4 Bitcoin Miner Stocks Rated Bullish, But This Stock Is The Odd One Out
4 Bitcoin Miner Stocks Rated Bullish, But This Stock Is The Odd One Out
The report highlights a trend of miners diversifying into AI and data center operations. Core Scientific has allocated 382 MW to AI/HPC data centers, securing a $6.7 billion co-hosting contract with CoreWeave. Bitcoin (CRYPTO: BTC) miners are adapting to a new landscape as they seek to optimize operations and diversify revenue streams, according to a recent report from Bernstein analysts.
根据Bernstein分析师的最新报告，比特币（CRYPTO: BTC）矿工正在适应新局势，寻求优化运营和多样化收入来源。
What Happened: The second-quarter "report card" written by lead analyst Gautam Chhugani and team indicates a shifting competitive landscape for major Bitcoin mining companies. Marathon Digital Holdings Inc (NASDAQ:MARA), Core Scientific Inc (NASDAQ:CORZ) and CleanSpark Inc (NASDAQ:CLSK) emerged as the top three Bitcoin producers, with Marathon leading in self-mining and co-hosting scale. CleanSpark and Core Scientific stood out for their realized hash rate and operational efficiency.
报告卡片》中，首席分析师Gautam Chhugani及其团队撰写的第二季度报告显示，主要比特币采矿公司的竞争格局正在发生变化。Marathon Digital Holdings Inc（NASDAQ:MARA），Core Scientific Inc（NASDAQ:CORZ）和CleanSpark Inc（NASDAQ:CLSK）成为前三大比特币生产商，其中Marathon在自我采矿和托管规模方面处于领先地位。CleanSpark和Core Scientific在实现哈希率和运营效率方面脱颖而出。
Riot Platforms (NASDAQ:RIOT) lagged in production despite having the second-largest hash rate. The company is working to improve efficiency by replacing older machines with the latest generation rigs.
尽管拥有第二大哈希率，Riot Platforms（NASDAQ:RIOT）的生产水平仍然落后。该公司正在努力提高效率，通过使用最新一代设备替换旧设备来实现。
The report highlights a trend of miners diversifying into AI and data center operations. Core Scientific has allocated 382 MW to AI/HPC data centers, securing a $6.7 billion co-hosting contract with CoreWeave. Iris Energy Ltd (NASDAQ:IREN) is also exploring AI opportunities, appointing Morgan Stanley to seek deals for its mega sites in Texas.
该报告突出了矿工多样化进入人工智能和数据中心运营的趋势。Core Scientific已将382兆瓦的算力分配给人工智能/高性能计算数据中心，并与CoreWeave签署了一份价值6.7亿美元的托管合同。Iris Energy Ltd（NASDAQ:IREN）也在探索人工智能机会，并任命摩根士丹利寻找其德克萨斯州的大型站点的交易。
"We're seeing a new gold rush, but this time it's split between Bitcoin and AI," said Chhugani. "Miners are hedging their bets and leveraging their infrastructure expertise."
Chhugani表示：“我们正在看到一次新的淘金热，但这次是将比特币和人工智能分开的。矿工正在避险，利用其基础设施专业知识。”
The analysis also revealed varying levels of operational efficiency and profitability among miners. Core Scientific led with the lowest all-in hash cost of $30, while Riot's costs were higher at $50 (adjusted for power credits).
分析还揭示了矿工间运营效率和盈利能力之间不同的水平。Core Scientific的全哈希成本最低，为30美元，而Riot的成本则较高，为50美元（根据电费抵扣后调整）。
Also Read: Bitcoin Could Be At $20,000 In This Market, ETFs Are 'A Godsend,' Analyst Says
此外：比特币可能在这个市场上达到2万美元，ETF是“救星”，分析师称
What's Next: Looking ahead, Bernstein expects mining margins to improve in the fourth quarter as Bitcoin prices potentially rise due to institutional ETF flows.
展望未来，Bernstein预计在第四季度，由于机构ETF资金流入比特币价格可能会上涨，采矿利润率会提高。
The firm maintains Outperform ratings on Riot, CleanSpark, Iris Energy and Core Scientific, while rating Marathon Digital as Market-Perform.
该公司保持对Riot、CleanSpark、Iris Energy和Core Scientific的跑赢市场评级，对Marathon Digital的评级为市场表现。
"The Bitcoin mining sector is evolving rapidly," Chhugani noted. "Those who can adapt to the new playbook will likely outperform in this dynamic market."
Chhugani注意到：“比特币采矿领域正在快速发展。能够适应新规则的人很可能在这个动态市场中跑赢市场。”
These topics and more are likely to be key points of discussion at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
这些话题及更多内容将成为Benzinga即将举行的数字资产未来活动的重要讨论点，时间为11月19日。
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
此内容部分使用人工智能工具生成，并由Benzinga编辑审查和发布。
Photo: Shutterstock
Photo: shutterstock