比特币近期价格持续攀升,加密货币概念股随之热炒。尽管如此,矿机商嘉楠科技(CAN)却遭遇业绩亏损和股价回落的窘境。
嘉楠科技2024年第三季度财报显示,虽然收入同比增长121%至7361万美元,但仍录得经营亏损5684万美元、净亏损7558万美元。尽管财务数据略有改善,亏损困扰却一直未解。收入来源的单一性是主因之一,分别占比87%和12%的矿机销售、自营挖矿收入高度依赖波动的比特币价格。
业内人士指出,比特币减半后,矿工奖励减少将增大矿机商的利润压力。行业对高能效产品的需求提高,也将增加嘉楠科技在研发、绿色矿业转型等方面的投入成本。此外,加密货币监管政策、宏观经济环境变化都给矿商业绩带来不确定性。
与此同时,股价表现亦持续低迷。最新股价仅为1.67美元,远低于前期高点,反映市场对公司长期发展前景存疑虑。分析师称,公司应注重提升降本能力、加快新品研发、推进业务多元化,以增强抗风险能力。
当前,比特币暴涨给矿机行业带来了机遇与挑战并存的格局。如何抓住高景气期的窗口期、夯实自身竞争实力,将考验嘉楠科技等矿商的谋篇布局。
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