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Benchmark:首次给予嘉楠科技买入评级,股价受益自营挖矿业务或有5倍上涨空间

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2025-05-06 15:57:50

Benchmark分析师Mark Palmer首次覆盖嘉楠科技(NASDAQ: CAN)给予"强力买入"评级,目标价大幅设定为3美元,较当前0.62美元股价存在近384%上涨空间,引发市场高度关注。




分析师报告重点强调两大核心价值驱动因素:


1. 美国自营挖矿业务扩张潜力:嘉楠科技正在北美部署自有矿场,该战略转型未被当前股价充分反映


2. 巨额比特币资产储备:公司持有1,408枚BTC(约值1.33亿美元),占市值70%,提供坚实价值支撑




对投资者的关键影响:


• 若目标价达成,潜在回报率超市场平均水平5倍


• 比特币储备为股价提供下行保护垫,降低投资风险


• 美国业务拓展可能带来估值体系重构,从硬件制造商升级为综合矿业公司


• 需关注比特币价格波动对双重杠杆效应(主业+持币价值)

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