随着比特币购买狂潮的继续，基准分析师将 MicroStrategy (MSTR) 股价目标上调 91% 至 650 美元

MicroStrategy 继续其比特币购买热潮，增加了 1,070 BTC，价格为 101,935 美元 24 小时波动率：4.0% 市值：2.02 美元 T 卷。 24h: $51.69 B 给它的小猫

MicroStrategy (NASDAQ:MSTR) has announced the purchase of 1,070 additional BTC for an investment value of $101 million, bringing its total Bitcoin holdings to 447,470. The news comes as part of the company's broader strategy to continue acquiring digital assets.

MicroStrategy（纳斯达克股票代码：MSTR）宣布以 1.01 亿美元的投资价值额外购买 1,070 枚比特币，使其持有的比特币总数达到 447,470 枚。这一消息是该公司继续收购数字资产的更广泛战略的一部分。

According to the company's disclosure, the latest BTC purchase was made at an average price of $94,000 during the last week of December. This marks the first Bitcoin purchase by MicroStrategy following its announcement to raise funds through perpetual preferred stock for further acquisitions.

根据该公司披露的信息，最新一次 BTC 购买是在 12 月最后一周的平均价格为 94,000 美元。这标志着 MicroStrategy 宣布通过永久优先股筹集资金以进行进一步收购后首次购买比特币。

The recent purchase also comes after MicroStrategy announced its financial results for the fourth quarter, where the Bitcoin holding company reported another $1 billion of impairment losses. However, the company's balance sheet will expand from $17.9 billion to just under $24 billion as it switches to fair-value accounting for its crypto holdings.

最近的收购也是在 MicroStrategy 公布第四季度财务业绩之后进行的，该比特币控股公司报告了另外 10 亿美元的减值损失。然而，随着该公司对其持有的加密货币采用公允价值会计，其资产负债表将从 179 亿美元扩大到略低于 240 亿美元。

For Q4 2024, MicroStrategy generated a BTC yield of 48% and a massive 74.3% for the financial year (FY) 2024.

2024 年第四季度，MicroStrategy 的 BTC 收益率为 48%，2024 财年 (FY) 的收益率高达 74.3%。

Benchmark Analysts See 91% Upside In MicroStrategy (MSTR) Stock

Benchmark 分析师认为 MicroStrategy (MSTR) 股票上涨 91%

For the year 2024, the MicroStrategy (MSTR) stock rallied by a staggering 330% while outperforming Bitcoin gains by a margin of 3x. Benchmark analysts Mark Palmer, have reiterated their “buy” rating on the stock, setting a price target of $650. This represents a 91% upside from its current price—highlighting the company’s growing Bitcoin holdings and the promising potential of its software business.

2024 年，MicroStrategy (MSTR) 股票上涨了惊人的 330%，同时跑赢比特币涨幅 3 倍。 Benchmark 分析师 Mark Palmer 重申了对该股的“买入”评级，并将目标价定为 650 美元。这比当前价格上涨了 91%，凸显了该公司不断增长的比特币持有量及其软件业务的巨大潜力。

“We believe MSTR’s plan to tap the perpetual preferred market underscores the shareholder value it has been creating through its treasury operations, which helps to justify the premium to the company’s net asset value at which its stock trades”, Benchmark analyst Mark Palmer noted.

Benchmark 分析师马克·帕尔默 (Mark Palmer) 指出：“我们认为，MSTR 进军永久优先市场的计划突显了其通过资金业务创造的股东价值，这有助于证明该公​​司股票交易净资产价值的溢价是合理的。”

Last Friday, MicroStrategy announced its plan to raise $2 billion in Q1 2025 through one or more offerings of perpetual preferred stock, which will take priority over its Class A common stock. It’s part of the company’s broader strategy of securing $42 billion in capital by 2027 via at-the-market stock sales and convertible debt offerings.

上周五，MicroStrategy 宣布计划在 2025 年第一季度通过发行一份或多份永久优先股筹集 20 亿美元，该优先股将优先于其 A 类普通股。这是该公司更广泛战略的一部分，该战略旨在通过市场股票销售和可转换债券发行，到 2027 年确保 420 亿美元的资本。

Executive chairman Michael Saylor stated that the company has already achieved two-thirds of its equity-raising target. MicroStrategy requires ongoing capital infusion to continue its Bitcoin acquisition strategy, as its core software business has reported net losses in three of the past four quarters.

执行主席Michael Saylor表示，公司已完成增资目标的三分之二。 MicroStrategy 需要持续注入资金以继续其比特币收购战略，因为其核心软件业务在过去四个季度中有三个季度出现净亏损。

Palmer highlighted that issuing perpetual preferred stock could attract a more conservative investor base, such as insurance companies, pension funds, and banks, seeking lower-volatility investments.

帕尔默强调，发行永久优先股可能会吸引更保守的投资者群体，例如保险公司、养老基金和银行，寻求波动性较低的投资。