MicroStrategy (MSTR) 股票是获得比特币 (BTC) 投资的理想选择

在昨天发布的一份研究报告中，金融服务公司 Canaccord 重申，购买 MicroStrategy 股票仍然是投资者获得 BTC 投资的最佳方式之一。

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.

金融服务公司 Canaccord 最近强调了 MicroStrategy（纳斯达克股票代码：MSTR）在收购比特币（BTC）时的“智能杠杆策略”，为投资者提供了接​​触数字资产的理想机会。

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.

在周一发布的一份研究报告中，Canaccord 重申了其立场，即购买 MicroStrategy 股票仍然是投资者间接投资 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.

该公司强调了 MicroStrategy 的整体比特币收购策略，包括其最新的“21/21 计划”，该计划需要 420 亿美元的资本流入，在市场 (ATM) 股票发行和固定收益证券之间平均分配。

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.

此次融资的收益将用于资助未来的 BTC 购买，继续增加 MicroStrategy 的持股量，并将其比特币收益率在未来三年内提高到 8% 的平均目标。

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 将 MSTR 的目标股价从 173 美元上调至 300 美元，涨幅约为 73%，同时维持该股“买入”评级。截至撰写本文时，MSTR 交易价格为 238.55 美元，交易期间下跌 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:

据 Canaccord 称，自 MicroStrategy 在 2020 年开始其标志性的比特币积累策略以来，其表现均优于股市和 BTC。报告指出：

"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."

“如果股价是对任何商业模式的真正考验，那么我们认为 MSTR 很难被击败。考虑到 MicroStrategy 的杠杆策略，我们认为 MSTR 股票有继续以现货溢价交易的潜力。”

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，这家金融服务公司对比特币的价格表示乐观，表明领先的数字资产受益于美国证券交易委员会（SEC）批准基于比特币的交易所交易基金（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.

该公司还注意到比特币减半造成的供应稀缺对数字资产价格的影响。值得注意的是，BTC 于 2024 年 4 月 20 日经历了减半，而这一主要加密货币的交易价格略高于 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.

虽然减半历来都是看涨催化剂，导致价格异常上涨，但其影响通常会在 6-12 个月后显现。然而，一些加密货币分析师和研究公司对今年减半的影响表示怀疑。

More Firms Emulating MicroStrategy's Bitcoin Strategy

更多公司效仿 MicroStrategy 的比特币战略

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

全球越来越多的公司正在复制 MicroStrategy 的比特币实力。

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，筹集 6800 万美元用于购买 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，纳斯达克上市公司 Semler Scientific 披露购买了 83 枚 BTC，价值约 500 万美元，使该公司的 BTC 总持有量增加至 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.

同样，德国投资公司 Samara Asset Group 最近宣布计划筹集至多 3300 万美元来增加其 BTC 持有量。 BTC 目前交易价格为 69,678 美元，过去 24 小时小幅下跌 1.4%。