比特币矿机芯片概念股票比特币矿机芯片概念股票有哪些

2023-05-23 02:04:53

A. 比特币暴涨将加剧缺芯，如何看待此事

比特币暴涨将加剧缺芯，正是由于比特币价格暴涨，市场上短时间内涌入大量挖矿者，这势必增加一大批芯片的消耗，从而导致缺芯现象更加严重。

思科也曾被这种超额订货害死了。一旦渠道上出现缺货，渠道商就拼命超额下单。而等供应恢复了之后，又会拼命砍单。这一次供应节奏的波动，产业链上那些小企业是抗不住的，库存、现金流承受不了的话，客户一旦开始砍单，就只有破产倒闭一条路。现在所有芯片厂不约而同都采取保证小客户供应、压缩大客户供应的策略，为的就是确保上下游产业不至于因为缺货而失去活下来的机会。

B. 比特币矿机都有哪些

比特大陆生产的蚂蚁S9是现在市面上最主流的矿机，以功耗小著称产出大。蚂蚁矿机s9采用了台积电16纳米的finFET制程.台积电(TSMC)出自iPhone芯片的代理工厂，蚂蚁在s9上也应用了全定制设计方案。所以，这就使的s9拥有了超强算力的升级，让挖矿效率更高。s9采用了最新一代芯片BM1387(共189片)，单颗芯片算力达到了74GH/s.功耗方面s9保持在了0.08W/GH/s.(在0.4v的核心电压下功耗为0.08W/GH/s,每T算力墙上功耗仅为100瓦，相单于每天只需要2.4度电。额定算力为：13.5TH/s的±5%

雪豹矿机A1，矿机芯片是矿机的核心，有人称Bitmine是整个比特币矿机产业的源头，Bitmine早在2013年底就拥有自己强大算力的芯片技术，当然这也得益于Bitmine与其它公司的共同合作与努力，而雪豹矿机正是他们自己家旗下的产品。A1是全球首款矿机定制，搭载ASIC芯片(BF16BTC)，芯片数量高达576PCS，单颗芯片算力为84.1GH/s，总体算力高达49TH/s±5%

战旗矿机Z4采用了Intel 赛场双核[email protected]的CUP，挖矿算力为265MH/s(ETH),配备独立显卡570x8，拥有9个Fan，并且散热器采用INTEL的原装散热器，电源：站旗2000W电源，电压为：12.4—12.6v之间。

C. 比特币暴涨将加剧芯片短缺，比特币跟芯片有何关联

比特币暴涨将加剧芯片短缺，比特币其实就是一串数字秘钥，比特币“挖矿”就是找出这些数字秘钥的答案，比特币“挖矿”要运用到很多计算，为了保持计算的流畅性这就需要计算机拥有比较高端的配置，计算机都是通过芯片控制，交易比特币或者“挖矿”比特币都需要通过计算机，这就让它们之间有了关联。

二、比特币“挖矿”非常消耗计算机这导致计算机设备不断增加。

我们都知道要想获得比特币只有两种途径，一种就是直接交易买卖比特币，一种就是“挖矿”找到比特币，这两种方式都需要大量的计算机设备，而且对于计算机设备要求还比较高，随着“挖矿”的人越来越多，计算机设备需求越来越多，这肯定就会对芯片造成短缺，从而影响芯片的供应。

比特币作为新兴产业，它的存在给了我们新的财富希望，但是比特币带来的电子产品损耗，电子能源的消耗，这也是我们必须面对的问题。

D. 比特币概念股有哪些

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E. 专家认为比特币价格暴涨将加剧芯片短缺，原因是什么

专家认为比特币价格暴涨将加剧芯片短缺，原因如下：

第一：比特币价格暴涨将会吸引更多的散户和机构入局

比特币价格的暴涨那么直接就会导致更多的人关注比特币，更多的人参与到比特币之中来，特别是在很多大机构也购买了比特币之后，萨湖也开始加紧入局。除了一部分购买比特币的人以外，比特币挖矿也变得非常的抢手，矿机的价格也开始飙升。

或多或少就是因为这样的决定导致全球芯片短缺的问题越来越严重了。因此现在全球都需要解决芯片短缺的问题，不仅是华为缺少芯片，其他的手机厂商、汽车厂商以及比特币网络都缺少芯片。所以说全球半导体行业都在承受着巨大的压力。

F. 比特币暴涨将加剧缺芯，这二者有怎样的关系

比特币暴涨将加剧缺芯，这二者关系是相互依靠，因为比特币交易需要通过网络，比特币“挖矿”也需要通过网络，比特币不断运作或者“挖矿”都会对计算机设备造成很大消耗，从而电子产品寿命减少，电子产品最重要的部分就是芯片，消耗越来越多对于芯片的需求也越来越多，这就会导致芯片供应加剧。

二、加入比特币“挖矿”的人越来越多导致计算机设备紧缺。

大家都知道现在比特币价格是30多万一枚，比特币“挖矿”设备是2万多一点，一台比特币计算机设备大概能够用2,3年，这种投入少回报高的行业，随着比特币暴涨，肯定越来越多的人会加入比特币“挖矿”，这就导致计算机设备不断增加，疫情导致芯片本来就处于紧张状态，这个时候很多新人不断加入“挖矿”行列，导致设备需求大增，这也会影响到芯片的供应。

比特币是新兴产业，很多人只看到了它上演的财富传奇，没有看到它对其他事物的影响，这其实是非常可悲的事情，比特币已经从方方面面影响大家的生活，这才是比特币暴涨的真正原因。

G. 南瓜张的南瓜张比特币矿机

在众多接手南瓜张芯片的公司中，以由原校内网创始人杨曜睿创办的ASICME作为有名，据ASICME介绍，目前其推出的产品分为三档，售价分别为3000元/11500元/45000元，ASICME目前每月接到订单总价值超过700万元，预计将在9月份集中出货。
F君表示ASICME的挖矿机属于典型的“期货矿机”，期货矿机的特点是用户先付款、再出货，发货时间不定且一旦订金转化为货款，则不接受退款。F君曾在4月份就掏了9000元购买了美国的比特币挖矿机（蝴蝶机），如今到了7月份，蝴蝶机仍没有送到F君手里。
即使这样，F君并不打算要求退款，他表示，如果他现在手里有一台数万元的比特币矿机，一个月就可以赚回成本，之后的日子则是净赚。
除了南瓜张的比特币矿机和美国的蝴蝶机，期货矿机领域还活跃着一家深圳厂商，这家厂商的代言人叫做“烤猫(Friedcat)，比特币挖掘者也称这家公司为“烤猫”。烤猫在去年年中宣称研发比特币矿机成功，向全球网友发行股票以募集资金（其称之为论坛IPO）生产矿机，矿机生产成功后，其获得的收益将向投资者分红。
烤猫一份官方宣传资料显示，烤猫在2012年8月通过众筹模式筹集到约10万美元，年底制造出矿机的芯片样品，在今年1月19日第一次分红。烤猫宣称仅一次分红后，
当初投资者就都已赚回成本，目前烤猫股票交易市值已经超过1.3亿美元。
目前，比特币矿机确实能够产生大量利润，但一位比特币矿机从业人员坦言这种日子不会持续太久，Avalon矿机每天产生20万利润已经是过去时，如今花数万元购买一部矿机，回本至少需要30天，等到9月份矿机集中出货后，需要多长时间回本非常难说。
这位业内人士还表示，从长远来看，这一代比特币矿机被超越只是时间问题，未来会有技术更先进、运算能力更强的比特币生产设备，一旦这些设备出现，现在卖到数万元的比特币矿机将与曾经的挖矿显卡一样被淘汰。

H. 生产显卡的有上市公司吗

生产显卡的华硕、技嘉、微星、柏能（蓝宝石、索泰显卡品牌母公司）景嘉微、通富微电、浪潮信息、胜宏科技等均为上市公司，AMD及NVIDIA两大显卡芯片制造商都是上市公司，芯片代工商台积电、三星也是上市公司。

一、生产显卡的上市公司
生产显卡的华硕、技嘉、微星、柏能（蓝宝石、索泰显卡品牌母公司）等均为上市公司，AMD及NVIDIA两大显卡芯片制造商都是上市公司，芯片代工商台积电、三星也是上市公司
还有景嘉微:景嘉微自主研发的JM5400图形芯片打破国外垄断，下一代图形处理芯片已处于预研阶段。通富微电:通富微电通过收购AMD苏州及槟城股权成为其主要的封测供应商，主要用于比特币“矿机”的AMDR500显卡的GPU在公司的苏州工厂和槟城工厂进行封测。浪潮信息：公司推出全球首款GPU协处理加速整机柜服务器SmartRack。胜宏科技：公司高密度多层VGA(显卡)PCB市场份额全球第一。

二、概念股
概念股是指具有某种特别内涵的股票，与业绩股相对而言的。业绩股需要有良好的业绩支撑。而概念股是依靠某一种题材比如资产重组概念，三通概念等支撑价格。而这一内涵通常会被当作一种选股和炒作题材，成为股市的热点。
概念股是股市术语，作为一种选股的方式。相较于绩优股必须有良好的营运业绩所支撑，概念股只是以依靠相同话题，将同类型的股票列入选股标的的一种组合。由于概念股的广告效应，因此不具有任何获利的保证。
股市的概念，原本也是一类具有共同特征股票的总称。如奥运概念，指的就是与承办奥运有商业机会的一类公司的总称。这样的概念还有许多，如网络概念、3G概念，WTO概念、生物医药概念，整体上市概念，股指期货概念

I. 比特币概念股有哪些

比特币概念股即数字货币概念，一共有12家上市公司，其中1家数字货币概念上市公司在上证交易所交易，另外11家数字货币概念上市公司在深交所交易。

根据云财经自动匹配，数字货币概念有以下股票名单：

J. 比特币概念股有哪些

2013年，比特币再次上演创富传奇。挪威的年轻人克里斯多福，4年前花了27美元(人民币约165元)买下5000枚比特币，在10月30日的市价涨到了101万美元。据中金在线报道，三五互联(300051)将与中金在线在各层面开展比特币的业务合作，从拓展比特币相关的广告业务，到研发比特币挖矿机、比特币投资私募管理、比特币交易平台、比特币支付中介、比特币移动端电子钱包等业务

A. The skyrocketing price of Bitcoin will aggravate the shortage of cores. How to view this matter?

The skyrocketing price of Bitcoin will aggravate the shortage of cores. It is precisely because of the skyrocketing price of Bitcoin that the market has flooded into the market in a short period of time. A large number of miners will inevitably increase the consumption of a large number of chips, leading to a more serious core shortage.

Cisco was also killed by this kind of overordering. Once there is a shortage of goods on the channel, the channel dealers will desperately place orders in excess of the quota. And when the supply is restored, orders will be cut again. Small businesses in the industry chain cannot withstand this fluctuation in supply rhythm. If inventory and cash flow cannot bear it, once customers start cutting orders, they will have no choice but to go bankrupt. Now all chip factories have adopted the strategy of ensuring supply to small customers and compressing supply to large customers, in order to ensure that the upstream and downstream industries do not lose their chance of survival due to shortages.

B. What are the Bitcoin mining machines?

The Antminer S9 produced by Bitmain is the most mainstream mining machine on the market and is known for its low power consumption and high output. The Antminer S9 uses TSMC's 16nm finFET process. TSMC is the agent factory for iPhone chips, and Antminer also uses a fully customized design solution on the S9. Therefore, this gives the s9 an upgrade with super computing power, making mining more efficient. The s9 uses the latest generation chip BM1387 (189 chips in total). The computing power of a single chip reaches 74GH/s. In terms of power consumption, the s9 remains at 0.08W/GH/s. (The power consumption is 0.08 at the core voltage of 0.4v. W/GH/s, the power consumption on the wall is only 100 watts per T of computing power, and Xiang Shanyu only needs 2.4 kilowatt hours of electricity per day. The rated computing power is: ±5% of 13.5TH/s

Snow Leopard Miner A1, the mining machine chip is the core of the mining machine. Some people say that Bitmine is the source of the entire Bitcoin mining machine industry. Bitmine has its own chip technology with powerful computing power as early as the end of 2013. Of course, this is also due to Bitmine and The joint cooperation and efforts of other companies, and Snow Leopard mining machine is their own product. A1 is the world's first customized mining machine, equipped with ASIC chip (BF16BTC), the number of chips is as high as 576PCS, and the computing power of a single chip is 84.1GH /s, the overall computing power is as high as 49TH/s±5%

The Zhanqi Mining Machine Z4 uses Intel’s dual-core [email protected] CPU, with a mining computing power of 265MH/s (ETH). Equipped with a discrete graphics card 570x8, with 9 Fans, and the radiator uses INTEL's original radiator. Power supply: Zhanqi 2000W power supply, voltage: between 12.4-12.6v.

C. The Bitcoin surge will Exacerbating the shortage of chips, what is the relationship between Bitcoin and chips?

The surge in Bitcoin will aggravate the shortage of chips. Bitcoin is actually a string of numbers.Secret keys, Bitcoin "mining" is to find the answers to these digital keys. Bitcoin "mining" requires a lot of calculations. In order to maintain the smoothness of calculations, this requires computers to have relatively high-end configurations. Computers are Through chip control, trading Bitcoin or "mining" Bitcoin requires a computer, which makes them related.

2. Bitcoin “mining” consumes a lot of computers, which leads to the continuous increase of computer equipment.

We all know that there are only two ways to obtain Bitcoins. One is to directly trade Bitcoins, and the other is to "mine" to find Bitcoins. Both methods require a large amount of computer equipment. , and the requirements for computer equipment are still relatively high. As more and more people "mining", the demand for computer equipment is increasing, which will definitely cause a shortage of chips, thereby affecting the supply of chips.

As an emerging industry, the existence of Bitcoin has given us new hope for wealth. However, the loss of electronic products and the consumption of electronic energy caused by Bitcoin are also problems we must face.

D. What are the Bitcoin concept stocks?

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E. Experts believe that the skyrocketing price of Bitcoin will intensify What is the reason for the chip shortage?

Experts believe that the skyrocketing price of Bitcoin will aggravate the chip shortage for the following reasons:

First: The skyrocketing price of Bitcoin will attract more retail investors and institutions to enter the industry

The skyrocketing price of Bitcoin will directly lead to more people paying attention to Bitcoin and more people participating in Bitcoin. Especially after many large institutions also purchased Bitcoin, Sahu also began to step up his involvement. . In addition to some people who buy Bitcoin, Bitcoin mining has also become very popular, and the price of mining machines has also begun to soar.

It is more or less because of this decision that the global chip shortage has become increasingly serious. Therefore, the world now needs to solve the problem of chip shortage. Not only Huawei lacks chips, but other mobile phone manufacturers, automobile manufacturers, and the Bitcoin network also lack chips. Therefore, the global semiconductor industry is under tremendous pressure.

F. The skyrocketing price of Bitcoin will aggravate the core shortage. What is the relationship between the two?

The skyrocketing price of Bitcoin will aggravate the core shortage. The relationship between the two is mutually dependent, because Bitcoin Transactions need to go through the network, and Bitcoin "mining" also needs to go through the network. The continuous operation or "mining" of Bitcoin will cause a lot of consumption of computer equipment, thus shortening the life of electronic products. The most important part of electronic products is the chip, which consumes There is more and more demand for chips, which willLeading to increased chip supply.

2. More and more people are joining Bitcoin “mining”, leading to a shortage of computer equipment.

Everyone knows that the current price of Bitcoin is more than 300,000, and the price of Bitcoin "mining" equipment is a little more than 20,000. A Bitcoin computer equipment can be used for about 2 or 3 years. This kind of In an industry with low investment and high returns, as Bitcoin skyrockets, more and more people will definitely join Bitcoin "mining", which will lead to a continuous increase in computer equipment. The epidemic has caused chips to be in a state of tension. At this time, many newcomers Continuously joining the ranks of "mining" has led to a surge in equipment demand, which will also affect the supply of chips.

Bitcoin is an emerging industry. Many people only see the wealth legend it has staged and do not see its impact on other things. This is actually a very sad thing. Bitcoin has affected everyone in all aspects. Life, this is the real reason for Bitcoin’s surge.

G. Pumpkin Zhang’s Pumpkin Zhang Bitcoin Mining Machine

Among the many companies that have taken over Pumpkin Zhang’s chips, ASICME founded by Yang Yaorui, the founder of the former school network, is the most famous. According to ASICME introduced that its products are currently divided into three grades, priced at 3,000 yuan/11,500 yuan/45,000 yuan respectively. ASICME currently receives orders with a total value of more than 7 million yuan every month, and is expected to be shipped intensively in September.
F Jun said that ASICME's mining machines are typical "futures mining machines". The characteristic of futures mining machines is that users pay first and then ship the goods. The delivery time is uncertain and once the deposit is converted into payment, no refunds are accepted. payment. Mr. F spent 9,000 yuan to buy an American Bitcoin mining machine (butterfly machine) in April. Now in July, the butterfly machine has still not been delivered to Mr. F.
Even so, Mr. F does not intend to ask for a refund. He said that if he now has a Bitcoin mining machine worth tens of thousands of yuan, he can make back the cost in one month, and make a net profit in the following days. .
In addition to Pumpkin Zhang’s Bitcoin mining machine and the American butterfly machine, there is also a Shenzhen manufacturer active in the field of futures mining machines. The spokesperson of this manufacturer is called "Friedcat". Bitcoin miners also call this company The company is "Roasted Cat". Roasted Cat announced in the middle of last year that it had successfully developed a Bitcoin mining machine and issued shares to netizens around the world to raise funds (it called it a forum IPO) to produce the mining machine. After the mining machine was successfully produced, it received The proceeds will be distributed as dividends to investors.
An official promotional material of Roast Cat shows that Roast Cat raised approximately US$100,000 through crowdfunding in August 2012. At the end of the year, it produced chip samples for the mining machine. In January this year The first dividend was distributed on March 19. After Roast Cat announced only one dividend,
the original investors had already made back their costs, and the current trading market value of Roast Cat’s stock has exceeded US$130 million.
At present, BitcoinMining machines can indeed generate a lot of profits, but a Bitcoin mining machine practitioner admitted that these days will not last long. Avalon mining machines generating 200,000 profits per day are no longer a thing of the past. Nowadays, tens of thousands of yuan are spent to buy a mining machine. , it will take at least 30 days to pay back the investment. After the mining machines are shipped intensively in September, it is difficult to say how long it will take to pay back the investment.
This industry insider also said that in the long run, it is only a matter of time before this generation of Bitcoin mining machines are surpassed. In the future, there will be more technologically advanced Bitcoin production equipment with stronger computing power. Once these equipment appear, Bitcoin mining machines now sold for tens of thousands of yuan will be eliminated just like the mining graphics cards of the past.

H. Are there any listed companies that produce graphics cards?

Asus, Gigabyte, MSI, PConn (parent companies of Sapphire and Zotac graphics card brands) that produce graphics cards Jingjia Micro, Tongfu Microelectronics, Inspur Information, and Shenghong Technology are all listed companies. AMD and NVIDIA, the two major graphics card chip manufacturers, are also listed companies. Chip OEMs TSMC and Samsung are also listed companies.

1. Listed companies that produce graphics cards
Asus, Gigabyte, MSI, and PCon (the parent company of Sapphire and Zotac graphics card brands) that produce graphics cards are all listed companies. AMD and NVIDIA are the two major graphics card chip manufacturers. Both companies are listed companies, and chip OEMs TSMC and Samsung are also listed companies
There is also Jingjiawei: Jingjiawei’s independently developed JM5400 graphics chip has broken the foreign monopoly, and the next generation graphics processing chip is already in the pre-research stage. Tongfu Microelectronics: Tongfu Microelectronics has become its main packaging and testing supplier by acquiring the shares of AMD in Suzhou and Penang. The GPU of the AMDR500 graphics card, which is mainly used for Bitcoin "mining machines", is produced at the company's Suzhou and Penang factories. Closed beta. Inspur Information: The company launched the world’s first GPU co-processing accelerated full-rack server SmartRack. Shenghong Technology: The company’s high-density multi-layer VGA (graphics card) PCB market share ranks first in the world.

2. Concept stocks
Concept stocks refer to stocks with certain special connotations, as opposed to performance stocks. Performance stocks need to be supported by good performance. Concept stocks rely on a certain theme such as the concept of asset restructuring, the concept of three links, etc. to support their prices. This connotation is usually regarded as a stock picking and speculation theme, and has become a hot spot in the stock market.
Concept stock is a stock market term, as a way of selecting stocks. Compared with blue chip stocks that must be supported by good operating performance, concept stocks are just a combination of stocks of the same type that rely on the same topic and are listed as stock selection targets. Due to the advertising effect of concept stocks, there is no guarantee of profit.
The concept of the stock market was originally a general term for a class of stocks with common characteristics. For example, the Olympic concept refers to the general name of a type of companies that have business opportunities with hosting the Olympic Games. There are many such concepts, such as network concept, 3G concept, WTO concept, biomedicine concept, overall listing concept, stock index futures concept

I. What are the Bitcoin concept stocks

Bitcoin concept stocks are digital currency concepts. There are 12 listed companies in total. One of the digital currency concept listed companies is traded on the Shanghai Stock Exchange, and the other 11 digital currency concept listed companies are traded on the Shenzhen Stock Exchange.

According to the automatic matching of Yun Finance, the digital currency concept has the following stock list:

J. What are the Bitcoin concept stocks?

In 2013, Bitcoin once again staged a legend of wealth creation. Christopher, a young man from Norway, spent 27 US dollars (about 165 yuan) to buy 5,000 Bitcoins 4 years ago. On October 30, the market price rose to 1.01 million US dollars. According to CICC Online, 35 Internet (300051) will cooperate with CICC Online in Bitcoin business at all levels, from expanding Bitcoin-related advertising business to developing Bitcoin mining machines, Bitcoin investment private equity management, Bitcoin trading platform, Bitcoin payment intermediary, Bitcoin mobile electronic wallet and other businesses