$MicroStra_老虎社区_美港股上老虎

$MicroStrategy Incorporated(MSTR)$ 大致看了下，mstr的多头的核心逻辑貌似是，其市值超过净资产（持有的大饼市值减去负债）的部分不叫溢价，而是大于1的PB，所以就算溢价100%那也只是两倍PB，考虑到大饼的增长预期，以及公司可以利用其持有的大饼做更多业务，PB两倍很正常，而且未来说不定会更高，直接对标市场上顶级公司的PB…嗯按这个逻辑10000美元确实不是梦

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