MicroStrategy 加入納斯達克 100 指數：2 隻加密貨幣股票有望獲勝

在這裡，投資者可以在潛在的高點加入聚會，也可以開始在加密貨幣領域尋找更好的替代品

Investors in MicroStrategy (NASDAQ: MSTR) might be celebrating the company’s addition to the Nasdaq-100 index, but those looking at the stock chart might be left scratching their heads. After all, the stock has rallied an incredible 320% in the last 12 months, largely on the back of the company’s strategy to add Bitcoin to its balance sheet and boost its book value.

MicroStrategy（納斯達克股票代碼：MSTR）的投資者可能正在慶祝該公司被納入納斯達克 100 指數，但查看股票圖表的人可能會感到困惑。畢竟，該股在過去 12 個月中上漲了 320%，令人難以置信，這主要得益於該公司將比特幣添加到其資產負債表中並提高其帳面價值的策略。

Now, with the stock trading at 20x its book value and astronomically high earnings multiples, some investors might be wondering whether there are better alternatives in the market. And there certainly are.

現在，該股的交易價格是其帳面價值的 20 倍，市盈率也達到天文數字，一些投資者可能想知道市場上是否有更好的選擇。當然有。

This is where investors can either join the party at the potential highs or start looking for better alternatives in the cryptocurrency space, stocks that can offer much more upside at lower risk levels if the MicroStrategy model were to fail as initially critiqued. Some of these options might be found in Coinbase Global Inc. (NASDAQ: COIN) or even in CleanSpark Inc. (NASDAQ: CLSK).

投資者可以在潛在高點加入這一行列，也可以開始在加密貨幣領域尋找更好的替代品，如果MicroStrategy 模型像最初批評的那樣失敗，這些股票可以以更低的風險水平提供更多的上漲空間。其中一些選項可能會在 Coinbase Global Inc.（納斯達克股票代碼：COIN）甚至 CleanSpark Inc.（納斯達克股票代碼：CLSK）中找到。

Coinbase Stock is Standing in the Rain There’s a reason why analysts at Needham & Co. decided to boost their views on Coinbase stock as of December 2024. They kept their buy rating for the company, but this time, their valuation targets increased to $420 a share, calling for a net rally of up to 50.5% from where it trades today.

Coinbase 股票正處於風雨之中Needham & Co. 的分析師決定在2024 年12 月之前提高對Coinbase 股票的看法是有原因的。目標提高到每股420 美元股價預計較今日交易價淨上漲 50.5%。

The reason behind Coinbase's optimism is simple: As more people become interested in Bitcoin and other cryptocurrency trading, this exchange will be in the middle of the storm, sort of standing in the rain, waiting to get wet. This rain would come through the crazy amount of fees generated by all of the trading activity to be had.

Coinbase 樂觀的原因很簡單：隨著越來越多的人對比特幣和其他加密貨幣交易感興趣，這個交易所將處於風暴之中，有點像站在雨中，等待被淋濕。這場雨將透過所有交易活動產生的巨額費用來實現。

This expectation can be reflected in the earnings per share (EPS) projections given by Wall Street analysts today, set to deliver $0.94 in EPS for the next 12 months, a significant jump up from today’s $0.28 EPS. That sort of profit increase should be enough to offer investors a much smoother ride in the coming months than MicroStrategy could.

這一預期可以反映在華爾街分析師今天給出的每股盈餘 (EPS) 預測中，未來 12 個月的每股盈餘將達到 0.94 美元，比今天的 0.28 美元大幅上漲。這種利潤成長應該足以讓投資者在未來幾個月內比 MicroStrategy 更順利。

CleanSpark Can Double From Here, According to Analysts Investors can think of CleanSpark as the less leveraged and less volatile version of MicroStrategy. Both companies follow a similar model of accumulating Bitcoin on their balance sheets to boost the stock’s book value. While both offer software services and use part of their revenues to buy Bitcoin, CleanSpark offers a much better profile.

分析師表示，CleanSpark 可以從此翻倍投資者可以將 CleanSpark 視為槓桿率較低、波動性較小的 MicroStrategy 版本。兩家公司都遵循類似的模式，在資產負債表上累積比特幣，以提高股票的帳面價值。雖然兩者都提供軟體服務並使用部分收入購買比特幣，但 CleanSpark 提供了更好的配置。

By trading at only 1.9x its book value, this stock could make a significant run to new highs like MicroStrategy did, especially as investors figure out that the same value created in that expensive stock could be replicated in this discounted one.

由於交易價格僅為其帳面價值的 1.9 倍，該股票可能會像 MicroStrategy 那樣大幅上漲至新高，特別是當投資者發現這只昂貴股票所創造的相同價值可以在這只打折股票中複製時。

That is why analysts on Wall Street now have a consensus price target for the company set at $23.17 a share, which calls for just shy of 110% upside from where it trades today. Considering these valuation multiples, investors can take advantage of the bull runs in Bitcoin with a much better setup through CleanSpark today.

這就是為什麼華爾街分析師現在將該公司的一致目標股價定為每股 23.17 美元，即較當前交易價上漲近 110%。考慮到這些估值倍數，投資者今天可以透過 CleanSpark 進行更好的設置，利用比特幣的牛市。