【麦格理因AI转型趋势给予MARA、Riot等比特币矿企股票“outperform”评级】9月26日消息，麦格理（Macquarie）对包括MARA、Riot Platforms、Core Scientific、Clean Spark和Cipher Mining在内的几只比特币矿企股票给予“outperform（跑赢大盘）”评级，理由是这些公司从特定加密业务向人工智能和高性能计算（HPC）模型的日益转变。近年来，比特币矿工的业务日益多样化，从纯粹的加密挖矿转向托管人工智能和高性能计算的基础设施。麦格理分析师Paul Golding和Emma Liang表示，在比特币4月份第四次减半事件之后，这一趋势加速了。分析师在周二晚间的一份报告中写道：“一些矿企认为，他们史无前例地获得了电力……这是一个进入非加密相关托管领域的机会。其他人认为，这是为了分散人们在资产负债表上积累比特币的注意力……但在大多数情况下，挖矿能力的增长，以及/或针对HPC/AI的土地/GPU收购，都是通过发行稀释股权来实现的。”麦格理认为，随着向高性能计算的转变加速，几家矿企将从长期来看受益匪浅。分析师还指出，虽然在比特币矿工的设施中运营人工智能云产品仍处于早期阶段，但这些公司有可能在人工智能计算市场中发挥重要作用。
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