來源: 吴说 ↗
深度：比特币矿业剧烈重组、向 AI 转型不可逆转
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來源報導重點
二季度上市矿企现金亏损扩大，BTC 成本高企；AI/HPC 转型提振估值与资本结构，数据中心接入稀缺推升溢价，行业格局正向混合模式转变。
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