<p>2024 年下半年，华尔街对区块链股的关注很可能会持续。区块链是比特币（<strong>BTC-USD</strong>）和以太坊（<strong>ETH-USD</strong>）等加密货币背后的技术，其应用远不止于数字货币。事实上，许多上市公司正在将区块链整合到他们的业务中或提供相关服务。</p>
<p>最近的研究表明，区块链技术市场预计将从 2022 年的 74 亿美元增长到 2027 年的 940 亿美元，复合年增长率超过 66%。区块链的潜力涵盖各个领域，从奢侈品认证到打击非法捕鱼和野生动物走私。甚至梵蒂冈也涉足区块链，使用非同质化代币（NFT）来数字化和保存艺术品和历史文件。因此，今天我们将探讨两家顶尖区块链股和一只区块链交易所交易基金（ETF），并将其列入 7 月必看名单。</p>
<h2><strong>CleanSpark (CLSK)</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：rafapress / Shutterstock.com</p>
<p>我们首选的区块链股之一是 <strong>CleanSpark</strong>（纳斯达克：<strong>CLSK</strong>），这是一家致力于可持续发展的比特币挖矿公司。其数据中心主要运行在低碳能源上。</p>
<p>在 2024 财年第二季度，CleanSpark 实现了创纪录的 1.118 亿美元营收，同比增长 163%。净利润飙升至 1.267 亿美元，每股收益为 59 美分，较上一年的 23 美分亏损有了显著改善。季末，CleanSpark 以强劲的财务状况收官，拥有 6.327 亿美元的营运资金和 1280 万美元的最低债务。</p>
<p>CleanSpark 在比特币减半后巧妙扩张，通过收购竞争对手和加强在挖矿行业的影响力。最近的收购包括在怀俄明州的两个地点和乔治亚州的五个地点，将其算力提升至每秒超过 20 艾哈希（EH/s），目标是到 2025 年达到 50 EH/s。算力，衡量挖矿效率的指标，直接影响获得奖励的机会。与此同时，CleanSpark 最近宣布收购 <strong>GRIID Infrastructure</strong>（纳斯达克：<strong>GRDI</strong>），进一步改善其市场地位，计划到年底在田纳西州达到 100 兆瓦（MW）的容量，并在 2026 年扩展到 400 MW。</p>
<p>CLSK 股票今年以来的回报率超过 45%。尽管以 9.2 倍销售额的溢价估值交易，分析师仍然看涨，预计目标价中位数为 26.50 美元，上涨 65%。</p>
<h2><strong>iShares 区块链和科技 ETF (IBLC)</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：Alongkorn Sanguansook/Shutterstock</p>
<p>投资区块链股可能意味着潜在的长期回报。因此，区块链 ETF 可能提供多样化、简单性和创新科技的曝光，使其成为一个吸引人的选择。</p>
<p>今天区块链股名单中的下一个是 <strong>iShares 区块链和科技 ETF</strong>（纽约证券交易所：<strong>IBLC</strong>）。该 ETF 于 2022 年 4 月推出，跟踪 <strong>纽约证券交易所 FactSet 全球区块链技术指数</strong>，主要投资于推动全球区块链和加密技术的公司。</p>
<p>截至目前，净资产超过 2.35 亿美元，仍然是一只规模较小的基金。IBLC 将 77% 的资产配置给信息技术，22% 配置给金融业，持有 35 只股票。由于该 ETF 是按市值加权的，前十大持仓占基金的三分之二以上。主要持仓包括 <strong>Marathon Digital Holdings</strong>（纳斯达克：<strong>MARA</strong>）、CleanSpark、<strong>Coinbase Global</strong>（纳斯达克：<strong>COIN</strong>）、<strong>Hut 8</strong>（纳斯达克：<strong>HUT</strong>）和 <strong>Terawulf</strong>（纳斯达克：<strong>WULF</strong>）。地理上，美国占比近 82%，其次是加拿大、澳大利亚和中国。</p>
<p>到目前为止，IBLC 今年以来上涨 15%，配以 1.2% 的股息率。股票目前以 22.4 倍的市盈率和 3.5 倍的账面价值交易。如果投资者通过该 ETF 寻求区块链股曝光，我们应提醒他们注意 0.47% 的费用比率。</p>
<h2><strong>万事达（MA）</strong></h2>
<p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>图片来源：David Cardinez / Shutterstock.com</p>
<p>在我们讨论区块链股的最后，<strong>万事达</strong>（纽约证券交易所：<strong>MA</strong>）成为全球支付领导者，在分布式账本技术方面取得进展。该公司入选了《福布斯》2023 年区块链 50 强榜单，展示了大量投资于区块链的公司。</p>
<p>今年 5 月，万事达公布了 2024 年第一季度的强劲业绩。净营收达到 63 亿美元，按货币中性基础上涨 11%。调整后的稀释每股收益从去年同期的 2.80 美元增长至 3.31 美元。运营利润率为 56.8%，而去年同期为 54.6%。</p>
<p>万事达专注于数字支付，特别是无接触和代币化交易。该公司计划到 2030 年在欧洲全面实施电子商务代币化，增强交易安全性和可访问性。此外，万事达已与区块链技术公司合作，建立了一个加密货币资助的支付卡计划。</p>
<p>华尔街指出，万事达还利用区块链和人工智能（AI）投资来创新其处理能力。值得注意的是，该公司采用生成式 AI 来检测欺诈，较之前的方法速度提高了一倍，能更快地识别受损卡。</p>
<p>自 1 月以来，MA 股票今年以来上涨约 5%，股价以 30.5 倍的未来盈利和 16.5 倍的销售额交易。最后，分析师为万事达股票设定了 12 个月的中位数价格预测为 514.07 美元，潜在上涨 14%。</p>
<p><em>在发布日期，Tezcan Gecgil 在本文中提到的证券中没有（直接或间接）任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
<p>Tezcan Gecgil 博士于 2018 年开始为 InvestorPlace 做出贡献。她在美国和英国拥有超过 20 年的经验，并且已经通过了特许市场技术师（CMT）考试的所有 3 个级别。在公开领域，她曾为 investing.com 和英国的 The Motley Fool 网站做出贡献。</p>
<p>成长股</p>

万事达

IBLC

CLSK

区块链 ETF - Amplify

区块链

<p>华尔街对区块链股票的关注预计将在 2024 年下半年继续。区块链技术不仅适用于数字货币，预计到 2027 年将增长至 940 亿美元。CleanSpark 是一家顶尖的区块链股票，其创纪录的收入和收购活动提升了其市场地位。iShares 区块链和科技 ETF 提供多样化投资选择，让投资者接触到创新科技。万事达是全球支付领导者，正在投资区块链技术</p>

<p>Wall Street’s focus on blockchain stocks is likely to continue in the second half of 2024 as well. Blockchain, the technology behind cryptocurrencies like <strong>Bitcoin</strong> ( <strong>BTC-USD</strong>) and <strong>Ethereum</strong> ( <strong>ETH-USD</strong>), has applications that extend far beyond digital currencies. In fact, many publicly traded companies are integrating blockchain into their operations or offering related services.</p>
<div class="lb-trans"><p>2024 年下半年，华尔街对区块链股的关注很可能会持续。区块链是比特币（<strong>BTC-USD</strong>）和以太坊（<strong>ETH-USD</strong>）等加密货币背后的技术，其应用远不止于数字货币。事实上，许多上市公司正在将区块链整合到他们的业务中或提供相关服务。</p>
</div><p>Recent research suggests that the blockchain technology market is projected to grow from $7.4 billion in 2022 to $94 billion by 2027, at a compound annual growth rate (CAGR) of over 66%. Blockchain’s potential spans various sectors, from luxury goods authentication to combating illegal fishing and wildlife trafficking. Even the Vatican has ventured into blockchain, using non-fungible tokens (NFTs) to digitize and preserve art and historical documents. Therefore, today, we explore two top blockchain stocks and a blockchain exchange-traded fund (ETF) to add to your must-watch list in July.</p>
<div class="lb-trans"><p>最近的研究表明，区块链技术市场预计将从 2022 年的 74 亿美元增长到 2027 年的 940 亿美元，复合年增长率超过 66%。区块链的潜力涵盖各个领域，从奢侈品认证到打击非法捕鱼和野生动物走私。甚至梵蒂冈也涉足区块链，使用非同质化代币（NFT）来数字化和保存艺术品和历史文件。因此，今天我们将探讨两家顶尖区块链股和一只区块链交易所交易基金（ETF），并将其列入 7 月必看名单。</p>
</div><h2><strong>CleanSpark (CLSK)</strong></h2>
<div class="lb-trans"><h2><strong>CleanSpark (CLSK)</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: rafapress / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：rafapress / Shutterstock.com</p>
</div><p>The first name in our lineup of blockchain stocks is <strong>CleanSpark</strong>(NASDAQ: <strong>CLSK</strong>), a bitcoin mining company with a commitment to sustainability. Its data centers operate predominantly on low-carbon energy.</p>
<div class="lb-trans"><p>我们首选的区块链股之一是 <strong>CleanSpark</strong>（纳斯达克：<strong>CLSK</strong>），这是一家致力于可持续发展的比特币挖矿公司。其数据中心主要运行在低碳能源上。</p>
</div><p>In the second quarter of fiscal year 2024, CleanSpark generated record revenues of $111.8 million, up 163% year-over-year (YOY). Net income soared to $126.7 million, translating to an EPS of 59 cents, a significant improvement from the previous year’s 23-cent loss. Ending the quarter with robust financial health, CleanSpark boasted $632.7 million in working capital and minimal debt of $12.8 million.</p>
<div class="lb-trans"><p>在 2024 财年第二季度，CleanSpark 实现了创纪录的 1.118 亿美元营收，同比增长 163%。净利润飙升至 1.267 亿美元，每股收益为 59 美分，较上一年的 23 美分亏损有了显著改善。季末，CleanSpark 以强劲的财务状况收官，拥有 6.327 亿美元的营运资金和 1280 万美元的最低债务。</p>
</div><p>CleanSpark has adeptly expanded post-Bitcoin halving by acquiring competitors and enhancing its footprint in the mining sector. Recent acquisitions, including two locations in Wyoming and five in Georgia, have boosted its hashrate to over 20 exahashes per second (EH/s), aiming for 50 EH/s by 2025. Hashrate, which measures mining efficiency, directly impacts the chances of earning rewards. Meanwhile, CleanSpark’s recent announcement to acquire <strong>GRIID Infrastructure</strong> (NASDAQ: <strong>GRDI</strong>) further improves its market position, targeting 100 megawatts (MW) capacity in Tennessee by year-end and scaling to 400 MW by 2026.</p>
<div class="lb-trans"><p>CleanSpark 在比特币减半后巧妙扩张，通过收购竞争对手和加强在挖矿行业的影响力。最近的收购包括在怀俄明州的两个地点和乔治亚州的五个地点，将其算力提升至每秒超过 20 艾哈希（EH/s），目标是到 2025 年达到 50 EH/s。算力，衡量挖矿效率的指标，直接影响获得奖励的机会。与此同时，CleanSpark 最近宣布收购 <strong>GRIID Infrastructure</strong>（纳斯达克：<strong>GRDI</strong>），进一步改善其市场地位，计划到年底在田纳西州达到 100 兆瓦（MW）的容量，并在 2026 年扩展到 400 MW。</p>
</div><p>CLSK stock has delivered a year-to-date (YTD) return of over 45%. Despite trading at a premium valuation of 9.2 times sales, analysts remain bullish, projecting a 65% upside with a 12-month median target of $26.50.</p>
<div class="lb-trans"><p>CLSK 股票今年以来的回报率超过 45%。尽管以 9.2 倍销售额的溢价估值交易，分析师仍然看涨，预计目标价中位数为 26.50 美元，上涨 65%。</p>
</div><h2><strong>iShares Blockchain and Tech ETF (IBLC)</strong></h2>
<div class="lb-trans"><h2><strong>iShares 区块链和科技 ETF (IBLC)</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: Alongkorn Sanguansook/Shutterstock</p>
<div class="lb-trans"><p>图片来源：Alongkorn Sanguansook/Shutterstock</p>
</div><p>Investing in blockchain stocks can mean potential long-term returns. As a result, a blockchain ETF may offer diversification, simplicity and exposure to innovative tech, making it an appealing choice.</p>
<div class="lb-trans"><p>投资区块链股可能意味着潜在的长期回报。因此，区块链 ETF 可能提供多样化、简单性和创新科技的曝光，使其成为一个吸引人的选择。</p>
</div><p>Next in today’s list of blockchain stocks is the <strong>iShares Blockchain and Tech ETF</strong> (NYSEARCA: <strong>IBLC</strong>). Launched in April 2022, IBLC tracks the <strong>NYSE FactSet Global Blockchain Technologies Index</strong>, primarily investing in firms advancing blockchain and crypto technologies worldwide.</p>
<div class="lb-trans"><p>今天区块链股名单中的下一个是 <strong>iShares 区块链和科技 ETF</strong>（纽约证券交易所：<strong>IBLC</strong>）。该 ETF 于 2022 年 4 月推出，跟踪 <strong>纽约证券交易所 FactSet 全球区块链技术指数</strong>，主要投资于推动全球区块链和加密技术的公司。</p>
</div><p>As net assets stand at over $23.5 million, it is still a small fund. IBLC allocates 77% to information technology and 22% to financials, with holdings in 35 stocks. As the ETF is market capitalization-weighted, the top 10 holdings account for over two-thirds of the fund. Leading names include <strong>Marathon Digital Holdings</strong> (NASDAQ: <strong>MARA</strong>), Cleanspark, <strong>Coinbase Global</strong> (NASDAQ: <strong>COIN</strong>), <strong>Hut 8</strong> (NASDAQ: <strong>HUT</strong>), and <strong>Terawulf</strong> (NASDAQ: <strong>WULF</strong>). Geographically, the U.S. leads with nearly 82%, followed by Canada, Australia and China.</p>
<div class="lb-trans"><p>截至目前，净资产超过 2.35 亿美元，仍然是一只规模较小的基金。IBLC 将 77% 的资产配置给信息技术，22% 配置给金融业，持有 35 只股票。由于该 ETF 是按市值加权的，前十大持仓占基金的三分之二以上。主要持仓包括 <strong>Marathon Digital Holdings</strong>（纳斯达克：<strong>MARA</strong>）、CleanSpark、<strong>Coinbase Global</strong>（纳斯达克：<strong>COIN</strong>）、<strong>Hut 8</strong>（纳斯达克：<strong>HUT</strong>）和 <strong>Terawulf</strong>（纳斯达克：<strong>WULF</strong>）。地理上，美国占比近 82%，其次是加拿大、澳大利亚和中国。</p>
</div><p>So far in 2024, IBLC has gained 15%, complemented by a 1.2% dividend yield. Shares currently trade at 22.4 times trailing earnings and 3.5 times book value. We should remind readers of the expense ratio of 0.47% if they are seeking exposure to blockchain stocks through this ETF.</p>
<div class="lb-trans"><p>到目前为止，IBLC 今年以来上涨 15%，配以 1.2% 的股息率。股票目前以 22.4 倍的市盈率和 3.5 倍的账面价值交易。如果投资者通过该 ETF 寻求区块链股曝光，我们应提醒他们注意 0.47% 的费用比率。</p>
</div><h2><strong>Mastercard (MA)</strong></h2>
<div class="lb-trans"><h2><strong>万事达（MA）</strong></h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif" alt="" original-src="https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif"/></p>
<p>Source: David Cardinez / Shutterstock.com</p>
<div class="lb-trans"><p>图片来源：David Cardinez / Shutterstock.com</p>
</div><p>As we conclude our discussion on blockchain stocks, <strong>Mastercard</strong> (NYSE: <strong>MA</strong>) emerges as a global payments leader advancing in distributed ledger technology. The company has made the Forbes’ 2023 Blockchain 50 list, which showcases companies heavily investing in blockchain.</p>
<div class="lb-trans"><p>在我们讨论区块链股的最后，<strong>万事达</strong>（纽约证券交易所：<strong>MA</strong>）成为全球支付领导者，在分布式账本技术方面取得进展。该公司入选了《福布斯》2023 年区块链 50 强榜单，展示了大量投资于区块链的公司。</p>
</div><p>In May, Mastercard reported solid first quarter 2024 results. Net revenue reached $6.3 billion, up 11% YOY on a currency-neutral basis. Adjusted diluted EPS grew to $3.31, from $2.80 in the prior year quarter. Operating margin was 56.8% compared to 54.6% a year earlier.</p>
<div class="lb-trans"><p>今年 5 月，万事达公布了 2024 年第一季度的强劲业绩。净营收达到 63 亿美元，按货币中性基础上涨 11%。调整后的稀释每股收益从去年同期的 2.80 美元增长至 3.31 美元。运营利润率为 56.8%，而去年同期为 54.6%。</p>
</div><p>Mastercard focuses on digital payments, particularly on contactless and tokenized transactions. The company aims to fully implement e-commerce tokenization in Europe by 2030, enhancing transaction safety and accessibility. Additionally, Mastercard has partnered with blockchain technology firms and established a Crypto Card program to launch crypto-funded payment cards.</p>
<div class="lb-trans"><p>万事达专注于数字支付，特别是无接触和代币化交易。该公司计划到 2030 年在欧洲全面实施电子商务代币化，增强交易安全性和可访问性。此外，万事达已与区块链技术公司合作，建立了一个加密货币资助的支付卡计划。</p>
</div><p>Wall Street notes that Mastercard is also leveraging blockchain and artificial intelligence (AI) investments to innovate its processing capabilities. Notably, the company employs generative AI to detect fraud, achieving twice the speed in identifying compromised cards compared to previous methods.</p>
<div class="lb-trans"><p>华尔街指出，万事达还利用区块链和人工智能（AI）投资来创新其处理能力。值得注意的是，该公司采用生成式 AI 来检测欺诈，较之前的方法速度提高了一倍，能更快地识别受损卡。</p>
</div><p>Since January, MA stock has gained around 5% YTD while shares are trading at 30.5 times forward earnings and 16.5 times sales. Finally, analysts have set a 12-month median price forecast of $514.07 for Mastercard stock, a potential 14% upside.</p>
<div class="lb-trans"><p>自 1 月以来，MA 股票今年以来上涨约 5%，股价以 30.5 倍的未来盈利和 16.5 倍的销售额交易。最后，分析师为万事达股票设定了 12 个月的中位数价格预测为 514.07 美元，潜在上涨 14%。</p>
</div><p><em>On the date of publication, Tezcan Gecgil did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>
<div class="lb-trans"><p><em>在发布日期，Tezcan Gecgil 在本文中提到的证券中没有（直接或间接）任何头寸。本文中表达的观点属于作者个人，遵守 InvestorPlace.com 的发布准则。</em></p>
</div><p>Tezcan Gecgil, PhD, began contributing to InvestorPlace in 2018. She brings over 20 years of experience in the U.S. and U.K. and has also completed all 3 levels of the Chartered Market Technician (CMT) examination. Publicly, she has contributed to investing.com and the U.K. website of The Motley Fool.</p>
<div class="lb-trans"><p>Tezcan Gecgil 博士于 2018 年开始为 InvestorPlace 做出贡献。她在美国和英国拥有超过 20 年的经验，并且已经通过了特许市场技术师（CMT）考试的所有 3 个级别。在公开领域，她曾为 investing.com 和英国的 The Motley Fool 网站做出贡献。</p>
</div><p>Growth Stocks</p>
<div class="lb-trans"><p>成长股</p>
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3 Blockchain Stocks to Add to Your Must-Watch List in July 2024

- 区块链技术市场预计将从 2022 年的 74 亿美元增长到 2027 年的 940 亿美元，复合年增长率超过 66%。
- CleanSpark（NASDAQ:CLSK）在 2024 财年第二季度实现创纪录的 1.118 亿美元营收，净收入飙升至 1.267 亿美元。
- iShares Blockchain and Tech ETF（NYSEARCA:IBLC）追踪 NYSE FactSet 全球区块链技术指数，主要投资于推动区块链和加密技术的公司。

2024 年 7 月值得关注的三只区块链股票