比推消息， VanEck 数字资产研究主管 Matthew Sigel 在接受 CNBC 采访时表示，比特币矿业股是加密领域最具吸引力的投资之一。矿企正积极将比特币算力转向服务 AI 市场，但相较于其他数据中心同行，其市值与兆瓦比仍存在较大折价。Sigel 指出，电网经历数十年供应不足后，当前面临多重需求冲击，矿企较早意识到通过转型可获得的资本回报价值。Core Scientific 近期表示计划今年出售其大部分比特币持仓，用于扩展 AI 及高性能计算业务。Riot Platforms CEO Jason Les 也表示，2025 年是公司战略转型的分水岭，通过将近 2 吉瓦的电力资源用于高需求数据中心基础设施来提升股东价值。过去 12 个月，Core Scientific 股价上涨 90%，Riot 上涨 91%，而 MARA Holdings 因更高的挖矿成本和区块产出下降，同期下跌 35%。Sigel 同时提及 VanEck 旗下 NODE ETF 自去年 5 月推出以来上涨超 30%，净资产达 5600 万美元。
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