10x Research:机构资本重塑加密股市场,矿企板块现结构性变化

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Gate News 消息,3 月 6 日,10x Research 发布报告指出,机构资金流动与企业资产负债表调整正重塑加密相关股票市场格局,部分加密概念股因此受益上涨,另一些则被市场边缘化。同时,矿企板块内部出现结构性变化。

在个股方面,Bitdeer Technologies(BTDR)近期走势分化:股价虽站上 7 日移动均线呈现短线偏多信号,但仍低于 30 日均线,过去一周跌幅约 6.9%。市场主要在消化公司最新的资本结构调整计划,包括规模扩大的 3.75 亿美元可转换债券发行以及 4370 万美元的股票配售。管理层表示相关资金将用于加速公司向高性能计算(HPC)及 AI 基础设施转型。

此外,公司通过出售剩余 943 枚比特币完全清空比特币储备,以筹资推进数据中心扩张。运营层面,比特币产量环比增长 21%,SEALMINER A2 矿机部署进展顺利。市场方面,Circle 股价反弹超过 60%,某 CEX 录得约 25% 的涨幅。

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