以下部分引用 AI 总结,现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Hut 8
23 atoms · 跨 6 天 · 首见 2026-05-04 · 最近 2026-06-04
三色: 🟦 fact 20 · 🟥 take 3 · stance ▲6/▼1/◆9
来源: X 23
时态: fresh:23
标签: 好数字:19 · 好信源:7 · 好观点:2
叙事 (narrative) (2)
- 2026-06-01 · 分析师评级
Keefe, Bruyette & Woods reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐇𝐮𝐭 𝟖
tags: 好信源 · → daily
value: direction=outperform
- 2026-05-14 · AI data center leases as growth driver
Analyst sees AI data center leases and infrastructure execution driving a scalable growth platform
tags: 好观点 · → daily
value: direction=scalable
预测 (forecast) (4)
- 2026-06-01 · 目标价调整
raises PT to $138 from $89
tags: 好数字·好信源 · → daily
value: qty=$138 · direction=up
- 2026-05-06 · 稳定运营后预期的年NOI贡献
Expected average annual 𝐍𝐎𝐈 contribution estimated at ~$𝟔𝟓𝟓𝐌 upon stabilization
tags: 好数字·好观点 · → daily
value: qty=$655M · date=annual
- 2026-05-06 · HPC托管合同总收入预期
合同预计总收入: ~$9.8B
tags: 好数字 · → daily
value: qty=~$9.8B
- 2026-05-06 · HPC托管合同潜在涨幅
潜在涨幅: +42.8%
tags: 好数字 · → daily
value: qty=+42.8%
事实 (fact) (17)
- 2026-05-06 ⭐ · 签署租约
Crypto miner Hut 8 signs a lease worth $9.8B+ over 15 years to provide computing power to a 'high-investment-grade company' at its Nueces County, Texas campus
tags: 好数字·好信源 · → daily
value: qty=$9.8B+ · date=15年
- 2026-05-04 · secured credit facility
Hut 8 enters $200M Bitcoin-backed credit facility with FalconX.
tags: 好数字·好信源 · → daily
value: qty=$200M · date=NA
- 2026-05-04 · interest rate reduced
Interest rate reduced to 7.0% from prior 9.0%.
tags: 好数字·好信源 · → daily
value: qty=7.0% · date=NA · direction=down from 9.0%
- 2026-06-04 · 跌幅
Hut 8 fell 4.9%
tags: 好数字 · → daily
value: qty=4.9% · direction=跌
- 2026-05-12 · 市值
$HUT Hut 8 — 市值110亿美元。
tags: 好数字 · → daily
value: qty=$11B
- 2026-05-12 · 已签约容量
已签约597兆瓦,在建项目8.4GW。
tags: 好数字 · → daily
value: qty=597MW
- 2026-05-12 · 每瓦签约价格
每瓦签约价格1.18美元。
tags: 好数字 · → daily
value: qty=$1.18
- 2026-05-06 · 签署的AI数据中心租约合同金额
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Hut 8 Signs $𝟗.𝟖𝐁 AI Data Center Lease for Texas Beacon Point Campus
tags: 好数字 · → daily
value: qty=$9.8B · date=base-term
- 2026-05-06 · 签署的AI数据中心租约合同金额含续约
Base-term contract valued at $𝟗.𝟖𝐁, rising to $𝟐𝟓.𝟏𝐁 with renewals.
tags: 好数字 · → daily
value: qty=$25.1B · date=with renewals
- 2026-05-06 · AI数据中心租约期限
Signs 𝟏𝟓-𝐲𝐞𝐚𝐫, 𝟑𝟓𝟐 𝐌𝐖 lease with high-investment-grade tenant.
tags: 好数字 · → daily
value: qty=15 · date=years
- 2026-05-06 · AI数据中心租约容量
Signs 𝟏𝟓-𝐲𝐞𝐚𝐫, 𝟑𝟓𝟐 𝐌𝐖 lease with high-investment-grade tenant.
tags: 好数字 · → daily
value: qty=352 · date=MW
- 2026-05-06 · 总的签约AI数据中心容量
Total contracted AI data center capacity expands to 𝟓𝟗𝟕 𝐌𝐖.
tags: 好数字 · → daily
value: qty=597 · date=MW
- 2026-05-06 · Beacon Point校园可支持的公用事业容量上限
Campus designed to support up to 𝟏 𝐆𝐖 of utility capacity.
tags: 好数字 · → daily
value: qty=1 · date=GW
- 2026-05-06 · Beacon Point校园采用的参考架构
Facility engineered to 𝐍𝐕𝐈𝐃𝐈𝐀 𝐃𝐒𝐗 reference architecture for hyperscale AI.
tags: 好信源 · → daily
value: date=NA · direction=NA
- 2026-05-06 · HPC托管IT容量
合同IT容量: ~352MW
tags: 好数字 · → daily
value: qty=~352MW
- 2026-05-04 · collateral released
~3,300 BTC (~$260M) released from collateral.
tags: 好数字 · → daily
value: qty=~3,300 BTC (~$260M) · date=NA
- 2026-05-04 · credit facility terms
Facility structured with limited-recourse and no rehypothecation.
tags: 好信源 · → daily
value: qty=limited-recourse, no rehypothecation
时间轴 (近 20)
- 2026-06-04 ·
fact · 跌幅 · → daily
- 2026-06-01 ·
narrative · 分析师评级 · → daily
- 2026-06-01 ·
forecast · 目标价调整 · → daily
- 2026-05-14 ·
narrative · AI data center leases as growth driver · → daily
- 2026-05-12 ·
fact · 市值 · → daily
- 2026-05-12 ·
fact · 已签约容量 · → daily
- 2026-05-12 ·
fact · 每瓦签约价格 · → daily
- 2026-05-06 ·
fact · 签署的AI数据中心租约合同金额 · → daily
- 2026-05-06 ·
fact · 签署的AI数据中心租约合同金额含续约 · → daily
- 2026-05-06 ·
fact · AI数据中心租约期限 · → daily
- 2026-05-06 ·
fact · AI数据中心租约容量 · → daily
- 2026-05-06 ·
fact · 总的签约AI数据中心容量 · → daily
- 2026-05-06 ·
fact · Beacon Point校园可支持的公用事业容量上限 · → daily
- 2026-05-06 ·
fact · Beacon Point校园采用的参考架构 · → daily
- 2026-05-06 ·
forecast · 稳定运营后预期的年NOI贡献 · → daily
- 2026-05-06 ·
fact · 签署租约 · → daily
- 2026-05-06 ·
forecast · HPC托管合同总收入预期 · → daily
- 2026-05-06 ·
fact · HPC托管IT容量 · → daily
- 2026-05-06 ·
forecast · HPC托管合同潜在涨幅 · → daily
- 2026-05-04 ·
fact · secured credit facility · → daily
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