[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio888933ff":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio888933ff","“华尔街神算子”豪赌以太坊遇挫：Bitmine(BMNR)浮亏逾60亿美元，仍坚持每周买入","\u002Fdoc\u002Fdcio888933ff","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，由“华尔街神算子”Tom Lee执掌的Bitmine(BMNR)，正试图在资本市场豪赌“以太坊的ChatGPT时刻”。然而，在最近一个财年，公司录得逾60亿美元亏损，其中几乎全部源于其以太坊持仓的账面减值。尽管如此，公司仍选择继续增持。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Bitmine在向美国证券交易委员会(SEC)提交的年度报告中披露，截至8月31日的财年净亏损达63.1亿美元，折合每股亏损13.11美元。相比之下，上一财年公司实现盈利3.486亿美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该公司并未亏本出售其持有的以太坊。在63.1亿美元总亏损中，约62.3亿美元属于未实现亏损，系Bitmine因币价下行而调低持仓估值所致。上一财年，同一项目曾录得8.05亿美元收益。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财报显示，得益于质押与验证业务驱动，公司营收从上一财年的610万美元跃升至1.248亿美元。其中，质押与验证业务贡献1.214亿美元，约占总营收的97%。但成本端压力更为突出一般及行政费用达3.769亿美元，约为营收的三倍。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据Koyfin数据，分析师此前平均预估营收为7745万美元，每股收益为0.13美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>截至发稿，Bitmine盘前涨0.9%。在Stocktwits平台上，过去一天散户对Bitmine的情绪维持在“看涨”区间，讨论热度处于高位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>以太坊价格回撤拖累业绩\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>文件显示，截至8月底，Bitmine持有590万枚以太坊，价值约146亿美元，约占以太坊流通供应量的4.9%。同期，公司还持有211枚比特币，价值1660万美元。财年内，以太坊价格累计下跌约44%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>公司披露，该期间以太坊价格区间为1506美元至4763美元。由于Bitmine按公允价值计量其加密资产，币价波动会直接反映至业绩表现。公司警告称，“以太坊价格的变化预计将继续导致我们报告业绩出现显著波动。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Bitmine如何购买以太坊\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>公司主要通过出售自身股票来筹集资金买入以太坊。公司按市价售出3.951亿股股票，募资总额达132亿美元。其流通股本随之从上一财年的2.324亿股激增至6.133亿股。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，公司也已启动股票回购。根据文件，公司于7月和8月以每股17美元的平均价格回购约2080万股。在总额40亿美元的回购计划中，公司仍有约36亿美元额度可用。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Lee持续增持以太坊\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>尽管遭受损失，但Lee购买以太坊的步伐并未放缓。周一，Bitmine宣布买入9587枚以太坊。Lee表示，自2025年年中启动建仓以来，公司每周都在买入以太坊。公司计划随时间推移持续增加以太坊持仓，但并无继续买入的强制性义务。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>回看2025年7月，Lee正是在那时高调宣布这笔“豪赌”——Bitmine以每股约4.50美元的价格完成PIPE交易，筹集2.5亿美元，主要用于买入以太坊。彼时，他将稳定币的爆发称为“加密货币的ChatGPT时刻”，并称以太坊是“下一个万亿美元的机会”。如今，逾60亿美元的账面浮亏表明，这个“时刻”显然还未到来。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FM\u002FM\u002FM.jpg","2026-11-11T13:40:18","2026.11.11","2026\u002F11\u002F11",38484,[22],"M","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]