CleanSpark, Inc. (CLSK) 今日盘中大涨8.92%，引起了市场的广泛关注。
消息面上，前OpenAI研究员Aschenbrenner管理的规模超130亿美元的基金，于一季度显著增持了CleanSpark等比特币矿企的股票。市场分析认为，其投资逻辑在于，比特币矿企已积累了稀缺的电网接入、已获许可的土地以及数据中心基础设施，在人工智能（AI）算力需求爆发的背景下，这些资产可以快速改造为AI或高性能计算（HPC）托管设施，从而享受更高的毛利率。CleanSpark目前总合同电力容量约1,027兆瓦，公司正积极推进向AI数据中心的转型。
此外，麦格理此前将CleanSpark的目标价从18美元上调至22美元，而FactSet综合的分析师平均目标价也达到20.50美元，均显著高于当前股价水平，为市场情绪提供了进一步的支撑。
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