灿谷股价异动上涨，机构增持看好其AI算力转型

Core Viewpoint - The company, 灿谷, is experiencing a significant stock price increase and is transitioning its business towards AI computing power, supported by institutional investment [1][2]. Stock Performance - On January 5, 2026, 灿谷's stock price rose by 5.67% to $1.49 per share, with trading volume increasing to 470,084 shares. This follows a previous increase of 5.88% on December 30, 2025, likely driven by market expectations regarding the company's shift towards Bitcoin mining and AI computing [2]. Institutional Perspective - On December 30, 2025, Enduring Wealth Capital Limited (EWCL) increased its holdings in 灿谷's Class B common stock to approximately 36.68% voting power. EWCL plans to purchase additional shares to enhance resource integration in cryptocurrency mining and computing infrastructure, supporting the company's 50 EH/s computing operations and AI business expansion [3]. Strategic Advancement - According to the Q3 2025 financial report, 灿谷 is advancing a three-phase transformation path: "Mining - Energy - AI." The short-term plan involves entering the AI market through GPU computing power leasing, while the mid-term goal is to establish self-operated data center hubs. The long-term objective is to create a globally distributed AI computing network powered by green energy, with projects in Oman and Indonesia expected to materialize in the next 12-24 months. Additionally, the company plans to launch a high-performance computing (HPC) pilot project in the first half of 2026 to explore new scenarios for computing and energy synergy [4]. Financial Performance - In Q3 2025, 灿谷 reported total revenue of $224.6 million, a 60.6% increase quarter-over-quarter, with over 98% of revenue coming from Bitcoin mining. As of November 27, 2025, the company held approximately 6,902.5 Bitcoins, and its operational computing power increased to 46.09 EH/s, with an efficiency exceeding 92%, indicating a robust production capacity [5].