（文章来源：每日经济新闻） 每经AI快讯，2月27日，加密货币概念股MARA Holdings股价美股盘前上涨16%。 ...

MARA Holdings, one of the largest publicly traded Bitcoin miners in the U.S., said Thursday it will team up with Starwood Property Trust to develop AI-focused data centers, sending its shares higher in after-hours trading. Under the agreement, MARA will work with Starwood to convert a portfolio of its U.S. Bitcoin mining sites, excluding those already held in third-party joint ventures, into hyperscale data center campuses, with projects structured on a site-by-site basis. The partnership will allow the tw ...

Bitcoin miner MARA Holdings has entered a strategic partnership with Barry Sternlicht's Starwood Capital Group to convert its existing mining sites into data center infrastructure for artificial intelligence and cloud computing. MARA shares jumped approximately 17% in after-hours trading following the February 26 announcement. Joint Venture Targets 2.5 GW Capacity The two companies will jointly develop, finance, and operate data center projects across MARA's existing portfolio. Starwood Digital Venture ...

Bitcoin Surges As ETF Inflows Jump. Trump-Linked Miner Reports Results. | Investor's Business DailyTRENDING: [Rare Earth Stocks To Watch]----Cryptocurrency stocks are generally surging this week. powered by bitcoin's ETF-fueled rally to near $70,000 on Wednesday. Stablecoin issuer Circle and bitcoin miner Hut 8 diverged on their Wednesday results, which prompted a 32% spike for CRCL. Trump family-linked miner American Bitcoin rose on its Thursday-morning results. After the stock market close, MARA Holdings, ...

TMG Core 展台的液体 浸没式冷却矿槽中的加密货币矿机。 罗森布拉特证券公司一份最新分析师报告显示，随着比特币这一龙头加密货币进一步下跌，多数比特币 矿商已无法从相关数字资产业务中获利。 比特币最新成交价为 64，143.00 美元，今年以来累计下跌约 26%。周二早些时候，比特币价格一度跌 破 63，000 美元，逼近两周多来的最低水平。 罗森布拉特分析师指出，加密货币此次持续下跌，可能会让多数比特币矿商面临的风险进一步加剧。 罗森布拉特分析师克里斯・布伦德勒周一在给客户的报告中表示："目前挖矿收益已低于 3 美分，跌至 除效率最高的矿机外，其余所有矿机均无法盈利的水平。" 加密货币挖矿是一项高能耗流程，通过在计算机网络上验证数字交易来获取代币（多数情况下为比特 币）。比特币算力价格，指矿商每太哈希算力可获得的收益。 但随着比特币价格受挫，其网络算力价格同步下跌，导致矿商投入大量成本却几乎无利可图。 Hashrate Index 数据显示，过去三个月比特币算力价格下跌约 30%，与比特币本身跌幅基本一致。其算 力价格最新徘徊在 28 美元/太哈希/秒/天左右。 布伦德勒在报告中写道："比特币挖矿的盈利 ...

事实上，这种从单纯的"比特币开采"向"全球算力基建"转型的逻辑已成为行业共识。ZFX山海证券表 示，另一矿业巨头 MARA Holdings 也在近期完成了对法国计算基础设施公司 Exaion 的控股权收购，深 度切入人工智能领域。目前，包括 HIVE、Hut 8 和 TeraWulf 在内的多家知名矿企都在积极改造原有的 比特币矿场能源设施，以承接利润率更高的 AI 高性能计算（HPC）业务。ZFX山海证券认为，随着挖 矿难度在 2026 年再度反弹及哈希价格承压，矿工群体正在经历一场从单一币本位收益向多元化算力收 入的结构性演变。 事实上，这种从单纯的"比特币开采"向"全球算力基建"转型的逻辑已成为行业共识。ZFX山海证券表 示，另一矿业巨头 MARA Holdings 也在近期完成了对法国计算基础设施公司 Exaion 的控股权收购，深 度切入人工智能领域。目前，包括 HIVE、Hut 8 和 TeraWulf 在内的多家知名矿企都在积极改造原有的 比特币矿场能源设施，以承接利润率更高的 AI 高性能计算（HPC）业务。ZFX山海证券认为，随着挖 矿难度在 2026 年再度反弹及哈希价格承压，矿工群体正 ...

（来源：吴说） 法国财政部已批准 MARA Holdings 以约 1.68 亿美元收购 Electricite de France 旗下数据中心子公司 Exaion 64% 的控股权。该交易此前因涉及国家主权审查而一度延迟，最终在满足相关监管条件后获 批。交易完成后，MARA 将进一步拓展其在欧洲的数据中心、高性能计算及比特币挖矿基础设施布 局。（彭博社） ...

RT Bitcoin Magazine (@BitcoinMagazine)FUN FACT: MARA Holdings warmed a town of over 11,000 in Finland using heat from #Bitcoin mining 🤯 🇫🇮https://t.co/E1zEnMv4uS ...

Core Viewpoint - The precious metals sector is experiencing a decline, Bitcoin prices are plummeting, and the U.S. labor market shows signs of weakness, which, combined with the revaluation of software companies, threatens the foundation of the AI-driven bull market [1][20] Group 1: Market Overview - The recent market turmoil has led to a loss of over $1.5 trillion in U.S. stock market value, raising doubts about the strength of the U.S. economy to support further stock market gains [20] - The rebound in the S&P 500 index on Friday does not indicate a stable market, as it often occurs during prolonged market pressure [1][20] - Various sectors are showing cracks, prompting investors to hedge against potential downturns [1][20] Group 2: Software Sector - The sell-off in software stocks is significant, with concerns that AI tools may disrupt the business of companies like DocuSign and Salesforce [29] - A report indicated that 72% of S&P 500 companies have updated disclosures regarding the significant risks posed by AI to their businesses [29] - The market is currently bearish on software stocks, raising concerns about risk spillover to other sectors [30][31] Group 3: Small Cap Stocks - Small-cap stocks were initially favored as investors moved away from overvalued tech stocks, but this strategy has faltered due to broad market adjustments and weak labor market data [4][22] - The Russell 2000 index has seen a decline of over 5% from recent highs, reflecting the impact of domestic economic conditions on small-cap companies [24][22] Group 4: Precious Metals - The precious metals sector, particularly gold and silver, has experienced extreme volatility, with the VanEck Gold Miners ETF suffering a 13% drop, the largest in over five years [25][27] - The sector has shifted from being a niche investment to a speculative tool for retail investors, raising concerns about its fundamental support [25][27] - Analysts note that the trading frenzy in precious metals has become "crazy," with significant price fluctuations that contradict their traditional role as safe-haven assets [27][9] Group 5: Digital Assets - Bitcoin, once referred to as "digital gold," is underperforming compared to physical gold, with its price dropping below $65,000, marking a 15-month low [28] - Companies involved in Bitcoin mining and digital asset management have seen significant stock price declines, with some dropping over 20% [28][10] - The largest Bitcoin exchange-traded fund also experienced a 16% drop, reflecting the broader downturn in the digital asset market [28] Group 6: Capital Markets - Concerns about AI disrupting various sectors may lead to a slowdown in capital market activities, including mergers and acquisitions, IPOs, and stock and bond issuances [29] - The technology sector was expected to contribute significantly to capital market revenues, but this outlook may be changing due to the potential disruptive effects of AI [29]

That bet soured in the past week, partly because investors left few corners of the market unscathed. The main problem, though, came from a trio of labor-market data points that showed worrisome weakness in the American economy. Small caps get a disproportionately high percentage of sales at home.The year started with investors rotating from tech, where valuations had become stretched, into companies that benefit from an upswing in economic growth and falling interest rates. Chief among their targets: small ...