1325 ET - Hut 8在其River Bend网站的新人工智能和高性能计算交易标志着公司战略的重大转变,Benchmark的Mark Palmer表示,这一变化使公司从以加密货币为中心的电力拥有者转变为更广泛的数字基础设施平台。Palmer指出,该协议因其强大的经济效益、长期的现金流支持以及Anthropic、Fluidstack和Google的参与而尤为突出。Benchmark对这一第一阶段的估值约为76亿美元,并将HUT的目标股价从78美元上调至85美元,这得益于River Bend的租约、未来最多可扩展1000兆瓦的潜力、Hut 8在American Bitcoin Corp的股份以及其自身的比特币持有量。Hut 8股价飙升17%,报51.86美元。
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