迈克尔·塞勒（Michael Saylor）的策略（MSTR）刚刚进入比特币更深入

根据3月24日的文件，该公司上周以5.84亿美元的价格抢购了6,911 BTC。这使其总堆栈达到了506,137个比特币的下颚 - 价值超过440亿美元。威廉·S（William S.）

MicroStrategy (NASDAQ:MSTR) just went even deeper into Bitcoin. The company bought another 6,911 BTC last week for about $584 million, according to a March 24 SEC filing.

MicroStrategy（NASDAQ：MSTR）刚刚进入比特币。根据3月24日的文件，该公司上周以约5.84亿美元的价格购买了6,911 BTC。

This brings Strategy's total Bitcoin holdings to an astounding 506,137 coins, valued at over $44 billion at current prices.

该战略的总比特币持有量为令人震惊的506,137个硬币，价值超过440亿美元。

Strategy funded the latest Bitcoin purchase with proceeds from a recent stock sale. It sold nearly 2 million shares of common stock last week, raising $592.6 million.

战略资助了最新的比特币购买，并从最近的股票销售中获得了收益。它上周出售了近200万股普通股，筹集了5.926亿美元。

This capital was swiftly allocated towards more Bitcoin, with each coin acquired at an average price of $84,529.

这笔资本迅速分配给更多的比特币，每枚硬币的平均价格为84,529美元。

Saylor had alluded to an imminent Bitcoin buy just days earlier, following the pricing of Strategy's $711 million preferred stock offering.

在策略的7.11亿美元优先股产品定价之后，塞勒就在几天前就提到了即将进行的比特币购买。

To date, Strategy has plowed through roughly $33.7 billion to build its Bitcoin stack, at an average price of $66,608 for each coin.

迄今为止，策略已经耕种了约337亿美元，以建造其比特币堆栈，每枚硬币平均价格为66,608美元。

Bitcoin's price rise also pushed up shares of Coinbase (NASDAQ:COIN) and Robinhood (NASDAQ:HOOD), which saw good gains in Monday’s premarket session.

比特币的价格上涨还推动了Coinbase（NASDAQ：COIN）和Robinhood（NASDAQ：HOOD）的股票，在周一的前市场会议上取得了良好的收益。

However, traders may want to keep in mind that global tariff worries could still exert pressure on risk assets going forward.

但是，交易者可能想牢记，全球关税的担忧仍然可能对未来的风险资产施加压力。

What Happened

发生了什么

Shares of MicroStrategy (NASDAQ:MSTR) were up 4.8% in premarket trading Monday after the company disclosed a new Bitcoin purchase and analysts at Credit Suisse upgraded the stock.

在该公司披露新的比特币购买和瑞士信贷分析师后，MicroStrategy（NASDAQ：MSTR）的股票上涨了4.8％。

Is MSTR Stock a Good Buy?

MSTR股票是好购买吗？

Analysts are optimistic about MSTR stock, with a Strong Buy consensus rating, according to the Smart Score of 4 of 5.

分析师对MST的股票非常乐观，根据5的智能分数，分析师的共识评级为4。

The thinking here is that institutions like hedge funds and pension funds are skilled at macroeconomic analysis and good at evaluating the long-term prospects of a company.

这里的想法是，诸如对冲基金和养老基金之类的机构擅长宏观经济分析，并擅长评估公司的长期前景。

As such, they tend to be contrarian investors who will enter a stock when others are exiting and vice versa.

因此，他们倾向于是逆势投资者，当其他人退出时，他们将进入股票，反之亦然。

The implication is that when institutions are viewed as a group, they are a reliable predictor of future price direction.

这意味着当将机构视为一个群体时，它们是对未来价格方向的可靠预测指标。

In the case of MSTR, there are 11 Buys and 1 Hold recommendations in the past three months.

对于MSTR，在过去三个月中有11个购买和1个建议。

As of Monday's morning, MSTR stock is up 73.4% over the past year, compared to a 10.5% increase in the S&P 500 index over the same period.

截至周一早晨，MST的股票比过去一年增长了73.4％，而同期标准普尔500指数则增长了10.5％。

Credit Suisse Upgrade

瑞士信贷升级

Credit Suisse upgraded MicroStrategy stock from Neutral to Outperform and raised the price target to $450 from $320.

瑞士信贷将MicroStrategy股票从中立升级到跑赢大盘，并将目标目标从320美元提高到450美元。

The investment bank said that it expects the macro environment to become "less challenging" for Strategy in the second half of 2024.

投资银行表示，它预计宏观环境在2024年下半年的战略“挑战较小”。

It added that it now forecasts earnings to be higher than the Street's estimates for 2024 and 2025.

它补充说，它现在预测收益将高于街道的估计2024年和2025年的估计。

Its analysis suggests that the "implied market price" for Strategy's stock at the end of 2025 will be in the range of $400 to $450, which it said is an "attractive level."

它的分析表明，2025年底，战略股票的“隐含市场价格”的范围将在400至450美元之间，这是“有吸引力的水平”。

MSTR Price Action

MSTR价格动作

Shares of MicroStrategy (NASDAQ:MSTR) closed Friday's session at $320.00.

MicroStrategy（NASDAQ：MSTR）的股票上周五的会议$ 320.00。