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橡北007
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橡北007
2025-11-28
btdr,Iren,英伟达
橡北007
2025-11-13
那我们可以做一个粗略的估算,按照高盛的估计,每个MW大概价值是$8.5m。我是相信接下来一定会有更高的溢价。所以我们就考虑3种情况:$8.5m,$10m,$15m。
@阿尔法工场:嘉楠科技公布2025年10月比特币产量及挖矿业务更新
橡北007
2025-11-07
在泡沫中刺激经济?可能么
橡北007
2025-11-05
长期利好,扭亏为盈之日即是突破前高之时。
抱歉,原内容已删除
橡北007
2025-11-05
真的需要转型AI数据中心了,仅仅依靠挖比特币是不足以支撑营收增长的。
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橡北007
2025-11-03
20亿-30亿美金估值比较合理。
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橡北007
2025-10-29
跌到1.345附近,应该差不多了吧
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橡北007
2025-10-27
在下小学生一枚,100%青铜。
橡北007
2025-10-16
月底有望突破3美金$
@Jarek:
$嘉楠科技(CAN)$
这波能干到3块不
橡北007
2025-10-16
历史上,嘉楠科技从“亏损”到“季度盈利”的拐点往往伴随股价3-5倍涨幅(如2021年Q1扭亏后股价从1.8美元涨至39.1美元)。
@不试咋知道:
$嘉楠科技(CAN)$
公司自从年初把芯片业务砍掉之后,Q1毛利很快就回正了,Q2净利大幅提升,Q3目前已知的跟美国soluna合作的10EH/s算力项目挖矿,这条路走通,要知道soluna是专门能源和数据商的中间人,以后会打通更多可再生能源的挖矿产出,降低矿产电力成本。(包括最近的加拿大废天然气也是),同时Q4回到位的10.3宣布的5万台矿机项目(目前没说哪个客户,盲猜就是公司转型的Ai算力方向)不管是英伟达闭环上的任何一家关联上,从此飞升! 所以系好安全带年底再来看吧
橡北007
2024-11-27
10以下无脑定投,看给多少机会
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橡北007
2024-06-22
还是跟小脑斧有缘啊 [害羞]
橡北007
2024-06-19
从高中开始就只买英伟达的显卡,2017加入老虎后一直闭眼定投其股票,最终实现双赢。
橡北007
2024-06-12
2017年的老虎友有话说: 短线的神操作可以爽一时,但是整个周期走完,你发现啥都赚不到。不要高估自己。
橡北007
2024-04-17
比特9万,12万,再看mara股价能到45-55不,急啥
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橡北007
2024-03-29
50%的下跌空间?不存在的,短期大底预计在1400左右,随着比特减产,还会冲击一波到2000-2200左右,后面走势无法预测
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橡北007
2024-03-29
Kerrisdale,你这是刀口舔血呀
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橡北007
2024-03-25
即便高估,谁敢做空?
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橡北007
2024-03-20
冲啊
抱歉,原内容已删除
橡北007
2024-03-20
200问题不大
去老虎APP查看更多动态
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加密货币挖矿领域的创新企业 <a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示,\"十月嘉楠科技运营指标稳中有升,已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月,收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升,公司当月依旧产出92枚BTC;月末已部署算力达9.31 EH/s,运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨,截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略,公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点,将闲置天然气转化为清洁、低成本电力用于比特币挖矿,践行可扩展的绿色基础设施愿景;同时发布新一代Avalon® A16系列,首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新(未经审计) 注释:1.指公司资产负债表上持有的比特币总数,包括应收比特币,但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排,如果已部署(定义见下文)的所有矿机达到100%通电运行率,则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新(未经审计) 当前挖矿项目(截至2025年10月31日) 4.指理论上所有已通电矿机(包括可能暂时离线的矿机)运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力(如有)之和。 6.指已交付到每","listText":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 <a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示,\"十月嘉楠科技运营指标稳中有升,已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月,收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升,公司当月依旧产出92枚BTC;月末已部署算力达9.31 EH/s,运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨,截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略,公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点,将闲置天然气转化为清洁、低成本电力用于比特币挖矿,践行可扩展的绿色基础设施愿景;同时发布新一代Avalon® A16系列,首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新(未经审计) 注释:1.指公司资产负债表上持有的比特币总数,包括应收比特币,但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排,如果已部署(定义见下文)的所有矿机达到100%通电运行率,则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新(未经审计) 当前挖矿项目(截至2025年10月31日) 4.指理论上所有已通电矿机(包括可能暂时离线的矿机)运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力(如有)之和。 6.指已交付到每","text":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 $嘉楠科技(CAN)$ 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示,\"十月嘉楠科技运营指标稳中有升,已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月,收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升,公司当月依旧产出92枚BTC;月末已部署算力达9.31 EH/s,运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨,截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略,公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点,将闲置天然气转化为清洁、低成本电力用于比特币挖矿,践行可扩展的绿色基础设施愿景;同时发布新一代Avalon® A16系列,首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新(未经审计) 注释:1.指公司资产负债表上持有的比特币总数,包括应收比特币,但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排,如果已部署(定义见下文)的所有矿机达到100%通电运行率,则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新(未经审计) 当前挖矿项目(截至2025年10月31日) 4.指理论上所有已通电矿机(包括可能暂时离线的矿机)运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力(如有)之和。 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加密货币挖矿领域的创新企业 <a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示,\"十月嘉楠科技运营指标稳中有升,已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月,收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升,公司当月依旧产出92枚BTC;月末已部署算力达9.31 EH/s,运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨,截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略,公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点,将闲置天然气转化为清洁、低成本电力用于比特币挖矿,践行可扩展的绿色基础设施愿景;同时发布新一代Avalon® A16系列,首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新(未经审计) 注释:1.指公司资产负债表上持有的比特币总数,包括应收比特币,但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排,如果已部署(定义见下文)的所有矿机达到100%通电运行率,则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新(未经审计) 当前挖矿项目(截至2025年10月31日) 4.指理论上所有已通电矿机(包括可能暂时离线的矿机)运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力(如有)之和。 6.指已交付到每","listText":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 <a href=\"https://laohu8.com/S/CAN\">$嘉楠科技(CAN)$</a> 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示,\"十月嘉楠科技运营指标稳中有升,已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月,收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升,公司当月依旧产出92枚BTC;月末已部署算力达9.31 EH/s,运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨,截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略,公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点,将闲置天然气转化为清洁、低成本电力用于比特币挖矿,践行可扩展的绿色基础设施愿景;同时发布新一代Avalon® A16系列,首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新(未经审计) 注释:1.指公司资产负债表上持有的比特币总数,包括应收比特币,但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排,如果已部署(定义见下文)的所有矿机达到100%通电运行率,则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新(未经审计) 当前挖矿项目(截至2025年10月31日) 4.指理论上所有已通电矿机(包括可能暂时离线的矿机)运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力(如有)之和。 6.指已交付到每","text":"新加坡时间2025年11月12日, 加密货币挖矿领域的创新企业 $嘉楠科技(CAN)$ 公布了2025年10月未经审计的比特币挖矿运营更新数据。 嘉楠科技董事长兼首席执行官张楠赓表示,\"十月嘉楠科技运营指标稳中有升,已部署算力、运行算力、北美矿机效率及已安装电力容量均优于九月,收益分成比例与电力成本维持稳定。尽管全网挖矿难度抬升,公司当月依旧产出92枚BTC;月末已部署算力达9.31 EH/s,运行算力7.85 EH/s。通过将部分低效项目矿机重新调拨,截至11月7日自营挖矿整体运行算力已升至约8.25 EH/s。依托严谨的挖矿运营及持币策略,公司加密货币总持仓进一步增长至1,610枚BTC与3,950枚ETH。\" \"十月公司持续推进以可持续、高效、创新为核心的全球战略。我们于加拿大阿尔伯塔省启动'燃气转算力'试点,将闲置天然气转化为清洁、低成本电力用于比特币挖矿,践行可扩展的绿色基础设施愿景;同时发布新一代Avalon® A16系列,首发旗舰风冷机型A16XP实现300 TH/s算力与12.8 J/TH能效比。\" 2025年10月比特币挖矿业务更新(未经审计) 注释:1.指公司资产负债表上持有的比特币总数,包括应收比特币,但不包括公司收到的客户质押的比特币。 2.指根据适用的联合挖矿安排,如果已部署(定义见下文)的所有矿机达到100%通电运行率,则嘉楠科技可从总收益中获得的加权平均分成百分比。 3.指已部署的矿机达到100%通电运行率情况下的电力加权平均成本。 2025年10月挖矿基础设施更新(未经审计) 当前挖矿项目(截至2025年10月31日) 4.指理论上所有已通电矿机(包括可能暂时离线的矿机)运行时可产生的总算力。 5.指已通电算力与已安装但尚未通电的算力(如有)之和。 6.指已交付到每","images":[{"img":"https://static.tigerbbs.com/80d23c44a6e9ef66862564074d82a834","width":"616","height":"523"},{"img":"https://static.tigerbbs.com/fdbd673b4e694fd262e2d69cce531154","width":"731","height":"180"},{"img":"https://static.tigerbbs.com/0771eff916748ea0fade0d6aa3dca579","width":"1080","height":"339"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499595295961560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4190985471780962","authorId":"4190985471780962","name":"Hokalulu","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4190985471780962","authorIdStr":"4190985471780962"},"content":"莫非你也知道这季度财报[得意]","text":"莫非你也知道这季度财报[得意]","html":"莫非你也知道这季度财报[得意]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504989271212496,"gmtCreate":1764306863530,"gmtModify":1764306868740,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"btdr,Iren,英伟达","listText":"btdr,Iren,英伟达","text":"btdr,Iren,英伟达","images":[{"img":"https://static.tigerbbs.com/7cc3171e9a9d428737eefa4bad153260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504989271212496","isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":497517497323712,"gmtCreate":1762486960340,"gmtModify":1762486962685,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"在泡沫中刺激经济?可能么","listText":"在泡沫中刺激经济?可能么","text":"在泡沫中刺激经济?可能么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497517497323712","isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496820825244368,"gmtCreate":1762316935951,"gmtModify":1762316938264,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"长期利好,扭亏为盈之日即是突破前高之时。","listText":"长期利好,扭亏为盈之日即是突破前高之时。","text":"长期利好,扭亏为盈之日即是突破前高之时。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496820825244368","repostId":"1116311524","repostType":2,"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496807386853568,"gmtCreate":1762313593526,"gmtModify":1762314063055,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"真的需要转型AI数据中心了,仅仅依靠挖比特币是不足以支撑营收增长的。","listText":"真的需要转型AI数据中心了,仅仅依靠挖比特币是不足以支撑营收增长的。","text":"真的需要转型AI数据中心了,仅仅依靠挖比特币是不足以支撑营收增长的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496807386853568","repostId":"1129705834","repostType":2,"isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496270069908272,"gmtCreate":1762183123186,"gmtModify":1762183125449,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"title":"","htmlText":"20亿-30亿美金估值比较合理。","listText":"20亿-30亿美金估值比较合理。","text":"20亿-30亿美金估值比较合理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496270069908272","repostId":"2580429203","repostType":2,"isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalS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