比特鹿科技（纳斯达克股票代码：BTDR）被确定为潜在收购目标

根据经纪商 Benchmark 的一份研究报告，著名的比特币矿商 Bitdeer Technologies（纳斯达克股票代码：BTDR）最近被确定为潜在的收购目标。

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

人工智能、高性能计算公司关注能源资产，比特币矿商 Bitdeer 成为焦点 - 雅虎财经

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.

根据经纪商 Benchmark 的一份研究报告，比特币矿商 Bitdeer Technologies（纳斯达克股票代码：BTDR）最近被确定为潜在的收购目标。人工智能和高性能计算公司对加密矿工能源资产的兴趣日益浓厚，极大地提升了 Bitdeer 的价值。

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 将 Bitdeer 的目标价从 13 美元上调至 16 美元，重申对该股的买入评级。截至盘前交易，Bitdeer 股票估值为 11.10 美元。该股涨幅显着，在过去两个月里翻了一番多。

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.

这一激增归因于 Bitdeer 被认为是拥有大量现有和计划发电能力的比特币矿工之一，这些发电能力可用于加密货币挖矿以及为人工智能和 HPC 项目提供动力。

Bitcoin mining sector sees increased takeover activity

比特币挖矿行业收购活动增加

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.

比特币挖矿行业的收购活动激增。另一家主要参与者 Core Scientific（纳斯达克股票代码：CORZ）最近拒绝了云计算公司 CoreWeave 提出的每股 5.75 美元的报价，称该报价严重低估了该公司的价值。

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.

这一发展表明公司之间对收购有价值的加密货币采矿资产的兴趣和竞争日益增长。值得注意的是，Bitdeer 目前正在与 AI/HPC 领域的多家客户进行初步讨论。

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.

一旦管理层完成现场分析以确定资源的最佳利用方式，这些谈判预计将获得进一步的动力，为潜在的收购铺平道路。

Broker upbeat on Bitdeer with adjusted financial projections

经纪商对 Bitdeer 调整后的财务预测持乐观态度

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 调整了对 Bitdeer 的估计，以考虑其 ASIC 芯片和采矿设备计划的预期贡献。该经纪商将 2025 年全年收入预期从 4.97 亿美元上调至 6.175 亿美元，突显了该公司显着增长的潜力。

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.

人工智能和高性能计算公司对能源资产的需求不断增长，推动了乐观的前景，这些公司可以为比特币矿场提供替代且更有利可图的用途。

Bitcoin mining sector valuation multiples rising

比特币矿业估值倍数上升

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.

近几个月来，比特币矿业股票的估值倍数显着上升。 Core Scientific 与人工智能超大规模提供商 CoreWeave 的交易在推动该行业的重新评级方面发挥了重要作用。

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

这一趋势凸显了人们越来越认识到比特币挖矿和人工智能/高性能计算应用之间的潜在协同作用。

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

摩根大通谈市场趋势：比特币挖矿行业的反弹表明人工智能、高性能计算机会被市场视为更好的用例

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.

华尔街巨头摩根大通（NYSE：JPM）最近对这一市场趋势发表了评论，指出比特币挖矿行业的反弹表明市场将人工智能和高性能计算机会视为比特币挖矿网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.

这一观点与更广泛的行业观点一致，即能源密集型加密货币挖矿业务可以重新调整用途，以支持人工智能和高性能计算应用程序不断增长的需求。