SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

HIVE

状态日期:2026-05-27

高风险观察
中高正常
概览观点时间线信号证据AI行业

Serenity观点

中性

推文立场

价格动量

看多

总览股票跟踪推文AI关注我

60D / 252D

信号分数

50

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

0.7%

稳定

概览

核心结论

作者立场:中性;价格动量:看多。最新证据:Some pure miners haven't fully pivot into HPC yet + too much contract uncertainty. 暂无 AI 结论。

近 7 天有 0 条新闻、近 30 天 3 条披露,需要复核新增信息质量。

近期推文

Serenity 观点

Serenity观点

中性

价格动量

看多

首次提出

2025-09-28 12:03

来源

llm

更新时间

2025-11-22 18:42

作者立场:中性;价格动量:看多。最新证据:Some pure miners haven't fully pivot into HPC yet + too much contract uncertainty.

当前观点证据

2025-11-22 18:42中性

Some pure miners haven't fully pivot into HPC yet + too much contract uncertainty.

Serenity 变化

时间线

首次提出2025-09-28 12:03看多
原推

Looks like $HIVE pivoting into HPC which is really good for forward revenue... directionally promising.

  1. 2025-11-22 18:42中性观点变化

    Some pure miners haven't fully pivot into HPC yet + too much contract uncertainty.

  2. 2025-11-02 12:20看多事实更新

    List includes $HIVE ($1.74B CAD) in marketcap list.

  3. 2025-10-02 18:22看多事实更新

    Lot of people like $BITF, $CLSK, $HIVE on their pivot.

  4. 2025-09-29 00:32看多观点延续

    thanks for pointing out $HIVE yeah I missed it in my bucket list since they're pivoting to hpc from mining

  5. 2025-09-28 12:03看多初始观点

    Looks like $HIVE pivoting into HPC which is really good for forward revenue... directionally promising.

新鲜度

新增信号

SEC
24h 07D 030D 0新闻 0披露 3

复核时间:2026-06-26

证据

证据摘要

最新期 2025营收 115MBeta 3.44披露 8-K
展开证据详情

年度数据

基本面证据

最新期

2025

营收

115M

营收同比

0.7%

毛利率

21.8%

2022

营收 211MYoY 212%经营 69.2%净利 37.7%

2023

营收 106MYoY -49.7%经营 27.5%净利 -222%

2024

营收 114MYoY 7.7%经营 28.6%净利 23.2%

2025

营收 115MYoY 0.7%经营 1.4%净利 -2.6%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-19 14:40marketbeat.com
HIVE Weaponizes Power for an AI Pivot
2026-05-19 10:50newsfilecorp.com
HIVE Digital Technologies Ltd. (HIVE) Opens the Market
2026-05-18 15:57fool.com
Why Hive Digital Technologies Stock Surged Today

近期披露

披露信息

最新披露为 2026-05-19 的 8-K;近 30 天共有 3 条披露。已观察表格:8-K x5。复核重点:公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

2026-05-198-K
form8k.htm
2026-05-128-K
form8k.htm
2026-05-078-K
form8k.htm

近期推文

作者立场

立场

中性

价格动量

看多

2025-11-22 18:42中性

Some pure miners haven't fully pivot into HPC yet + too much contract uncertainty.

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

3.44

敏感度

高 beta

情绪风险

高

估值风险

正常

背景

行业与主题

financial-services-information-technology-services

ai-infrastructureenergy-power

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to HIVE, not only Information Technology Services

背景

行业背景

financial-services-information-technology-services

提及 0新闻 0股票 1
股票池

HIVE

高风险观察中高正常

状态日期:2026-05-27

复核时间:2026-06-26

作者立场

中性

llm

价格动量

看多

60D / 252D

信号分数

50

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

3

8-K

收入同比

0.7%

稳定

Beta

3.44

高 beta

llm · 2025-11-22 18:42

Serenity 时间线

首次提出2025-09-28 12:03看多
原推

Looks like $HIVE pivoting into HPC which is really good for forward revenue... directionally promising.

  1. 2025-11-22 18:42中性观点变化

    Some pure miners haven't fully pivot into HPC yet + too much contract uncertainty.

  2. 2025-11-02 12:20看多事实更新

    List includes $HIVE ($1.74B CAD) in marketcap list.

  3. 2025-10-02 18:22看多事实更新

    Lot of people like $BITF, $CLSK, $HIVE on their pivot.

  4. 2025-09-29 00:32看多观点延续

    thanks for pointing out $HIVE yeah I missed it in my bucket list since they're pivoting to hpc from mining

  5. 2025-09-28 12:03看多初始观点

    Looks like $HIVE pivoting into HPC which is really good for forward revenue... directionally promising.

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2025

营收

115M

营收同比

0.7%

毛利率

21.8%

营收趋势

营收趋势线
241M120M0

需要继续工作的地方

研究问题

  • RULES event bus baseline_update: neutral
  • filing_review: read latest SEC filing before treating the state as stable
  • industry_specificity: confirm whether news is specific to HIVE, not only Information Technology Services

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

financial-services-information-technology-services

提及 0新闻 0股票 1
2021 营收: 68M2022 营收: 211M2023 营收: 106M2024 营收: 114M2025 营收: 115M2021 趋势线: 68M2022 趋势线: 211M2023 趋势线: 106M2024 趋势线: 114M2025 趋势线: 115M20212022202320242025

利润趋势

净利润毛利营业利润
220M-36M-292M2021 净利润: 24M2022 净利润: 80M2023 净利润: -236M2024 净利润: 27M2025 净利润: -3M2021 毛利: 51M2022 毛利: 164M2023 毛利: 51M2024 毛利: 38M2025 毛利: 25M2021 营业利润: 44M2022 营业利润: 146M2023 营业利润: 29M2024 营业利润: 33M2025 营业利润: 2M20212022202320242025

利润率趋势

毛利率营业利润率净利率
120%-72.4%-264%2021 毛利率: 75.5%2022 毛利率: 77.6%2023 毛利率: 47.8%2024 毛利率: 32.8%2025 毛利率: 21.8%2021 营业利润率: 65.5%2022 营业利润率: 69.2%2023 营业利润率: 27.5%2024 营业利润率: 28.6%2025 营业利润率: 1.4%2021 净利率: 35.7%2022 净利率: 37.7%2023 净利率: -222%2024 净利率: 23.2%2025 净利率: -2.6%20212022202320242025
最近财务序列营收营收同比毛利率营业利润率净利率
202168M-75.5%65.5%35.7%
2022211M212%77.6%69.2%37.7%
2023106M-49.7%47.8%27.5%-222%
2024114M7.7%32.8%28.6%23.2%
2025115M0.7%21.8%1.4%-2.6%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 高 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-19 14:40marketbeat.com
HIVE Weaponizes Power for an AI Pivot
2026-05-19 10:50newsfilecorp.com
HIVE Digital Technologies Ltd. (HIVE) Opens the Market
2026-05-18 15:57fool.com
Why Hive Digital Technologies Stock Surged Today
2026-05-18 13:00invezz.com
HIVE stock soars on AI announcement but gains may be short-lived
2026-05-18 10:35247wallst.com
HIVE Digital Rockets 34%, T1 Energy Jumps 20% on Aschenbrenner Buzz, but CleanSpark, Riot, CoreWeave Stay Quiet
2026-05-18 09:20benzinga.com
HIVE Rallies On Plans For Large-Scale AI Compute Facility In Canada
2026-05-18 09:05proactiveinvestors.com
Novo Nordisk's Wegovy pill maintains strong lead over Eli Lilly rival despite weekly dip, Citi says
2026-05-18 08:02proactiveinvestors.com
Hive Digital subsidiary plans 320 megawatt AI data centre near Toronto in $3.5 billion investment
2026-05-18 06:00newsfilecorp.com
RETRANSMISSION: HIVE's BUZZ HPC Announces 320 MW Sovereign AI Infrastructure in Greater Toronto Area
2026-05-18 03:59proactiveinvestors.com
Hive Digital subsidiary plans 320 megawatt AI data centre near Toronto in $3.5 billion investment

新增披露摘要

披露信息

披露分析

最新披露为 2026-05-19 的 8-K;近 30 天共有 3 条披露。已观察表格:8-K x5。复核重点:公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。

近期披露

2026-05-198-K
form8k.htm
2026-05-128-K
form8k.htm
2026-05-078-K
form8k.htm
2026-04-228-K
form8k.htm
2026-04-158-K
form8k.htm

beta / 动量 / 主题

大盘敏感度

Beta

3.44

状态

高 beta

立场

中性

动量

看多

高风险观察 · 正常

板块定位

行业

financial-services-information-technology-services

ai-infrastructureenergy-power