🇺🇸 SECBitfufu Inc.Qwen · 实盘不做把握 3/10不做原因:无法执行
北京时间·🕒 发布 20:00:11·⟳ 抓取 20:00:39 +28s·⚡ 决策 09-03 20:03:23 +2m44s·54.2 天前
BitFuFu公布2026年8月比特币产量及运营数据：算力20.6 EH/s（环比+45%），产币174 BTC（环比+55%）
FUFU.US 20日均成交额仅$31.9万，买卖价差高达26%（$1.13–$1.46），盘前仅56股成交，无法以合理滑点进出任何仓位。同时该事件为月度例行运营更新（6月、7月已有同类披露且我们均判不做），算力扩张来自6-7月已公布的容量部署，无超预期增量。股价13周持续下行（指数化轨迹100→72），距52周高点-71.5%，基本面改善未能扭转趋势，暗示市场定价了更深层结构性风险。
📄 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）
不可执行：20日均成交额仅$31.9万、买卖价差26%（$1.13–$1.46），无法以合理滑点建仓和平仓。叠加月度例行更新无超预期增量（算力扩张来自6-7月已公布容量）、13周持续下行趋势（100→72）、距52周高-71.5%，无正期望可执行交易。
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通过SEC 6-K发布8月月度运营数据，算力和产量环比大幅增长，但增长来自6-7月已公布的容量部署，属于预期内的例行披露。FUFU.US 20日均成交额仅$31.9万、买卖价差26%，流动性极差无法执行交易。股价13周持续下行至52周低位附近，运营改善未改变下行趋势。我们8月7日已对同类7月更新判不做。无跨市场映射标的。综合流动性、例行性和趋势，判定不做。
🔎 新鲜度:最早出现 2026-09-03 · 扩散 low · price-in 风险 low ↗
反向证据
- 做多前查反向 · 来源 stock_quote · 日期 2026-09-03 · 影响 invalidates
20日均成交额仅$31.9万，买卖价差$1.13-$1.46（26%），日波动率5.92%，13周轨迹从100持续下行至72，距52周高-71.5%，距60日高-39.4%。极差流动性和持续下行趋势构成做多硬约束。
检索:BitFuFu FUFU 流动性 成交量 稀释 风险 - 做多前查反向 · 来源 search_case_library · 日期 2026-08-07 · 影响 weakens
我们2026-08-07对同类7月运营更新已判不做，从未在FUFU上ENTER。月度更新模式已被市场熟悉，不构成新催化。
检索:FUFU 月度更新 历史决策
先例如何影响了这次决策
对本次决策的影响:因流动性已构成不可执行的硬约束，先例研究不改变结论
方向:无可用先例
涨幅量级:无高相似先例可供校准
形态:无法判断
工具执行结果 · 成功 4 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 539 ms
{"result": "search_processed_events:agent query=`bitfufu august 2026 bitcoin production update | bitfufu monthly operational metrics | fufu hashrate 20 eh/s`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 72.0/72 小时、7397 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"} - stock_quote 成功 stock_tools HTTP · 1,328 ms
{ - search_case_library 成功 stock_tools HTTP · 58 ms
{"result": "search_case_library「FUFU.US」—— 与这些标的相关的自家决策案例(本页 1 条,该标的全历史相关记录共 1 条；ENTER 只按该标的自己的腿统计):\n◆ FUFU.US：相关历史决策 1 条 · 其中该标的 ENTER 0 条(0.0%) · 我们从没在这只票上 ENTER 过\n【对所查标的真 ENTER 过的:0 条 —— 相关案例里没有该标的自己的 ENTER 腿】\n【最近 1 条其它决策(多为「不做」,用来看这票最近在被什么消息刷屏)】\n• 2026-08-07 UTC 不做 — BitFuFu Announces July 2 - kb_search 成功 stock_tools HTTP · 2,845 ms
{
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.
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.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。