独家揭秘：两大矿业巨头一年内股价看涨，潜力股翻倍大爆发！——币币情风向标
比特币的狂跌似乎并未击垮矿企，反而在分析师 Stephen Byrd 看来，它们作为 AI 数据中心，正迎来新生。这位 Morgan Stanley 的分析师在上周一展开了对 Terawulf 和 Cipher Mining 的关注，他大胆预测，这两家公司的股价将迎来15%-9%和15%-8%的上涨。Stephen Byrd 认为，矿企的核心竞争力在于电力获取，而 AI 企业为了获得电力资源，甚至愿意支付高额溢价。值得一提的是，AI 业务的盈利能力甚至超越了加密货币挖矿。目前，Terawulf 已与 Google 签署了一份高达51-0兆瓦的电力协议，Cipher Mining 也与 Amazon 等企业达成了类似合作。不过，Stephen Byrd 对 MARA Holdings 的 AI 策略并不看好，给予其低配评级，认为其过于分散。
☁️ 利好：比特币矿企迎来新生，AI 业务发展势头强劲。
⚙️ 利空：MARA Holdings 的 AI 策略不够专注。
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