分析,多隻比特幣礦企股價逆勢走強,空頭回補與電力優勢成關鍵驅動
Feb 25, 2026 20:35:50
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ChainCatcher 消息,据 CoinDesk 報導,雖然比特幣價格本月下跌近 17%,但多隻比特幣礦企的股價卻逆勢走強,比如 TeraWulf 股價本月累計上漲 31%、Cipher Mining 上漲 8%;Hut 8 上漲 6%;Core Scientific 基本持平。
分析認為,比特幣礦企目前是對沖基金做空比例較高的標的之一,若基本面改善,可能觸發空頭回補行情,這些公司已鎖定長期且具吸引力的電力合同,在能源成本端具備結構性優勢,戰略價值不止於單純的比特幣挖礦業務,資本正流向"結構性贏家",而傳統礦企或面臨被邊緣化風險。
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