BiyaPay分析师:比特币矿商股暴涨超700%,AI供电重塑比特币矿商价值链

Blockbeats
Oct 20

BlockBeats 消息,10 月 20 日,比特币矿企的估值逻辑正被重塑:它们不再只是“挖矿公司”,而是“为 AI 发电”的基础设施供应商。10 月 19 日数据显示,追踪上市矿企的基金今年已飙升超 150%,远超比特币 14% 的涨幅;其中 Cipher Mining IREN Ltd 股价今年分别暴涨约 500% 和 700%。投资者正以 AI 数据中心供电潜力重新定价这些企业,美国矿企掌握 6.3 吉瓦在运行产能与 2.5 吉瓦在建项目,成为 AI 公司获取电力的“最快通道”。

在这一趋势下,投资者可通过 BiyaPay 使用 USDT 直接交易美股与港股,参与 Cipher Mining、IREN 等矿企股票行情。BiyaPay 现货与合约交易均支持 USDT 计价,合约 Maker 手续费为零,让投资者低成本布局“算力+AI”新赛道。

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