橡北007
03-29
50%的下跌空间?不存在的,短期大底预计在1400左右,随着比特减产,还会冲击一波到2000-2200左右,后面走势无法预测
MicroStrategy的股票交易是否比比特币本身更具优势?
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicroStrategy的股票交易是否比比特币本身更具优势?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-03-29 10:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>投资公司Kerrisdale Capital表示,他们对MicroStrategy Inc.(纳斯达克股票代码:MSTR)持空头立场,而对比特币(BTC-USD)持多头立场。</p><p style=\"text-align: start;\">这家投资管理公司解释说,加密货币交易经常会失控,MicroStrategy(MSTR)也不例外。Kerrisdale在其X.com上发布消息称,MicroStrategy(MSTR)中隐含的比特币(BTC-USD)价格超过177,000美元,“这是比特币(BTC-USD)现货价格的2.6倍,无法辩解”。</p><p style=\"text-align: start;\">分析师在一份报告中指出,MicroStrategy(MSTR)的股价在最近加密货币价格上涨时飙升,但“正如加密货币领域经常发生的情况一样,事情已经失控”。</p><p style=\"text-align: start;\">此外,MicroStrategy(MSTR)并没有提供独特的比特币(BTC-USD)访问途径,Kerrisdale的分析师表示。像<a href=\"https://laohu8.com/S/EEMA\">iShares</a>比特币信托(IBIT)和Fidelity Wise Origin比特币基金(FBTC)这样的交易所交易产品和基金也提供了低成本的比特币访问途径。</p><p style=\"text-align: start;\">此外,比特币(BTC-USD)占MicroStrategy(MSTR)估值的97%。如果没有比特币,该股票的价值将是其当前股价的60%。</p><p style=\"text-align: start;\">分析师在报告中解释说:“看涨者称赞管理层‘聪明’地使用杠杆,以及从股权销售收益中购买增值比特币(BTC-USD)作为股价应该大幅溢价交易的原因。”但我们发现这种逻辑是有缺陷的。杠杆作用是双向的,虽然MicroStrategy(MSTR)成功地增加了持有的比特币数量,但大规模稀释的影响也使得近年来每股比特币的数量几乎保持不变。股东价值的创造主要是由比特币价格的简单升值驱动的——就像直接拥有比特币一样。</p><p style=\"text-align: start;\">总之,分析师表示,在MicroStrategy(MSTR)当前的股价下,比特币(BTC-USD)每变动10%,将最初导致股票的隐含每股股权价值变动9%。</p><p style=\"text-align: start;\">因此,考虑到当前2.6倍的溢价,一个更符合历史常态的1.3倍溢价将意味着相对于比特币,MicroStrategy(MSTR)有50%的下跌空间。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4595":"比特币概念","BTCW":"WisdomTree Bitcoin Fund","IBIT":"iShares Bitcoin Trust","BITO":"ProShares Bitcoin ETF","BRRR":"Valkyrie Bitcoin Fund","DEFI":"Hashdex Bitcoin ETF","MSTR":"MicroStrategy","EBON":"亿邦国际","EZBC":"Franklin Bitcoin ETF","BK4585":"ETF&股票定投概念","HODL":"VanEck Bitcoin Trust ETF","BITB":"Bitwise Bitcoin ETF","FBTC":"Fidelity Wise Origin Bitcoin Fund","GBTC":"Grayscale Bitcoin Trust","CAN":"嘉楠科技","BK4594":"比特币ETF概念","BTCO":"Invesco Galaxy Bitcoin ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104775221","content_text":"投资公司Kerrisdale Capital表示,他们对MicroStrategy Inc.(纳斯达克股票代码:MSTR)持空头立场,而对比特币(BTC-USD)持多头立场。这家投资管理公司解释说,加密货币交易经常会失控,MicroStrategy(MSTR)也不例外。Kerrisdale在其X.com上发布消息称,MicroStrategy(MSTR)中隐含的比特币(BTC-USD)价格超过177,000美元,“这是比特币(BTC-USD)现货价格的2.6倍,无法辩解”。分析师在一份报告中指出,MicroStrategy(MSTR)的股价在最近加密货币价格上涨时飙升,但“正如加密货币领域经常发生的情况一样,事情已经失控”。此外,MicroStrategy(MSTR)并没有提供独特的比特币(BTC-USD)访问途径,Kerrisdale的分析师表示。像iShares比特币信托(IBIT)和Fidelity Wise Origin比特币基金(FBTC)这样的交易所交易产品和基金也提供了低成本的比特币访问途径。此外,比特币(BTC-USD)占MicroStrategy(MSTR)估值的97%。如果没有比特币,该股票的价值将是其当前股价的60%。分析师在报告中解释说:“看涨者称赞管理层‘聪明’地使用杠杆,以及从股权销售收益中购买增值比特币(BTC-USD)作为股价应该大幅溢价交易的原因。”但我们发现这种逻辑是有缺陷的。杠杆作用是双向的,虽然MicroStrategy(MSTR)成功地增加了持有的比特币数量,但大规模稀释的影响也使得近年来每股比特币的数量几乎保持不变。股东价值的创造主要是由比特币价格的简单升值驱动的——就像直接拥有比特币一样。总之,分析师表示,在MicroStrategy(MSTR)当前的股价下,比特币(BTC-USD)每变动10%,将最初导致股票的隐含每股股权价值变动9%。因此,考虑到当前2.6倍的溢价,一个更符合历史常态的1.3倍溢价将意味着相对于比特币,MicroStrategy(MSTR)有50%的下跌空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":929,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":103,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/289564675170368"}
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