📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Bitdeer Tech(BTDR.US) Bitdeer Announces August 2026 Production and Operations Update
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗶𝘁𝗱𝗲𝗲𝗿's 9.5 MW A102 facility reaches 𝟭𝟬𝟬% contracted GPU capacity.➤ A102 commitments represent more than $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 expected revenue.➤ AI Cloud pipeline reaches 𝟮𝟬𝟲.𝟱 𝗠𝗪 across multiple facilities.➤ AI Cloud ARR increased to approximately $𝟴𝟲 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in August.➤ A202 agreement adds 𝟲𝟱.𝟭 𝗠𝗪 under a 𝟭𝟬-𝘆𝗲𝗮𝗿 contract.➤ Bhutan AI project targets 𝟯𝟬 𝗠𝗪 initially, expandable to 𝟱𝟬𝟬 𝗠𝗪.➤ Tydal's 𝟭𝟲-𝘆𝗲𝗮𝗿 lease represents approximately $𝟰.𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 contract value.➤ Tydal contract value could reach approximately $𝟴.𝟬 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 with extension.➤ Bitcoin production surged 𝟮𝟰𝟵% year-over-year to 𝟭,𝟯𝟭𝟬 𝗕𝗧𝗖.➤ Self-mining hash rate reached approximately 𝟳𝟵.𝟵 𝗘𝗛/𝘀 in August.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Long-term AI contracts diversify 𝗕𝗶𝘁𝗱𝗲𝗲𝗿 beyond Bitcoin-mining revenue.➤ Fully contracted A102 provides revenue visibility before planned 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟲 energization.➤ Malaysia expansion materially increases Bitdeer's exposure to high-density 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗲 demand.➤ Rising Bitcoin production strengthens Bitdeer's core mining operations alongside AI expansion.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗚. 𝗣𝗼𝘁𝘁𝗲𝗿, Chief Financial Officer of Bitdeer:"Our AI-cloud strategy continues to validate the vertically integrated model we've built at Bitdeer, converting powered land into large-scale, contracted AI/HPC revenue in addition to simply mining Bitcoin,""Tydal and the full contracting of our A102 facility are proof points that customers value the reliability and scale of our platform.""We remain focused on turning that demand into durable, high-margin revenue that complements our mining business, and we're encouraged by the pipeline of opportunities ahead."Bitdeer Tech (BTDR)
Bitdeer Technologies Group 是一家在新加坡、美國、不丹、挪威、芬蘭、埃塞俄比亞、加拿大及國際上運營的區塊鏈和高性能計算(HPC)技術公司。該公司提供哈希率共享解決方案,包括雲哈希率和哈希率訂閱計劃;以及一站式礦機托管解決方案,涵蓋加密貨幣挖礦的部署、維護和管理服務;同時也為自身賬戶挖掘加密貨幣...
- 今開
- 10.570
- 最高
- 10.805
- 最低
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- 昨收
- 10.910
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- 835.92 萬股
- 成交額
- 8,624.14 萬
- 平均價
- 10.317
- 委比
- --
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- 6.51%
- 52 週高
- 27.800
- 量比
- 1.16
- 換手率
- 5.21%
- 52 週低
- 6.916
- 流通市值
- 16.67 億
- 總市值USD
- 28.27 億
- 市盈率TTM
- 虧損
- 市盈率動
- 虧損
- 市盈率靜
- --
- 每股盈利TTM
- -0.841
- 每股盈利動
- -1.85
- 每股盈利靜
- --
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- 4.06
- 市淨率
- 2.56
- 流通股本
- 1.60 億股
- 股息率TTM
- --
- 股息TTM
- --
- 總股本
- 2.72 億股
- 每手
- 1
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- USD
Bitdeer Tech 分析師預測
檢視更多預測及評級
2026 年 10 月 5 日- 強烈買入71.43%
- 買入21.43%
- 持有7.14%
- 賣出0.00%
- 強烈賣出0.00%
- 強烈買入
- 10
- 買入
- 3
- 持有
- 1
- 賣出
- 0
- 強烈賣出
- 0
每日事件
- 10月7日
BTDR 收跌 4.68% 至 10.40 美元,盤前摸高 10.81 後下探 10.098、尾盤迴穩 10.41,呈高開低走;H.C. Wainwright 點出的 17 億美元 AI 雲收入承諾未能延續動能,疊加董事 10 月 15 日辭任公告,情緒轉弱。Q2 2026 營收 2.288 億美元、同比增 47.05%,淨虧損 9228 萬美元,馬來西亞 21.7MW 數據中心已鎖定逾 70% off-take 承諾。股價年內跌 9.96%,仍在 MA20 11.49、MA60 11.02 下方。不過較 3 月低點 6.916 美元仍高 50.38%。
- 9月25日
Bitdeer Technologies Group (BTDR.US) 今日震盪下行,盤中低見 11.225 美元,最終收於 11.51 美元,較前收盤 12.15 美元下跌 5.27%,主因市場消化近期 AI 雲擴建消息後獲利回吐,且公司持續虧損壓制估值。盤前雖一度衝高至 12.50 美元,但開盤後迅速走低,日內從開盤 12.035 美元單邊下跌,尾盤觸及 11.225 美元的盤中低點,盤後繼續徘徊於 11.51 美元附近。基本面上,Q2 營收 2.288 億美元同比增長 47.05%,淨虧損縮窄至-9228 萬美元,EPS -0.3746 美元較上年同期收窄 50.81%,但營業利潤仍為-9713 萬美元。當前股價較 52 周高點 27.8 美元下跌 58.6%,仍低於 20 日均線 11.753 美元,不過高於 60 日均線 11.346 美元,YTD 微跌 0.35%,反映出市場對其增長與虧損並存的狀態仍存分歧。
- 9月23日
Bitdeer(BTDR.US)今日盤中單邊下行,收跌 5.04% 報 12.44 美元,跑輸大盤。主因是盤前 13.24 美元的階段高點被迅速消化,之後賣壓持續累積,盤中從 12.95 美元一路跌至日低 12.45 美元,跌幅完全收復上週五因 AI 算力簽約驅動的 11% 漲幅。公司剛簽下馬來西亞柔佛州 65.1MW 十年 AI 算力協議、並披露 8 月比特幣產量同比暴增 249% 至 1310 枚,但市場更關注 Q2 淨虧損仍達 9228 萬美元及 EPS 為-0.3746 美元,淨利率-40%。當前股價距 52 周高點 27.8 美元回撤 55%,但仍高於 20 日均線 11.68 美元和 60 日均線 11.48 美元,YTD 上漲 7.7%。不過盤後交易反彈至 13.07 美元,顯示部分資金在低位回補。
- 9月21日
Bitdeer 今日收漲 4.86% 至 13.60 美元,盤前一度衝高至 13.76 美元后震盪回落,主因是公司 AI 數據中心擴張消息持續發酵。公司上週宣佈在馬來西亞柔佛州簽署 10 年期 65.1 兆瓦 AI 計算協議,並披露 AI 雲端業務 8 月比特幣產量同比暴增 249% 至 1,310 BTC,同時與 H.C. Wainwright 會議討論 AI 與比特幣融合前景。儘管 Q2 營收同比增 47.05% 至 2.288 億美元,淨虧損仍達 9228 萬美元,但當季 EPS 同比改善 50.81% 至-0.3746。當前股價距 52 周高點 27.80 美元仍低 51%,但已站上 20 日均線 11.532 美元及 60 日均線 11.608 美元,YTD 漲幅 17.75%。不過盤後交易回落至 12.902 美元,顯示短線獲利了結壓力。
- 9月18日
Bitdeer 盤初受消息面提振衝高至 11.805 美元后小幅回穩,截至 ET 09:52 報 11.80 美元,較前收盤 11.24 美元上漲約 5%,盤中振幅達 3.1%。核心催化來自 9 月 17 日簽署的馬來西亞柔佛州 65.1MW AI 算力十年協議,疊加 8 月比特幣產量同比激增 249% 至 1,310 枚併入駐 AI 雲數據中心擴張,市場對轉型高利潤 “AI+ 區塊鏈” 基礎設施信心增強。不過公司尚未扭虧為盈:Q2 淨利-9228 萬美元但同比收窄 37.54%,營收同比增 47% 至 2.288 億美元;同時當前股價距 52 周高點 27.8 美元仍跌 57.6%,位於 MA60 的 11.635 美元附近,YTD 僅微漲 2.1%,表明反彈尚待持續盈利驗證。
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Bitdeer Tech(BTDR.US) Bitdeer AI Secures 65.1MW Malaysia AI Data Center Under 10-Year Agreement
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗶𝘁𝗱𝗲𝗲𝗿 𝗔𝗜 secures 𝗔𝟮𝟬𝟮, a 𝟲𝟱.𝟭𝗠𝗪 Malaysia AI data center.➤ A202 is secured under a 𝟭𝟬-𝘆𝗲𝗮𝗿 data center services agreement.➤ Energization is expected in 𝗤𝟯 𝟮𝟬𝟮𝟳.➤ A202 supports 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗕𝟯𝟬𝟬 𝗡𝗩𝗟𝟳𝟮 and 𝗩𝗲𝗿𝗮 𝗥𝘂𝗯𝗶𝗻 platforms.➤ Johor campus capacity will reach 𝟴𝟲.𝟴𝗠𝗪 including A201.➤ Secured AI Cloud capacity now totals approximately 𝟮𝟬𝟲.𝟱𝗠𝗪 globally.➤ That represents approximately 𝟱𝟵% of Bitdeer's 𝟯𝟱𝟬𝗠𝗪 Q1 2028 target.➤ Bitdeer AI's active AI cloud pipeline now exceeds $𝟳 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ GPU deployment financing is expected to include 𝟱𝟬%+ customer prepayments.➤ A102's 9.5MW commitments represent over $𝟴𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 expected revenue.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ A202 marks Bitdeer AI's 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 Southeast Asian capacity addition yet.➤ Expansion significantly advances Bitdeer's 𝟯𝟱𝟬𝗠𝗪 AI infrastructure target.➤ Existing Johor infrastructure could accelerate deployment while limiting new-site complexity.➤ $𝟳+ 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 pipeline signals substantial demand for AI cloud capacity.➤ NVIDIA-ready infrastructure positions Bitdeer for next-generation 𝗔𝗜 𝗰𝗼𝗺𝗽𝘂𝘁𝗲 demand.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗚. 𝗣𝗼𝘁𝘁𝗲𝗿, Chief Financial Officer:“The signal from customers is unambiguous: demand for liquid-cooled, rack-scale AI Cloud capacity in 2027 is running well ahead of what the market can supply,” said Michael G. Potter, Chief Financial Officer. “A102 sold out ahead of energization, A201 is in advanced negotiations, and our secured AI Cloud data center capacity now stands at approximately 206.5MW. Securing A202 is a direct response to that demand — an incremental 65.1MW on a campus we already have contracted for.”𝗥𝗲𝘁𝗮𝗶𝗻𝗻𝗮 𝗟𝗶𝗻, VP of AI Cloud:“Johor is where we can move fastest,” said Retainna Lin, VP of AI Cloud. “A201 is already secured at the data center level and is scheduled to be ready for service in January 2027, and A202 sits on the same campus — the same power, the same cooling, the same network. That is how we added 65.1MW without originating a new site. For our customers, it means liquid-cooled, rack-scale capacity available in Southeast Asia on a timeline that few providers in this region can offer.” - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Bitdeer Tech(BTDR.US) Bitdeer AI Secures Five-Year $𝟰𝟬𝟬 Million AI Data Center Contract
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗕𝗶𝘁𝗱𝗲𝗲𝗿 𝗔𝗜 signs five-year offtake contract worth approximately $𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻.➤ Agreement covers roughly 𝟱𝟬% of Malaysia's 𝗔𝟭𝟬𝟮 data center capacity.➤ 𝗔𝟭𝟬𝟮 is a 𝟵.𝟱𝗠𝗪 liquid-cooled AI data center.➤ Facility is designed for 𝗡𝗩𝗜𝗗𝗜𝗔 𝗚𝗕𝟯𝟬𝟬 𝗡𝗩𝟳𝟮 deployments.➤ Contracted services and associated costs begin in 𝗤𝟭 𝟮𝟬𝟮𝟳.➤ Bitdeer targets 𝟯𝟱𝟬𝗠𝗪 of AI cloud capacity by Q1 2028.➤ Active AI cloud pipeline exceeds $𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻, representing approximately 𝟮𝟰.𝟱𝗠𝗪.➤ Customer prepayments are expected to cover over 𝟱𝟬% of associated capital expenditure.➤ Bitdeer is negotiating additional contracts for remaining 𝗔𝟭𝟬𝟮 and other capacity.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Five-year contract provides 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 revenue visibility for Bitdeer's AI expansion.➤ Pre-contracting capacity can reduce 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗿𝗶𝘀𝗸 before facilities become operational.➤ $𝟮+ 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 pipeline signals substantial demand for Bitdeer's AI infrastructure.➤ 𝗚𝗕𝟯𝟬𝟬 deployment expands Bitdeer's exposure to high-performance AI cloud computing.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗠𝗶𝗰𝗵𝗮𝗲𝗹 𝗚. 𝗣𝗼𝘁𝘁𝗲𝗿, Chief Financial Officer:"Roughly half of A102 is contracted ahead of energization, on a long term offtake commitment basis, with a customer of high credit quality. Our active pipeline for AI cloud capacity now exceeds $2 billion."



