5月26日，CleanSpark盘中上涨8.42%，报17.32美元/股，成交额2.09亿美元。
消息面上，美股加密货币矿业股全线走强，板块整体表现强劲。同板块中，TeraWulf急升近11%，Cipher Mining大涨近9%，MARA Holdings、IREN及Hut 8均涨逾6%，比特币矿商ETF(WGMI)亦升近6%。
值得关注的是，知名基金Situational Awareness Fund在一季度显著增持CleanSpark等矿企股票，其核心逻辑在于比特币矿企已积累稀缺的电力基础设施资源，可快速改造为AI/HPC数据中心，转向更高毛利的算力托管业务。CleanSpark目前在美国多州运营数据中心，总合同电力容量约1,027兆瓦，正积极推进得州等地AI数据中心建设，从纯挖矿向混合AI算力服务商转型。
（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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