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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  财联社4月17日讯(编辑马兰)美国总统特朗普在就任总统后宣称,将建立比特币国家战略储备,以帮助美国成为数字货币的领导者。这一雄心推动了比特币价格在年初创下历史新高,但却无法让市场一直保持乐观。

  由于特朗普接下来采取的一系列贸易政策,市场在近一个月内经历了大幅抛售,比特币及其他加密货币资产价格也因此难以提振。更令加密行业忧心的是,关税不仅挫伤了投资者的信心,还对美国挖矿行业造成了负面影响。

  虽然在廉价能源和丰厚资本的帮助下,美国成为了比特币生产的领先国家,但美国矿工一直依赖于来自亚洲的矿机,其中大多数来自于东南亚国家,如泰国、马来西亚和印度尼西亚。

  但这些国家都在特朗普的对等关税征收名单之内,税率在24%至36%不等,此外还要再加上10%的全面关税。

  矿机公司LuxorTechnology的首席运营官EthanVera表示,该公司的许多矿机都从泰国进口,白宫拟议对这些矿机征收36%的关税将摧毁公司的投资回报。

  计划赶不上变化

  挖矿活动的成本相当高昂,大部分投资都被用于更新矿机和支付电力费用。以美国最大的挖矿公司MARA为例,该公司拥有约40万台矿机,去年共挖出9430枚比特币,按照当前价格计算价值超过7.96亿美元。

  Vera指出,按照每台顶级矿机4000至5000美元的价格来算,如果再征收36%的关税,那么挖矿行业的利润将变得更加微薄,或者说矿机的成本就永远收不回来了。

  好消息是,目前美国的对等关税正处于长达90天的暂缓期内,这让不少挖矿公司抓紧准备。一些公司推迟了与制造商的长期合同,还有一些公司则急于在7月暂缓期结束前进口更多的矿机。

  但矿机也只是加密行业受特朗普影响的一个侧面,矿机制造商比特大陆的美国经销商SynteqDigital首席执行官TarasKulyk担忧称,经济不确定性还促使挖矿公司考虑在美国以外地区扩张。

  他补充称,已经从一些最大的合作伙伴那里收到了三份授权,委托他在美国以外寻找可以立即购买和部署的地点。特朗普的不可预测性让客户十分不安,如果美国无法提供明确的议程或政策,那么它将无法吸引建设新基地所需的数千亿美元。

  也有公司不愿离开美国,但他们明确地提出要求,即解决关税问题。CompassMining的全球物流和项目经理VishnuMackenchery强调,公司计划在美国继续挖矿,但公司需要先解决关税问题,然后才能继续进口矿机。

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