MicroStrategy (MSTR) 股票是獲得比特幣 (BTC) 投資的理想選擇

在昨天發布的一份研究報告中，金融服務公司 Canaccord 重申，購買 MicroStrategy 股票仍然是投資者獲得 BTC 投資的最佳方式之一。

Financial services firm Canaccord recently highlighted MicroStrategy's (NASDAQ:MSTR) "intelligent leverage strategy" in its acquisition of Bitcoin (BTC), presenting an ideal opportunity for investors to gain exposure to the digital asset.

金融服務公司 Canaccord 最近強調了 MicroStrategy（納斯達克股票代碼：MSTR）在收購比特幣（BTC）時的“智慧槓桿策略”，為投資者提供了接​​觸數位資產的理想機會。

In a research note published on Monday, Canaccord reiterated its stance that purchasing MicroStrategy stock is still one of the best ways for investors to gain indirect exposure to BTC.

在周一發布的一份研究報告中，Canaccord 重申了其立場，即購買 MicroStrategy 股票仍然是投資者間接投資 BTC 的最佳方式之一。

The firm highlighted MicroStrategy's overall Bitcoin acquisition strategy, including its latest "21/21 plan," which entails a $42 billion capital inflow, split evenly between At The Market (ATM) equity offerings and fixed-income securities.

該公司強調了 MicroStrategy 的整體比特幣收購策略，包括其最新的“21/21 計劃”，該計劃需要 420 億美元的資本流入，在市場 (ATM) 股票發行和固定收益證券之間平均分配。

The proceeds from this capital raise will be used to fund future BTC purchases, continuing to bolster MicroStrategy's holdings and increasing its Bitcoin yield to an average target of 8% over the next three years.

此次融資的收益將用於資助未來的 BTC 購買，繼續增加 MicroStrategy 的持股量，並將其比特幣收益率在未來三年內提高到 8% 的平均目標。

Canaccord notably raised MSTR's price target from $173 to $300, a roughly 73% increase, while maintaining a "buy" rating on the stock. At the time of writing, MSTR is trading at $238.55, down 2.43% during the trading session.

Canaccord 將 MSTR 的目標價從 173 美元上調至 300 美元，漲幅約為 73%，同時維持該股「買入」評級。截至撰寫本文時，MSTR 交易價格為 238.55 美元，交易期間下跌 2.43%。

According to Canaccord, since MicroStrategy began its signature Bitcoin accumulation strategy in 2020, it has outperformed both the stock market and BTC. The report stated:

據 Canaccord 稱，自 MicroStrategy 在 2020 年開始其標誌性的比特幣累積策略以來，其表現均優於股市和 BTC。報告指出：

"If stock price is the true test for any business model, then in our view MSTR is hard to beat. We see potential for MSTR shares to continue trading at a premium to spot, given MicroStrategy's leverage strategy."

“如果股價是對任何商業模式的真正考驗，那麼我們認為 MSTR 很難被擊敗。考慮到 MicroStrategy 的槓桿策略，我們認為 MSTR 股票有繼續以現貨溢價交易的潛力。”

Moreover, the financial services firm expressed optimism regarding BTC's price, suggesting that the leading digital asset has benefited from the US Securities and Exchange Commission (SEC) approval of Bitcoin-based exchange-traded funds (ETFs).

此外，這家金融服務公司對比特幣的價格表示樂觀，顯示領先的數位資產受益於美國證券交易委員會（SEC）批准基於比特幣的交易所交易基金（ETF）。

The firm also noted the impact of the supply scarcity created by Bitcoin halvings on the digital asset's price. Notably, BTC underwent its halving on April 20, 2024, while the premier cryptocurrency was trading slightly above $64,000.

該公司也注意到比特幣減半造成的供應稀缺對數位資產價格的影響。值得注意的是，BTC 於 2024 年 4 月 20 日經歷了減半，而這主要加密貨幣的交易價格略高於 64,000 美元。

While halvings have historically acted as a bullish catalyst, leading to exceptional price appreciation, their effects typically manifest around 6-12 months later. However, some crypto analysts and research firms have expressed skepticism about the impact of this year's halving.

雖然減半歷來都是看漲催化劑，導致價格異常上漲，但其影響通常會在 6-12 個月後顯現。然而，一些加密貨幣分析師和研究公司對今年減半的影響表示懷疑。

More Firms Emulating MicroStrategy's Bitcoin Strategy

更多公司效仿 MicroStrategy 的比特幣策略

An increasing number of firms globally are replicating MicroStrategy's Bitcoin prowess.

全球越來越多的公司正在複製 MicroStrategy 的比特幣實力。

For example, recently, Japanese firm Metaplanet concluded a stock sale to raise $68 million for BTC purchases.

例如，最近，日本公司 Metaplanet 完成了一次股票出售，籌集 6,800 萬美元購買 BTC。

In September 2024, Semler Scientific, a Nasdaq-listed company, disclosed a purchase of 83 BTC, valued at approximately $5 million, increasing the firm's total BTC holdings to 1,012 BTC.

2024 年 9 月，納斯達克上市公司 Semler Scientific 披露購買了 83 枚 BTC，價值約 500 萬美元，使該公司的 BTC 總持有量增加至 1,012 BTC。

In a similar vein, Samara Asset Group, a German investment firm, recently announced plans to raise up to $33 million to augment its BTC holdings. BTC is currently trading at $69,678, having seen a slight decrease of 1.4% over the past 24 hours.

同樣，德國投資公司 Samara Asset Group 最近宣布計劃籌集最多 3,300 萬美元來增加其 BTC 持有量。 BTC 目前交易價格為 69,678 美元，過去 24 小時小幅下跌 1.4%。