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[天策嗨聊]
特朗普要当比特币大矿主?特高压变压器或成投资新宠!
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最近,美国大选不仅让特朗普重新回到了大家的视线,还意外点燃了比特币市场的狂热。光是选后这段时间,比特币价格一路飙升,短短几天从历史高位涨到昨天(14日)的93,263美元,虽然之后稍稍回调到87,687美元,但整个涨幅依然惊人。难怪大家感叹:“大选行情果然牛得一批!” 这波行情不仅让比特币现货和ETF火了一把,相关概念股也成了市场宠儿。看看MicroStrategy(MSTR)和Coinbase(COIN),选后股价直接暴拉近44%。有趣的是,有人把目光转向了一个看似冷门但极具潜力的领域:特高压变压器。 1 C1 Z! ?. j$ o4 a
台湾理周集团总裁洪宝山就指出,假如特朗普真兑现竞选承诺,把比特币挖矿“全美国化”,那么特高压变压器这种电力网升级必需品,很可能成为投资新宠。为什么这么说呢?因为比特币挖矿可是个耗电大户,支持这一业务,电网升级势在必行。而特高压输电技术正是解决长距离、大容量电力输送问题的利器,特别适合像美国这样地广人稀的大国。 # Q; ` H, x u/ P+ l1 j+ Z" E
特朗普还曾高呼,要让美国成为“地球的加密货币首都”,甚至要把“所有剩余的比特币都在美国制造”,听起来霸气侧漏,但实现这一目标离不开大规模电力改造。这不,美国最大的比特币矿企MARA Holdings的股价就因为这些豪言壮志暴涨了55%以上,足见市场对这一方向的期待。
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那么,什么是特高压输电呢?简单说,它就是电力界的“高速公路”,让电力以超高电压的方式穿山越岭、一路送到城市。这不仅能减少损耗,还能降低电费,堪称高效又环保的输电方式。目前,天朝在特高压输电领域已经遥遥领先,而美国呢?电网老化得连自己人都看不下去了。
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有学者呼吁,美国该学学天朝,赶紧建一条国家级特高压电网走廊,不然怎么扛得住AI数据中心和比特币挖矿这种电力吞金兽?所以,未来如果特朗普真的把挖矿政策落到实处,特高压变压器概念股说不定就成了下一波投资风口。别忘了,投资讲究的是看得长远,埋伏在风口之前,才能收获最大的惊喜!
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这个结论从理论上说是对的!, q$ m* N, k7 Z" d$ d
这个结论的推出,又制造出了一个新的炒作题材,而且这个结论它可是有前提的,前提存不存在,需要时间的验证。
! n N% h9 ^7 }9 M 我们都知道,特朗普是一个标准的商人,马斯克也是。而且特朗普还是个张口就来,说了随时不算的疯子,马斯克就是为了钱和他的航天梦想一意孤行的不按套路出牌的大嘴……那么,他们根据选举及个人需要说过的话,世界都敢相信吗?看看他上一次任总统时的作为吧……
' u& l# e$ D+ S4 @( w; s 所以啊,我是宁愿相信目前的行情就是个纯粹的短期的炒作题材,也不敢相信更多的了,将来会如何,现在不可下结论!
1 }0 x$ m2 {" h7 Q. T1 u 特朗普们今后会如何,只有鬼知道!
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