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观点:特朗普关税可能会降低美国以外地区的比特币矿机价格

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2025-04-09 01:26:34

特朗普政府关税政策或引发比特币矿机市场格局巨变:非美矿业或成最大赢家



特朗普政府实施的广泛关税政策可能对美国比特币矿机市场造成毁灭性冲击。据Hashlabs Mining首席执行官Jaran Mellerud分析,这一政策将导致美国矿机需求断崖式下跌,迫使制造商转向海外市场倾销过剩库存。



矿机价格将现"冰火两重天"格局

"美国市场矿机价格将因关税飙升,而世界其他地区价格可能反常下跌,"Mellerud在4月8日的行业报告中指出。"美国进口矿机需求预计将暴跌90%以上,甚至可能归零。"



全球矿业版图或将重塑

制造商为消化原定销往美国的过剩库存,将不得不以折扣价向其他地区抛售。Mellerud强调,这种价格优势可能引发非美矿业公司大规模扩张,最终夺取比特币全网算力的主导地位。



对投资者的潜在影响:

1. 非美矿业股可能迎来价值重估

2. 矿机厂商短期面临库存压力,但长期或打开新兴市场

3. 比特币算力中心转移可能带来监管风险溢价

4. 二级市场需警惕矿业股区域性分化走势

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