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🇺🇸 SECBitfufu Inc.Codex · 实盘不做把握 4/10不做原因:证据不足
北京时间·🕒 发布 20:00:11·⟳ 抓取 20:00:39 +28s·⚡ 决策 09-03 20:48:18 +47m39s·54.2 天前

BitFuFu披露8月比特币产量和算力环比大幅回升

事件本身为正面运营数据,但缺少可改变交易结论的去重、行情、量级和历史先例证据,且月度矿工运营更新容易被BTC价格和已知扩产预期吸收,因此不下ENTER单。

📄 原文Bitfufu Inc.↗ 原文
----- ea0304372-6k_bitfufu.htm ----- 6-K 1 ea0304372-6k_bitfufu.htm REPORT OF FOREIGN PRIVATE ISSUER UNITED STATES SECU…
不做 BitFuFu Inc.(FUFU.US)
运营数据方向正面但属于月度例行披露,缺少行情、预期差、量级和历史先例校验;当前风险收益不足,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

BitFuFu披露8月BTC产量、管理算力、电力容量和能效均明显改善,方向上利好FUFU.US;但增量来自此前6、7月已 확보的算力上线,属于可预期运营兑现,且未能核实盘前价格反应、流动性、市值弹性和同类月度更新的后续表现,风险收益不足以支持交易。

🔎 新鲜度:最早出现 2026-09-03 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 8月产量174 BTC较7月112 BTC增长55.4%,管理算力20.6 EH/s较7月增长45.1%,显示运营规模恢复。
  • 持币增至1,373 BTC且能效改善至16.7 J/TH,若BTC价格维持强势,会改善矿工资产和生产效率叙事。

主要风险

  • 产量改善主要来自此前已 secured 的算力上线,可能已经被投资者预期。
  • 未能量化FUFU.US市值、流动性和盘前重定价,月度运营更新可能出现高开低走。

反向证据

  • 做多前查反向 · 来源 filing · 日期 2026-09-03 · 影响 weakens
    披露文本显示增长主要来自6、7月secured capacity上线,提示部分增量可能已被预期;未取得独立反证检索结果。
    检索:BitFuFu August 2026 operational update price reaction BTC production expectation 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例不足使本次由潜在LONG降为AVOID,不给条件单。

方向:未取得可验证同类先例,不能用历史样本支撑短线方向。

涨幅量级:缺少高相似、首发锚点干净的矿工月度运营更新样本,不能校准tp/sl幅度。

形态:无法判断FUFU或同业月度产量更新是否常见光死或高开低走。

原文全文

展开原文 · 6,876 字
----- ea0304372-6k_bitfufu.htm -----
6-K
1
ea0304372-6k_bitfufu.htm
REPORT OF FOREIGN PRIVATE ISSUER
UNITED
STATES
SECURITIES
AND EXCHANGE COMMISSION
Washington,
D.C. 20549
FORM
6-K
REPORT
OF FOREIGN ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 OF
THE SECURITIES EXCHANGE ACT OF 1934
For
the month of September 2026
Commission
file number: 001-41972
BitFuFu
Inc.
(Exact
Name of Registrant as Specified in Its Charter)
7
Temasek Boulevard
Suntec
Tower 1, #11-01
Singapore
038987
(Address
of Principal Executive Offices)
Indicate
by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form
20-F ☒ Form 40-F ☐
INCORPORATION
BY REFERENCE
This
current report on Form 6-K is hereby incorporated by reference in the registration statements of BitFuFu Inc. on Form F-3 (No.
333-278207
,
No.
333-286356
, No.
333-288554
,
and No.
333-291353
) and Form
S-8 (No.
333-282033
and No.
333-287741
), to the extent
not superseded by documents or reports subsequently filed or furnished.
1
EXHIBIT
INDEX
Exhibit
No.
Description
99.1
BitFuFu Announces August 2026 Bitcoin Production and Operational Updates
2
SIGNATURE
Pursuant
to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned, thereunto duly authorized.
BitFuFu
Inc.
Date:
September 3, 2026
By:
/s/
Leo Lu
Name:
Leo
Lu
Title:
Chairman
of Board of Directors and
Chief Executive Officer

----- ea030437201ex99-1.htm -----
EX-99.1
2
ea030437201ex99-1.htm
BITFUFU ANNOUNCES AUGUST 2026 BITCOIN PRODUCTION AND OPERATIONAL UPDATES
Exhibit 99.1
BitFuFu Announces August 2026 Bitcoin Production
and Operational Updates
SINGAPORE, September 3, 2026 (GLOBE NEWSWIRE) — BitFuFu
Inc. (“BitFuFu” or the “Company”) (NASDAQ: FUFU), a world-leading Bitcoin miner and mining services innovator,
today announced its unaudited Bitcoin production and operational metrics for August 2026.
“August demonstrated the strength of the operating platform we
have been building over the past several months,” said Leo Lu, Chairman and CEO of BitFuFu. “As the additional hashrate capacity
secured in June and July came online, our total hashrate under management surpassed 20 EH/s, driving a substantial recovery in Bitcoin
production and a strong rebound in our cloud mining business. We achieved this growth while further improving our fleet efficiency to
16.7 J/TH, positioning BitFuFu among the most efficient operators in the industry. With a more constructive Bitcoin market environment
and a significantly expanded operating base, we are well positioned to capture improving market opportunities in the months ahead. We
will remain focused on scaling our mining platform, maintaining industry-leading operational efficiency, and exercising discipline in
capital allocation as we continue to build sustainable long-term value for our shareholders.”
August 2026 Highlights (as of August 31, 2026)
August 2026
July 2026
Bitcoin Held
1,373 BTC
1,314 BTC
Bitcoin Production
174 BTC
112 BTC
Daily Bitcoin Production
5.6 BTC
3.6 BTC
Self-Mining Production
88 BTC
72 BTC
Cloud Mining Production
86 BTC
40 BTC
Hashrate
20.6 EH/s
14.2 EH/s
Self-Owned Hashrate
3.8 EH/s
3.6 EH/s
Hashrate from Third-Party Suppliers and Hosting Customers
16.8 EH/s
10.6 EH/s
Average Fleet Efficiency
16.7 J/TH
18.0 J/TH
Power Capacity
344 MW
255 MW
Bitcoin Holdings and Production:
●
Bitcoin
Held:
1,373 BTC
1
.
The increase in Bitcoin holdings during August reflects the Company’s improved Bitcoin
production and operating performance following the deployment of additional hashrate capacity.
1
Includes 44 BTC pledged for loans and miner procurement payables
and excludes BTC produced by cloud mining customers.
●
Bitcoin
Production:
174 BTC (including 86 BTC from cloud mining and 88 BTC from self-mining), representing a 55.4% month-over-month
increase. Daily Bitcoin production averaged 5.6 BTC throughout August, compared with 3.6 BTC in July.
Hashrate Overview:
●
Total
Hashrate Under Management:
20.6 EH/s, representing a 45.1% month-over-month increase from 14.2 EH/s in July, primarily reflecting
the deployment of additional hashrate capacity secured in prior months.
o
Self-Owned
Hashrate
2
: 3.8
EH/s, representing a 5.6% month-over-month increase, reflecting the Company’s continued
expansion of its self-operated mining capacity.
o
Hashrate from Third-Party Suppliers and Hosting Customers
2
: 16.8 EH/s, representing a 58.5% month-over-month increase.
●
Average
Fleet Efficiency:
16.7 J/TH, improving from 18.0 J/TH in July.
Power and Infrastructure:
●
Total
Power Capacity Under Management:
344 MW, representing a 34.9% month-over-month increase from July, in line with the expansion
of the Company’s managed hashrate capacity.
About BitFuFu Inc.
BitFuFu Inc. is a world-leading Bitcoin miner and mining services innovator.
BitFuFu is committed to empowering the global Bitcoin network through its industry-leading cloud mining platform, rapidly scaling infrastructure,
and innovative mining services.
For more information, visit ir.bitfufu.com
or follow BitFuFu on X @BitFuFuOfficial.
Forward-Looking Statements
This press release includes “forward-looking statements”
within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995.
Forward-looking statements may be identified by the use of words such as “estimate,” “plan,” “project,”
“forecast,” “intend,” “will,” “expect,” “anticipate,” “believe,”
“seek,” “target” or other similar expressions that predict or indicate future events or trends. Statements that
are not historical facts, including statements about the Company’s beliefs and expectations, are forward-looking statements. These
statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of BitFuFu’s
management and are not predictions of actual performance. These statements involve risks, uncertainties and other factors that may cause
BitFuFu’s actual results, levels of activity, performance, or achievements to be materially different from those expressed or implied
by these forward-looking statements. Although the Company believes that it has a reasonable basis for each forward-looking statement contained
in this press release, the Company cautions you that these statements are based on a combination of facts and factors currently known
and projections of the future, which are inherently uncertain. All information provided in this press release is as of the date of this
press release and the Company does not undertake any duty to update such information, except as required under applicable law.
Investor Contact:
BitFuFu Investor Relations
ir@bitfufu.com
Media Contact:
BitFuFu Media Relations
pr@bitfufu.com
2
Hashrate may be used for both self-mining and cloud mining.

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