9月3日，MARA Holdings盘中上涨8.17%，报11.33美元/股，成交额1.14亿美元。
消息面上，近期加密货币概念股迎来集体拉升行情。比特币自5月中旬以来首次突破8万美元大关后持续走强，带动矿企及加密相关个股普遍上扬。同行业个股中，Circle涨超12%、Strategy涨超9%、BitMine涨超9%，板块联动效应显著。
基本面方面，MARA于8月6日公布二季度财报，每股亏损1.60美元，营收1.749亿美元，均不及市场预期。不过公司7月宣布以最高6亿美元收购德州2吉瓦算力园区项目，持续推进AI与挖矿双轮驱动战略，中长期扩张逻辑仍受市场关注。公司目前持有超过36,000枚BTC，股价对比特币走势敏感度较高。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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