20722186463466"},"content":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","text":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014","html":"老师您好，可以加虎妞微信聊聊投资吗？微信：itiger2014"},{"author":{"id":"4136746424993540","authorId":"4136746424993540","name":"Jierald","avatar":"https://static.tigerbbs.com/8dc2030c7d58309a8b3b820310e76861","crmLevel":1,"crmLevelSwitch":0,"idStr":"4136746424993540","authorIdStr":"4136746424993540"},"content":"年轻投资选标的真的有种莫名的直觉（这真diao, 这以后一定牛逼）","text":"年轻投资选标的真的有种莫名的直觉（这真diao, 这以后一定牛逼）","html":"年轻投资选标的真的有种莫名的直觉（这真diao, 这以后一定牛逼）"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":497517497323712,"gmtCreate":1762486960340,"gmtModify":1762486962685,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"在泡沫中刺激经济？可能么","listText":"在泡沫中刺激经济？可能么","text":"在泡沫中刺激经济？可能么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497517497323712","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496820825244368,"gmtCreate":1762316935951,"gmtModify":1762316938264,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"长期利好，扭亏为盈之日即是突破前高之时。","listText":"长期利好，扭亏为盈之日即是突破前高之时。","text":"长期利好，扭亏为盈之日即是突破前高之时。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496820825244368","repostId":"1116311524","repostType":2,"repost":{"id":"1116311524","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1762290311,"share":"https://www.laohu8.com/m/news/1116311524?lang=&edition=full","pubTime":"2025-11-05 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05:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>嘉楠科技宣布获得Brevan Howard、Galaxy Digital及Weiss资产管理的战略投资</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4595":"比特币概念","CAN":"嘉楠科技","BK4600":"加密货币概念","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116311524","content_text":"嘉楠科技宣布获得Brevan Howard、Galaxy Digital及Weiss资产管理的战略投资","news_type":1,"symbols_score_info":{"CAN":1}},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496807386853568,"gmtCreate":1762313593526,"gmtModify":1762314063055,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"真的需要转型AI数据中心了，仅仅依靠挖比特币是不足以支撑营收增长的。","listText":"真的需要转型AI数据中心了，仅仅依靠挖比特币是不足以支撑营收增长的。","text":"真的需要转型AI数据中心了，仅仅依靠挖比特币是不足以支撑营收增长的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496807386853568","repostId":"1129705834","repostType":2,"repost":{"id":"1129705834","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1762266438,"share":"https://www.laohu8.com/m/news/1129705834?lang=&edition=full","pubTime":"2025-11-04 22:27","market":"us","language":"zh","title":"嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施","url":"https://stock-news.laohu8.com/highlight/detail?id=1129705834","media":"美股速递","summary":"嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施","content":"<p>嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施</title>\n<style 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22:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4600":"加密货币概念","CAN":"嘉楠科技","BK4595":"比特币概念","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129705834","content_text":"嘉楠科技：拟将融资净收益用于在北美收购和开发数据中心场地及设施","news_type":1,"symbols_score_info":{"CAN":1}},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496270069908272,"gmtCreate":1762183123186,"gmtModify":1762183125449,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"20亿-30亿美金估值比较合理。","listText":"20亿-30亿美金估值比较合理。","text":"20亿-30亿美金估值比较合理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496270069908272","repostId":"2580429203","repostType":2,"repost":{"id":"2580429203","kind":"news","pubTimestamp":1761938220,"share":"https://www.laohu8.com/m/news/2580429203?lang=&edition=full","pubTime":"2025-11-01 03:17","market":"us","language":"zh","title":"嘉楠科技签署日本 4.5 兆瓦矿机合同，支持电网负载调节","url":"https://stock-news.laohu8.com/highlight/detail?id=2580429203","media":"市场资讯","summary":"（来源：吴说）吴说获悉，嘉楠科技（Canaan Inc.）宣布与日本一家电力工程解决方案商签署 4.5 兆瓦矿机销售合同，将部署 Avalon A1566HA-488T 水冷矿机用于电网负载实时调节与能效优化，该设施由日本一大型地区电力公司主导，预计于 2025 年底投入运营。矿机配备自研智能控制芯片，可通过算法动态调整频率、电压与算力，实现电网波动下的负载平衡。","content":"<html><body><article><p>（来源：吴说）</p><p>吴说获悉，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>（Canaan Inc.）宣布与日本一家电力工程解决方案商签署 4.5 兆瓦矿机销售合同，将部署 Avalon A1566HA-488T 水冷矿机用于电网负载实时调节与能效优化，该设施由日本一大型地区电力公司主导，预计于 2025 年底投入运营。矿机配备自研智能控制芯片，可通过算法动态调整频率、电压与算力，实现电网波动下的负载平衡。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>嘉楠科技签署日本 4.5 兆瓦矿机合同，支持电网负载调节</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n嘉楠科技签署日本 4.5 兆瓦矿机合同，支持电网负载调节\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-01 03:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101032058a6d95b2b&s=b><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（来源：吴说）吴说获悉，嘉楠科技（Canaan Inc.）宣布与日本一家电力工程解决方案商签署 4.5 兆瓦矿机销售合同，将部署 Avalon A1566HA-488T 水冷矿机用于电网负载实时调节与能效优化，该设施由日本一大型地区电力公司主导，预计于 2025 年底投入运营。矿机配备自研智能控制芯片，可通过算法动态调整频率、电压与算力，实现电网波动下的负载平衡。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101032058a6d95b2b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4600":"加密货币概念","CAN":"嘉楠科技","BK4170":"电脑硬件、储存设备及电脑周边","BK4595":"比特币概念","EBON":"亿邦国际","BK4526":"热门中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251101032058a6d95b2b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2580429203","content_text":"（来源：吴说）吴说获悉，嘉楠科技（Canaan Inc.）宣布与日本一家电力工程解决方案商签署 4.5 兆瓦矿机销售合同，将部署 Avalon A1566HA-488T 水冷矿机用于电网负载实时调节与能效优化，该设施由日本一大型地区电力公司主导，预计于 2025 年底投入运营。矿机配备自研智能控制芯片，可通过算法动态调整频率、电压与算力，实现电网波动下的负载平衡。","news_type":1,"symbols_score_info":{"CAN":1.5,"EBON":1.5}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494332948160632,"gmtCreate":1761713246960,"gmtModify":1761713249380,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"跌到1.345附近，应该差不多了吧","listText":"跌到1.345附近，应该差不多了吧","text":"跌到1.345附近，应该差不多了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494332948160632","repostId":"1193513163","repostType":2,"repost":{"id":"1193513163","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1761336248,"share":"https://www.laohu8.com/m/news/1193513163?lang=&edition=full","pubTime":"2025-10-25 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n嘉楠科技提供高达2.7亿美元的美国存托股份代表A类普通股 - SEC备案\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2025-10-25 04:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>嘉楠科技提供高达2.7亿美元的美国存托股份代表A类普通股 - SEC备案</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4595":"比特币概念","BK4526":"热门中概股","CAN":"嘉楠科技","BK4600":"加密货币概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193513163","content_text":"嘉楠科技提供高达2.7亿美元的美国存托股份代表A类普通股 - SEC备案","news_type":1,"symbols_score_info":{"CAN":1}},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493630122221856,"gmtCreate":1761535760688,"gmtModify":1761535804271,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"在下小学生一枚，100%青铜。","listText":"在下小学生一枚，100%青铜。","text":"在下小学生一枚，100%青铜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493630122221856","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489686419563376,"gmtCreate":1760579601773,"gmtModify":1760579604052,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"月底有望突破3美金＄","listText":"月底有望突破3美金＄","text":"月底有望突破3美金＄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489686419563376","repostId":"489531375854080","repostType":1,"repost":{"id":489531375854080,"gmtCreate":1760541726510,"gmtModify":1760541728505,"author":{"id":"3494552104624845","authorId":"3494552104624845","name":"Jarek","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494552104624845","authorIdStr":"3494552104624845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$&nbsp;</a> 这波能干到3块不","listText":"<a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$&nbsp;</a> 这波能干到3块不","text":"$嘉楠科技(CAN)$ 这波能干到3块不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489531375854080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489684353306880,"gmtCreate":1760578992703,"gmtModify":1760578995044,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"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）。","listText":"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）。","text":"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）。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489684353306880","repostId":"489567336719112","repostType":1,"repost":{"id":489567336719112,"gmtCreate":1760550801945,"gmtModify":1760550815476,"author":{"id":"1384894451928","authorId":"1384894451928","name":"不试咋知道","avatar":"https://static.tigerbbs.com/3d685b22763f8dc12567b62dac058800","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"1384894451928","authorIdStr":"1384894451928"},"themes":[],"htmlText":"<a 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所以系好安全带年底再来看吧","images":[{"img":"https://static.tigerbbs.com/1ac8bd446a375341030a14f4eb7252d7","width":"1206","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489567336719112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286110351532264,"gmtCreate":1710869476408,"gmtModify":1710870867986,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"200问题不大","listText":"200问题不大","text":"200问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286110351532264","isVote":1,"tweetType":1,"viewCount":2975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499697360261792,"gmtCreate":1763022025729,"gmtModify":1763022028307,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"那我们可以做一个粗略的估算，按照高盛的估计，每个MW大概价值是$8.5m。我是相信接下来一定会有更高的溢价。所以我们就考虑3种情况：$8.5m，$10m，$15m。","listText":"那我们可以做一个粗略的估算，按照高盛的估计，每个MW大概价值是$8.5m。我是相信接下来一定会有更高的溢价。所以我们就考虑3种情况：$8.5m，$10m，$15m。","text":"那我们可以做一个粗略的估算，按照高盛的估计，每个MW大概价值是$8.5m。我是相信接下来一定会有更高的溢价。所以我们就考虑3种情况：$8.5m，$10m，$15m。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499697360261792","repostId":"499595295961560","repostType":1,"repost":{"id":499595295961560,"gmtCreate":1762996930891,"gmtModify":1762997631316,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"嘉楠科技公布2025年10月比特币产量及挖矿业务更新","htmlText":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 <a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示，\"十月嘉楠科技运营指标稳中有升，已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月，收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升，公司当月依旧产出92枚BTC；月末已部署算力达9.31 EH/s，运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨，截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略，公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点，将闲置天然气转化为清洁、低成本电力用于比特币挖矿，践行可扩展的绿色基础设施愿景；同时发布新一代Avalon® A16系列，首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新（未经审计） 注释：1.指公司资产负债表上持有的比特币总数，包括应收比特币，但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排，如果已部署（定义见下文）的所有矿机达到100%通电运行率，则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新（未经审计） 当前挖矿项目（截至2025年10月31日） 4.指理论上所有已通电矿机（包括可能暂时离线的矿机）运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力（如有）之和。 6.指已交付到每","listText":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 <a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示，\"十月嘉楠科技运营指标稳中有升，已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月，收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升，公司当月依旧产出92枚BTC；月末已部署算力达9.31 EH/s，运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨，截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略，公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点，将闲置天然气转化为清洁、低成本电力用于比特币挖矿，践行可扩展的绿色基础设施愿景；同时发布新一代Avalon® A16系列，首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新（未经审计） 注释：1.指公司资产负债表上持有的比特币总数，包括应收比特币，但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排，如果已部署（定义见下文）的所有矿机达到100%通电运行率，则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新（未经审计） 当前挖矿项目（截至2025年10月31日） 4.指理论上所有已通电矿机（包括可能暂时离线的矿机）运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力（如有）之和。 6.指已交付到每","text":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 $嘉楠科技(CAN)$ 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示，\"十月嘉楠科技运营指标稳中有升，已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月，收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升，公司当月依旧产出92枚BTC；月末已部署算力达9.31 EH/s，运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨，截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略，公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点，将闲置天然气转化为清洁、低成本电力用于比特币挖矿，践行可扩展的绿色基础设施愿景；同时发布新一代Avalon® A16系列，首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新（未经审计） 注释：1.指公司资产负债表上持有的比特币总数，包括应收比特币，但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排，如果已部署（定义见下文）的所有矿机达到100%通电运行率，则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新（未经审计） 当前挖矿项目（截至2025年10月31日） 4.指理论上所有已通电矿机（包括可能暂时离线的矿机）运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力（如有）之和。 6.指已交付到每","images":[{"img":"https://static.tigerbbs.com/80d23c44a6e9ef66862564074d82a834","width":"616","height":"523"},{"img":"https://static.tigerbbs.com/fdbd673b4e694fd262e2d69cce531154","width":"731","height":"180"},{"img":"https://static.tigerbbs.com/0771eff916748ea0fade0d6aa3dca579","width":"1080","height":"339"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499595295961560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375511869923608,"gmtCreate":1732708672197,"gmtModify":1732712276631,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"10以下无脑定投，看给多少机会","listText":"10以下无脑定投，看给多少机会","text":"10以下无脑定投，看给多少机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375511869923608","repostId":"1117295280","repostType":2,"repost":{"id":"1117295280","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1732698174,"share":"https://www.laohu8.com/m/news/1117295280?lang=&edition=full","pubTime":"2024-11-27 17:02","market":"us","language":"zh","title":"异动解读 | IREN盘前大涨9.31%,加密货币矿业巨头业绩良好透露发展计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1117295280","media":"异动解读","summary":"上周三盘前交易环节,加密货币矿业公司IREN(Iris Energy Ltd)股价大涨9.31%,引发市场高度关注。\n\nIREN近期公布了截至9月30日季度的业绩报告,报告显示该公司本季度营收达5440万美元,比去年同期3440万美元有明显增长,尽管略低于分析师预期的5560万美元。在面临挖矿网络难度增加和比特币价格波动等挑战下,IREN仍能凭借强劲的运营现金流保持业务增长。\n\n公司此次同时透露了未来的发展计划,到2025年中期将挖矿算力扩大至50 EH/s,并加强其AI云服务业务,以保持创新活力。该战略部署增强了投资者对IREN长期增长潜力的信心,有望为2025年实现利润回馈投资者做铺垫。","content":"<p>上周三盘前交易环节,加密货币矿业公司IREN(Iris Energy Ltd)股价大涨9.31%,引发市场高度关注。</p>\n\n<p>IREN近期公布了截至9月30日季度的业绩报告,报告显示该公司本季度营收达5440万美元,比去年同期3440万美元有明显增长,尽管略低于分析师预期的5560万美元。在面临挖矿网络难度增加和比特币价格波动等挑战下,IREN仍能凭借强劲的运营现金流保持业务增长。</p>\n\n<p>公司此次同时透露了未来的发展计划,到2025年中期将挖矿算力扩大至50 EH/s,并加强其AI云服务业务,以保持创新活力。该战略部署增强了投资者对IREN长期增长潜力的信心,有望为2025年实现利润回馈投资者做铺垫。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | IREN盘前大涨9.31%,加密货币矿业巨头业绩良好透露发展计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | IREN盘前大涨9.31%,加密货币矿业巨头业绩良好透露发展计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-27 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>上周三盘前交易环节,加密货币矿业公司IREN(Iris Energy Ltd)股价大涨9.31%,引发市场高度关注。</p>\n\n<p>IREN近期公布了截至9月30日季度的业绩报告,报告显示该公司本季度营收达5440万美元,比去年同期3440万美元有明显增长,尽管略低于分析师预期的5560万美元。在面临挖矿网络难度增加和比特币价格波动等挑战下,IREN仍能凭借强劲的运营现金流保持业务增长。</p>\n\n<p>公司此次同时透露了未来的发展计划,到2025年中期将挖矿算力扩大至50 EH/s,并加强其AI云服务业务,以保持创新活力。该战略部署增强了投资者对IREN长期增长潜力的信心,有望为2025年实现利润回馈投资者做铺垫。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IREN":"IREN Ltd"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117295280","content_text":"上周三盘前交易环节,加密货币矿业公司IREN(Iris Energy Ltd)股价大涨9.31%,引发市场高度关注。\nIREN近期公布了截至9月30日季度的业绩报告,报告显示该公司本季度营收达5440万美元,比去年同期3440万美元有明显增长,尽管略低于分析师预期的5560万美元。在面临挖矿网络难度增加和比特币价格波动等挑战下,IREN仍能凭借强劲的运营现金流保持业务增长。\n公司此次同时透露了未来的发展计划,到2025年中期将挖矿算力扩大至50 EH/s,并加强其AI云服务业务,以保持创新活力。该战略部署增强了投资者对IREN长期增长潜力的信心,有望为2025年实现利润回馈投资者做铺垫。","news_type":1,"symbols_score_info":{"IREN":1}},"isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319438978859232,"gmtCreate":1719017964459,"gmtModify":1719017969413,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"还是跟小脑斧有缘啊 [害羞]","listText":"还是跟小脑斧有缘啊 [害羞]","text":"还是跟小脑斧有缘啊 [害羞]","images":[{"img":"https://static.tigerbbs.com/34a6da66724d78eef64b70b914953de1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319438978859232","isVote":1,"tweetType":1,"viewCount":2636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316098123010288,"gmtCreate":1718198770046,"gmtModify":1718198772323,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"2017年的老虎友有话说: 短线的神操作可以爽一时，但是整个周期走完，你发现啥都赚不到。不要高估自己。","listText":"2017年的老虎友有话说: 短线的神操作可以爽一时，但是整个周期走完，你发现啥都赚不到。不要高估自己。","text":"2017年的老虎友有话说: 短线的神操作可以爽一时，但是整个周期走完，你发现啥都赚不到。不要高估自己。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316098123010288","isVote":1,"tweetType":1,"viewCount":3249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296230390079552,"gmtCreate":1713359616284,"gmtModify":1713359618357,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"比特9万，12万，再看mara股价能到45-55不，急啥","listText":"比特9万，12万，再看mara股价能到45-55不，急啥","text":"比特9万，12万，再看mara股价能到45-55不，急啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296230390079552","repostId":"2428366648","repostType":2,"repost":{"id":"2428366648","kind":"news","pubTimestamp":1713335782,"share":"https://www.laohu8.com/m/news/2428366648?lang=&edition=full","pubTime":"2024-04-17 14:36","market":"hk","language":"zh","title":"比特币减半，或许就在周五！影响的不只是币价","url":"https://stock-news.laohu8.com/highlight/detail?id=2428366648","media":"华尔街见闻","summary":"这对矿商股价不利。","content":"<html><head></head><body><blockquote><p><strong>分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。</strong></p></blockquote><p>价格疲软之际， <a href=\"https://laohu8.com/DIGI/BTC.USD.HKCC\">比特币</a> 或将在本周五迎来诞生十五年来的第四次&#34;减半&#34;。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48faf370c0fc287254d7673bec8f420b\" title=\"\" tg-width=\"1024\" tg-height=\"660\"/></p><p>不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?</p><h2 id=\"id_3673180539\">什么是“减半”? 有何必要?</h2><p>所谓“减半”，就是矿工通过挖矿获得的奖励“减半”。每当比特币区块链产生21万个区块时，比特币区块奖励都会减半。</p><p>目前，在挖矿竞赛中获胜的矿工将获得6.25块比特币的奖励，减半后，奖励将降至3.125块。</p><p>比特币的创造者Satoshi Nakamoto设计比特币时就确定了固定供应量，使其有别于美元等法定货币。根据比特币协议代码中的规则，比特币总量只能有2100万个。比特币专家认为，最后一块比特币预计将在2140年前后被挖出。</p><p>每当矿工成功挖出一个新区块，就会获得一定数量的比特币奖励，这些奖励旨在激励矿工为比特币网络提供算力。</p><p>矿工们就像是比特币网络的守护者，他们不仅要竞争计算资源，还肩负着维护系统稳定运行的重任。每一笔交易都需要经过矿工们的验证确认，只有获得足够多矿工的认可，交易才能最终写入区块链，成为永久的记录。</p><p>比特币初期，矿工只需在笔记本电脑上运行软件节点即可获得比特币。但随着竞争日趋激烈，矿工现在必须使用强大的计算机，耗费大量能源方能保持竞争力。</p><p><strong>比特币的设计初衷之一，就是要成为一种通缩资产，即随着时间推移，其价值会不断增加。因此，为了让比特币成为通缩资产，矿工获得的比特币奖励必须随着时间推移而减少，从而限制比特币的总供应量。</strong></p><p>FOREX.com和City Index全球研究主管Matt Weller在给MarketWatch的评论中表示：</p><blockquote><p>“减半”的主要目的是控制比特币供应，创造通缩的经济环境。通过放缓新比特币的产生速度，假设需求保持稳定或增加，减半有助于维持稀缺性，提升加密货币的价值。</p></blockquote><h2 id=\"id_348185337\">“减半”何时发生?</h2><p>律所Baker Botts的技术合伙人Ali Dhanani表示，没人能确切说出“减半”何时发生，但在比特币区块链的第840000个区块完成后就会发生。</p><p>根据blockchain.com的数据，截至周一晚间，比特币区块链已达到第839400个区块(还在增加)。Dhanani表示，如果平均每10分钟挖出一个区块，这意味着“减半”将在周一晚间后的4.3天发生，<strong>也就是美东时间周五晚上或周六凌晨。</strong></p><p>每挖出210000个区块，矿工完成一个区块获得的奖励就“减半”。</p><p>过去，这平均需要四年左右。第一次减半发生在2012年11月26日，第二次在2016年7月11日，第三次在2020年5月11日。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8e1a939d44108126b62adaacbeeee52\" title=\"\" tg-width=\"1024\" tg-height=\"563\"/></p><p>此外据Weller统计，之前几次“减半”都发生在比特币牛市周期开始前几个月。</p><h2 id=\"id_3185789158\">“减半”如何影响比特币价格?</h2><p>根据历史经验，减半对比特币价格的即时支撑有限。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04b02a1dca641b68a5716cdac5d3049a\" title=\"\" tg-width=\"1024\" tg-height=\"465\"/></p><p>据Weller介绍，理论上，“减半”对比特币价格的影响可能已经反映，因为大致日期已提前知晓。</p><p>但这次出现了新情况——以往比特币创下历史新高后，从未这么快就迎来减半。<strong>分析师认为本次“减半”可能是今年加密市场涨势的推手之一。</strong></p><p>除此以外，美联储暗示2024年降息，以及今年早些时候推出比特币现货ETF均影响了比特币的走势。</p><h2 id=\"id_1600888300\">比特币“减半”，矿商“躺枪”？</h2><p>相较于比特币价格，到目前为止，“减半”似乎对 <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> 等比特币矿商的股价影响更大。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8eab1928221fd594e3f4f0c8ff07be2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Marathon Digital股价今年以来已跌逾36%，截至周一收盘为15.15美元。</p><p>其他矿商股价年初以来也经历了暴跌，包括<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>，2024年以来跌近45%，周一收于8.57美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3fa7f1f8b36e643bedb572a7948ae1b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>这很好理解，“<strong>减半”直接影响了矿工两大收入来源之一的挖矿奖励（另一大来源是交易费），然而，矿工的运营成本，如电费、设备费用等，并不会因为减半而降低。</strong></p><p>这就意味着，如果比特币价格和交易费没有大幅上涨，以抵消奖励“减半”的影响，许多矿工可能会面临盈利困难。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币减半，或许就在周五！影响的不只是币价</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比特币减半，或许就在周五！影响的不只是币价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 14:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712937><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。价格疲软之际， 比特币 或将在本周五迎来诞生十五年来的第四次\"减半\"。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?什么是“减半”? 有何必要?所谓“减半”，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712937\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76545b6ea7eb27730ee55d40b45ce15","relate_stocks":{"CAN":"嘉楠科技","RIOT":"Riot Platforms","MARA":"MARA Holdings","CLSK":"CleanSpark, Inc.","MSTR":"Strategy","COIN":"Coinbase Global, Inc."},"source_url":"https://wallstreetcn.com/articles/3712937","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428366648","content_text":"分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。价格疲软之际， 比特币 或将在本周五迎来诞生十五年来的第四次\"减半\"。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?什么是“减半”? 有何必要?所谓“减半”，就是矿工通过挖矿获得的奖励“减半”。每当比特币区块链产生21万个区块时，比特币区块奖励都会减半。目前，在挖矿竞赛中获胜的矿工将获得6.25块比特币的奖励，减半后，奖励将降至3.125块。比特币的创造者Satoshi Nakamoto设计比特币时就确定了固定供应量，使其有别于美元等法定货币。根据比特币协议代码中的规则，比特币总量只能有2100万个。比特币专家认为，最后一块比特币预计将在2140年前后被挖出。每当矿工成功挖出一个新区块，就会获得一定数量的比特币奖励，这些奖励旨在激励矿工为比特币网络提供算力。矿工们就像是比特币网络的守护者，他们不仅要竞争计算资源，还肩负着维护系统稳定运行的重任。每一笔交易都需要经过矿工们的验证确认，只有获得足够多矿工的认可，交易才能最终写入区块链，成为永久的记录。比特币初期，矿工只需在笔记本电脑上运行软件节点即可获得比特币。但随着竞争日趋激烈，矿工现在必须使用强大的计算机，耗费大量能源方能保持竞争力。比特币的设计初衷之一，就是要成为一种通缩资产，即随着时间推移，其价值会不断增加。因此，为了让比特币成为通缩资产，矿工获得的比特币奖励必须随着时间推移而减少，从而限制比特币的总供应量。FOREX.com和City Index全球研究主管Matt Weller在给MarketWatch的评论中表示：“减半”的主要目的是控制比特币供应，创造通缩的经济环境。通过放缓新比特币的产生速度，假设需求保持稳定或增加，减半有助于维持稀缺性，提升加密货币的价值。“减半”何时发生?律所Baker Botts的技术合伙人Ali Dhanani表示，没人能确切说出“减半”何时发生，但在比特币区块链的第840000个区块完成后就会发生。根据blockchain.com的数据，截至周一晚间，比特币区块链已达到第839400个区块(还在增加)。Dhanani表示，如果平均每10分钟挖出一个区块，这意味着“减半”将在周一晚间后的4.3天发生，也就是美东时间周五晚上或周六凌晨。每挖出210000个区块，矿工完成一个区块获得的奖励就“减半”。过去，这平均需要四年左右。第一次减半发生在2012年11月26日，第二次在2016年7月11日，第三次在2020年5月11日。此外据Weller统计，之前几次“减半”都发生在比特币牛市周期开始前几个月。“减半”如何影响比特币价格?根据历史经验，减半对比特币价格的即时支撑有限。据Weller介绍，理论上，“减半”对比特币价格的影响可能已经反映，因为大致日期已提前知晓。但这次出现了新情况——以往比特币创下历史新高后，从未这么快就迎来减半。分析师认为本次“减半”可能是今年加密市场涨势的推手之一。除此以外，美联储暗示2024年降息，以及今年早些时候推出比特币现货ETF均影响了比特币的走势。比特币“减半”，矿商“躺枪”？相较于比特币价格，到目前为止，“减半”似乎对 Marathon Digital Holdings Inc 等比特币矿商的股价影响更大。Marathon Digital股价今年以来已跌逾36%，截至周一收盘为15.15美元。其他矿商股价年初以来也经历了暴跌，包括Riot Platforms，2024年以来跌近45%，周一收于8.57美元。这很好理解，“减半”直接影响了矿工两大收入来源之一的挖矿奖励（另一大来源是交易费），然而，矿工的运营成本，如电费、设备费用等，并不会因为减半而降低。这就意味着，如果比特币价格和交易费没有大幅上涨，以抵消奖励“减半”的影响，许多矿工可能会面临盈利困难。","news_type":1,"symbols_score_info":{"CAN":1.1,"CLSK":1.1,"COIN":1.1,"MARA":1.1,"MSTR":1.1,"RIOT":1.1}},"isVote":1,"tweetType":1,"viewCount":2423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289564675170368,"gmtCreate":1711701033402,"gmtModify":1711701035240,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"50%的下跌空间？不存在的，短期大底预计在1400左右，随着比特减产，还会冲击一波到2000-2200左右，后面走势无法预测","listText":"50%的下跌空间？不存在的，短期大底预计在1400左右，随着比特减产，还会冲击一波到2000-2200左右，后面走势无法预测","text":"50%的下跌空间？不存在的，短期大底预计在1400左右，随着比特减产，还会冲击一波到2000-2200左右，后面走势无法预测","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289564675170368","repostId":"1104775221","repostType":2,"repost":{"id":"1104775221","kind":"news","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1711679483,"share":"https://www.laohu8.com/m/news/1104775221?lang=&edition=full","pubTime":"2024-03-29 10:31","market":"us","language":"zh","title":"MicroStrategy的股票交易是否比比特币本身更具优势？","url":"https://stock-news.laohu8.com/highlight/detail?id=1104775221","media":"华尔街洞察","summary":"投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.持空头立场，而对比特币持多头立场。Kerrisdale在其X.com上发布消息称，MicroStrategy中隐含的比特币价格超过177,000美元，“这是比特币现货价格的2.6倍，无法辩解”。此外，MicroStrategy并没有提供独特的比特币访问途径，Kerrisdale的分析师表示。总之，分析师表示，在MicroStrategy当前的股价下，比特币每变动10%，将最初导致股票的隐含每股股权价值变动9%。","content":"<p>投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.（纳斯达克股票代码：MSTR）持空头立场，而对比特币（BTC-USD）持多头立场。</p><p style=\"text-align: start;\">这家投资管理公司解释说，加密货币交易经常会失控，MicroStrategy（MSTR）也不例外。Kerrisdale在其X.com上发布消息称，MicroStrategy（MSTR）中隐含的比特币（BTC-USD）价格超过177,000美元，“这是比特币（BTC-USD）现货价格的2.6倍，无法辩解”。</p><p style=\"text-align: start;\">分析师在一份报告中指出，MicroStrategy（MSTR）的股价在最近加密货币价格上涨时飙升，但“正如加密货币领域经常发生的情况一样，事情已经失控”。</p><p style=\"text-align: start;\">此外，MicroStrategy（MSTR）并没有提供独特的比特币（BTC-USD）访问途径，Kerrisdale的分析师表示。像<a href=\"https://laohu8.com/S/EEMA\">iShares</a>比特币信托（IBIT）和Fidelity Wise Origin比特币基金（FBTC）这样的交易所交易产品和基金也提供了低成本的比特币访问途径。</p><p style=\"text-align: start;\">此外，比特币（BTC-USD）占MicroStrategy（MSTR）估值的97%。如果没有比特币，该股票的价值将是其当前股价的60%。</p><p style=\"text-align: start;\">分析师在报告中解释说：“看涨者称赞管理层‘聪明’地使用杠杆，以及从股权销售收益中购买增值比特币（BTC-USD）作为股价应该大幅溢价交易的原因。”但我们发现这种逻辑是有缺陷的。杠杆作用是双向的，虽然MicroStrategy（MSTR）成功地增加了持有的比特币数量，但大规模稀释的影响也使得近年来每股比特币的数量几乎保持不变。股东价值的创造主要是由比特币价格的简单升值驱动的——就像直接拥有比特币一样。</p><p style=\"text-align: start;\">总之，分析师表示，在MicroStrategy（MSTR）当前的股价下，比特币（BTC-USD）每变动10%，将最初导致股票的隐含每股股权价值变动9%。</p><p style=\"text-align: start;\">因此，考虑到当前2.6倍的溢价，一个更符合历史常态的1.3倍溢价将意味着相对于比特币，MicroStrategy（MSTR）有50%的下跌空间。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy的股票交易是否比比特币本身更具优势？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicroStrategy的股票交易是否比比特币本身更具优势？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-03-29 10:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.（纳斯达克股票代码：MSTR）持空头立场，而对比特币（BTC-USD）持多头立场。</p><p style=\"text-align: start;\">这家投资管理公司解释说，加密货币交易经常会失控，MicroStrategy（MSTR）也不例外。Kerrisdale在其X.com上发布消息称，MicroStrategy（MSTR）中隐含的比特币（BTC-USD）价格超过177,000美元，“这是比特币（BTC-USD）现货价格的2.6倍，无法辩解”。</p><p style=\"text-align: start;\">分析师在一份报告中指出，MicroStrategy（MSTR）的股价在最近加密货币价格上涨时飙升，但“正如加密货币领域经常发生的情况一样，事情已经失控”。</p><p style=\"text-align: start;\">此外，MicroStrategy（MSTR）并没有提供独特的比特币（BTC-USD）访问途径，Kerrisdale的分析师表示。像<a href=\"https://laohu8.com/S/EEMA\">iShares</a>比特币信托（IBIT）和Fidelity Wise Origin比特币基金（FBTC）这样的交易所交易产品和基金也提供了低成本的比特币访问途径。</p><p style=\"text-align: start;\">此外，比特币（BTC-USD）占MicroStrategy（MSTR）估值的97%。如果没有比特币，该股票的价值将是其当前股价的60%。</p><p style=\"text-align: start;\">分析师在报告中解释说：“看涨者称赞管理层‘聪明’地使用杠杆，以及从股权销售收益中购买增值比特币（BTC-USD）作为股价应该大幅溢价交易的原因。”但我们发现这种逻辑是有缺陷的。杠杆作用是双向的，虽然MicroStrategy（MSTR）成功地增加了持有的比特币数量，但大规模稀释的影响也使得近年来每股比特币的数量几乎保持不变。股东价值的创造主要是由比特币价格的简单升值驱动的——就像直接拥有比特币一样。</p><p style=\"text-align: start;\">总之，分析师表示，在MicroStrategy（MSTR）当前的股价下，比特币（BTC-USD）每变动10%，将最初导致股票的隐含每股股权价值变动9%。</p><p style=\"text-align: start;\">因此，考虑到当前2.6倍的溢价，一个更符合历史常态的1.3倍溢价将意味着相对于比特币，MicroStrategy（MSTR）有50%的下跌空间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DEFI":"Hashdex Bitcoin ETF","MSTR":"Strategy","IBIT":"iShares Bitcoin Trust ETF","EZBC":"Franklin Bitcoin ETF","BTCW":"WisdomTree Bitcoin Fund","BRRR":"CoinShares Valkyrie Bitcoin Fund","BK4585":"ETF&股票定投概念","GBTC":"Grayscale Bitcoin Trust ETF","CAN":"嘉楠科技","FBTC":"Fidelity Wise Origin Bitcoin Fund","BTCO":"Invesco Galaxy Bitcoin ETF","BITB":"Bitwise Bitcoin ETF","BK4594":"比特币ETF概念","EBON":"亿邦国际","HODL":"VanEck Bitcoin ETF","BK4595":"比特币概念","BITO":"ProShares Bitcoin ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104775221","content_text":"投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.（纳斯达克股票代码：MSTR）持空头立场，而对比特币（BTC-USD）持多头立场。这家投资管理公司解释说，加密货币交易经常会失控，MicroStrategy（MSTR）也不例外。Kerrisdale在其X.com上发布消息称，MicroStrategy（MSTR）中隐含的比特币（BTC-USD）价格超过177,000美元，“这是比特币（BTC-USD）现货价格的2.6倍，无法辩解”。分析师在一份报告中指出，MicroStrategy（MSTR）的股价在最近加密货币价格上涨时飙升，但“正如加密货币领域经常发生的情况一样，事情已经失控”。此外，MicroStrategy（MSTR）并没有提供独特的比特币（BTC-USD）访问途径，Kerrisdale的分析师表示。像iShares比特币信托（IBIT）和Fidelity Wise Origin比特币基金（FBTC）这样的交易所交易产品和基金也提供了低成本的比特币访问途径。此外，比特币（BTC-USD）占MicroStrategy（MSTR）估值的97%。如果没有比特币，该股票的价值将是其当前股价的60%。分析师在报告中解释说：“看涨者称赞管理层‘聪明’地使用杠杆，以及从股权销售收益中购买增值比特币（BTC-USD）作为股价应该大幅溢价交易的原因。”但我们发现这种逻辑是有缺陷的。杠杆作用是双向的，虽然MicroStrategy（MSTR）成功地增加了持有的比特币数量，但大规模稀释的影响也使得近年来每股比特币的数量几乎保持不变。股东价值的创造主要是由比特币价格的简单升值驱动的——就像直接拥有比特币一样。总之，分析师表示，在MicroStrategy（MSTR）当前的股价下，比特币（BTC-USD）每变动10%，将最初导致股票的隐含每股股权价值变动9%。因此，考虑到当前2.6倍的溢价，一个更符合历史常态的1.3倍溢价将意味着相对于比特币，MicroStrategy（MSTR）有50%的下跌空间。","news_type":1,"symbols_score_info":{"BITB":1,"BITO":1,"BRRR":1,"BTCmain":1,"BTCO":1,"BTCW":1,"CAN":1,"DEFI":1,"EBON":1,"EZBC":1,"FBTC":1,"GBTC":1,"HODL":1,"IBIT":1,"MSTR":1.1,"XBTmain":1}},"isVote":1,"tweetType":1,"viewCount":3917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289500766253280,"gmtCreate":1711685535833,"gmtModify":1711685537593,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"Kerrisdale，你这是刀口舔血呀","listText":"Kerrisdale，你这是刀口舔血呀","text":"Kerrisdale，你这是刀口舔血呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289500766253280","repostId":"1151920639","repostType":2,"repost":{"id":"1151920639","kind":"news","pubTimestamp":1711637251,"share":"https://www.laohu8.com/m/news/1151920639?lang=&edition=full","pubTime":"2024-03-28 22:47","market":"us","language":"zh","title":"比特币最大持有者MicroStrategy遭做空，被指严重溢价","url":"https://stock-news.laohu8.com/highlight/detail?id=1151920639","media":"新浪美股","summary":"Kerrisdale Capital称，正在做空因购买比特币而爆火的微策投资(Microstrategy)。","content":"<html><head></head><body><p>周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/049ded4c19f528ed996f4b0843194228\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的股价也随之飙升。但正如数字加密货币领域经常出现的情况一样，事情已经变得失控。</p><p style=\"text-align: start;\">当前，MicroStrategy股票隐含的比特币价格已超过17.7万美元，即比特币现货价格的2.5倍。之前，MicroStrategy股票是获得比特币的一种罕见且独特的方式，但这种日子已经一去不复返了。通过经纪公司、数字加密货币交易所，以及最近的低费用ETP和ETF，比特币现在很容易获得。</p><p style=\"text-align: start;\">在通常提及的MicroStrategy具有吸引力的理由中，没有一个能证明：为同一枚货币支付远高于两倍的价格是合理的。MicroStrategy的交易历史和基本常识表明，当前被夸大的溢价将会缩水。</p><p style=\"text-align: start;\">MicroStrategy将自己标榜为一家比特币开发公司。其稳定但萎靡不振的软件分析业务，仅占该公司总企业价值的3%。MicroStrategy的价值是由其持有的比特币推动的，这些比特币主要是通过债务融资、与股权挂钩的可转换票据和ATM股权发行获得的。看涨人士认为，MicroStrategy管理层“明智地”使用杠杆，以及从股票销售收益中增加比特币购买量，就是其股价应该大幅溢价的理由。</p><p style=\"text-align: start;\">但事实上，这种逻辑是有缺陷的。杠杆的利用是双向的，虽然MicroStrategy成功地增加了比特币的持有量，但大规模稀释的影响，也使得每股代表的比特币数量几乎保持不变，股东价值创造在很大程度上是由简单的比特币价格升值推动的。</p><p style=\"text-align: start;\">而其他被引述导致大幅溢价的原因，如将软件业务的现金流再投资于比特币的能力、没有管理费、流动性和交易便利性等，也都没有太大的说服力。例如，IBIT、FBTC和其他一系列工具提供的流动性和交易便利性，只会在全球范围内不断增加。这些事态发展对比特币来说是个好兆头，但对MicroStrategy的价值和臃肿的资产净值来说是一个长期威胁。</p><p style=\"text-align: start;\">当前，MicroStrategy的股票溢价为2.6倍，非常高。自2021年初以来，有94%的交易日溢价在2.0倍或以下，历史平均值为1.3倍。</p></body></html>","source":"xlmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币最大持有者MicroStrategy遭做空，被指严重溢价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比特币最大持有者MicroStrategy遭做空，被指严重溢价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 22:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bf5626abf87e3fd708e2736dff09237","relate_stocks":{"MSTR":"Strategy"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151920639","content_text":"周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的股价也随之飙升。但正如数字加密货币领域经常出现的情况一样，事情已经变得失控。当前，MicroStrategy股票隐含的比特币价格已超过17.7万美元，即比特币现货价格的2.5倍。之前，MicroStrategy股票是获得比特币的一种罕见且独特的方式，但这种日子已经一去不复返了。通过经纪公司、数字加密货币交易所，以及最近的低费用ETP和ETF，比特币现在很容易获得。在通常提及的MicroStrategy具有吸引力的理由中，没有一个能证明：为同一枚货币支付远高于两倍的价格是合理的。MicroStrategy的交易历史和基本常识表明，当前被夸大的溢价将会缩水。MicroStrategy将自己标榜为一家比特币开发公司。其稳定但萎靡不振的软件分析业务，仅占该公司总企业价值的3%。MicroStrategy的价值是由其持有的比特币推动的，这些比特币主要是通过债务融资、与股权挂钩的可转换票据和ATM股权发行获得的。看涨人士认为，MicroStrategy管理层“明智地”使用杠杆，以及从股票销售收益中增加比特币购买量，就是其股价应该大幅溢价的理由。但事实上，这种逻辑是有缺陷的。杠杆的利用是双向的，虽然MicroStrategy成功地增加了比特币的持有量，但大规模稀释的影响，也使得每股代表的比特币数量几乎保持不变，股东价值创造在很大程度上是由简单的比特币价格升值推动的。而其他被引述导致大幅溢价的原因，如将软件业务的现金流再投资于比特币的能力、没有管理费、流动性和交易便利性等，也都没有太大的说服力。例如，IBIT、FBTC和其他一系列工具提供的流动性和交易便利性，只会在全球范围内不断增加。这些事态发展对比特币来说是个好兆头，但对MicroStrategy的价值和臃肿的资产净值来说是一个长期威胁。当前，MicroStrategy的股票溢价为2.6倍，非常高。自2021年初以来，有94%的交易日溢价在2.0倍或以下，历史平均值为1.3倍。","news_type":1,"symbols_score_info":{"MSTR":1.1}},"isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288008992379080,"gmtCreate":1711343610981,"gmtModify":1711343612748,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"即便高估，谁敢做空？","listText":"即便高估，谁敢做空？","text":"即便高估，谁敢做空？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288008992379080","repostId":"2421541118","repostType":2,"isVote":1,"tweetType":1,"viewCount":3399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286330404815016,"gmtCreate":1710932536671,"gmtModify":1710935855525,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"冲啊","listText":"冲啊","text":"冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286330404815016","repostId":"2420787238","repostType":2,"repost":{"id":"2420787238","kind":"highlight","pubTimestamp":1710889295,"share":"https://www.laohu8.com/m/news/2420787238?lang=&edition=full","pubTime":"2024-03-20 07:01","market":"us","language":"zh","title":"MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚","url":"https://stock-news.laohu8.com/highlight/detail?id=2420787238","media":"环球市场播报","summary":"根据MicroStrategy向美国证券交易委员会提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。","content":"<html><head></head><body><p>根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。</p><p>这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。</p><p>根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。</p><p>过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。</p><p>值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。</p><p>根据中本聪（Satoshi Nakamoto）最初的比特币白皮书，可能开采的比特币总量上限为2100万。这一上限预计将在2140年达到，因为每四年，矿工因向区块链添加新代币而获得的比特币数量将减半。下一次减半事件将于4月举发生，届时奖励将削减至3.125枚比特币。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 07:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/990293563ee9ba53179a5d3ac8cf11d5","relate_stocks":{"MSTR":"Strategy"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2420787238","content_text":"根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。根据中本聪（Satoshi Nakamoto）最初的比特币白皮书，可能开采的比特币总量上限为2100万。这一上限预计将在2140年达到，因为每四年，矿工因向区块链添加新代币而获得的比特币数量将减半。下一次减半事件将于4月举发生，届时奖励将削减至3.125枚比特币。","news_type":1,"symbols_score_info":{"MSTR":1.1}},"isVote":1,"tweetType":1,"viewCount":4043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285995243286560,"gmtCreate":1710841371156,"gmtModify":1710841596979,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"回调到13xx，分批建仓吧","listText":"回调到13xx，分批建仓吧","text":"回调到13xx，分批建仓吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285995243286560","isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}