Compass Point：AI合约而非比特币正主导矿企估值，Cipher与TeraWulf估值偏低
2026-07-09 15:54:37
矿企估值驱动因素正从比特币转向AI数据中心合约，Cipher Mining与TeraWulf被认为估值偏低。据CoinDesk报道，Compass Point分析师Michael Donovan和Ed Engel称，尽管相关企业已签署价值数十亿美元的租赁协议，市场对其未来AI数据中心项目储备给予的估值认可仍有限。
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