挖矿仍有利可图?盘点2022年表现最好的8家上市矿企

Odaily星球日报Publicado a 2022-09-11Actualizado a 2022-09-11

Resumen

现在比特币挖矿市场仍在被大型矿企主导,每月收益大约在6亿美元左右。

如果你想在熊市期间进入加密市场,但又对使用加密货币交易所、管理冷钱包这些繁琐的操作感到厌烦,或许可以看看上市矿企。的确,这些上市公司给普通人提供了进入加密市场的机会,且每一家上市公司都受到美国证券交易委员会的监管。

现阶段,一些比特币上市矿企表现似乎并不尽如人意,但如果此时能够看准投资机会,那么当“加密寒冬”过去后,这些公司的股价或许会随着加密资产价值回升而走高。那么,究竟哪些上市矿企最近几个月表现不错呢?

1. 嘉楠科技(Canaan)

嘉楠科技应该是过去几个月时间里表现最好的上市矿企之一,他们在近期熊市中的亏损最少。不仅如此,嘉楠科技二季度财报中的收益数据也非常亮眼,再加上他们在ASIC芯片领域的专业优势,都给其股价带来了有力支撑。

2. Bitfarms Ltd.

Bitfarms Ltd.成立于2017年,目前拥有约5万台矿机,在全球四个国家/地区拥有9座矿场。该公司旗下矿工使用的是成本极低的水力发电,这对于一个因能耗而饱受批评的行业而言难能可贵。此外,Bitfarms还有一支非常专业的软件和创新管理团队,不断推进全球业务扩张,这些都是他们成为目前最值得投资的上市矿企的主要原因。值得一提的是,Bitfarms是今年股价跌幅最小的上市矿企。

3. Riot Blockchain

如果只看数字的话,RiotBlockchain公司的股价最近一直在上涨,此前有报道称该公司8月份开采的比特币数量较去年同期下降了15%,但却没有注意到比7月份有所上升,因此一些市场分析师认为RiotBlockchain公司的潜力尚未被发掘,其股价可能也被低估了。

4. HIVE Blockchain Technologies

与Bitfarms Ltd.一样,HIVE Blockchain Technologies公司也使用绿色能源开采比特币和以太坊,该公司还是第一家上市的加密货币挖矿公司。根据Zacks分析数据,HIVE Blockchain Technologies公司股价目前可能被严重低估,分析师预计将在未来几个月内会有反弹。

5. Hut8 Mining Corp.

在CNN的一次报道中,分析师普遍看好Hut8 Mining Corp.,有4位分析师给出了“买入”评级,1位分析师给出“持有”评级。目前Hut8 Mining Corp.公司股价约为2.09美元,而投资者给出的目标中位价为4.75美元,最高估值为5.00 美元,最低估值为 3.89 美元。

Hut 8 Mining是世界上最大的加密采矿公司之一,根据公司新闻稿披露信息显示,与同行相比,该公司在2022年第一季度显示出强劲的季度表现,当季收入达到5330万美元。

6. Stronghold

Stronghold被认为是目前最被低估的比特币上市矿企之一。随着越来越多挖矿公司致力于用更加环保的方式挖矿,Stronghold正在采取一种创新方法来改变传统挖矿方式,利用从宾夕法尼亚州回收的煤炭垃圾为其运营提供动力。

7. Core Scientific

作为世界上最大的比特币矿业公司,Core Scientific目前专注于业绩增长。

2022年6月,该公司出售了大部分比特币资产用以偿还债务并增加其矿机库存。此外,这家总部位于德克萨斯州奥斯汀的挖矿公司还与B. Riley Principal Capital II签订了价值1亿美元的普通股购买协议。随着Core Scientific不断精简运营,公司流动性将有所改善并持续增长。据悉,接受CNN调查的七位分析师均对该公司股票给出了“买入”评级。

8. Marathon Digital Holdings

Marathon Digital Holdings也是美国最大的比特币挖矿公司之一,该公司与Beowulf Energy合作在蒙大拿州哈丁设立了挖矿设施,这让其有足够的能力全力开采比特币。不过,Marathon Digital Holdings公司股价并未被低估,专家普遍认为其股价将保持长期稳定。

比特币矿企股票常见问题

1、哪家比特币矿企股票最好?

本文介绍的8个比特币矿企股票都有不错的潜力,也都有机会成为较为“靠谱”的投资,其中Hut 8 Mining、Stronghold、HIVE和嘉楠科技的股价目前在投资者眼中都被低估了,由于交易价格较低,因此这些股票给投资者提供了“逢低买入”的机会。但需要注意的是,任何与比特币、加密货币相关的投资(包括投资上市矿企股票和加密ETF)都具有高度投机性,因此风险极高。当然,由于上市公司受到美国证券交易委员会监管,所以与直接投资比特币或其他加密货币相比,固有风险应该相对较小。

2、投资比特币挖矿是否仍有利可图?

专家表示,2022年比特币开采仍有利可图。比特币区块奖励每隔四年就会减半,这意味着随着时间的推移,开采比特币所获得的回报将逐渐减少。2009年,矿工每发现并挖出一个新区块就能赚取50 BTC,但现在只有6.25 BTC,而下一次减半将在2024年发生。不过,即使按照这种速度比特币挖矿还是可以盈利。根据BuyBitCoinWorldwide.com的数据显示,由于矿机的价格从2,000美元到20,000美元不等,现在比特币挖矿市场仍在被大型矿企主导,每月收益大约在6亿美元左右(每天大约可以赚取2000万美元)。所以,现阶段而言,如果个人向从比特币挖矿中赚钱,最佳方式无疑是投资上市矿企股票。

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