2024 年适合聪明投资者的顶级比特币矿业股票

比特币挖矿是一项由大公司主导的利润丰厚的企业，由于该行业盈利能力的不断增强，矿业股票的价值也随之上涨。这对于寻求进入比特币市场的散户投资者来说是一个有吸引力的投资机会。为了帮助做出这一决策，本文探讨了排名前五的比特币矿业股票：Riot Platforms、CleanSpark、Marathon Digital、TeraWulf 和 Hut 8 Mining。

Bitcoin Mining Stocks: A Comprehensive Analysis for Prospective Investors

比特币矿业股票：对潜在投资者的综合分析

Introduction

介绍

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.

比特币挖矿是在比特币区块链上验证和记录交易的复杂过程，已成为一个利润丰厚的行业，主要由运营大量专业比特币矿机的大型实体主导。随着比特币价值的不断上涨，挖矿的盈利能力也相应提高，增强了比特币挖矿公司的市场潜力。虽然该领域的几家知名企业都是公开交易的，使散户投资者能够接触到 BTC 挖矿行业和比特币本身，但选择最有前途的投资可能是一项艰巨的任务，特别是对于新手投资者而言。

Best Bitcoin Mining Stocks for Investment in 2024

2024 年最适合投资的比特币矿业股票

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.

为了帮助投资者做出明智的决策，这份综合指南研究了预计在 2024 年提供良好回报的顶级比特币矿业股票。

1. Riot Platforms: Unwavering Leader in Bitcoin Mining

1. Riot Platforms：比特币挖矿领域坚定不移的领导者

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)，以前称为 Riot Blockchain，巩固了其作为美国著名比特币挖矿公司的地位。其令人印象深刻的超过 100,000 台 ASIC 矿机队伍，加上良好的盈利记录，凸显了其在行业中的主导地位。 Riot 处于有利位置，可以利用即将到来的比特币减半，这一事件预计将减少新比特币的供应，从而增加对挖矿能力的需求。

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.

在最近的一项举措中，该公司获得了超过 66,500 个比特微的 Whatsminer M66S 型号，投资额为 2.91 亿美元，预计将其整体算力能力提高到 18 EH/s。随着 2024 年计划进行更多交易，该公司的算力有望在年底前达到惊人的 31 EH/s。摩根大通 (JPMorgan) 备受尊敬的分析师雷金纳德·史密斯·伯恩斯坦 (Reginald Smith Bernstein) 最近上调了该银行对 RIOT 的目标股价，预计股价将飙升至 15 美元。这一乐观预测主要源于该公司雄心勃勃的 2024 年算力扩张计划。

2. CleanSpark: Clean Energy Pioneer in Bitcoin Mining

2. CleanSpark：比特币挖矿清洁能源先锋

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) 是另一家总部位于美国的比特币挖矿公司，其在运营中坚定不移地致力于利用可再生能源，从而促进环境可持续发展，从而脱颖而出。 CleanSpark 扩展到德克萨斯州和乔治亚州等地区，能够以具有竞争力的成本获得丰富的可再生能源。

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，该公司宣布通过集成最新的 Antminer S21 加密矿机，部署 4.4 EH/s 的额外算力。 CleanSpark 首席执行官扎克·布拉德福德 (Zach Bradford) 在一份官方新闻稿中表示：“将 S21 纳入我们的采矿作业符合我们采用最高效采矿技术的承诺。”

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

3. Marathon Digital：比特币挖矿运营效率的缩影

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) 被公认为全球最高效的比特币挖矿公司之一。其由超过 100,000 名矿工组成的车队分布在 9 个矿场，拥有令人印象深刻的 24.4 J/TH 效率。通过优先考虑效率，Marathon 产生更多 BTC，同时最大限度地减少电力消耗，从而提供竞争优势。通过投资以太坊和莱特币等其他数字资产，其业务进一步多元化。

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 的比特币库存，按当前市场汇率计算，价值约为 11 亿美元，使其成为比特币最大的持有者之一。该公司在 2023 年 1 月至 2023 年 12 月期间生产了大量比特币，产量达到 10,999 BTC，使其成为北美领先的比特币上市公司之一。

4. TeraWulf: Rapidly Ascending Star in Bitcoin Mining

4. TeraWulf：比特币挖矿领域迅速崛起的新星

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币挖矿公司，拥有并运营自己的数据中心。这些设施目前在纽约的 Lake Mariner 设施中容纳了大约 34,000 名矿工，在宾夕法尼亚州容纳了 16,000 名矿工。这种垂直整合使公司能够更好地控制其运营，并使其能够优化效率。此外，TeraWulf 还积极投资可再生能源项目，进一步减少其对环境的影响。值得注意的是，该公司的零碳能源足迹目前达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 的收入在 2023 年最后一个季度激增，从第三季度的 950 万美元增长超过 143% 至 2300 万美元。 2023年底，该公司宣布购买18,500台Antminer S19j XP矿机，总投资7540万美元。此外，该公司在 2 月份收购了 4,000 台 Bitmain S19k Pro 矿机，取代了由 2,000 台 MinerVa 矿机组成的老化机群。

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

5. Hut 8 Mining：加拿大比特币矿工扩大发电量

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) 是一家加拿大比特币挖矿公司，运营着超过 115,000 台 ASIC 矿机。其稳健的财务状况和高毛利率使其能够从即将到来的减半中受益。 Hut 8 还将其业务扩展到新的地区，例如美国和德国。

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.

到2024年，Hut 8计划收购加拿大多达四座天然气发电厂，总发电量达310兆瓦(MW)。该公司还计划从 Validus Power Corp 收购一个新矿场。首席执行官 Jaime Leverton 表示，这些收购符合该公司的“基础设施优先战略”，并在减半之前提供了灵活性。

Conclusion

结论

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.

比特币挖矿行业在 2023 年经历了显着增长，许多知名参与者的价值翻了一番甚至更多。 Riot Platforms、CleanSpark、Marathon Digital 等公司处于有利位置，可以利用下一次减半后预期的比特币需求激增。寻求参与比特币挖矿而又不想花费大量费用购买和维护自己的挖矿硬件的投资者可以探索信誉良好的比特币云挖矿平台。要更深入地了解 BTC 挖矿，请参阅我们关于挖掘单个比特币所需时间的指南。