新浪合作大平台期货开户 安全快捷有保障 责任编辑：陈平 12月23日，近期加密货币矿业巨头 Hut 8 （HUT） 凭借其在人工智能（AI）基础设施领域的战略突 破，成为了全球资本市场关注的焦点。公司上周宣布与谷歌支持的 Fluidstack 签署了一份长达 15 年、 价值高达 70 亿美元的数据中心租赁协议。EasyMarkets易信表示，这一重磅消息直接点燃了投资者的热 情，带动其股价在消息公布后一度飙升 20%，充分显示出市场对其向数字基建转型的高度认可。 在当前 AI 计算需求爆发的背景下，EasyMarkets易信认为，Hut 8 展现出了极佳的商业洞察力与战略定 力。与许多急于在 AI 热潮初期就变现电力资产的同行不同，Hut 8 的管理层选择了等待最优的资源配 置方案。分析师 Mark Palmer 表示，Hut 8 成功从一个单纯的加密货币电力持有者，蜕变为一个能够提 供机构级数字基础设施的平台，这种身份的转变对其长期财务表现具有深远意义。 针对该协议的具体条款，EasyMarkets易信表示，交易对手的信誉和现金流的质量是其核心优势。由于 该项目涉及谷歌提供的 15 年支付担保（Payme ...

Core Viewpoint - Hut 8's stock price surged significantly, rising by 19% at one point and closing up 14.21% at $50.39, following Benchmark's upgrade of its target price to $85, the highest on Wall Street [1] Group 1: Company Developments - Hut 8 recently secured a 15-year lease agreement to rent its River Bend data park's 245 megawatt capacity to Fluidstack, which is a key factor in the stock price increase [1] - Analyst Mark Palmer highlighted that the deal features superior economic terms compared to similar transactions, providing long-term, investment-grade guaranteed cash flow, and multiple embedded expansion options across three counterparties: Anthropic, Fluidstack, and Google [1] Group 2: Valuation and Ratings - Benchmark's initial valuation of the 245 megawatt River Bend portion is approximately $7.6 billion, reflecting the scarcity value of contract cash flows and investment-grade rated power resources suitable for artificial intelligence [2] - Palmer reiterated a "buy" rating for Hut 8 and raised the target price from $78 to $85 based on a classified aggregate valuation analysis [2]

Gold has surged over 2% to a record high of $4,475 per ounce on Monday, leading a precious metals rally that has left Bitcoin struggling to maintain momentum. While traditional safe havens and AI-related equities capture investor capital, Bitcoin briefly touched $90,000 before retreating to the $88,000 range, failing to keep pace with the market’s clear winners. Market Divergence: Precious Metals and AI Ascend The divergence reflects a capital rotation where the ‘digital gold’ narrative is being tested. ...

Core Viewpoint - Wall Street is increasingly optimistic about Hut 8, an artificial intelligence (AI) power supplier, with shares rising over 14% following positive analyst commentary [1][3]. Group 1: Stock Performance - Hut 8's stock price increased by 14.21%, closing at $6.27 [4]. - The current market capitalization of Hut 8 is $4.8 billion [4]. - The stock has a 52-week range of $10.04 to $57.29 [5]. Group 2: Analyst Insights - Benchmark analyst Mark Palmer rates Hut 8's stock as a buy, projecting a target price of $85 per share [3]. - Palmer praised Hut 8's recent partnership with Anthropic, which involves delivering a minimum of 245 megawatts (MWs) of computing power [3]. - The agreement includes a 15-year, $7 billion lease with Fluidstack, with potential expansions allowing Hut 8 to deliver up to 2,295 MW of utility capacity [5]. Group 3: Financial Backing and Risk Management - The total contract value for Hut 8 could reach as high as $17.7 billion, enhancing the company's financial outlook [5]. - Alphabet's Google is providing a financial backstop for the lease payments, which mitigates counterparty risk and ensures predictable cash flows for Hut 8 [5].

Market Overview - Bitcoin (BTC) and other cryptocurrencies experienced a decline during the U.S. session, with BTC falling below $88,000 after previously exceeding $90,000, while Ethereum (ETH) dropped below $3,000 [1] - Despite the overall market decline, some crypto-related stocks, such as Hut 8 (HUT), saw gains, with shares rising by 16% following a 15-year AI data center lease deal with Fluidstack [1] Stock Performance - Other companies like Coinbase (COIN) and Robinhood (HOOD) also showed positive movement, although they were significantly below their session highs due to the pullback in crypto prices [2] - MicroStrategy (MSTR) experienced a shift from a 3% gain to a modest loss later in the day [2] Options Expiration - The recent volatility in Bitcoin prices, fluctuating between $85,000 and $90,000, is occurring ahead of a record $28.5 billion in BTC and ETH options expirations on Deribit, which constitutes over half of the exchange's $52.2 billion in open interest [3] - This year-end expiry is characterized by a transition from speculative cycles to a policy-driven supercycle, indicating institutional maturity in the market [4] Options Market Dynamics - Bitcoin's "max pain" level is identified at $96,000, where option writers would benefit the most, with $1.2 billion in open interest concentrated at the $85,000 strike in puts, potentially exerting downward pressure on spot prices [5] - The pricing skew between calls and puts has decreased from recent highs, suggesting a cautious market sentiment, with traders opting to roll defensive positions into January rather than closing them [6]

RT Emmett Gallic (@emmettgallic)Hut 8 (@Hut8Corp) just loaded their Coinbase Credit Collateral with another 1800 $BTC ($160M)This brings their total collateral to 3495 $BTC ($312M).What are they buying with the loans? https://t.co/F1JPDVLVtT ...

Group 1: Market Performance - Gold has surged 2% to a new record high of $4,475 per ounce, while silver has increased by 1.6%, reaching just below $70 per ounce [1] - Bitcoin (BTC) has pulled back to around $89,000 after exceeding $90,000, continuing to underperform compared to major asset classes [2] - The Nasdaq and S&P 500 are both up by 0.6%, and the U.S. dollar index has decreased by 0.3% [1] Group 2: AI and Crypto Stocks - Bitcoin miners focusing on AI infrastructure and high-performance computing are outperforming, with Hut 8 (HUT) leading gains at 17.5% [3][4] - Other crypto-related stocks such as Circle (CRCL), Coinbase (COIN), Bullish (BLSH), and Galaxy Digital (GLXY) are up by 2%-4% [5] Group 3: Market Sentiment and Predictions - Analysts from ByteTree suggest that Bitcoin and crypto are unlikely to perform well until the current bull market in precious metals pauses [6] - Despite Bitcoin's historical outperformance over the metals sector, silver's recent rally has nearly matched Bitcoin's returns over the past eight years [6]

Core Insights - An energy infrastructure provider is advancing a multibillion-dollar data center project in West Feliciana Parish, Louisiana, indicating a significant investment in the region's infrastructure [1] Group 1: Project Overview - Hut 8 is initiating the first phase of its River Bend data center campus, valued at approximately $10 billion, with operations expected to commence in Q2 2027 [2] - The project will be managed by Dallas-based Jacobs, in partnership with Vertiv, with J.P. Morgan and Goldman Sachs underwriting project-level financing covering up to 85% of total costs [3] Group 2: Capacity and Scale - Hut 8 has secured an initial 330 megawatts of utility capacity from Entergy Louisiana, with the potential to expand by an additional 1,000 megawatts, positioning the project among the largest data center campuses globally [5] - The Hut 8 project contributes to a growing pipeline of hyperscale data center construction in Louisiana, following a similar $10 billion project by Meta in Richland Parish [6] Group 3: Economic Impact - At peak construction, Hut 8 anticipates employing about 1,000 construction workers on-site, reflecting the project's significant economic impact on the local labor market [7] - Louisiana's Governor Jeff Landry highlighted the state's success in attracting large-scale projects, emphasizing Hut 8's investment as part of a broader trend in future industries [7] Group 4: Company Growth - Jacobs' involvement in the Hut 8 project adds to its expanding data center portfolio, which has reportedly increased fivefold during the latest fiscal fourth quarter [4]

Core Viewpoint - The cryptocurrency sector in the US stock market continues to rise, driven by significant increases in Bitcoin and Ethereum prices [1] Group 1: Stock Performance - Hut 8 (HUT.US) increased by nearly 12% [1] - IREN (IREN.US) rose over 7% [1] - Circle (CRCL.US) gained more than 3% [1] - Coinbase (COIN.US) and BitMine Immersion (BMNR.US) both saw an increase of nearly 3% [1] - Robinhood (HOOD.US) experienced a rise of over 2% [1] Group 2: Cryptocurrency Price Movements - Bitcoin surged by 2%, surpassing $90,000 [1] - Ethereum increased by 2.5%, exceeding $3,000 [1]

Bitcoin mining stocks staged a sharp rebound Monday, led by AI-focused firms, as bitcoin reclaimed the $90,000 level. The recovery follows a sell-off last week triggered by regulatory enforcement in China’s Xinjiang region that pressured cryptocurrency prices. Firms pivoting to AI data centers led the rally, posting average gains exceeding 10% before the market opened. Applied Digital (NASDAQ: APLD) topped the sector with a 16.53% surge, while Hut 8 (NASDAQ: HUT) climbed 14.33% to $44.12 and IREN (NASDAQ ...