MARA Holdings今日盘中股价大跌5.10%，引发了市场的广泛关注。
消息面上，近期比特币价格持续下跌，已低于挖矿成本，导致矿企挖矿业务陷入亏损。作为上市矿企，MARA Holdings在递交给美国证券交易委员会的文件中透露，计划在2026年出售部分所持有的比特币。此外，受比特币价格下降影响，公司2025年第四季度营收同比下降约6%。
与此同时，整个比特币挖矿行业正面临大洗牌，多家头部矿企开始清仓比特币并转向AI算力服务转型。MARA Holdings也于今年2月底宣布与投资机构Starwood Capital合作，计划将现有矿场基础设施改造为面向人工智能与云计算的大型算力数据中心。市场分析认为，矿企从旧业务向新赛道切换的过程存在不确定性，可能引发了投资者对其短期业绩和转型风险的担忧。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.