七大利好支撐！比特幣破7.2萬美元關口，這些A股有佈局

比特幣已“殺瘋”，超越白銀成爲全球第八大資產！

Bitcoins have “killed crazy” beyond silver to become the eighth largest asset in the world!

3月12日，比特幣價格在歷史上首次突破了72000美元的大關，即使經過通貨膨脹調整後的價格仍處於空前高位。而且，比特幣的總市值超過了白銀，成爲世界上第八大最有價值的資產。此外，以太幣價格自2021年12月以來也首次突破4000美元。

On March 12, for the first time in history, the price of Bitcoins broke the $72,000 mark, and even after the inflation of

據華爾街見聞報道：有分析指出，比特幣價格大幅上漲的主要原因有七大方面：

According to reports on Wall Street, there are seven main reasons for the sharp rise in the price of bitcoins:

1）倫敦證券交易所即將接受加密貨幣ETNs的申請，並且英國金融行爲監管局支持向機構投資者提供ETNs；

1) The London Stock Exchange is about to accept an application for encrypt currency ETNs, and the British Financial Services Bank supports the investment of ETNs to institutional investors;

2）比特幣ETFs促進比特幣的需求增加；

2) the increased need for bitcoins ETFs to push bitcoins into bitcoins;

3）美國加息週期見頂有利於提振比特幣的吸引力；

3) The U.S. interest-raising period is the best way to boost the attractiveness of the bitcoins.

4）亞洲市場比特幣的供應相對有限；

4) The Asian market has a limited supply of bitcoins.

5）短期市場行爲；

5) Short-term market activity;

6）長期投資者未大規模出售比特幣；

6) Long-term investors do not sell bitcoins on a large scale;

7）美國政府財政狀況的惡化，增強比特幣的“避風港”功能。

7) The deterioration of the financial situation of the US government has enhanced the “safe haven” for bitcoins.

此外，據東吳證券研報，2024年比特幣將迎來三重利好：減半、比特幣生態崛起、聯儲局降息預期。比特幣也對相關上市公司股價產生影響，主要爲挖礦企業、交易平台和持幣企業。挖礦企業的商業模式可以總結爲“前期投入-後期收割”，隨着比特幣生態完善和交易量增長，前期投入逐步攤薄，而後期收益或穩定增長；交易平台收入來自交易佣金，具有“賣水人”特點，頭部交易平台憑藉規模優勢建立競爭壁壘；持幣公司早期以相對較低的成本購入大量比特幣，享受資本利得。

In addition, according to the OW certificate, in 2024, the Bitcoins will have a three-fold gain: a half reduction, a bitcoin rise, and an interest cut by the Federal Reserve . Bitcoins also have an impact on the market equity prices, mainly for mining companies, trading platforms, and money-holding businesses. The business model of mining companies can be characterized as “front-end harvests” and, with Bitcoins improving and trading volumes, pre-investments will fall and later gains or steady gains; trading platforms are derived from trading commissions with “water sellers” specialities, and head trading platforms will build competitive walls based on the advantages of the rules; and currency companies will benefit from capital gains by buying large amounts of special dollars for lower costs at an early stage.

據公開互動平台信息等公開資料顯示，A股涉及比特幣以及比特幣礦機概念有智度股份、利揚芯片、瀚葉股份等。

According to publicly available data such as Open Interactive Platform Information, shares A relate to bitcoins and bitcoins concepts such as intellectual shares, lily chips, leaf shares, etc.

聯絡互動：公司通過子公司Newegg持有比特大陸部分股權，2022年6月公司開始行使贖回權，截止2023年半年度報告，還剩餘部分未贖回，賬面價值摺合人民幣4,064.5萬元，具體數據請參見公司定期報告中其他權益工具投資相關財務科目。

Interacting: Through its subsidiary Newegg, the company held a partial share in the Bit mainland, and in June 2022 the company began to exercise its right to redeem itself. As of the semi-annual report in 2023, the remainder of it had not been redeemed, with a book value of $40.64 million equal to that of the renminbi, and specific data can be found in the company's regular reports on investment in financial matters related to other power instruments.

智度股份：持有大量比特幣+參股礦機企業：公司境外結算使用比特幣，2022年末持有比特幣市值1億元，按YTD漲幅165%計算，增值超1.5億元。後續如果進一步上漲至8wUSD/枚將再增值超5億。同時，公司前瞻投資礦機公司比特大陸和比特小鹿，並與其保持緊密業務合作。

Intelligent: Holding large amounts of bitcoins + participation in mining enterprises: The company uses bitcoins for offshore accounting, held bitcoins at a market value of 100 million by the end of 2022, calculated on the basis of the YTD increase of 165%, adding more than 150 million dollars. Next up, it will add more than 500 million.

利揚芯片：礦機芯片測試龍頭。公司上市前第一大客戶是深圳比特微電子，收入佔比28%，即爲神馬礦機提供芯片測試服務。上市後，客戶集中度降低。

The company’s first customer before listing was Shenzhen Bit microelectronics, which accounts for 28% of the income, i.e., a chip test service for the Gestapo Miner. After listing, client concentration decreased.

瀚葉股份：間接持有美股礦機公司嘉楠耘智股權。

Quote shares: In the meantime, they hold the intellectual shares of the American Minerals Company, KANO.

聲明：本文章內容爲公開市場資料整理，不構成投資建議，股市有風險，投資需謹慎。

Statement: This article is about public market data, not investment advice, market risks, and investment caution.

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