Coinbase(COIN.US)、Bullish(BLSH.US)跌超7%，MARA Holdings(MARA.US)、Robinhood(HOOD.US)跌 超4%。消息面上，据报道，加密行业从业者周一在华盛顿国会山的一次闭门审查会议上，首次看到了 参议院《数字资产市场清晰法案》修订版中关于稳定币收益的最新条款。据一名熟悉当前草案的人士透 露，新条款将禁止仅因持有稳定币而获得收益，同时限制任何使该计划与银行存款等同的做法，并对其 他可能允许的活动设置进一步限制，而基于活动的稳定币奖励的具体认定机制仍不明确。 此次闭门审查旨在推动参议院银行委员会安排听证，这是该法案迈向参议院全体投票的重要一步。法案 推进仍面临其他障碍：各方还需就 DeFi 监管框架达成一致，民主党人同时坚持加入禁止政府高级官员 从加密行业中谋取个人利益的条款，该条款明显针对总统特朗普。 智通财经APP获悉，周二，加密货币概念股集体重挫，Circle(CRCL.US)大跌超17%， ...

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 ...

Core Viewpoint - Goldman Sachs has adopted a bullish stance on specific energy stocks, particularly Valero Energy, HF Sinclair, and Marathon Petroleum, citing refining strength amid geopolitical risks [1][3] Group 1: Market Dynamics - Oil markets have experienced volatility due to rising tensions in the Middle East, pushing Brent crude prices above $100 per barrel after a 50% increase [2] - Supply-side disruptions and shipping risks in the Red Sea have increased reliance on U.S. refining capacity, potentially benefiting the U.S. as a net exporter [2] Group 2: Investment Opportunities - Goldman Sachs identifies a unique investment opportunity for refiners, driven by healthier margins and tighter inventories, focusing on companies with strong cash flow and a history of returning capital to shareholders [3] - The selected companies demonstrate resilience and long-term growth potential [3] Group 3: Dividend and Valuation Metrics - Forward dividend yields: Valero Energy 2.00%, HF Sinclair 3.32%, Marathon Petroleum 1.72% [5] - Forward dividend rates: Valero Energy $4.80, HF Sinclair $2.00, Marathon Petroleum $4.00 [5] - 3-year dividend growth (CAGR): Valero Energy 5.04%, HF Sinclair 6.62%, Marathon Petroleum 12.82% [5] - Consecutive years of dividend growth: Valero Energy 3 years, HF Sinclair 0 years, Marathon Petroleum 4 years [5] - Forward P/E (GAAP): Valero Energy 15.87, HF Sinclair 14.57, Marathon Petroleum 15.01 [5] Group 4: Company-Specific Insights - Valero Energy is highlighted as a leading refining company, benefiting from its asset quality and Gulf Coast positioning, which allows it to convert heavier fuels into higher-value products [6] - Net income margins: Valero Energy 2.03%, HF Sinclair 2.15%, Marathon Petroleum 3.04% [8] - Cash from operations: Valero Energy $5.83 billion, HF Sinclair $1.32 billion, Marathon Petroleum $8.25 billion [8]

MARA Holdings, Inc. (NASDAQ:MARA) is one of the best blockchain infrastructure stocks according to analysts. Analysts Remain Bullish on MARA Holdings (MARA) Amid Company’s Strategic Transition to AI MARA Holdings, Inc. (NASDAQ:MARA) enjoys the confidence of 60% of covering analysts who remain bullish on the stock as of March 17, 2026. A roughly 30% upside potential is implied by the consensus price target of $12. The sentiment holds as the company works toward a strategic transition to AI and hyperscale ...

Core Viewpoint - MARA Holdings and Riot Platforms, two Bitcoin miners, are facing significant challenges due to rising energy costs and the need to demonstrate the viability of their AI pivots amidst Bitcoin price volatility [5][3]. Group 1: MARA Holdings - MARA Holdings reported an increase in purchased energy cost per Bitcoin from $32,433 to $39,235, reflecting a 21% rise [2][9]. - The company plans to acquire a 64% stake in Exaion and develop West Texas data center campuses, aiming for 50% of revenue to come from international operations by 2028 [2][10][11]. - Over the past year, MARA's stock has decreased by 31%, and it has lost 80% of its value over five years, indicating a volatile market sentiment [8]. Group 2: Riot Platforms - Riot Platforms achieved record annual revenue of $647.4 million for fiscal year 2025, a year-over-year increase of over 70%, but adjusted EBITDA fell dramatically from $463.19 million to $12.96 million [12]. - The company has a 10-year data center lease with AMD that became operational in January 2026, which is expected to generate revenue [13]. - Riot holds 3,977 Bitcoin as collateral, which limits its financial flexibility, especially as the global hashrate increased by 52% year-over-year, raising mining costs [14]. Group 3: Industry Context - Geopolitical tensions have driven WTI crude oil prices to $97 per barrel, significantly impacting energy-intensive operations like Bitcoin mining [3][15]. - Both companies are under pressure to prove their AI strategies can generate revenue quickly enough to offset rising mining costs and Bitcoin price volatility [5][17]. - The probability of Bitcoin reaching a high price threshold by year-end is approximately 40.5%, while the likelihood of a significant price dip is around 70.5%, indicating a challenging market environment [16].

Watch a Bitcoin mine rise in the Nebraska grasslands:The company MARA posted this video of their expansion across the state with a second mining site rated for 42 megawatts, with 35 megawatts currently online as the company works toward full capacity.https://t.co/rsU4sxeBsd ...

MARA RIOT CIFR are your BTC leading indicators right now. miners producing at $80k cost with $75k BTC price. public miners liquidated 15k+ BTC from treasuries in 6 months. MARA has 5,938 BTC pledged against $350m debt. when mining stocks break new lows BTC follows. not the other way around. ...

MARA Holdings Inc. (NASDAQ:MARA) is one of the 10 Must-Watch Stocks Right Now. MARA Holdings grew its share prices by 6.39 percent on Friday to close at $9.32 apiece, mirroring the rebound in Bitcoin prices during the day. The crypto—which may have lost 18.68 percent of its value year-to-date—was able to bounce back to the $73,000 level during the day before paring gains to trade just around the $71,000 territory as of writing. Investors also digested a social media post from Strategy Inc. Chairman Mich ...

Core Viewpoint - MARA Holdings (NASDAQ:MARA) stock surged approximately 8% amid a Bitcoin price increase, highlighting the stock's sensitivity to Bitcoin fluctuations, where a $10,000 change in Bitcoin can lead to around $530 million in earnings variations [1] Group 1: Stock Performance and Sensitivity - MARA Holdings shares rose to about $9.50, driven by Bitcoin trading around $71,739, which is up nearly 2% for the day and 5.6% over the past week [1] - The stock has experienced a 20% decline over the past year, indicating a divergence between short-term gains and long-term challenges [1] - A $10,000 swing in Bitcoin's price results in a $530 million earnings swing for MARA Holdings, showcasing its high sensitivity to Bitcoin price movements [1] Group 2: Business Developments - MARA Holdings has expanded its energy portfolio from approximately 0.5 gigawatts to 1.7 gigawatts since early 2024, with a cost of $0.04 per kilowatt-hour at owned sites, providing a competitive advantage [1] - The company is pursuing AI infrastructure, with a pending acquisition of a 64% stake in Exaion for about $168 million and a joint initiative with MPLX for data center campuses in West Texas, starting with 400 megawatts of capacity [1] - If AI power demand triples by 2030 as projected, MARA Holdings is strategically positioned to benefit from this growth [1] Group 3: Market Sentiment and Analyst Ratings - The analyst consensus price target for MARA Holdings is $16.57, indicating significant upside potential from current levels, with eight buy ratings, five holds, and one sell among analysts [1] - The stock's 52-week range is between $6.66 and $23.45, reflecting its volatility [1] - MARA Holdings is viewed as a divisive stock, with both bullish and bearish arguments being valid, making it a complex investment choice [1]

Core Viewpoint - Rosenblatt analyst Chris Brendler identifies Cipher Digital (NASDAQ: CIFR) as a leading choice for bitcoin miners transitioning to AI and high-performance computing (HPC), citing its underperformance as a market mismatch compared to peers like TeraWulf (NASDAQ: WULF) [1] Industry Overview - Mining economics are deteriorating due to cryptocurrency price volatility and an increasing global hashrate, leading to a decline in hashprice to $0.031 per TH/day, which creates unprofitable conditions for all but the lowest-cost operators [2] - Operators are increasingly focusing on AI and HPC development rather than expanding mining capacity, as these infrastructure contracts offer long-duration cash flows, better revenue visibility, and higher margins compared to traditional cryptocurrency mining [3] Company Analysis - In a recent analysis, five miners were evaluated: WULF, Galaxy (NASDAQ: GLXY), Marathon Digital Holdings (NASDAQ: MARA), CIFR, and Hut 8 (NASDAQ: HUT) [4] - On an enterprise value basis per active megawatt, MARA is valued at $3.6 million, while WULF holds the highest valuation at $12 million per current megawatt [4] - Hut 8 trades at an enterprise value of $5.2 million per current megawatt and has entered a 15-year lease with Fluidstack for 245 MW of critical IT load, involving a $7 billion agreement with Anthropic, supported by Google and financed by JPMorgan and Goldman Sachs [5] - Galaxy Digital has an enterprise value of $9.3 million per current megawatt and is developing the Helios data center campus in Texas, which recently received additional power capacity approval [6] - Cipher Digital is highlighted as a top pick with a valuation of $9.8 million per current megawatt, supported by a 2.5 GW power pipeline and a 15-year lease with Amazon Web Services for a 300 MW facility [7] - TeraWulf trades at the highest sector valuation of $12 million per current megawatt, with a 28% year-to-date gain and plans for a $1.275 billion secured note offering to fund infrastructure, operating over 500 MW of contracted AI/HPC capacity, pushing total contracted revenue to $9.5 billion [8]