橡北007的个人主页 - 老虎社区

橡北007

橡北007

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IP属地：广东

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3主题

0勋章

06-22

还是跟小脑斧有缘啊 [害羞]

06-19

从高中开始就只买英伟达的显卡，2017加入老虎后一直闭眼定投其股票，最终实现双赢。

06-12

2017年的老虎友有话说: 短线的神操作可以爽一时，但是整个周期走完，你发现啥都赚不到。不要高估自己。

04-17

比特9万，12万，再看mara股价能到45-55不，急啥

比特币减半，或许就在周五！影响的不只是币价

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？

03-29

Kerrisdale，你这是刀口舔血呀

比特币最大持有者MicroStrategy遭做空，被指严重溢价

03-25

即便高估，谁敢做空？

MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 3,988 Shares

03-20

冲啊

MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚

03-20

200问题不大

03-19

回调到13xx，分批建仓吧

03-19

btc影子股，波动大很适合波段

去老虎APP查看更多动态

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14:36","market":"hk","language":"zh","title":"比特币减半，或许就在周五！影响的不只是币价","url":"https://stock-news.laohu8.com/highlight/detail?id=2428366648","media":"华尔街见闻","summary":"这对矿商股价不利。","content":"<html><head></head><body><blockquote><p><strong>分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。</strong></p></blockquote><p>价格疲软之际， <a href=\"https://laohu8.com/DIGI/BTC.USD.HKCC\">比特币</a> 或将在本周五迎来诞生十五年来的第四次&#34;减半&#34;。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48faf370c0fc287254d7673bec8f420b\" title=\"\" tg-width=\"1024\" tg-height=\"660\"/></p><p>不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?</p><h2 id=\"id_3673180539\">什么是“减半”? 有何必要?</h2><p>所谓“减半”，就是矿工通过挖矿获得的奖励“减半”。每当比特币区块链产生21万个区块时，比特币区块奖励都会减半。</p><p>目前，在挖矿竞赛中获胜的矿工将获得6.25块比特币的奖励，减半后，奖励将降至3.125块。</p><p>比特币的创造者Satoshi Nakamoto设计比特币时就确定了固定供应量，使其有别于美元等法定货币。根据比特币协议代码中的规则，比特币总量只能有2100万个。比特币专家认为，最后一块比特币预计将在2140年前后被挖出。</p><p>每当矿工成功挖出一个新区块，就会获得一定数量的比特币奖励，这些奖励旨在激励矿工为比特币网络提供算力。</p><p>矿工们就像是比特币网络的守护者，他们不仅要竞争计算资源，还肩负着维护系统稳定运行的重任。每一笔交易都需要经过矿工们的验证确认，只有获得足够多矿工的认可，交易才能最终写入区块链，成为永久的记录。</p><p>比特币初期，矿工只需在笔记本电脑上运行软件节点即可获得比特币。但随着竞争日趋激烈，矿工现在必须使用强大的计算机，耗费大量能源方能保持竞争力。</p><p><strong>比特币的设计初衷之一，就是要成为一种通缩资产，即随着时间推移，其价值会不断增加。因此，为了让比特币成为通缩资产，矿工获得的比特币奖励必须随着时间推移而减少，从而限制比特币的总供应量。</strong></p><p>FOREX.com和City Index全球研究主管Matt Weller在给MarketWatch的评论中表示：</p><blockquote><p>“减半”的主要目的是控制比特币供应，创造通缩的经济环境。通过放缓新比特币的产生速度，假设需求保持稳定或增加，减半有助于维持稀缺性，提升加密货币的价值。</p></blockquote><h2 id=\"id_348185337\">“减半”何时发生?</h2><p>律所Baker Botts的技术合伙人Ali Dhanani表示，没人能确切说出“减半”何时发生，但在比特币区块链的第840000个区块完成后就会发生。</p><p>根据blockchain.com的数据，截至周一晚间，比特币区块链已达到第839400个区块(还在增加)。Dhanani表示，如果平均每10分钟挖出一个区块，这意味着“减半”将在周一晚间后的4.3天发生，<strong>也就是美东时间周五晚上或周六凌晨。</strong></p><p>每挖出210000个区块，矿工完成一个区块获得的奖励就“减半”。</p><p>过去，这平均需要四年左右。第一次减半发生在2012年11月26日，第二次在2016年7月11日，第三次在2020年5月11日。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8e1a939d44108126b62adaacbeeee52\" title=\"\" tg-width=\"1024\" tg-height=\"563\"/></p><p>此外据Weller统计，之前几次“减半”都发生在比特币牛市周期开始前几个月。</p><h2 id=\"id_3185789158\">“减半”如何影响比特币价格?</h2><p>根据历史经验，减半对比特币价格的即时支撑有限。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04b02a1dca641b68a5716cdac5d3049a\" title=\"\" tg-width=\"1024\" tg-height=\"465\"/></p><p>据Weller介绍，理论上，“减半”对比特币价格的影响可能已经反映，因为大致日期已提前知晓。</p><p>但这次出现了新情况——以往比特币创下历史新高后，从未这么快就迎来减半。<strong>分析师认为本次“减半”可能是今年加密市场涨势的推手之一。</strong></p><p>除此以外，美联储暗示2024年降息，以及今年早些时候推出比特币现货ETF均影响了比特币的走势。</p><h2 id=\"id_1600888300\">比特币“减半”，矿商“躺枪”？</h2><p>相较于比特币价格，到目前为止，“减半”似乎对 <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> 等比特币矿商的股价影响更大。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8eab1928221fd594e3f4f0c8ff07be2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Marathon Digital股价今年以来已跌逾36%，截至周一收盘为15.15美元。</p><p>其他矿商股价年初以来也经历了暴跌，包括<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>，2024年以来跌近45%，周一收于8.57美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3fa7f1f8b36e643bedb572a7948ae1b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>这很好理解，“<strong>减半”直接影响了矿工两大收入来源之一的挖矿奖励（另一大来源是交易费），然而，矿工的运营成本，如电费、设备费用等，并不会因为减半而降低。</strong></p><p>这就意味着，如果比特币价格和交易费没有大幅上涨，以抵消奖励“减半”的影响，许多矿工可能会面临盈利困难。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币减半，或许就在周五！影响的不只是币价</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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\">\n比特币减半，或许就在周五！影响的不只是币价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 14:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712937><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。价格疲软之际， 比特币 或将在本周五迎来诞生十五年来的第四次\"减半\"。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?什么是“减半”? 有何必要?所谓“减半”，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712937\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76545b6ea7eb27730ee55d40b45ce15","relate_stocks":{"RIOT":"Riot Platforms","MARA":"Marathon Digital Holdings Inc","CAN":"嘉楠科技","MSTR":"MicroStrategy Incorporated","COIN":"Coinbase Global, Inc.","CLSK":"CleanSpark, Inc."},"source_url":"https://wallstreetcn.com/articles/3712937","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428366648","content_text":"分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。价格疲软之际， 比特币 或将在本周五迎来诞生十五年来的第四次\"减半\"。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?什么是“减半”? 有何必要?所谓“减半”，就是矿工通过挖矿获得的奖励“减半”。每当比特币区块链产生21万个区块时，比特币区块奖励都会减半。目前，在挖矿竞赛中获胜的矿工将获得6.25块比特币的奖励，减半后，奖励将降至3.125块。比特币的创造者Satoshi Nakamoto设计比特币时就确定了固定供应量，使其有别于美元等法定货币。根据比特币协议代码中的规则，比特币总量只能有2100万个。比特币专家认为，最后一块比特币预计将在2140年前后被挖出。每当矿工成功挖出一个新区块，就会获得一定数量的比特币奖励，这些奖励旨在激励矿工为比特币网络提供算力。矿工们就像是比特币网络的守护者，他们不仅要竞争计算资源，还肩负着维护系统稳定运行的重任。每一笔交易都需要经过矿工们的验证确认，只有获得足够多矿工的认可，交易才能最终写入区块链，成为永久的记录。比特币初期，矿工只需在笔记本电脑上运行软件节点即可获得比特币。但随着竞争日趋激烈，矿工现在必须使用强大的计算机，耗费大量能源方能保持竞争力。比特币的设计初衷之一，就是要成为一种通缩资产，即随着时间推移，其价值会不断增加。因此，为了让比特币成为通缩资产，矿工获得的比特币奖励必须随着时间推移而减少，从而限制比特币的总供应量。FOREX.com和City Index全球研究主管Matt Weller在给MarketWatch的评论中表示：“减半”的主要目的是控制比特币供应，创造通缩的经济环境。通过放缓新比特币的产生速度，假设需求保持稳定或增加，减半有助于维持稀缺性，提升加密货币的价值。“减半”何时发生?律所Baker Botts的技术合伙人Ali Dhanani表示，没人能确切说出“减半”何时发生，但在比特币区块链的第840000个区块完成后就会发生。根据blockchain.com的数据，截至周一晚间，比特币区块链已达到第839400个区块(还在增加)。Dhanani表示，如果平均每10分钟挖出一个区块，这意味着“减半”将在周一晚间后的4.3天发生，也就是美东时间周五晚上或周六凌晨。每挖出210000个区块，矿工完成一个区块获得的奖励就“减半”。过去，这平均需要四年左右。第一次减半发生在2012年11月26日，第二次在2016年7月11日，第三次在2020年5月11日。此外据Weller统计，之前几次“减半”都发生在比特币牛市周期开始前几个月。“减半”如何影响比特币价格?根据历史经验，减半对比特币价格的即时支撑有限。据Weller介绍，理论上，“减半”对比特币价格的影响可能已经反映，因为大致日期已提前知晓。但这次出现了新情况——以往比特币创下历史新高后，从未这么快就迎来减半。分析师认为本次“减半”可能是今年加密市场涨势的推手之一。除此以外，美联储暗示2024年降息，以及今年早些时候推出比特币现货ETF均影响了比特币的走势。比特币“减半”，矿商“躺枪”？相较于比特币价格，到目前为止，“减半”似乎对 Marathon Digital Holdings Inc 等比特币矿商的股价影响更大。Marathon Digital股价今年以来已跌逾36%，截至周一收盘为15.15美元。其他矿商股价年初以来也经历了暴跌，包括Riot Platforms，2024年以来跌近45%，周一收于8.57美元。这很好理解，“减半”直接影响了矿工两大收入来源之一的挖矿奖励（另一大来源是交易费），然而，矿工的运营成本，如电费、设备费用等，并不会因为减半而降低。这就意味着，如果比特币价格和交易费没有大幅上涨，以抵消奖励“减半”的影响，许多矿工可能会面临盈利困难。","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289564675170368,"gmtCreate":1711701033402,"gmtModify":1711701035240,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289564675170368","repostId":"1104775221","repostType":2,"repost":{"id":"1104775221","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1711679483,"share":"https://www.laohu8.com/m/news/1104775221?lang=&edition=full","pubTime":"2024-03-29 10:31","market":"us","language":"zh","title":"MicroStrategy的股票交易是否比比特币本身更具优势？","url":"https://stock-news.laohu8.com/highlight/detail?id=1104775221","media":"华尔街洞察","summary":"投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.持空头立场，而对比特币持多头立场。Kerrisdale在其X.com上发布消息称，MicroStrategy中隐含的比特币价格超过177,000美元，“这是比特币现货价格的2.6倍，无法辩解”。此外，MicroStrategy并没有提供独特的比特币访问途径，Kerrisdale的分析师表示。总之，分析师表示，在MicroStrategy当前的股价下，比特币每变动10%，将最初导致股票的隐含每股股权价值变动9%。","content":"<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>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy的股票交易是否比比特币本身更具优势？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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":{},"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":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289500766253280,"gmtCreate":1711685535833,"gmtModify":1711685537593,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"Kerrisdale，你这是刀口舔血呀","listText":"Kerrisdale，你这是刀口舔血呀","text":"Kerrisdale，你这是刀口舔血呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289500766253280","repostId":"1151920639","repostType":2,"repost":{"id":"1151920639","pubTimestamp":1711637251,"share":"https://www.laohu8.com/m/news/1151920639?lang=&edition=full","pubTime":"2024-03-28 22:47","market":"us","language":"zh","title":"比特币最大持有者MicroStrategy遭做空，被指严重溢价","url":"https://stock-news.laohu8.com/highlight/detail?id=1151920639","media":"新浪美股","summary":"Kerrisdale Capital称，正在做空因购买比特币而爆火的微策投资(Microstrategy)。","content":"<html><head></head><body><p>周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/049ded4c19f528ed996f4b0843194228\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的股价也随之飙升。但正如数字加密货币领域经常出现的情况一样，事情已经变得失控。</p><p style=\"text-align: start;\">当前，MicroStrategy股票隐含的比特币价格已超过17.7万美元，即比特币现货价格的2.5倍。之前，MicroStrategy股票是获得比特币的一种罕见且独特的方式，但这种日子已经一去不复返了。通过经纪公司、数字加密货币交易所，以及最近的低费用ETP和ETF，比特币现在很容易获得。</p><p style=\"text-align: start;\">在通常提及的MicroStrategy具有吸引力的理由中，没有一个能证明：为同一枚货币支付远高于两倍的价格是合理的。MicroStrategy的交易历史和基本常识表明，当前被夸大的溢价将会缩水。</p><p style=\"text-align: start;\">MicroStrategy将自己标榜为一家比特币开发公司。其稳定但萎靡不振的软件分析业务，仅占该公司总企业价值的3%。MicroStrategy的价值是由其持有的比特币推动的，这些比特币主要是通过债务融资、与股权挂钩的可转换票据和ATM股权发行获得的。看涨人士认为，MicroStrategy管理层“明智地”使用杠杆，以及从股票销售收益中增加比特币购买量，就是其股价应该大幅溢价的理由。</p><p style=\"text-align: start;\">但事实上，这种逻辑是有缺陷的。杠杆的利用是双向的，虽然MicroStrategy成功地增加了比特币的持有量，但大规模稀释的影响，也使得每股代表的比特币数量几乎保持不变，股东价值创造在很大程度上是由简单的比特币价格升值推动的。</p><p style=\"text-align: start;\">而其他被引述导致大幅溢价的原因，如将软件业务的现金流再投资于比特币的能力、没有管理费、流动性和交易便利性等，也都没有太大的说服力。例如，IBIT、FBTC和其他一系列工具提供的流动性和交易便利性，只会在全球范围内不断增加。这些事态发展对比特币来说是个好兆头，但对MicroStrategy的价值和臃肿的资产净值来说是一个长期威胁。</p><p style=\"text-align: start;\">当前，MicroStrategy的股票溢价为2.6倍，非常高。自2021年初以来，有94%的交易日溢价在2.0倍或以下，历史平均值为1.3倍。</p></body></html>","source":"xlmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币最大持有者MicroStrategy遭做空，被指严重溢价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; 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\">\n比特币最大持有者MicroStrategy遭做空，被指严重溢价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 22:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bf5626abf87e3fd708e2736dff09237","relate_stocks":{"MSTR":"MicroStrategy Incorporated"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151920639","content_text":"周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的股价也随之飙升。但正如数字加密货币领域经常出现的情况一样，事情已经变得失控。当前，MicroStrategy股票隐含的比特币价格已超过17.7万美元，即比特币现货价格的2.5倍。之前，MicroStrategy股票是获得比特币的一种罕见且独特的方式，但这种日子已经一去不复返了。通过经纪公司、数字加密货币交易所，以及最近的低费用ETP和ETF，比特币现在很容易获得。在通常提及的MicroStrategy具有吸引力的理由中，没有一个能证明：为同一枚货币支付远高于两倍的价格是合理的。MicroStrategy的交易历史和基本常识表明，当前被夸大的溢价将会缩水。MicroStrategy将自己标榜为一家比特币开发公司。其稳定但萎靡不振的软件分析业务，仅占该公司总企业价值的3%。MicroStrategy的价值是由其持有的比特币推动的，这些比特币主要是通过债务融资、与股权挂钩的可转换票据和ATM股权发行获得的。看涨人士认为，MicroStrategy管理层“明智地”使用杠杆，以及从股票销售收益中增加比特币购买量，就是其股价应该大幅溢价的理由。但事实上，这种逻辑是有缺陷的。杠杆的利用是双向的，虽然MicroStrategy成功地增加了比特币的持有量，但大规模稀释的影响，也使得每股代表的比特币数量几乎保持不变，股东价值创造在很大程度上是由简单的比特币价格升值推动的。而其他被引述导致大幅溢价的原因，如将软件业务的现金流再投资于比特币的能力、没有管理费、流动性和交易便利性等，也都没有太大的说服力。例如，IBIT、FBTC和其他一系列工具提供的流动性和交易便利性，只会在全球范围内不断增加。这些事态发展对比特币来说是个好兆头，但对MicroStrategy的价值和臃肿的资产净值来说是一个长期威胁。当前，MicroStrategy的股票溢价为2.6倍，非常高。自2021年初以来，有94%的交易日溢价在2.0倍或以下，历史平均值为1.3倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288008992379080,"gmtCreate":1711343610981,"gmtModify":1711343612748,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"即便高估，谁敢做空？","listText":"即便高估，谁敢做空？","text":"即便高估，谁敢做空？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288008992379080","repostId":"2421541118","repostType":2,"repost":{"id":"2421541118","pubTimestamp":1711089850,"share":"https://www.laohu8.com/m/news/2421541118?lang=&edition=full","pubTime":"2024-03-22 14:44","market":"us","language":"en","title":"MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 3,988 Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2421541118","media":"GuruFocus.com","summary":"On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc , sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the past year, Michael Saylor has sold a total of 245,000 shares of MicroStrategy Inc and has not made any purchases of the stock.GuruFocus has detected 4 Warning Signs with MSTR.MicroStrategy Inc is a provider of enterprise analytics and mobility software. The company develops software that enables organizations to analyze internal and external data to make business decisions and to develop mobile applications. Its core product is MicroStrategy 10, which provides interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution.The insider transaction history for MicroStrategy Inc shows a trend of insider selling, with 106 insider sells and no insider buys over the past year.On the day of the insider's recent sale, shares of MicroStrategy Inc","content":"<html><body><p>On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc (NASDAQ:MSTR), sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the past year, Michael Saylor has sold a total of 245,000 shares of MicroStrategy Inc and has not made any purchases of the stock.</p>\n<ul>\n<li>Warning! GuruFocus has detected 4 Warning Signs with MSTR.</li>\n</ul>\n<p> MicroStrategy Inc is a provider of enterprise analytics and mobility software. The company develops software that enables organizations to analyze internal and external data to make business decisions and to develop mobile applications. Its core product is MicroStrategy 10, which provides interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution.</p>\n<p> The insider transaction history for MicroStrategy Inc shows a trend of insider selling, with 106 insider sells and no insider buys over the past year.</p>\n<img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/F50cE1QMkhmnl5vqlkq9Bg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/18dc34b9b6764f3adb661876accf0942\" width=\"550\"/>\n<p> On the day of the insider's recent sale, shares of MicroStrategy Inc were trading at $1,435.38, giving the company a market cap of $27.098 billion. The price-earnings ratio of the company stands at 56.75, which is higher than the industry median of 28.03 and also above the company's historical median price-earnings ratio.</p>\n<p> The stock's price-to-GF-Value ratio is 5.74, with a GF Value of $249.85, indicating that MicroStrategy Inc is significantly overvalued according to GuruFocus's valuation model.</p>\n<img height=\"400\" src=\"https://s.yimg.com/uu/api/res/1.2/DgEEwctfXc.b6tPaRM5inw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/fe1bec522483635958b382aed6f34206\" width=\"550\"/>\n<p> The GF Value is calculated considering historical trading multiples such as price-earnings ratio, price-sales ratio, price-book ratio, and price-to-free cash flow, along with a GuruFocus adjustment factor based on the company's past returns and growth, and future business performance estimates from Morningstar analysts.</p>\n<p><em>This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.</em></p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 3,988 Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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 Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 3,988 Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-22 14:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microstrategy-inc-mstr-executive-chairman-064410327.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc (NASDAQ:MSTR), sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microstrategy-inc-mstr-executive-chairman-064410327.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/uQc1FygBC_D0hPSPTy8Kog--~B/aD01NDM7dz0xMjQyO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/us.finance.gurufocus/18dc34b9b6764f3adb661876accf0942","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/microstrategy-inc-mstr-executive-chairman-064410327.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2421541118","content_text":"On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc (NASDAQ:MSTR), sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the past year, Michael Saylor has sold a total of 245,000 shares of MicroStrategy Inc and has not made any purchases of the stock.\n\nWarning! GuruFocus has detected 4 Warning Signs with MSTR.\n\n MicroStrategy Inc is a provider of enterprise analytics and mobility software. The company develops software that enables organizations to analyze internal and external data to make business decisions and to develop mobile applications. Its core product is MicroStrategy 10, which provides interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution.\n The insider transaction history for MicroStrategy Inc shows a trend of insider selling, with 106 insider sells and no insider buys over the past year.\n\n On the day of the insider's recent sale, shares of MicroStrategy Inc were trading at $1,435.38, giving the company a market cap of $27.098 billion. The price-earnings ratio of the company stands at 56.75, which is higher than the industry median of 28.03 and also above the company's historical median price-earnings ratio.\n The stock's price-to-GF-Value ratio is 5.74, with a GF Value of $249.85, indicating that MicroStrategy Inc is significantly overvalued according to GuruFocus's valuation model.\n\n The GF Value is calculated considering historical trading multiples such as price-earnings ratio, price-sales ratio, price-book ratio, and price-to-free cash flow, along with a GuruFocus adjustment factor based on the company's past returns and growth, and future business performance estimates from Morningstar analysts.\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286330404815016,"gmtCreate":1710932536671,"gmtModify":1710935855525,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3443990987691953","authorIdStr":"3443990987691953"},"themes":[],"htmlText":"冲啊","listText":"冲啊","text":"冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286330404815016","repostId":"2420787238","repostType":2,"repost":{"id":"2420787238","pubTimestamp":1710889295,"share":"https://www.laohu8.com/m/news/2420787238?lang=&edition=full","pubTime":"2024-03-20 07:01","market":"us","language":"zh","title":"MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚","url":"https://stock-news.laohu8.com/highlight/detail?id=2420787238","media":"环球市场播报","summary":"根据MicroStrategy向美国证券交易委员会提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。","content":"<html><head></head><body><p>根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。</p><p>这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。</p><p>根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。</p><p>过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。</p><p>值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。</p><p>根据中本聪（Satoshi Nakamoto）最初的比特币白皮书，可能开采的比特币总量上限为2100万。这一上限预计将在2140年达到，因为每四年，矿工因向区块链添加新代币而获得的比特币数量将减半。下一次减半事件将于4月举发生，届时奖励将削减至3.125枚比特币。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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又花逾6亿美元购买比特币，持仓总量超21万枚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 07:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/990293563ee9ba53179a5d3ac8cf11d5","relate_stocks":{"MSTR":"MicroStrategy Incorporated"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2420787238","content_text":"根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。根据中本聪（Satoshi 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14:36","market":"hk","language":"zh","title":"比特币减半，或许就在周五！影响的不只是币价","url":"https://stock-news.laohu8.com/highlight/detail?id=2428366648","media":"华尔街见闻","summary":"这对矿商股价不利。","content":"<html><head></head><body><blockquote><p><strong>分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。</strong></p></blockquote><p>价格疲软之际， <a href=\"https://laohu8.com/DIGI/BTC.USD.HKCC\">比特币</a> 或将在本周五迎来诞生十五年来的第四次&#34;减半&#34;。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48faf370c0fc287254d7673bec8f420b\" title=\"\" tg-width=\"1024\" tg-height=\"660\"/></p><p>不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?</p><h2 id=\"id_3673180539\">什么是“减半”? 有何必要?</h2><p>所谓“减半”，就是矿工通过挖矿获得的奖励“减半”。每当比特币区块链产生21万个区块时，比特币区块奖励都会减半。</p><p>目前，在挖矿竞赛中获胜的矿工将获得6.25块比特币的奖励，减半后，奖励将降至3.125块。</p><p>比特币的创造者Satoshi Nakamoto设计比特币时就确定了固定供应量，使其有别于美元等法定货币。根据比特币协议代码中的规则，比特币总量只能有2100万个。比特币专家认为，最后一块比特币预计将在2140年前后被挖出。</p><p>每当矿工成功挖出一个新区块，就会获得一定数量的比特币奖励，这些奖励旨在激励矿工为比特币网络提供算力。</p><p>矿工们就像是比特币网络的守护者，他们不仅要竞争计算资源，还肩负着维护系统稳定运行的重任。每一笔交易都需要经过矿工们的验证确认，只有获得足够多矿工的认可，交易才能最终写入区块链，成为永久的记录。</p><p>比特币初期，矿工只需在笔记本电脑上运行软件节点即可获得比特币。但随着竞争日趋激烈，矿工现在必须使用强大的计算机，耗费大量能源方能保持竞争力。</p><p><strong>比特币的设计初衷之一，就是要成为一种通缩资产，即随着时间推移，其价值会不断增加。因此，为了让比特币成为通缩资产，矿工获得的比特币奖励必须随着时间推移而减少，从而限制比特币的总供应量。</strong></p><p>FOREX.com和City Index全球研究主管Matt Weller在给MarketWatch的评论中表示：</p><blockquote><p>“减半”的主要目的是控制比特币供应，创造通缩的经济环境。通过放缓新比特币的产生速度，假设需求保持稳定或增加，减半有助于维持稀缺性，提升加密货币的价值。</p></blockquote><h2 id=\"id_348185337\">“减半”何时发生?</h2><p>律所Baker Botts的技术合伙人Ali Dhanani表示，没人能确切说出“减半”何时发生，但在比特币区块链的第840000个区块完成后就会发生。</p><p>根据blockchain.com的数据，截至周一晚间，比特币区块链已达到第839400个区块(还在增加)。Dhanani表示，如果平均每10分钟挖出一个区块，这意味着“减半”将在周一晚间后的4.3天发生，<strong>也就是美东时间周五晚上或周六凌晨。</strong></p><p>每挖出210000个区块，矿工完成一个区块获得的奖励就“减半”。</p><p>过去，这平均需要四年左右。第一次减半发生在2012年11月26日，第二次在2016年7月11日，第三次在2020年5月11日。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c8e1a939d44108126b62adaacbeeee52\" title=\"\" tg-width=\"1024\" tg-height=\"563\"/></p><p>此外据Weller统计，之前几次“减半”都发生在比特币牛市周期开始前几个月。</p><h2 id=\"id_3185789158\">“减半”如何影响比特币价格?</h2><p>根据历史经验，减半对比特币价格的即时支撑有限。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/04b02a1dca641b68a5716cdac5d3049a\" title=\"\" tg-width=\"1024\" tg-height=\"465\"/></p><p>据Weller介绍，理论上，“减半”对比特币价格的影响可能已经反映，因为大致日期已提前知晓。</p><p>但这次出现了新情况——以往比特币创下历史新高后，从未这么快就迎来减半。<strong>分析师认为本次“减半”可能是今年加密市场涨势的推手之一。</strong></p><p>除此以外，美联储暗示2024年降息，以及今年早些时候推出比特币现货ETF均影响了比特币的走势。</p><h2 id=\"id_1600888300\">比特币“减半”，矿商“躺枪”？</h2><p>相较于比特币价格，到目前为止，“减半”似乎对 <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> 等比特币矿商的股价影响更大。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8eab1928221fd594e3f4f0c8ff07be2\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Marathon Digital股价今年以来已跌逾36%，截至周一收盘为15.15美元。</p><p>其他矿商股价年初以来也经历了暴跌，包括<a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>，2024年以来跌近45%，周一收于8.57美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3fa7f1f8b36e643bedb572a7948ae1b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>这很好理解，“<strong>减半”直接影响了矿工两大收入来源之一的挖矿奖励（另一大来源是交易费），然而，矿工的运营成本，如电费、设备费用等，并不会因为减半而降低。</strong></p><p>这就意味着，如果比特币价格和交易费没有大幅上涨，以抵消奖励“减半”的影响，许多矿工可能会面临盈利困难。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币减半，或许就在周五！影响的不只是币价</title>\n<style 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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\">\n比特币减半，或许就在周五！影响的不只是币价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 14:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3712937><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。价格疲软之际， 比特币 或将在本周五迎来诞生十五年来的第四次\"减半\"。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?什么是“减半”? 有何必要?所谓“减半”，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3712937\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76545b6ea7eb27730ee55d40b45ce15","relate_stocks":{"RIOT":"Riot Platforms","MARA":"Marathon Digital Holdings Inc","CAN":"嘉楠科技","MSTR":"MicroStrategy Incorporated","COIN":"Coinbase Global, Inc.","CLSK":"CleanSpark, Inc."},"source_url":"https://wallstreetcn.com/articles/3712937","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428366648","content_text":"分析师认为，“减半”可能是今年加密市场涨势的推手之一，“减半”还直接影响了矿工的收入，这对矿商股价不利。价格疲软之际， 比特币 或将在本周五迎来诞生十五年来的第四次\"减半\"。这一事件将成为币圈近期最受关注、最具影响力的头条新闻。不熟悉比特币网络运作的人可能会有一些疑问：什么是“减半”，什么时候会发生，为什么有必要，以及它可能对比特币价格产生什么样的影响?什么是“减半”? 有何必要?所谓“减半”，就是矿工通过挖矿获得的奖励“减半”。每当比特币区块链产生21万个区块时，比特币区块奖励都会减半。目前，在挖矿竞赛中获胜的矿工将获得6.25块比特币的奖励，减半后，奖励将降至3.125块。比特币的创造者Satoshi Nakamoto设计比特币时就确定了固定供应量，使其有别于美元等法定货币。根据比特币协议代码中的规则，比特币总量只能有2100万个。比特币专家认为，最后一块比特币预计将在2140年前后被挖出。每当矿工成功挖出一个新区块，就会获得一定数量的比特币奖励，这些奖励旨在激励矿工为比特币网络提供算力。矿工们就像是比特币网络的守护者，他们不仅要竞争计算资源，还肩负着维护系统稳定运行的重任。每一笔交易都需要经过矿工们的验证确认，只有获得足够多矿工的认可，交易才能最终写入区块链，成为永久的记录。比特币初期，矿工只需在笔记本电脑上运行软件节点即可获得比特币。但随着竞争日趋激烈，矿工现在必须使用强大的计算机，耗费大量能源方能保持竞争力。比特币的设计初衷之一，就是要成为一种通缩资产，即随着时间推移，其价值会不断增加。因此，为了让比特币成为通缩资产，矿工获得的比特币奖励必须随着时间推移而减少，从而限制比特币的总供应量。FOREX.com和City Index全球研究主管Matt Weller在给MarketWatch的评论中表示：“减半”的主要目的是控制比特币供应，创造通缩的经济环境。通过放缓新比特币的产生速度，假设需求保持稳定或增加，减半有助于维持稀缺性，提升加密货币的价值。“减半”何时发生?律所Baker Botts的技术合伙人Ali Dhanani表示，没人能确切说出“减半”何时发生，但在比特币区块链的第840000个区块完成后就会发生。根据blockchain.com的数据，截至周一晚间，比特币区块链已达到第839400个区块(还在增加)。Dhanani表示，如果平均每10分钟挖出一个区块，这意味着“减半”将在周一晚间后的4.3天发生，也就是美东时间周五晚上或周六凌晨。每挖出210000个区块，矿工完成一个区块获得的奖励就“减半”。过去，这平均需要四年左右。第一次减半发生在2012年11月26日，第二次在2016年7月11日，第三次在2020年5月11日。此外据Weller统计，之前几次“减半”都发生在比特币牛市周期开始前几个月。“减半”如何影响比特币价格?根据历史经验，减半对比特币价格的即时支撑有限。据Weller介绍，理论上，“减半”对比特币价格的影响可能已经反映，因为大致日期已提前知晓。但这次出现了新情况——以往比特币创下历史新高后，从未这么快就迎来减半。分析师认为本次“减半”可能是今年加密市场涨势的推手之一。除此以外，美联储暗示2024年降息，以及今年早些时候推出比特币现货ETF均影响了比特币的走势。比特币“减半”，矿商“躺枪”？相较于比特币价格，到目前为止，“减半”似乎对 Marathon Digital Holdings Inc 等比特币矿商的股价影响更大。Marathon Digital股价今年以来已跌逾36%，截至周一收盘为15.15美元。其他矿商股价年初以来也经历了暴跌，包括Riot Platforms，2024年以来跌近45%，周一收于8.57美元。这很好理解，“减半”直接影响了矿工两大收入来源之一的挖矿奖励（另一大来源是交易费），然而，矿工的运营成本，如电费、设备费用等，并不会因为减半而降低。这就意味着，如果比特币价格和交易费没有大幅上涨，以抵消奖励“减半”的影响，许多矿工可能会面临盈利困难。","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289564675170368,"gmtCreate":1711701033402,"gmtModify":1711701035240,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3443990987691953","idStr":"3443990987691953"},"themes":[],"htmlText":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289564675170368","repostId":"1104775221","repostType":2,"repost":{"id":"1104775221","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1711679483,"share":"https://www.laohu8.com/m/news/1104775221?lang=&edition=full","pubTime":"2024-03-29 10:31","market":"us","language":"zh","title":"MicroStrategy的股票交易是否比比特币本身更具优势？","url":"https://stock-news.laohu8.com/highlight/detail?id=1104775221","media":"华尔街洞察","summary":"投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.持空头立场，而对比特币持多头立场。Kerrisdale在其X.com上发布消息称，MicroStrategy中隐含的比特币价格超过177,000美元，“这是比特币现货价格的2.6倍，无法辩解”。此外，MicroStrategy并没有提供独特的比特币访问途径，Kerrisdale的分析师表示。总之，分析师表示，在MicroStrategy当前的股价下，比特币每变动10%，将最初导致股票的隐含每股股权价值变动9%。","content":"<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>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy的股票交易是否比比特币本身更具优势？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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":{},"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":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289500766253280,"gmtCreate":1711685535833,"gmtModify":1711685537593,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3443990987691953","idStr":"3443990987691953"},"themes":[],"htmlText":"Kerrisdale，你这是刀口舔血呀","listText":"Kerrisdale，你这是刀口舔血呀","text":"Kerrisdale，你这是刀口舔血呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289500766253280","repostId":"1151920639","repostType":2,"repost":{"id":"1151920639","pubTimestamp":1711637251,"share":"https://www.laohu8.com/m/news/1151920639?lang=&edition=full","pubTime":"2024-03-28 22:47","market":"us","language":"zh","title":"比特币最大持有者MicroStrategy遭做空，被指严重溢价","url":"https://stock-news.laohu8.com/highlight/detail?id=1151920639","media":"新浪美股","summary":"Kerrisdale Capital称，正在做空因购买比特币而爆火的微策投资(Microstrategy)。","content":"<html><head></head><body><p>周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/049ded4c19f528ed996f4b0843194228\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的股价也随之飙升。但正如数字加密货币领域经常出现的情况一样，事情已经变得失控。</p><p style=\"text-align: start;\">当前，MicroStrategy股票隐含的比特币价格已超过17.7万美元，即比特币现货价格的2.5倍。之前，MicroStrategy股票是获得比特币的一种罕见且独特的方式，但这种日子已经一去不复返了。通过经纪公司、数字加密货币交易所，以及最近的低费用ETP和ETF，比特币现在很容易获得。</p><p style=\"text-align: start;\">在通常提及的MicroStrategy具有吸引力的理由中，没有一个能证明：为同一枚货币支付远高于两倍的价格是合理的。MicroStrategy的交易历史和基本常识表明，当前被夸大的溢价将会缩水。</p><p style=\"text-align: start;\">MicroStrategy将自己标榜为一家比特币开发公司。其稳定但萎靡不振的软件分析业务，仅占该公司总企业价值的3%。MicroStrategy的价值是由其持有的比特币推动的，这些比特币主要是通过债务融资、与股权挂钩的可转换票据和ATM股权发行获得的。看涨人士认为，MicroStrategy管理层“明智地”使用杠杆，以及从股票销售收益中增加比特币购买量，就是其股价应该大幅溢价的理由。</p><p style=\"text-align: start;\">但事实上，这种逻辑是有缺陷的。杠杆的利用是双向的，虽然MicroStrategy成功地增加了比特币的持有量，但大规模稀释的影响，也使得每股代表的比特币数量几乎保持不变，股东价值创造在很大程度上是由简单的比特币价格升值推动的。</p><p style=\"text-align: start;\">而其他被引述导致大幅溢价的原因，如将软件业务的现金流再投资于比特币的能力、没有管理费、流动性和交易便利性等，也都没有太大的说服力。例如，IBIT、FBTC和其他一系列工具提供的流动性和交易便利性，只会在全球范围内不断增加。这些事态发展对比特币来说是个好兆头，但对MicroStrategy的价值和臃肿的资产净值来说是一个长期威胁。</p><p style=\"text-align: start;\">当前，MicroStrategy的股票溢价为2.6倍，非常高。自2021年初以来，有94%的交易日溢价在2.0倍或以下，历史平均值为1.3倍。</p></body></html>","source":"xlmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比特币最大持有者MicroStrategy遭做空，被指严重溢价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; 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\">\n比特币最大持有者MicroStrategy遭做空，被指严重溢价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 22:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bf5626abf87e3fd708e2736dff09237","relate_stocks":{"MSTR":"MicroStrategy Incorporated"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-28/doc-inapwvcn5371386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151920639","content_text":"周四，MicroStrategy盘中走低，截至发稿跌幅近4%。卖空投资公司Kerrisdale Capital今日发布报告称，该公司做多比特币，但做空 MicroStrategy，后者是比特币目前最大的企业持有者。Kerrisdale Capital称，与推动其价值增长的比特币相比，MicroStrategy当前的交易价格存在不合理的溢价。最近， 随着比特币价格的上涨，MicroStrategy的股价也随之飙升。但正如数字加密货币领域经常出现的情况一样，事情已经变得失控。当前，MicroStrategy股票隐含的比特币价格已超过17.7万美元，即比特币现货价格的2.5倍。之前，MicroStrategy股票是获得比特币的一种罕见且独特的方式，但这种日子已经一去不复返了。通过经纪公司、数字加密货币交易所，以及最近的低费用ETP和ETF，比特币现在很容易获得。在通常提及的MicroStrategy具有吸引力的理由中，没有一个能证明：为同一枚货币支付远高于两倍的价格是合理的。MicroStrategy的交易历史和基本常识表明，当前被夸大的溢价将会缩水。MicroStrategy将自己标榜为一家比特币开发公司。其稳定但萎靡不振的软件分析业务，仅占该公司总企业价值的3%。MicroStrategy的价值是由其持有的比特币推动的，这些比特币主要是通过债务融资、与股权挂钩的可转换票据和ATM股权发行获得的。看涨人士认为，MicroStrategy管理层“明智地”使用杠杆，以及从股票销售收益中增加比特币购买量，就是其股价应该大幅溢价的理由。但事实上，这种逻辑是有缺陷的。杠杆的利用是双向的，虽然MicroStrategy成功地增加了比特币的持有量，但大规模稀释的影响，也使得每股代表的比特币数量几乎保持不变，股东价值创造在很大程度上是由简单的比特币价格升值推动的。而其他被引述导致大幅溢价的原因，如将软件业务的现金流再投资于比特币的能力、没有管理费、流动性和交易便利性等，也都没有太大的说服力。例如，IBIT、FBTC和其他一系列工具提供的流动性和交易便利性，只会在全球范围内不断增加。这些事态发展对比特币来说是个好兆头，但对MicroStrategy的价值和臃肿的资产净值来说是一个长期威胁。当前，MicroStrategy的股票溢价为2.6倍，非常高。自2021年初以来，有94%的交易日溢价在2.0倍或以下，历史平均值为1.3倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288008992379080,"gmtCreate":1711343610981,"gmtModify":1711343612748,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3443990987691953","idStr":"3443990987691953"},"themes":[],"htmlText":"即便高估，谁敢做空？","listText":"即便高估，谁敢做空？","text":"即便高估，谁敢做空？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288008992379080","repostId":"2421541118","repostType":2,"repost":{"id":"2421541118","pubTimestamp":1711089850,"share":"https://www.laohu8.com/m/news/2421541118?lang=&edition=full","pubTime":"2024-03-22 14:44","market":"us","language":"en","title":"MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 3,988 Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2421541118","media":"GuruFocus.com","summary":"On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc , sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the past year, Michael Saylor has sold a total of 245,000 shares of MicroStrategy Inc and has not made any purchases of the stock.GuruFocus has detected 4 Warning Signs with MSTR.MicroStrategy Inc is a provider of enterprise analytics and mobility software. The company develops software that enables organizations to analyze internal and external data to make business decisions and to develop mobile applications. Its core product is MicroStrategy 10, which provides interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution.The insider transaction history for MicroStrategy Inc shows a trend of insider selling, with 106 insider sells and no insider buys over the past year.On the day of the insider's recent sale, shares of MicroStrategy Inc","content":"<html><body><p>On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc (NASDAQ:MSTR), sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the past year, Michael Saylor has sold a total of 245,000 shares of MicroStrategy Inc and has not made any purchases of the stock.</p>\n<ul>\n<li>Warning! GuruFocus has detected 4 Warning Signs with MSTR.</li>\n</ul>\n<p> MicroStrategy Inc is a provider of enterprise analytics and mobility software. The company develops software that enables organizations to analyze internal and external data to make business decisions and to develop mobile applications. Its core product is MicroStrategy 10, which provides interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution.</p>\n<p> The insider transaction history for MicroStrategy Inc shows a trend of insider selling, with 106 insider sells and no insider buys over the past year.</p>\n<img height=\"400\" src=\"https://s1.yimg.com/uu/api/res/1.2/F50cE1QMkhmnl5vqlkq9Bg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/18dc34b9b6764f3adb661876accf0942\" width=\"550\"/>\n<p> On the day of the insider's recent sale, shares of MicroStrategy Inc were trading at $1,435.38, giving the company a market cap of $27.098 billion. The price-earnings ratio of the company stands at 56.75, which is higher than the industry median of 28.03 and also above the company's historical median price-earnings ratio.</p>\n<p> The stock's price-to-GF-Value ratio is 5.74, with a GF Value of $249.85, indicating that MicroStrategy Inc is significantly overvalued according to GuruFocus's valuation model.</p>\n<img height=\"400\" src=\"https://s.yimg.com/uu/api/res/1.2/DgEEwctfXc.b6tPaRM5inw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/us.finance.gurufocus/fe1bec522483635958b382aed6f34206\" width=\"550\"/>\n<p> The GF Value is calculated considering historical trading multiples such as price-earnings ratio, price-sales ratio, price-book ratio, and price-to-free cash flow, along with a GuruFocus adjustment factor based on the company's past returns and growth, and future business performance estimates from Morningstar analysts.</p>\n<p><em>This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.</em></p>This article first appeared on \nGuruFocus.\n<br/></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 3,988 Shares</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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 Inc (MSTR) Executive Chairman, 10% Owner Michael Saylor Sells 3,988 Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-22 14:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microstrategy-inc-mstr-executive-chairman-064410327.html><strong>GuruFocus.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc (NASDAQ:MSTR), sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microstrategy-inc-mstr-executive-chairman-064410327.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/uQc1FygBC_D0hPSPTy8Kog--~B/aD01NDM7dz0xMjQyO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/us.finance.gurufocus/18dc34b9b6764f3adb661876accf0942","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/microstrategy-inc-mstr-executive-chairman-064410327.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2421541118","content_text":"On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc (NASDAQ:MSTR), sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the past year, Michael Saylor has sold a total of 245,000 shares of MicroStrategy Inc and has not made any purchases of the stock.\n\nWarning! GuruFocus has detected 4 Warning Signs with MSTR.\n\n MicroStrategy Inc is a provider of enterprise analytics and mobility software. The company develops software that enables organizations to analyze internal and external data to make business decisions and to develop mobile applications. Its core product is MicroStrategy 10, which provides interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution.\n The insider transaction history for MicroStrategy Inc shows a trend of insider selling, with 106 insider sells and no insider buys over the past year.\n\n On the day of the insider's recent sale, shares of MicroStrategy Inc were trading at $1,435.38, giving the company a market cap of $27.098 billion. The price-earnings ratio of the company stands at 56.75, which is higher than the industry median of 28.03 and also above the company's historical median price-earnings ratio.\n The stock's price-to-GF-Value ratio is 5.74, with a GF Value of $249.85, indicating that MicroStrategy Inc is significantly overvalued according to GuruFocus's valuation model.\n\n The GF Value is calculated considering historical trading multiples such as price-earnings ratio, price-sales ratio, price-book ratio, and price-to-free cash flow, along with a GuruFocus adjustment factor based on the company's past returns and growth, and future business performance estimates from Morningstar analysts.\nThis article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein.This article first appeared on \nGuruFocus.","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286330404815016,"gmtCreate":1710932536671,"gmtModify":1710935855525,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3443990987691953","idStr":"3443990987691953"},"themes":[],"htmlText":"冲啊","listText":"冲啊","text":"冲啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286330404815016","repostId":"2420787238","repostType":2,"repost":{"id":"2420787238","pubTimestamp":1710889295,"share":"https://www.laohu8.com/m/news/2420787238?lang=&edition=full","pubTime":"2024-03-20 07:01","market":"us","language":"zh","title":"MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚","url":"https://stock-news.laohu8.com/highlight/detail?id=2420787238","media":"环球市场播报","summary":"根据MicroStrategy向美国证券交易委员会提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。","content":"<html><head></head><body><p>根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。</p><p>这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。</p><p>根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。</p><p>过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。</p><p>值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。</p><p>根据中本聪（Satoshi Nakamoto）最初的比特币白皮书，可能开采的比特币总量上限为2100万。这一上限预计将在2140年达到，因为每四年，矿工因向区块链添加新代币而获得的比特币数量将减半。下一次减半事件将于4月举发生，届时奖励将削减至3.125枚比特币。</p></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MicroStrategy又花逾6亿美元购买比特币，持仓总量超21万枚</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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又花逾6亿美元购买比特币，持仓总量超21万枚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 07:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/990293563ee9ba53179a5d3ac8cf11d5","relate_stocks":{"MSTR":"MicroStrategy Incorporated"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-03-20/doc-inanxhhc6475594.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2420787238","content_text":"根据MicroStrategy向美国证券交易委员会（SEC）提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。这使该公司持有的比特币总量达到214246枚，占迄今为止全球已“开采”的比特币（约1970万枚）的1%多一点。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。根据中本聪（Satoshi Nakamoto）最初的比特币白皮书，可能开采的比特币总量上限为2100万。这一上限预计将在2140年达到，因为每四年，矿工因向区块链添加新代币而获得的比特币数量将减半。下一次减半事件将于4月举发生，届时奖励将削减至3.125枚比特币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285995243286560,"gmtCreate":1710841371156,"gmtModify":1710841596979,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3443990987691953","idStr":"3443990987691953"},"themes":[],"htmlText":"回调到13xx，分批建仓吧","listText":"回调到13xx，分批建仓吧","text":"回调到13xx，分批建仓吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285995243286560","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285964203708688,"gmtCreate":1710833921393,"gmtModify":1710835300629,"author":{"id":"3443990987691953","authorId":"3443990987691953","name":"橡北007","avatar":"https://static.tigerbbs.com/f18dce689b9e0938f05b00d980e98186","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3443990987691953","idStr":"3443990987691953"},"themes":[],"htmlText":"btc影子股，波动大很适合波段","listText":"btc影子股，波动大很适合波段","text":"btc影子股，波动大很适合波段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285964203708688","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}