比特币矿企股价大涨，表现优于 AI 算力概念股

比特币矿企股价大涨，表现优于 AI 算力概念股

2026-08-28 00:10

ChainThink 消息，8 月 28 日，据 Cointelegraph 报道，过去一周比特币价格反弹约 23%，带动多家矿企股价大幅上涨，涨幅显著高于 AI 算力概念股。

其中 Canaan 上涨 67%，American Bitcoin 和 Cango 分别上涨 41% 和 53%，而专注于 AI 算力的 CoreWeave、Nebius 和 IREN 涨幅仅分别为 21%、17% 和 15%。

本轮上涨主要受三大因素驱动：美国财政部于 8 月 19 日宣布加倍回购长期国债以提供流动性；特朗普敦促国会通过《CLARITY 法案》，带来监管乐观预期；

比特币突破关键阻力位后引发超 16 亿美元加密空头头寸清算，形成逼空效应。尽管多家矿企近年将战略重心转向 AI 基础设施，但其业务基本盘仍以加密货币为主。

BlocksBridge 数据显示，2026 年至今六大公共矿企在 AI 数据中心领域的资本支出高达 51.1 亿美元，而同期从 AI 和高性能计算中获得的收入仅为 3.412 亿美元，资本投入与产出反差巨大，投资者对矿企股票的定价逻辑仍高度依赖比特币市场表现。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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