市场对比特币矿企重新定价，不再以挖矿收益为依托，而是聚焦其AI基础设施价值，追踪上市矿企的基金回报远超比特币题材。比特币矿企有现成的电网接入能力，是AI公司“最快获得电力、执行风险最低”的选择，矿企也正在凭借“立即发电”的能力逐步摆脱加密货币周期的束缚。比特币矿企的估值逻辑将发生根本性重构。凭借现成的电网接入能力，这些企业正快速向科技基础设施供应商转型。能够立即为AI数据中心供电成核心优势，正帮助...
Source Link市场对比特币矿企重新定价，不再以挖矿收益为依托，而是聚焦其AI基础设施价值，追踪上市矿企的基金回报远超比特币题材。比特币矿企有现成的电网接入能力，是AI公司“最快获得电力、执行风险最低”的选择，矿企也正在凭借“立即发电”的能力逐步摆脱加密货币周期的束缚。比特币矿企的估值逻辑将发生根本性重构。凭借现成的电网接入能力，这些企业正快速向科技基础设施供应商转型。能够立即为AI数据中心供电成核心优势，正帮助...
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