点击蓝字，关注我们 今日上午港股 绩，娱乐场收益244.18亿港元，同比增长3.39%；拥有人应占溢利16.3亿港元，同比减少49.05%；每股 基本盈利0.31港元；末期息0.223港元。 8 . 长飞光纤光缆(06869)今早一度涨超8%，截至发稿，涨7.2% 。消息面上，据C114通信网消息，近 日，中国电信集团黑龙江电信分公司发布2026年室外光缆应急采购项目招标公告。 9 . 利福中国(02136)绩后跌近9% 。消息面上，利福中国发布2025年度业绩，该集团取得收入12.11亿 元(人民币，下同)，同比减少3.35%；股东应占亏损3113.1万元，同比扩大54.84%。 1. 西部水泥(02233)绩后涨超3%，截至发稿，涨3.85% 。消息面上，3月24日，西部水泥发布2025年年 度业绩，收入人民币96.21亿元，同比增长15.3%；股东应占溢利8.8亿元，同比增长40.5%；每股基本 盈利16.1分；末期息0.048元。 2 . 金浔资源(03636)涨超14% 。消息面上，近日，金浔资源发布公告，本集团预期截至2025年12月31 日止年度将取得归属于本公司拥有人的综合盈利约人民币3亿元至 ...

Bitdeer Technologies Group (NASDAQ:BTDR) is one of the 10 Stocks That Made Millionaires Today. Bitdeer rallied for a third straight day on Tuesday, jumping 12.80 percent to finish at $9.25 apiece, as investors took heart from twin news of a 541-percent year-on-year jump in Bitcoin mining and the launch of a new miner to further ramp up operations. In an updated report on Monday, Bitdeer Technologies Group (NASDAQ:BTDR) said that it was able to mine 705 Bitcoins in February, a significant jump from only 1 ...

Core Viewpoint - Bitdeer Technologies Group has launched the SEALMINER DL1 Air, a new mining machine optimized for the Scrypt algorithm, aimed at professional operators and supporting cryptocurrencies like Litecoin and Dogecoin [1][5]. Group 1: Product Launch and Features - The SEALMINER DL1 Air is designed for long-term operational stability and advanced power management, addressing the increasing demand for efficient mining hardware [2]. - It offers three operating modes: Normal, High Hashrate, and Low Power Mode, allowing operators to customize performance based on their needs [4]. - In Low Power Mode, the hashrate can reach 20.5 GH/s with a power efficiency of 136 J/GH, providing a strategic advantage for cost optimization [4]. Group 2: Technical Specifications - The DL1 Air has a hash rate of 25 GH/s, power efficiency of 149 J/GH, and power consumption of 3725W [8]. - The machine features compact dimensions of 197 × 365 × 292 mm and weighs 15.5 kg, facilitating maintenance and high-density deployment [5]. Group 3: Company Commitment and Vision - Bitdeer emphasizes its commitment to "Innovation, Efficiency, and Stability," aiming to provide higher-quality and more reliable products and services to global miners [5]. - The SEALMINER brand focuses on efficient and sustainable mining solutions, integrating advanced process nodes in its self-developed mining chips [10].

Core Insights - Bitdeer Technologies Group reported significant growth in its self-mining operations, achieving a hashrate of 68 EH/s in February 2026, driven by capital investments and deployment of SEALMINER rigs [3][9] - The company successfully completed a $375 million senior convertible note offering, enhancing its financial flexibility to pursue AI and colocation strategies [3] - Bitdeer mined 705 Bitcoins in February 2026, marking a 541% year-over-year increase, and expects continued growth in hashrate [9] Financial Performance - The total hash rate under management increased to 79.1 EH/s in February 2026 from 78.1 EH/s in January 2026, with proprietary hash rate rising to 70.1 EH/s [15] - The company holds 51 Bitcoins as of February 2026, down from 1,530 in January 2026 [15] Operational Update - The SEALMINER A3 model saw an increase in deployment from 8.7 EH/s in January to 11.4 EH/s in February 2026, while SEALMINER A2's deployment rose to 48.4 EH/s [5] - Bitdeer is in advanced negotiations for colocation agreements in Tydal, Norway, and Clarington, Ohio, among other locations [11] Infrastructure Development - The company is progressing with the construction of its U.S. SEALMINER factory, with a lease signed and construction permit application submitted [10] - Various data center conversions are underway, including the Tydal, Norway AI data center, expected to be completed by the end of 2026 [18] AI Cloud Services - Bitdeer reported a utilization rate of 64% for its GPU cloud services, with an annual recurring revenue (ARR) of approximately $21 million [12][14] - The company plans to increase the hourly rate for its H100 GPUs due to strong demand from clients [14]

Core Viewpoint - The information technology sector has several oversold stocks that present buying opportunities for undervalued companies [1]. Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator that helps assess a stock's performance by comparing its strength on days with price increases to days with price decreases [1]. - A stock is typically considered oversold when its RSI is below 30, indicating potential for price recovery [1]. - The latest list of major oversold players in the information technology sector includes Entegris Inc (NASDAQ:ENTG), MKS Incorporated (NASDAQ:MKSI), and Bitdeer Technologies Group (NASDAQ:BTDR) [2][3].

Market Overview - The market is experiencing a positive trend, with significant gains observed this week, particularly following recent events in Iran [1] - Disruptions in the market were anticipated to cause a larger spike in crude oil prices, but only an 8% increase occurred, which is considered calm for the market [2][3] Oil Market Dynamics - The swift military operations in the region have contributed to a stabilization of crude oil prices, with a retreat noted for the first session since the outbreak of tensions [6] - The focus on defense stocks such as Lockheed Martin and Northrop Grumman is heightened due to the current geopolitical situation, as these companies are seen as superior to alternatives available to Iran [5] Energy Sector Insights - Energy stocks are currently attracting attention, with companies involved in oil production, such as Chevron, being highlighted for their performance in the market [10] - The demand for crude oil and natural gas is expected to remain strong, indicating ongoing interest in energy players [10] Cryptocurrency Market Trends - Bitcoin prices have surged, reaching the highest levels in a month, surpassing the $70,000 mark and approaching $73,000 [11] - Bit Deer Technology (BTDR), a blockchain tech company, is experiencing significant upside bets, indicating investor confidence in the sector [12][14] Investment Sentiment - Current trading activity suggests that investors are leaning into the market rather than hedging against risks, particularly in the context of rising oil prices [7] - The focus on short-term recovery bets in the cryptocurrency market indicates a cautious approach, with some investors looking for longer-term positions in specific assets like Bit Deer [18][19]

Core Insights - Bitdeer Technologies Group (NASDAQ:BTDR) is identified as one of the most shorted stocks to buy, with analysts maintaining a Buy rating despite a price target reduction from $30 to $22 by Needham following Q4 results [1][2] Financial Performance - Bitdeer reported revenue that exceeded estimates, although adjusted EBITDA fell short of expectations [1][2] - Needham's 2027 estimates for Bitdeer include 150MW of colocation revenue, reflecting adjustments due to weaker Bitcoin rates and rising costs [3] Operational Developments - The company is expected to sign a lease at its Tydal plant within the next two to five months, with anticipated lower capital expenditures compared to typical build-outs [2] - The completion of the Tydal refit is scheduled for the end of 2026, with testing of GPUs likely to occur towards the end of that year [2] Legal and Market Considerations - Ongoing lawsuits related to Bitdeer's Clarington location introduce uncertainty regarding the evaluation of HPC tenants, although potential solutions are noted by Needham [3] - The price target reduction reflects increased uncertainty at US sites, alongside rising operational costs [3] Company Overview - Bitdeer Technologies Group specializes in Bitcoin mining and AI cloud services, providing comprehensive solutions that include datacenter management, hash rate sharing, and proprietary mining [4]

Group 1 - Activist investors are taking action in several companies, including Southwest Airlines, ZoomInfo, and Bitdeer [1] - The article highlights the increase in holdings by activist investors in these companies, indicating potential changes in management or strategy [1] - The involvement of activist investors often leads to significant stock price movements and can create investment opportunities [1]

Core Insights - Bitcoin mining is becoming unsustainable due to increased network difficulty, reduced block rewards, and volatile energy costs, leading to decreased profitability across the sector [1] - Large-scale miners are required to invest heavily in infrastructure and secure low-cost energy to maintain margins, making the decision to hold mined Bitcoin increasingly difficult [2] Company-Specific Insights - Bitdeer, a major Bitcoin miner, has completely liquidated its corporate Bitcoin holdings, selling both newly mined coins and its reserves, which is an uncommon move in the industry [3] - Despite strong revenue growth, Bitdeer's profitability has declined year-over-year, with its stock down 32.64% year-to-date and 40.61% over the past 12 months [4] - The company is raising hundreds of millions of dollars through debt and equity offerings to fund datacenter growth and expand into high-performance computing and AI infrastructure [4] - Bitdeer has been recognized by JPMorgan analysts as an emerging leader among public miners, surpassing its competitor MARA in self-mining hash rate [5] - The company has invested in developing its own mining equipment to enhance efficiency and long-term competitiveness, differentiating itself from competitors reliant on third-party suppliers [6] - Bitdeer leadership emphasizes that the liquidation of Bitcoin holdings is a liquidity management decision rather than a loss of confidence in Bitcoin [7]

Group 1 - Tether purchased $42 million worth of Bitdeer shares, increasing its total stake to 20.1% amid an 18% decline in the miner's stock [1] - Tether now holds 38,356,531 shares in Bitdeer, up from 32,244,062 shares at the end of November 2025, with the largest transaction being 3.7 million shares bought when the stock was near its lowest levels since April 2025 [2] - Bitdeer liquidated its entire bitcoin treasury, stating it now holds zero bitcoin, and emphasized that this decision should not concern the broader market as it plans for non-binding powered land acquisition opportunities [3] Group 2 - Bitdeer shares closed at $7.78 following the announcement of a refinancing package, which included a $325 million convertible senior notes deal and a registered direct equity offering [3]