Northern Data 的战略支点为显着增长和市场上行奠定了基础

根据 Berenberg 最近的分析，Northern Data 向云解决方案和数据中心基础设施的战略转变使该公司实现了显着增长。该投资银行的买入评级和每股 39 欧元的目标股价预计上涨 53.2%，凸显了 Northern Data 多元化业务模式的价值，其中包括比特币挖矿、数据中心基础设施和云计算业务。

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

Northern Data 的战略转变使公司实现显着增长

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.

德国法兰克福 - 据介绍，总部位于法兰克福的著名比特币挖矿和数据中心基础设施提供商 Northern Data AG 的业务模式经历了变革，使公司有望实现大幅增长，股价有望上涨 53.2%受人尊敬的投资银行贝伦贝格 (Berenberg) 的综合研究报告。

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.

这一战略转变是在十天前发生的第四次比特币减半事件之后发生的，导致矿工奖励大幅减少 50%。尽管面临市场挑战，Berenberg 的分析师仍然看好 Northern Data 的前景，认识到该公司对云解决方案和数据中心基础设施的精明转型。

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.

为了利用这一不断增长的市场机会，贝伦贝格开始对 Northern Data 的股票给予买入评级，目标价为每股 39 欧元，较当前市场估值大幅上涨 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 在法兰克福证券交易所上市，股票代码 NB2，旗下拥有三个不同的部门：从事比特币挖矿的 Peak Mining、负责数据中心基础设施的 Ardent Data Centers 以及 NVIDIA 公司在云计算领域的“精英”合作伙伴 Taiga Cloud。 Berenberg 的报告强调了 Taiga Cloud 产品尚未开发的巨大潜力，而市场在很大程度上忽视了这一点。

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 分析师 Gerhard Orgonas 和 Jenna Xu 在给客户的一份研究报告中表示：“我们坚信 Northern Data 在最先进的液体冷却采矿技术方面进行了大量投资，再加上该公司在其业务领域的战略扩张，现有的北达科他州和新收购的德克萨斯州设施将使其能够实现卓越的比特币生产并最大限度地提高采矿盈利能力。”

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 的战略转变恰逢加密货币行业的关键时刻。 Coinshares 最近的一份报告预测，减半后比特币矿商的生产费用将大幅增加，电力和总体生产成本可能会增加一倍。

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.

为了应对这一不断变化的形势，Northern Data 收购了位于宾夕法尼亚州匹兹堡的数据中心，为公司提供了进一步的增长机会。此外，该公司处于有利地位，可以利用其子公司 Ardent Data Centers 取得的进步，特别是在为加密货币挖矿业务量身定制的液体冷却技术方面。

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.

与此同时，整个行业的比特币矿工正在积极升级其基础设施，拥抱人工智能（AI），并为比特币挖矿格局的潜在变化做好准备。 Block Inc. 和 Marathon Digital 等其他知名企业也正在对其运营进行关键的战略调整。

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.

上周，Block Inc. 宣布其 3nm 比特币挖矿芯片已达到生产准备状态。通过这些芯片，Block Inc. 旨在分散其挖矿业务。另一个重要参与者 Marathon Digital 也采取了战略措施，提高了算力目标，并在年底前将挖矿能力提高了一倍。

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.

总之，北方数据向云解决方案和数据中心基础设施的战略转变使该公司成为一个具有巨大增长潜力的引人注目的投资机会。 Berenberg 的买入评级和每股 39 欧元的目标价反映了该银行对 Northern Data 充分利用不断变化的加密货币市场格局并为投资者带来丰厚回报的能力的信心。