比特鹿科技（納斯達克股票代碼：BTDR）被認定為潛在收購目標

根據經紀商 Benchmark 的研究報告，著名的比特幣礦商 Bitdeer Technologies（納斯達克股票代碼：BTDR）最近被確定為潛在的收購目標。

Bitcoin miner Bitdeer in focus as AI, HPC firms eye energy assets - Yahoo Finance

人工智慧、高效能運算公司專注於能源資產，比特幣礦商 Bitdeer 成為焦點 - 雅虎財經

Bitcoin miner Bitdeer Technologies (NASDAQ:BTDR) has recently been identified as a potential takeover target, according to a research report by broker Benchmark. The increasing interest from artificial intelligence and high-performance computing firms in the energy assets of crypto miners has significantly bolstered Bitdeer’s value.

根據經紀商 Benchmark 的研究報告，比特幣礦商 Bitdeer Technologies（納斯達克股票代碼：BTDR）最近被確定為潛在的收購目標。人工智慧和高效能運算公司對加密礦工能源資產的興趣日益濃厚，大大提升了 Bitdeer 的價值。

Benchmark raised its price target for Bitdeer to $16 from $13, reiterating its buy rating on the shares. As of premarket trading, Bitdeer shares were valued at $11.10. The stock has seen a remarkable increase, more than doubling in the last two months.

Benchmark 將 Bitdeer 的目標價從 13 美元上調至 16 美元，重申對該股的買入評級。截至盤前交易，Bitdeer 股票估值為 11.10 美元。該股漲幅顯著，過去兩個月翻了一番多。

This surge is attributed to Bitdeer’s recognition as one of the bitcoin miners with substantial existing and planned power capacity, which can be leveraged for both crypto mining and powering AI and HPC projects.

這一激增歸因於 Bitdeer 被認為是擁有大量現有和計劃發電能力的比特幣礦工之一，這些發電能力可用於加密貨幣挖礦以及為人工智慧和 HPC 專案提供動力。

Bitcoin mining sector sees increased takeover activity

比特幣挖礦產業收購活動增加

The bitcoin mining sector has witnessed a surge in takeover activity. Core Scientific (NASDAQ:CORZ), another key player, recently rejected a $5.75 per share offer from cloud computing firm CoreWeave, stating that the offer significantly undervalued the company.

比特幣挖礦產業的收購活動激增。另一家主要參與者 Core Scientific（NASDAQ：CORZ）最近拒絕了雲端運算公司 CoreWeave 提出的每股 5.75 美元的報價，稱該報價嚴重低估了該公司的價值。

This development indicates a growing interest and competition among firms in acquiring valuable crypto mining assets. Notably, Bitdeer is currently engaged in preliminary discussions with several customers in the AI/HPC space.

這一發展表明公司之間對收購有價值的加密貨幣採礦資產的興趣和競爭日益增長。值得注意的是，Bitdeer 目前正在與 AI/HPC 領域的多家客戶進行初步討論。

These talks are expected to gain further momentum once management completes site analysis to determine the optimal use of their resources, paving the way for a potential acquisition.

一旦管理層完成現場分析以確定資源的最佳利用方式，這些談判預計將獲得進一步的動力，為潛在的收購鋪平道路。

Broker upbeat on Bitdeer with adjusted financial projections

經紀商對 Bitdeer 調整後的財務預測持樂觀態度

Benchmark has adjusted its estimates for Bitdeer to account for the anticipated contributions from its ASIC chip and mining rig initiatives. The broker increased its full-year 2025 revenue estimate to $617.5 million from $497 million, highlighting the company’s potential for significant growth.

Benchmark 調整了對 Bitdeer 的估計，以考慮其 ASIC 晶片和採礦設備計劃的預期貢獻。該經紀商將 2025 年全年營收預期從 4.97 億美元上調至 6.175 億美元，突顯了該公司顯著成長的潛力。

The optimistic outlook is driven by the increasing demand for energy assets from AI and HPC firms, which can provide alternative and more lucrative uses for bitcoin mining sites.

人工智慧和高效能運算公司對能源資產的需求不斷增長，推動了樂觀的前景，這些公司可以為比特幣礦場提供替代且更有利可圖的用途。

Bitcoin mining sector valuation multiples rising

比特幣礦業估值倍數上升

The valuation multiples of bitcoin mining equities have seen a noticeable increase in recent months. Core Scientific's deal with AI hyperscaler CoreWeave played a significant role in driving the re-rating of the sector.

近幾個月來，比特幣礦業股票的估值倍數顯著上升。 Core Scientific 與人工智慧超大規模供應商 CoreWeave 的交易在推動該產業的重新評級方面發揮了重要作用。

This trend underscores the growing recognition of the potential synergies between bitcoin mining and AI/HPC applications.

這一趨勢凸顯了人們越來越認識到比特幣挖礦和人工智慧/高效能運算應用之間的潛在協同作用。

JPMorgan on market trend: Bitcoin mining sector rally suggests AI, HPC opportunities are viewed as better use cases by market

摩根大通談市場趨勢：比特幣挖礦產業的反彈顯示人工智慧、高效能電腦會被市場視為更好的用例

Wall Street giant JPMorgan (NYSE:JPM) recently commented on this market trend, observing that the rally in the bitcoin mining sector suggests that the market perceives the AI and HPC opportunities as viable and more accretive use cases for bitcoin mining sites.

華爾街巨頭摩根大通（NYSE：JPM）最近對這一市場趨勢發表了評論，指出比特幣挖礦行業的反彈表明市場將人工智慧和高性能電腦會視為比特幣挖礦網站可行且更具增值性的用例。

This perspective aligns with the broader industry sentiment that energy-intensive crypto mining operations can be repurposed to support the growing demands of AI and HPC applications.

這一觀點與更廣泛的行業觀點一致，即能源密集型加密貨幣挖礦業務可以重新調整用途，以支援人工智慧和高效能運算應用程式不斷增長的需求。