密码股票飙升5%，因谷歌支持的人工智能交易将目标价提高至16美元-动脉网

Cipher Stock Surged 5% As Googleacked AI Deal Raises Price Target To $16

benzinga 等信源发布 2025-09-29 14:50



可切换为仅中文







Cipher Mining Inc.

密码采矿公司

(NASDAQ:

（纳斯达克：

CIFR

) traded near $12.10 on Monday, up more than 5%, after

周一交易价格接近 12.10 美元，上涨超过 5%，

Canaccord Genuity

加拿大丰业银行

(NASDAQ:

（纳斯达克：

) raised its price target to $16 citing the company's pivot into

) 将其目标价上调至 16 美元，理由是该公司转型进入

artificial intelligence infrastructure.

人工智能基础设施。

From Bitcoin Mines To Data Giants

从比特币矿场到数据巨头

Cipher signed a hosting agreement with

密码签订了一份托管协议与

Fluidstack

流体堆栈

, backed by

，得到...的支持

Google

谷歌

(NASDAQ:

（纳斯达克：

GOOGL

谷歌

) to expand its Barber Lake facility into a large-scale compute hub.

）将其 Barber Lake 设施扩展为大规模计算中心。

The move places the company among miners diversifying into data center infrastructure, according to Canaccord's report.

根据Canaccord的报告，此举使该公司跻身于向数据中心基础设施领域多元化的矿企行列。

Analysts led by

由分析师领导

Joseph Vafi

约瑟夫·瓦菲

said the deal was earlier and stronger than anticipated, underscoring firm demand for capacity.

表示，交易比预期的更早、更强劲，突显了对运力的强劲需求。

The announcement came amid a wave of hyperscaler contracts, easing concerns that supply would outpace demand.

这一消息是在一波超大规模合同到来之际发布的，缓解了人们对供应过剩的担忧。

$1.1B Note Offering Secures Ownership

11亿美元票据发行确保所有权

Cipher priced a $1.1 billion zero-coupon convertible note last week to fund the buildout of its Barber Lake facility while keeping full ownership of the site.

上周，Cipher 定价了一笔 11 亿美元的零息可转换债券，以为其 Barber Lake 设施的建设提供资金，同时保持对该场地的完全所有权。

Management had earlier indicated it might consider selling a stake to reduce leverage.

管理层早前曾表示，可能会考虑出售股份以降低杠杆率。

'Stronger equity pricing and improved fundamentals have given Cipher the flexibility to fund growth without dilution,' the Canaccord team wrote.

“更强的股票定价和改善的基本面使Cipher能够灵活地为增长提供资金，而不会稀释股权，”Canaccord团队写道。

The firm maintained its buy rating, citing Barber Lake as a strategic anchor for future AI deals.

该公司维持其买入评级，称巴伯湖是未来人工智能交易的战略锚点。

Chart Signals Point To $15.50 Retest

图表信号指向15.50美元的重新测试

Cipher Stock Price Dynamics (Source: TradingView)

密码股票价格动态（来源：TradingView）

Technical analysis:

技术分析：

Cipher stock is consolidating above its 20-day EMA at $10.94, with Supertrend support near $11.17 reinforcing the breakout from a yearlong cup-and-handle formation.

密码股在其20日指数移动平均线（EMA）$10.94上方盘整，超级趋势支撑位接近$11.17，巩固了从长达一年的杯柄形态中的突破。

A push above $13.50 could trigger a retest of the $15.50 high, while a slip below $11 would expose the 50-day EMA at $8.66.

若价格突破13.50美元，可能触发对15.50美元高点的重新测试；而若跌破11美元，则可能暴露位于8.66美元的50日指数移动平均线（EMA）。

Momentum remains constructive, with positively aligned moving averages and an RSI holding in bullish territory without overextension.

动能仍然保持积极，移动平均线呈正向排列，相对强弱指数（RSI）处于牛市区域且未过度延伸。

For traders, $11 serves as the key pivot level.

对于交易者来说，11美元是关键的枢轴水平。

Why Investors Are Watching Barber Lake Closely

为什么投资者密切关注巴伯湖

Cipher's Google-backed hosting deal and zero-coupon note offering represent more than a short-term boost.

Cipher获得谷歌支持的托管协议和零息票据发行，带来的益处不仅仅是短期的提振。

The company is moving beyond its identity as a bitcoin miner and positioning itself as a large-scale data infrastructure provider, while maintaining full control of Barber Lake.

公司正超越其比特币矿工的身份，将自己定位为大规模数据基础设施提供商，同时保持对巴伯湖的完全控制。

Unlike peers that have sold stakes in core projects to raise cash, Cipher has preserved ownership and flexibility.

与那些通过出售核心项目股份来筹集资金的同行不同，Cipher 保留了所有权和灵活性。

For investors, the stock now offers two distinct sources of value: exposure to Bitcoin's cyclical upside and the growing revenue potential of high-density compute facilities.

对于投资者而言，该股票现在提供了两种截然不同的价值来源：比特币周期性上涨的敞口以及高密度计算设施日益增长的收入潜力。

加载中...