比特币回升至8万美元上方，加密矿业板块集体大涨，MARA Holdings当日涨10.8%

Shares of MARA Holdings ( MARA ), an energy and digital-infrastructure company focused on Bitcoin mining and AI/high-performance-computing buildout, gained just over 10% today. They joined a broad rally across crypto-related equities as Bitcoin strengthened and investors reassessed the near-term interest-rate backdrop. The stock closed at $11.60, up $1.13 on the session, with volume of roughly 68.8 million shares, about 1.5 times its one-month average daily volume. Peer miners moved sharply higher in tandem: Riot Platforms ( RIOT ) gained more than 13%, CleanSpark ( CLSK ) rose just over 11%, Bitdeer ( BMNR ) climbed nearly 15%, and MicroStrategy surged more than 17%, confirming the move was sector-wide rather than company-specific. Read more {"type": "symbol-chart", "props": {"ticker": "MARA"}, "data": [{"symbol": {"id": 55891, "slug": "mara", "name": "MARA", "company": "MARA Holdings, Inc.", "company_name": "MARA Holdings, Inc.", "equity_type": "stocks", "fund_type_id": 0, "followers_count": 64709, "div_yield_type": "forward", "index_group": null, "is_bdc": false, "is_reit": false, "is_currency": false, "is_crypto": false, "is_mutual_funds": false, "is_etf": false, "is_cef": false, "is_index": false, "is_bond": false, "is_commodity": false}, "prices": {"id": 55891, "last": 11.6, "change": 1.129999999999999, "percent_change": 10.7927, "last_time": "2026-09-03T16:00:00.000-04:00", "high": 11.85, "low": 10.475, "open": 10.6, "prev_close": 10.47, "volume": 68777370.1717}, "ratings": {"quant_rating": 1.586309523809524, "sell_side_rating": 3.84615, "authors_rating": 4.2}, "key_data": {"last_close_price_earnings_ratio": null, "div_rate_fwd": null, "div_rate_ttm": null, "div_yield_fwd": null, "dividend_yield": null, "short_interest_shares_outstanding": 28.55407008416068, "marketcap": 4044553700.0, "impliedmarketcap": null, "estimate_eps": -5.04218, "diluted_eps_excl_extra_itmes": -9.321218, "estimate_ffo": null, "ffo_per_share_diluted": null, "pe_ratio_fwd": -2.07648279117366}}]} What Happened to MARA Holdings Thursday's gain came as Bitcoin pushed back above the $80,000 level, drawing buyers back into the mining sector across the board. The advance also coincided with a reassessment of near-term rate-hike expectations, adding a macro tailwind to the crypto-equity complex. {"type": "table", "props": {"data": [{"date": "Sep 2, 2026", "return": "+2.35%"}, {"date": "Sep 1, 2026", "return": "-5.01%"}, {"date": "Aug 31, 2026", "return": "+0.94%"}, {"date": "Aug 28, 2026", "return": "-10.11%"}, {"date": "Aug 27, 2026", "return": "+5.79%"}, {"date": "Aug 26, 2026", "return": "-5.16%"}, {"date": "Aug 25, 2026", "return": "+5.81%"}, {"date": "Aug 24, 2026", "return": "-0.71%"}, {"date": "Aug 21, 2026", "return": "+0.99%"}, {"date": "Aug 20, 2026", "return": "+15.54%"}], "columns": [{"header": "Date", "accessor": "date", "align": "left"}, {"header": "Daily Return", "accessor": "return", "align": "right", "component": {"type": "signed-value"}}], "title": "MARA Daily Returns"}} By the Numbers: MARA Holdings Today's Range: $10.48 - $11.85 (as of 4:00pm ET) Previous Close: $10.47 52-Week High: $23.45 52-Week Low: $6.66 50-Day SMA: $11.54 (price approximately 0.5% above this level) 200-Day SMA: $10.92 (price approximately 6% above this level) RSI (14-Day): 46.94 Short Interest / Float: 29.16% Volume: ~68.8 million shares, approximately 1.51× the one-month average daily volume Other Recent News: MARA Holdings August 6, 2026: MARA reported second-quarter revenue of $174.9 million, missing estimates by $34.72 million. The company posted a loss, with a decline in the fair value of its Bitcoin holdings weighing on reported results, while management cited a lower average Bitcoin price and reduced other digital-asset-related revenue as contributing to the year-over-year shortfall. Read more August 6, 2026: In its earnings call, management targeted at least two lease agreements before year-end and projected the company's power portfolio could reach approximately 4.8 GW if pending transactions and approvals are completed. The discussion covered the prospective Long Ridge acquisition, a Texas site, and MARA's goal of allocating power across Bitcoin mining, AI, HPC, and critical IT workloads. Management also cited improved mining-cost efficiency and higher owned-site production year over year. Read more August 6, 2026: MARA filed a Form 10-Q describing its strategy of owning and operating energy-backed digital infrastructure, with Bitcoin mining as its foundation and AI/HPC expansion as an adjacent growth initiative, and further discussed the Long Ridge transaction and a Texas project for future high-performance and flexible-compute capacity. Read more Latest Analyst Commentary on MARA Holdings The J Thesis (August 31, 2026): Argued that MARA's planned power-portfolio expansion, Long Ridge acquisition, scalability, and potential AI/HPC transition support a constructive long-term thesis, while flagging execution consistency, Bitcoin-driven revenue pressure, and progress on the AI pivot as key considerations to monitor. Read more Nataliia Gurinenko (August 5, 2026): Concluded that MARA's July trading largely reflected Bitcoin, sector, and options-market influences rather than sustained company-specific leadership, pointing to upside call activity but also costly near-term risk and incomplete relative-strength evidence. Read more What SA Users Are Saying About MARA Holdings SA community comments around MARA skewed toward broader Bitcoin and crypto-sector direction, with sentiment that was mixed but modestly bullish overall. Several users expressed optimism about Bitcoin's rebound and the longer-term outlook for crypto assets, while others cautioned about overbought conditions, questioned crypto's underlying value, or doubted that anticipated regulatory legislation would advance as expected. One SA user argued that the crypto rally appeared technically extended and might have limited room to continue. Read more Another commenter expressed a highly bullish long-term view on Bitcoin, citing the rebound from recent lows and options-market demand as reasons for optimism. Read more One reader shared a long-term favorable view of Bitcoin and Ethereum, arguing that blockchain adoption supports their conviction. Read more A separate SA user expressed a skeptical view of cryptocurrencies and challenged their underlying value proposition. Read more One SA community member noted that shorting Bitcoin or related instruments carries substantial risk. Read more