加密貨幣市場因潛在實力而暫時下跌

過去幾週，加密貨幣市場經歷了低迷，比特幣（BTC）在過去一個月內下跌了 8% 以上。然而，今年迄今為止，BTC 已上漲 45.4%，凸顯了加密貨幣市場的潛在實力。最近的下跌歸因於地緣政治緊張局勢和即將到來的比特幣減半事件。儘管暫時受挫，但加密貨幣市場的長期潛力仍然充滿希望，特別是在美國證券交易委員會 (SEC) 批准 11 只現貨比特幣交易所交易基金 (ETF) 的情況下。

Crypto Market Endures Temporary Dip Despite Underlying Resilience

儘管存在潛在彈性，加密貨幣市場仍經歷暫時下跌

The cryptocurrency market, after reaching unprecedented heights in the first quarter of 2023, has experienced a period of consolidation in recent weeks. Bitcoin (BTC), which soared to an all-time high of $73,750 on March 14th, has since experienced a sharp correction, currently trading below $65,000.

加密貨幣市場在 2023 年第一季達到前所未有的高度後，最近幾週經歷了一段整合期。比特幣（BTC）在 3 月 14 日飆升至歷史新高 73,750 美元，此後經歷了大幅回調，目前交易價格低於 65,000 美元。

Over the past month, Bitcoin has witnessed an 8.2% decline. However, it has maintained a significant 45.4% gain year-to-date, demonstrating the enduring strength of the world's leading cryptocurrency.

過去一個月，比特幣下跌了 8.2%。然而，今年迄今為止，它仍保持了 45.4% 的大幅漲幅，展現了世界領先加密貨幣的持久實力。

The cryptocurrency market remains a sector with immense potential. The rally that commenced in 2023 continued into the new year, gaining momentum in mid-January after the U.S. Securities and Exchange Commission (SEC) approved 11 spot Bitcoin exchange-traded funds (ETFs).

加密貨幣市場仍然是一個具有巨大潛力的領域。自 2023 年開始的漲勢一直持續到新的一年，並在美國證券交易委員會 (SEC) 批准 11 只現貨比特幣交易所交易基金 (ETF) 後於 1 月中旬獲得動力。

This approval marked a pivotal milestone in the integration of cryptocurrencies into mainstream finance and is anticipated to provide sustained support to the sector in the years to come.

這項批准標誌著加密貨幣融入主流金融的關鍵里程碑，預計將在未來幾年為該行業提供持續支持。

The recent market downturn is deemed temporary and is primarily driven by two major factors. Firstly, the geopolitical tensions escalating between Iran and Israel in the Middle East have had an immediate impact on the market.

最近的市場低迷被認為是暫時的，主要由兩個主要因素驅動。首先，中東伊朗和以色列地緣政治緊張局勢升級對市場有直接影響。

Cryptocurrencies, due to their continuous global trading nature, exhibit an immediate and often amplified response to geopolitical events compared to traditional stock markets. The decentralized structure of cryptocurrencies enables rapid adjustments to global events, with traders swiftly buying or selling digital assets in response to uncertainty.

與傳統股票市場相比，加密貨幣由於其持續的全球交易性質，對地緣政治事件表現出即時且往往放大的反應。加密貨幣的去中心化結構可以對全球事件進行快速調整，交易者可以迅速買賣數位資產以應對不確定性。

Additionally, the Bitcoin halving event, occurring once every four years, is currently underway. During this event, the reward for mining new blocks of Bitcoin is halved. Historically, halvings have amplified scarcity, making it progressively challenging for miners to generate a net increase in the supply of Bitcoins. Consequently, Bitcoin's value typically experiences an upswing during these periods of reduced supply.

此外，每四年發生一次的比特幣減半事件目前正在進行中。在此活動期間，開採新比特幣區塊的獎勵減半。從歷史上看，減半加劇了稀缺性，使礦工越來越難以實現比特幣供應的淨增長。因此，在供應減少期間，比特幣的價值通常會上漲。

Despite the current market dip, the cryptocurrency market remains poised for long-term growth. The convergence of factors, including the SEC's approval of spot Bitcoin ETFs, the increasing adoption of cryptocurrencies by institutional investors, and the underlying technological advancements, underscore the sector's enduring potential.

儘管當前市場下跌，但加密貨幣市場仍有望長期成長。多種因素的融合，包括美國證券交易委員會對現貨比特幣 ETF 的批准、機構投資者越來越多地採用加密貨幣以及潛在的技術進步，凸顯了該行業的持久潛力。

For investors seeking exposure to the cryptocurrency market, a strategic approach is prudent. Identifying companies that are positioned to benefit from the growth of cryptocurrencies, while minimizing risk, is paramount.

對於尋求進入加密貨幣市場的投資者來說，策略方法是謹慎的。識別能夠從加密貨幣的成長中受益並同時最大限度地降低風險的公司至關重要。

Our research has identified four crypto-centric stocks with strong fundamentals and promising prospects for 2024. Each of these companies carries either a Zacks Rank #1 (Strong Buy) or #2 (Buy).

我們的研究確定了四隻以加密貨幣為中心的股票，它們的基本面強勁，2024 年前景光明。入）的股票。

NVIDIA Corporation (NVDA)

英偉達公司 (NVDA)

NVDA is a dominant player in the semiconductor industry and has been a notable success story in recent years. As a leading designer of graphic processing units (GPUs), NVDA stock tends to surge during periods of strong cryptocurrency market performance. This is primarily due to the critical role that GPUs play in data centers, artificial intelligence, and the mining of cryptocurrencies.

NVDA 是半導體產業的主導企業，近年來取得了引人注目的成功。作為圖形處理單元 (GPU) 的領先設計商，NVDA 的股票在加密貨幣市場表現強勁期間往往會飆升。這主要是由於 GPU 在資料中心、人工智慧和加密貨幣挖礦中發揮的關鍵作用。

NVIDIA's expected earnings growth rate for the current year is projected at an impressive 84.7%. The Zacks Consensus Estimate for current-year earnings has witnessed a 3.1% upward revision over the past 60 days. Currently, NVDA holds a Zacks Rank #2.

NVIDIA 今年的預期獲利成長率預計將達到令人印象深刻的 84.7%。 Zacks 對本年度盈利的一致預期在過去 60 天裡向上修正了 3.1%。目前，NVDA 排名第二。

Coinbase Global, Inc. (COIN)

Coinbase Global, Inc. (COIN)

COIN provides financial infrastructure and technology to facilitate the global cryptocurrency economy. It offers a main financial account for consumers in the crypto space, a marketplace with liquidity for institutional crypto asset transactions, and technology and services for developers to build crypto-based applications and securely accept cryptocurrencies as payment.

COIN 提供金融基礎設施和技術來促進全球加密貨幣經濟。它為加密領域的消費者提供了一個主要的金融帳戶，為機構加密資產交易提供了一個具有流動性的市場，並為開發人員構建基於加密的應用程式並安全地接受加密貨幣作為付款提供了技術和服務。

Coinbase Global's expected earnings growth rate for next year is estimated at an astounding 559.5%. The Zacks Consensus Estimate for current-year earnings has seen a significant 141.6% upward revision over the past 60 days. Coinbase currently holds a Zacks Rank #1.

Coinbase Global 明年的預期獲利成長率估計高達 559.5%。 Zacks 對本年度收益的一致預期在過去 60 天大幅上調了 141.6%。 Coinbase 目前擁有 Zacks 排名第一。

Robinhood Markets, Inc. (HOOD)

羅賓漢市場公司（HOOD）

HOOD operates a financial services platform in the United States. Its platform allows users to invest in stocks, exchange-traded funds, options, gold, and cryptocurrencies. HOOD buys and sells Bitcoin, Ethereum, Dogecoin, and other cryptocurrencies through its Robinhood Crypto platform.

HOOD 在美國經營一個金融服務平台。其平台允許用戶投資股票、交易所交易基金、選擇權、黃金和加密貨幣。 HOOD 透過其 Robinhood Crypto 平台買賣比特幣、以太幣、狗狗幣和其他加密貨幣。

Robinhood Markets' expected earnings growth rate for the current year is projected at a robust 147.5%. The Zacks Consensus Estimate for current-year earnings has witnessed a 45% upward revision over the past 60 days. Robinhood Markets currently holds a Zacks Rank #2.

Robinhood Markets 今年的預期獲利成長率預計將達到 147.5%。 Zacks 對本年度盈利的一致預期在過去 60 天裡向上修正了 45%。 Robinhood Markets 目前排名第二。

Interactive Brokers Group, Inc. (IBKR)

盈透證券集團 (IBKR)

IBKR is a global automated electronic broker that facilitates the execution, processing, and trading of cryptocurrencies. Its commodities futures trading desk also offers clients the opportunity to trade cryptocurrency futures.

IBKR 是一家全球自動化電子經紀商，致力於促進加密貨幣的執行、處理和交易。其商品期貨交易櫃檯也為顧客提供交易加密貨幣期貨的機會。

Interactive Brokers Group has an expected earnings growth rate of 12.4% for the current year. The Zacks Consensus Estimate for current-year earnings has seen a 6.4% upward revision over the past 60 days. IBKR currently holds a Zacks Rank #1.

盈透證券集團預計本年度獲利成長率為12.4%。 Zacks 對本年度收益的普遍預期在過去 60 天裡向上修正了 6.4%。 IBKR 目前擁有 Zacks 排名第一。

CleanSpark Inc. (CLSK)

CleanSpark 公司 (CLSK)

CLSK operates as a bitcoin miner in the Americas. It owns and operates data centers that primarily run on low-carbon power. CLSK's infrastructure supports Bitcoin, a digital commodity, and a tool for financial independence and inclusion.

CLSK 在美洲以比特幣礦商經營。它擁有並運營主要依靠低碳電力運行的數據中心。 CLSK 的基礎設施支援比特幣、一種數位商品以及實現財務獨立和包容性的工具。

CleanSpark's expected earnings growth rate for the current year is estimated at a strong 89.2%. The Zacks Consensus Estimate for current-year earnings has witnessed a 41.7% upward revision over the past seven days. CLSK currently holds a Zacks Rank #2.

CleanSpark 今年的預期獲利成長率預計高達 89.2%。 Zacks 對本年度獲利的共識預期在過去 7 天上調了 41.7%。 CLSK 目前擁有 Zacks 排名第二。

For investors seeking to navigate the cryptocurrency market, these four companies present compelling opportunities for exposure to the sector's long-term growth potential. Their strong fundamentals, strategic positioning, and alignment with the evolving cryptocurrency landscape make them worthy considerations for a well-diversified portfolio.

對於尋求進入加密貨幣市場的投資者來說，這四家公司提供了接觸該行業長期成長潛力的絕佳機會。它們強大的基本面、策略定位以及與不斷發展的加密貨幣格局的一致性使它們值得考慮作為多元化的投資組合。