2024 年適合聰明投資者的頂級比特幣礦業股票

比特幣挖礦是一項由大公司主導的利潤豐厚的企業，由於該行業盈利能力的不斷增強，礦業股票的價值也隨之上漲。這對於尋求進入比特幣市場的散戶投資者來說是一個有吸引力的投資機會。為了幫助做出這個決策，本文探討了前五名的比特幣礦業股票：Riot Platforms、CleanSpark、Marathon Digital、TeraWulf 和 Hut 8 Mining。

Bitcoin Mining Stocks: A Comprehensive Analysis for Prospective Investors

比特幣礦業股票：對潛在投資者的全面分析

Introduction

介紹

Bitcoin mining, the intricate process of verifying and recording transactions on the Bitcoin blockchain, has emerged as a lucrative industry predominantly dominated by large-scale entities operating vast fleets of specialized Bitcoin miners. As Bitcoin's value continues to rise, the profitability of mining increases correspondingly, enhancing the market potential of Bitcoin mining companies. While several notable players in this domain are publicly traded, enabling retail investors to gain exposure to the BTC mining sector and Bitcoin itself, selecting the most promising investment can be a daunting task, particularly for novice investors.

比特幣挖礦是在比特幣區塊鏈上驗證和記錄交易的複雜過程，已成為一個利潤豐厚的產業，主要由營運大量專業比特幣礦機的大型實體主導。隨著比特幣價值的不斷上漲，挖礦的獲利能力也隨之提高，增強了比特幣挖礦公司的市場潛力。雖然該領域的幾家知名企業都是公開交易的，使散戶投資者能夠接觸到BTC 挖礦行業和比特幣本身，但選擇最有前途的投資可能是一項艱鉅的任務，特別是對於新手投資者而言。

Best Bitcoin Mining Stocks for Investment in 2024

2024 年最適合投資的比特幣礦業股票

To assist investors in making informed decisions, this comprehensive guide examines the top Bitcoin mining stocks that are projected to offer favorable returns in 2024.

為了幫助投資者做出明智的決策，這份綜合指南研究了預計在 2024 年提供良好回報的頂級比特幣礦業股票。

1. Riot Platforms: Unwavering Leader in Bitcoin Mining

1. Riot Platforms：比特幣挖礦領域堅定不移的領導者

Riot Platforms (RIOT), formerly known as Riot Blockchain, has solidified its position as a prominent Bitcoin mining company in the United States. Its impressive fleet of over 100,000 ASIC miners, coupled with a proven track record of profitability, underscores its dominance in the industry. Riot is well-positioned to capitalize on the impending Bitcoin halving, an event expected to diminish the supply of new Bitcoins, thereby escalating the demand for mining capacity.

Riot Platforms (RIOT)，以前稱為 Riot Blockchain，鞏固了其作為美國著名比特幣挖礦公司的地位。其令人印象深刻的超過 100,000 台 ASIC 礦機隊伍，加上良好的盈利記錄，凸顯了其在行業中的主導地位。 Riot 處於有利位置，可以利用即將到來的比特幣減半，這一事件預計將減少新比特幣的供應，從而增加對挖礦能力的需求。

In a recent move, the company secured over 66,500 MicroBT's Whatsminer M66S models, an investment of $291 million that is projected to enhance its overall hash rate capacity to 18 EH/s. With additional deals planned for 2024, the company's hash power is poised to reach a remarkable 31 EH/s by the year's end. Reginald Smith Bernstein, an esteemed analyst at JPMorgan, recently upgraded the bank's price target for RIOT, anticipating a stock price surge to $15. This bullish forecast primarily stems from the company's ambitious hash rate expansion plans in 2024.

在最近的一項舉措中，該公司獲得了超過 66,500 個比特微的 Whatsminer M66S 型號，投資額為 2.91 億美元，預計將其整體算力能力提高到 18 EH/s。隨著 2024 年計劃進行更多交易，該公司的算力預計將在年底前達到驚人的 31 EH/s。摩根大通 (JPMorgan) 備受尊敬的分析師雷金納德·史密斯·伯恩斯坦 (Reginald Smith Bernstein) 最近上調了該銀行對 RIOT 的目標股價，預計股價將飆升至 15 美元。這項樂觀預測主要源自於該公司雄心勃勃的 2024 年算力擴張計畫。

2. CleanSpark: Clean Energy Pioneer in Bitcoin Mining

2. CleanSpark：比特幣挖礦清潔能源先鋒

CleanSpark (CLSK), another US-based Bitcoin mining company, distinguishes itself through its unwavering commitment to utilizing renewable energy sources in its operations, thus promoting environmental sustainability. Expanding into regions like Texas and Georgia, CleanSpark has access to abundant renewable energy resources at competitive costs.

CleanSpark (CLSK) 是另一家總部位於美國的比特幣挖礦公司，在營運中堅定不移地致力於利用再生能源，從而促進環境永續發展，從而脫穎而出。 CleanSpark 擴展到德州和喬治亞州等地區，能夠以具有競爭力的成本獲得豐富的再生能源。

In October 2023, the company announced the deployment of 4.4 EH/s of additional computing power by integrating the latest Antminer S21 crypto mining rigs. "The incorporation of the S21 into our mining operations aligns with our commitment to employing the most efficient mining technology," stated Zach Bradford, CleanSpark's CEO, in an official release.

2023 年 10 月，該公司宣布透過整合最新的 Antminer S21 加密礦機，部署 4.4 EH/s 的額外算力。 CleanSpark 執行長 Zach Bradford 在官方新聞稿中表示：“將 S21 納入我們的採礦作業符合我們採用最高效採礦技術的承諾。”

3. Marathon Digital: Epitome of Operational Efficiency in Bitcoin Mining

3. Marathon Digital：比特幣挖礦營運效率的縮影

Marathon Digital (MARA) has earned recognition as one of the most efficient Bitcoin mining companies globally. Its fleet of over 100,000 miners, distributed across nine mining farms, boasts an impressive efficiency of 24.4 J/TH. By prioritizing efficiency, Marathon generates more BTC while minimizing electricity consumption, providing a competitive edge. Its operations are further diversified through investments in other digital assets, including Ethereum and Litecoin.

Marathon Digital (MARA) 被公認為全球最有效率的比特幣挖礦公司之一。其由超過 10 萬名礦工組成的車隊分佈在 9 個礦場，擁有令人印象深刻的 24.4 J/TH 效率。透過優先考慮效率，Marathon 產生更多 BTC，同時最大限度地減少電力消耗，從而提供競爭優勢。透過投資以太坊和萊特幣等其他數位資產，其業務進一步多元化。

As of October 2023, Marathon held a substantial Bitcoin treasury of 16,930 BTC, valued at approximately $1.1 billion at current market rates, making it one of the largest holders of Bitcoin. The company's prolific Bitcoin production, amounting to 10,999 BTC between January 2023 and December 2023, positions it as one of the leading public Bitcoin companies in North America.

截至 2023 年 10 月，Marathon 持有大量 16,930 BTC 的比特幣庫存，以當前市場匯率計算，價值約為 11 億美元，使其成為比特幣最大的持有者之一。該公司在 2023 年 1 月至 2023 年 12 月期間生產了大量比特幣，產量達到 10,999 BTC，使其成為北美領先的比特幣上市公司之一。

4. TeraWulf: Rapidly Ascending Star in Bitcoin Mining

4. TeraWulf：比特幣挖礦領域迅速崛起的新星

TeraWulf (WULF) stands out as a vertically integrated Bitcoin mining company that possesses and operates its own data centers. These facilities currently house approximately 34,000 miners in New York's Lake Mariner facility and 16,000 miners in Pennsylvania. This vertical integration grants the company greater control over its operations and enables it to optimize its efficiency. Additionally, TeraWulf is actively investing in renewable energy projects, further reducing its environmental impact. Notably, the company's zero-carbon energy footprint currently stands at an impressive 95%.

TeraWulf（WULF）是一家垂直整合的比特幣挖礦公司，擁有並經營自己的資料中心。這些設施目前在紐約的 Lake Mariner 設施中容納了大約 34,000 名礦工，在賓州容納了 16,000 名礦工。這種垂直整合使公司能夠更好地控制其運營，並使其能夠優化效率。此外，TeraWulf 也積極投資再生能源項目，進一步減少對環境的影響。值得注意的是，該公司的零碳能源足跡目前達到了令人印象深刻的 95%。

TeraWulf's revenue surged in the final quarter of 2023, rising over 143% to $23 million, up from $9.5 million in the third quarter. In late 2023, the company announced the purchase of 18,500 Antminer S19j XP miners, amounting to a total investment of $75.4 million. Furthermore, the company acquired 4,000 Bitmain S19k Pro miners in February, replacing its aging fleet of 2,000 MinerVa miners.

TeraWulf 的營收在 2023 年最後一個季度激增，從第三季的 950 萬美元成長超過 143% 至 2,300 萬美元。 2023年底，該公司宣布購買18,500台Antminer S19j XP礦機，總投資7,540萬美元。此外，該公司在 2 月收購了 4,000 台 Bitmain S19k Pro 礦機，取代了由 2,000 台 MinerVa 礦機組成的老化機群。

5. Hut 8 Mining: Canadian Bitcoin Miner Expands Electricity Generation

5. Hut 8 Mining：加拿大比特幣礦工擴大發電量

Hut 8 Mining (HUT), a Canadian Bitcoin mining company, operates a fleet exceeding 115,000 ASIC miners. Its robust financial position and high gross margin position it to benefit from the upcoming halving. Hut 8 is also expanding its operations into new territories, such as the United States and Germany.

Hut 8 Mining (HUT) 是一家加拿大比特幣挖礦公司，營運超過 115,000 台 ASIC 礦機。其穩健的財務狀況和高毛利率使其能夠從即將到來的減半中受益。 Hut 8 也將業務擴展到新的地區，例如美國和德國。

In 2024, Hut 8 intends to acquire up to four Canadian power plants fueled by natural gas, with a total capacity of 310 megawatts (MW). The company also plans to acquire a new mining site from Validus Power Corp. These acquisitions align with the company's "infrastructure-first strategy" and provide flexibility ahead of the halving, according to CEO Jaime Leverton.

2024年，Hut 8計畫收購加拿大多達四座天然氣發電廠，總發電量達310兆瓦(MW)。該公司還計劃從 Validus Power Corp 收購一個新礦場。執行長 Jaime Leverton 表示，這些收購符合該公司的“基礎設施優先策略”，並在減半之前提供了靈活性。

Conclusion

結論

The Bitcoin mining industry experienced remarkable growth in 2023, with numerous prominent players doubling in value or more. Companies like Riot Platforms, CleanSpark, Marathon Digital, and others are well-positioned to capitalize on the surge in Bitcoin demand anticipated following the next halving. Investors seeking to engage in BTC mining without the substantial expense of purchasing and maintaining their own mining hardware can explore reputable Bitcoin cloud mining platforms. For a deeper understanding of BTC mining, refer to our guide on the time required to mine a single Bitcoin.

比特幣挖礦產業在 2023 年經歷了顯著成長，許多知名參與者的價值翻了一番甚至更多。 Riot Platforms、CleanSpark、Marathon Digital 等公司處於有利位置，可以利用下一次減半後預期的比特幣需求激增。尋求參與比特幣挖礦而又不想花費大量費用購買和維護自己的挖礦硬體的投資者可以探索信譽良好的比特幣雲端挖礦平台。若要更深入了解 BTC 挖礦，請參閱我們關於挖掘單一比特幣所需時間的指南。