加密货币市场因潜在实力而暂时下跌

过去几周，加密货币市场经历了低迷，比特币（BTC）在过去一个月内下跌了 8% 以上。然而，今年迄今为止，BTC 已上涨 45.4%，凸显了加密货币市场的潜在实力。最近的下跌归因于地缘政治紧张局势和即将到来的比特币减半事件。尽管暂时受挫，但加密货币市场的长期潜力仍然充满希望，特别是在美国证券交易委员会 (SEC) 批准 11 只现货比特币交易所交易基金 (ETF) 的情况下。

Crypto Market Endures Temporary Dip Despite Underlying Resilience

尽管存在潜在弹性，加密货币市场仍经历暂时下跌

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.

加密货币市场在 2023 年第一季度达到前所未有的高度后，最近几周经历了一段整合期。比特币（BTC）在 3 月 14 日飙升至历史新高 73,750 美元，此后经历了大幅回调，目前交易价格低于 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.

过去一个月，比特币下跌了 8.2%。然而，今年迄今为止，它仍保持了 45.4% 的大幅涨幅，展现了世界领先加密货币的持久实力。

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).

加密货币市场仍然是一个具有巨大潜力的领域。自 2023 年开始的涨势一直持续到新的一年，并在美国证券交易委员会 (SEC) 批准 11 只现货比特币交易所交易基金 (ETF) 后于 1 月中旬获得动力。

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.

这一批准标志着加密货币融入主流金融的一个关键里程碑，预计将在未来几年为该行业提供持续支持。

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.

最近的市场低迷被认为是暂时的，主要由两个主要因素驱动。首先，中东伊朗和以色列地缘政治紧张局势升级对市场产生直接影响。

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.

与传统股票市场相比，加密货币由于其持续的全球交易性质，对地缘政治事件表现出即时且往往放大的反应。加密货币的去中心化结构可以对全球事件进行快速调整，交易者可以迅速买卖数字资产以应对不确定性。

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，每四年发生一次的比特币减半事件目前正在进行中。在此活动期间，开采新比特币区块的奖励减半。从历史上看，减半加剧了稀缺性，使矿工越来越难以实现比特币供应的净增长。因此，在供应减少期间，比特币的价值通常会上涨。

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.

尽管当前市场下跌，但加密货币市场仍有望实现长期增长。多种因素的融合，包括美国证券交易委员会对现货比特币 ETF 的批准、机构投资者越来越多地采用加密货币以及潜在的技术进步，凸显了该行业的持久潜力。

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.

对于寻求进入加密货币市场的投资者来说，战略方法是谨慎的。识别能够从加密货币的增长中受益并同时最大限度地降低风险的公司至关重要。

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).

我们的研究确定了四只以加密货币为中心的股票，它们的基本面强劲，2024 年前景光明。这些公司中的每家公司都拥有 Zacks 排名第一（强力买入）或排名第二（买入）的股票。

NVIDIA Corporation (NVDA)

英伟达公司 (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 是半导体行业的主导企业，近年来取得了引人注目的成功。作为图形处理单元 (GPU) 的领先设计商，NVDA 的股票在加密货币市场表现强劲期间往往会飙升。这主要是由于 GPU 在数据中心、人工智能和加密货币挖掘中发挥的关键作用。

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 今年的预期盈利增长率预计将达到令人印象深刻的 84.7%。 Zacks 对本年度盈利的一致预期在过去 60 天里向上修正了 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 提供金融基础设施和技术来促进全球加密货币经济。它为加密领域的消费者提供了一个主要的金融账户，为机构加密资产交易提供了一个具有流动性的市场，并为开发人员构建基于加密的应用程序并安全地接受加密货币作为付款提供了技术和服务。

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 明年的预期盈利增长率估计高达 559.5%。 Zacks 对本年度收益的一致预期在过去 60 天里大幅上调了 141.6%。 Coinbase 目前拥有 Zacks 排名第一。

Robinhood Markets, Inc. (HOOD)

罗宾汉市场公司（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 在美国运营一个金融服务平台。其平台允许用户投资股票、交易所交易基金、期权、黄金和加密货币。 HOOD 通过其 Robinhood Crypto 平台买卖比特币、以太坊、狗狗币和其他加密货币。

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 今年的预期盈利增长率预计将达到 147.5%。 Zacks 对本年度盈利的一致预期在过去 60 天里向上修正了 45%。 Robinhood Markets 目前排名第二。

Interactive Brokers Group, Inc. (IBKR)

盈透证券集团 (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 是一家全球自动化电子经纪商，致力于促进加密货币的执行、处理和交易。其商品期货交易柜台还为客户提供交易加密货币期货的机会。

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.

盈透证券集团预计本年度盈利增长率为12.4%。 Zacks 对本年度收益的普遍预期在过去 60 天里向上修正了 6.4%。 IBKR 目前拥有 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 在美洲作为比特币矿商运营。它拥有并运营主要依靠低碳电力运行的数据中心。 CLSK 的基础设施支持比特币、一种数字商品以及实现财务独立和包容性的工具。

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 今年的预期盈利增长率预计高达 89.2%。 Zacks 对本年度盈利的共识预期在过去 7 天里上调了 41.7%。 CLSK 目前拥有 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.

对于寻求进入加密货币市场的投资者来说，这四家公司提供了接触该行业长期增长潜力的绝佳机会。它们强大的基本面、战略定位以及与不断发展的加密货币格局的一致性使它们值得考虑作为多元化的投资组合。