Northern Data 的策略支點為顯著成長和市場上行奠定了基礎

根據 Berenberg 最近的分析，Northern Data 向雲端解決方案和資料中心基礎設施的策略轉變使該公司實現了顯著成長。該投資銀行的買入評級和每股 39 歐元的目標股價預計將上漲 53.2%，凸顯了 Northern Data 多元化業務模式的價值，其中包括比特幣挖礦、資料中心基礎設施和雲端運算業務。

Northern Data's Strategic Shift Positions the Company for Significant Growth

Northern Data 的策略轉變使公司顯著成長

Frankfurt, Germany - Northern Data AG, the renowned Bitcoin mining and data center infrastructure provider headquartered in Frankfurt, has undergone a transformative shift in its business model, positioning the company for substantial growth and a potential 53.2% upside in its stock price, according to a comprehensive research report by the esteemed investment bank Berenberg.

德國法蘭克福 - 據介紹，總部位於法蘭克福的著名比特幣挖礦和數據中心基礎設施提供商 Northern Data AG 的業務模式經歷了變革，使公司有望實現大幅增長，股價有望上漲 53.2%受人尊敬的投資銀行貝倫貝格(Berenberg) 的綜合研究報告。

This strategic shift comes in the wake of the fourth Bitcoin halving event that occurred a mere ten days prior, resulting in a substantial 50% reduction in miner rewards. Despite this market challenge, Berenberg's analysts remain bullish on Northern Data's prospects, recognizing the company's astute pivot towards cloud solutions and data center infrastructure.

這項策略轉變是在十天前發生的第四次比特幣減半事件之後發生的，導致礦工獎勵大幅減少 50%。儘管面臨市場挑戰，Berenberg 的分析師仍然看好 Northern Data 的前景，並認識到該公司對雲端解決方案和資料中心基礎設施的精明轉型。

To capitalize on this growing market opportunity, Berenberg has initiated coverage of Northern Data's stock with a Buy rating and a target price of 39 euros per share, representing a significant 53.2% upside from its current market valuation.

為了利用這一不斷增長的市場機會，貝倫貝格開始對 Northern Data 的股票給予買入評級，目標價為每股 39 歐元，較當前市場估值大幅上漲 53.2%。

Listed on the Frankfurt Stock Exchange under the ticker code NB2, Northern Data operates under three distinct divisions: Peak Mining for Bitcoin mining, Ardent Data Centers for data center infrastructure, and Taiga Cloud, an "Elite" partner of NVIDIA Corp for cloud computing. Berenberg's report highlights the significant untapped potential of Taiga Cloud's offerings, which the market has largely overlooked.

Northern Data 在法蘭克福證券交易所上市，股票代碼NB2，旗下擁有三個不同的部門：從事比特幣挖礦的Peak Mining、負責數據中心基礎設施的Ardent Data Centers 以及NVIDIA 公司在雲端運算領域的“精英”合作夥伴Taiga Cloud。 Berenberg 的報告強調了 Taiga Cloud 產品尚未開發的巨大潛力，而市場在很大程度上忽略了這一點。

In a research note to clients, Berenberg analysts Gerhard Orgonas and Jenna Xu stated, "We firmly believe that the substantial investments Northern Data has made in state-of-the-art liquid-cooling mining technology, coupled with the company's strategic expansion at its existing North Dakota and newly acquired Texas facilities, will enable it to achieve exceptional Bitcoin production and maximize mining profitability."

Berenberg 分析師Gerhard Orgonas 和Jenna Xu 在給客戶的研究報告中表示：「我們堅信Northern Data 在最先進的液體冷卻採礦技術方面進行了大量投資，再加上該公司在其業務領域的戰略擴張，現有的北達科他州和新收購的德克薩斯州設施將使其能夠實現卓越的比特幣生產並最大限度地提高採礦盈利能力。

Northern Data's strategic shift aligns with a pivotal moment in the cryptocurrency sector. A recent report by Coinshares predicts a substantial increase in production expenses for Bitcoin miners following the halving, with electricity and overall production costs potentially doubling.

Northern Data 的策略轉變恰逢加密貨幣產業的關鍵時刻。 Coinshares 最近的一份報告預測，減半後比特幣礦商的生產費用將大幅增加，電力和整體生產成本可能會增加一倍。

To navigate this evolving landscape, Northern Data has acquired a data center in Pittsburgh, Pennsylvania, providing the company with further growth opportunities. Additionally, the company is well-positioned to leverage advancements made by its subsidiary, Ardent Data Centers, particularly in liquid-cooling technology tailored for cryptocurrency mining operations.

為了應對這一不斷變化的形勢，Northern Data 收購了位於賓州匹茲堡的資料中心，為公司提供了進一步的成長機會。此外，該公司處於有利地位，可以利用其子公司 Ardent Data Centers 的進步，特別是在為加密貨幣挖礦業務量身定制的液體冷卻技術方面。

Meanwhile, Bitcoin miners across the industry are actively upgrading their infrastructure, embracing artificial intelligence (AI), and preparing for potential changes in the Bitcoin mining landscape. Other prominent players such as Block Inc. and Marathon Digital are also implementing key strategic adjustments to their operations.

同時，整個產業的比特幣礦工正在積極升級其基礎設施，擁抱人工智慧（AI），並為比特幣挖礦格局的潛在變化做好準備。 Block Inc. 和 Marathon Digital 等其他知名企業也正在對其營運進行關鍵的策略調整。

Last week, Block Inc. announced that its 3nm Bitcoin mining chips have reached production readiness. Through these chips, Block Inc. aims to decentralize its mining operations. Marathon Digital, another significant player, has also taken strategic steps by raising its hashrate target and doubling its mining capacity by year-end.

上週，Block Inc. 宣布其 3nm 比特幣挖礦晶片已達到生產準備狀態。透過這些晶片，Block Inc. 旨在分散其挖礦業務。另一個重要參與者 Marathon Digital 也採取了策略措施，提高了算力目標，並在年底前將挖礦能力提高了一倍。

In conclusion, Northern Data's strategic shift towards cloud solutions and data center infrastructure has positioned the company as a compelling investment opportunity with significant growth potential. Berenberg's Buy rating and target price of 39 euros per share reflect the bank's confidence in Northern Data's ability to capitalize on the evolving cryptocurrency market landscape and deliver substantial returns for investors.

總之，北方數據向雲端解決方案和數據中心基礎設施的策略轉變使該公司成為一個具有巨大成長潛力的引人注目的投資機會。 Berenberg 的買入評級和每股 39 歐元的目標價反映了該銀行對 Northern Data 充分利用不斷變化的加密貨幣市場格局並為投資者帶來豐厚回報的能力的信心。