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
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.
根據Bernstein分析師的最新報告，比特幣（CRYPTO: BTC）礦工正在適應新局勢，尋求優化運營和多樣化收入來源。
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.
報告卡片》中，首席分析師Gautam Chhugani及其團隊撰寫的第二季度報告顯示，主要比特幣採礦公司的競爭格局正在發生變化。Marathon Digital Holdings Inc（NASDAQ:MARA），Core Scientific Inc（NASDAQ:CORZ）和CleanSpark Inc（NASDAQ:CLSK）成爲前三大比特幣生產商，其中Marathon在自我採礦和託管規模方面處於領先地位。CleanSpark和Core Scientific在實現哈希率和運營效率方面脫穎而出。
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.
儘管擁有第二大哈希率，Riot Platforms（NASDAQ:RIOT）的生產水平仍然落後。該公司正在努力提高效率，通過使用最新一代設備替換舊設備來實現。
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.
該報告突出了礦工多樣化進入人工智能和數據中心運營的趨勢。Core Scientific已將382兆瓦的算力分配給人工智能/高性能計算數據中心，並與CoreWeave簽署了一份價值6.7億美元的託管合同。Iris Energy Ltd（NASDAQ:IREN）也在探索人工智能機會，並任命摩根士丹利尋找其德克薩斯州的大型站點的交易。
"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：「我們正在看到一次新的淘金熱，但這次是將比特幣和人工智能分開的。礦工正在避險，利用其基礎設施專業知識。」
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).
分析還揭示了礦工間運營效率和盈利能力之間不同的水平。Core Scientific的全哈希成本最低，爲30美元，而Riot的成本則較高，爲50美元（根據電費抵扣後調整）。
Also Read: Bitcoin Could Be At $20,000 In This Market, ETFs Are 'A Godsend,' Analyst Says
此外：比特幣可能在這個市場上達到2萬美元，ETF是「救星」，分析師稱
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.
展望未來，Bernstein預計在第四季度，由於機構ETF資金流入比特幣價格可能會上漲，採礦利潤率會提高。
The firm maintains Outperform ratings on Riot, CleanSpark, Iris Energy and Core Scientific, while rating Marathon Digital as Market-Perform.
該公司保持對Riot、CleanSpark、Iris Energy和Core Scientific的跑贏市場評級，對Marathon Digital的評級爲市場表現。
"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：「比特幣採礦領域正在快速發展。能夠適應新規則的人很可能在這個動態市場中跑贏市場。」
These topics and more are likely to be key points of discussion at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
這些話題及更多內容將成爲Benzinga即將舉行的數字資產未來活動的重要討論點，時間爲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.
此內容部分使用人工智能工具生成，並由Benzinga編輯審查和發佈。
Photo: Shutterstock
Photo: shutterstock