科技股获逢低买盘抄底。 *三大股指分化，道指跌0.15%； *10年期美债收益率重返4%以上； *苹果发布新款iPad Air 和iPhone 17e。 由于投资者担忧中东冲突持续，可能扰乱全球贸易通道并重新推升通胀压力，周一美股期货盘前下跌超 1%。开盘后，三大股指受科技股逢低买盘推动逐步收复失地，收盘涨跌互现，市场继续关注美以伊战 局进展。 截至收盘，道指跌73.14点，跌幅0.15%，报48904.78点，纳指涨0.36%，报22748.86点，标普500指数涨 0.04%，报6881.62点。由于受油价飙升与战争不确定性拖累，稍早收盘的德国和法国股市跌幅均超 2%。 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 48904.78 | 22748.86 | 6881.62 | | -73.14 -0.15% +80.65 +0.36% +2.74 +0.04% | | | 【热门股表现】 明星科技股获逢低买盘支持涨多跌少，英伟达涨2.93%，微软涨1.48%，Meta涨0.83%，苹果和特斯拉涨 0.20%，苹果公司周一发布新款iPad Air 和iP ...

根据FactSet和高盛的数据，亿万富翁迈克尔.塞勒的Strategy公司(MSTR.US)作为比特币的重要持有者， 其股票正被"大量做空"——这一市场术语指代对股价持续下跌的强烈押注。然而，部分分析师指出，这 种持仓布局未必反映投资者对股价持续下跌的预期。 根据最新提交的13F机构持仓文件，Jane Street已购入超过700万股贝莱德旗下iShares比特币信托(IBIT)， 同时当时还持有大量Strategy股票头寸。 值得关注的是，Anchorage Digital联合创始人兼首席执行官Nathan McCauley于2月25日披露，该数字银 行在其资产负债表中配置了Strategy的永久优先股STRC(STRC.US)。 据报道，分析师将空头持仓量上升归因于基差交易策略——该策略通过捕捉两个关联市场间的价差获 利。具体操作中，交易者可同时买入比特币现货ETF(如贝莱德的IBIT)并做空Strategy股票，从而在 Strategy相对于其比特币持仓的溢价收窄时套利。若叠加配对期货合约，还能额外获取资金费率收益， 同时维持市场中性头寸。 比特币财资公司专家Brian Brookshire指出："我怀 ...

每经AI快讯，2月20日，部分港股比特币概念股走强，截至发稿，星太链集团(00399.HK)涨18.52%、 OSL集团(00863.HK)涨2.54%。 ...

机构近期观点分歧集中于短期波动与长期价值。经济观察网2026年2月12日报道指出，4家机构对比特富 富目标均价为6.12美元，较当前股价存在溢价，买入或增持观点占比75%。机构认为云挖矿业务增长是 长期支撑，但比特币价格波动及低毛利率（2025年第三季度为3.96%）仍是短期估值压力点。 近期事件 经济观察网 近7天（截至2026年2月13日），比特富富（FUFU.O）股价受比特币价格波动影响显著，呈 现震荡下行态势。根据内部数据库数据，区间累计跌幅达9.40%，振幅23.31%，最新收盘价2.41美元 （2026年2月13日），单日跌幅2.43%。成交量持续低迷，日均成交额约23.34万美元，换手率普遍低于 0.1%，反映市场参与度较低。 机构观点 截至2026年2月13日，公司未披露新的重大事件时间表（如下一期财报发布日期或投资者会议），近期 热点主要围绕加密货币市场情绪传导。 以上内容基于公开资料整理，不构成投资建议。 ...

吴说获悉，Bitdeer 公布 2025 年 Q4 未经审计财务业绩。第四季度总营收为 2.248 亿美元，去年同期为 6900 万美元；净利润为 7050 万美元，去年同期为净亏损 5.319 亿美元；调整后 EBITDA 为 3120 万美 元，去年同期为负 432 万美元。截至 2025 年 12 月 31 日，公司拥有现金及现金等价物 1.494 亿美元， 加密货币及应收款余额为 2.186 亿美元。 （来源：吴说） 来源：市场资讯 ...

Group 1 - Bitcoin is regaining its status as a favored asset among high-risk traders, with a significant rebound following a sharp decline in the cryptocurrency market [1] - On Friday, Bitcoin experienced its largest single-day rebound in nearly three years, rising approximately 13% from a low of around $60,000 to above $70,000, recovering nearly all losses from the previous day [1] - The volatility in Bitcoin has reignited interest among speculative traders in high-volatility assets [1] Group 2 - Strategy (MSTR.US) saw its stock price surge over 26% on Friday, recovering all losses from the previous trading day, despite a dip after its earnings report [1] - Analyst Lance Vitanza from TD Cowen stated that Strategy has about $2.25 billion in cash reserves, sufficient to cover approximately $900 million in fixed expenses for nearly 17 months, and to support a potential $1 billion convertible bond redemption in September 2027 [2] - Vitanza maintains a "buy" rating for Strategy with a target price of $440, indicating significant upside potential from the closing price of $106.99 on Thursday [2]

Group 1 - The company's stock, MSTR, dropped sharply as Bitcoin prices fell, highlighting its high volatility and close correlation with Bitcoin [1][4] - MSTR has tied its future closely to Bitcoin, benefiting from institutional interest in the cryptocurrency space, which increases both potential gains and risks during downturns [2][6] - As the largest corporate holder of Bitcoin with over 250,000 BTC, the company operates more like a Bitcoin proxy than a traditional software business [3][6] Group 2 - The company's use of debt to acquire Bitcoin amplifies stock price movements, leading to sharper declines when Bitcoin prices drop [4][8] - Despite recent price declines, the company's leadership views Bitcoin as a long-term investment and continues to purchase more during dips, raising billions through financing tools [5][6] - The structure of MSTR stock provides a convenient entry point for investors into the crypto market, but it also exposes them to corporate decisions and risks associated with leverage [7][8]

Group 1 - Cryptocurrency concept stocks experienced significant declines, with mining companies leading the drop [1] - IREN Ltd (IREN.US) fell nearly 11%, Hut8 (HUT.US) dropped over 9%, Cipher Mining (CIFR.US) decreased nearly 9%, and TeraWulf (WULF.US) declined over 8% [1] - Other stocks such as MicroStrategy (MSTR.US) and Bitmine Immersion Technologies (BMNR.US) also saw declines of over 3% [1] Group 2 - Bitcoin plummeted over 4%, falling below $75,000 [1] - Ethereum dropped more than 5%, trading at $2,181.25 [1]

Stablecoin company Tether has developed Mining OS, an open source bitcoin mining management software. Tether’s Mining OS, or MOS, functions as a modular framework capable of managing energy, hardware, and data streams simultaneously. Tether emphasized in its X announcement that it hopes to reduce reliance on closed-source, proprietary solutions that create vendor lock-in. Operators can utilize the software to monitor real-time hashrate, temperature, and power consumption. The interface also supports the ...

Core Insights - The Norwegian Government Pension Fund is projected to gain indirect exposure to approximately 9,573 BTC by 2025 through investments in crypto-related publicly traded companies, representing a year-on-year increase of about 149% [1] Group 1: Investment Details - The indirect exposure to Bitcoin primarily stems from investments in companies such as Coinbase, Marathon Digital, and Metaplanet [1]