异动解读 | MARA Holdings澄清比特币储备策略,盘前大涨5.20%

异动解读
Mar 04

MARA Holdings (MARA) 今日盘前股价大幅上涨5.20%,引起了市场的广泛关注。

消息面上,MARA Holdings 投资者关系副总裁 Robert Samuels 发文澄清,公司并无计划出售大部分比特币储备,此前有关公司计划清仓比特币的说法不准确。MARA 仅是扩展了财务策略,允许根据市场条件和资本分配优先级进行灵活买卖,而非意图清算储备。这一澄清缓解了市场对于公司可能大规模抛售比特币的担忧,从而推动了股价上涨。

据悉,MARA 目前持有 53,822 枚比特币,价值约 47 亿美元,是最大的公开交易比特币矿业公司之一。公司此前在向美国证券交易委员会提交的文件中披露,已修订 2026 年数字资产管理策略,允许出售其资产负债表上持有的比特币,但高管强调这属于策略范围的调整,不等于清算。

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