在比特币涨至 97,000 美元以上的推动下，MicroStrategy 股票 2024 年迄今 (YTD) 增长了 94%

该公司持有 331,200 BTC，目前价值约 320 亿美元，未实现收益为 155.1 亿美元

MicroStrategy stock has seen an impressive 94% growth year-to-date (YTD) in 2024, largely driven by Bitcoin’s rally above $97,000. The company holds 331,200 BTC, which is now valued at approximately $32 billion, showing unrealized gains of $15.51 billion, according to data from Dropstab.

2024 年，MicroStrategy 股票年初至今 (YTD) 增长了 94%，这在很大程度上是由比特币涨至 97,000 美元以上推动的。根据 Dropstab 的数据，该公司持有 331,200 BTC，目前价值约为 320 亿美元，未实现收益为 155.1 亿美元。

This year, Bitcoin’s increasing integration into finance has boosted demand for Bitcoin-backed equities. As a major corporate Bitcoin holder, MicroStrategy has played a key role in this trend.

今年，比特币日益融入金融领域，提振了对比特币支持股票的需求。作为主要的企业比特币持有者，MicroStrategy 在这一趋势中发挥了关键作用。

Among major tech companies, only Nvidia outpaced MicroStrategy with a 180% YTD rise, highlighting the unique impact of BTC price movements on MSTR, according to data from MSTR Tracker.

MSTR Tracker 的数据显示，在主要科技公司中，只有 Nvidia 以 180% 的涨幅超过了 MicroStrategy，凸显了 BTC 价格走势对 MSTR 的独特影响。

MicroStrategy Outperforms Apple, Tesla, and Amazon

MicroStrategy 的表现优于苹果、特斯拉和亚马逊

MicroStrategy stock has outperformed major tech giants like Apple, Amazon, and Tesla. Its YTD growth exceeded Apple by 21%, Amazon by 24%, and Tesla by 6%, as of 2024.

MicroStrategy 股票的表现优于苹果、亚马逊和特斯拉等主要科技巨头。截至 2024 年，其年初至今的增长率超过苹果 21%，超过亚马逊 24%，超过特斯拉 6%。

Interestingly, despite being primarily a technology company that offers analytics solutions, MicroStrategy’s performance has closely followed Bitcoin’s price movements. As a result, analysts note that this connection also creates a double-edged impact. Market fluctuations in Bitcoin directly influence MicroStrategy stock.

有趣的是，尽管 MicroStrategy 主要是一家提供分析解决方案的科技公司，但其业绩却密切关注比特币的价格走势。因此，分析人士指出，这种联系也会产生双刃剑的影响。比特币的市场波动直接影响 MicroStrategy 股票。

Charts from MSTR Tracker show how MicroStrategy is positioned as a hybrid technology and crypto-centric stock, enabling it to outshine traditional tech firms.

MSTR Tracker 的图表显示了 MicroStrategy 如何定位为混合技术和以加密货币为中心的股票，使其能够超越传统科技公司。

Bitcoin Dependency Poses Volatility Risks

比特币依赖带来波动风险

However, MicroStrategy’s focus on Bitcoin also carries substantial risks. In particular, a downturn in the Bitcoin price could swiftly erode its market value and stock performance. The stock also reflects speculative investor interest with a net asset value premium of 3.3x.

然而，MicroStrategy 对比特币的关注也带来了巨大的风险。特别是，比特币价格的下跌可能会迅速侵蚀其市值和股票表现。该股票还反映了投机投资者的兴趣，资产净值溢价为 3.3 倍。

As Bitcoin approaches the $100,000 mark, some analysts anticipate increased profit-taking. Nevertheless, data from CoinMarketCap shows that profit-taking levels are still below historical peaks, suggesting potential for further price movements.

随着比特币接近 10 万美元大关，一些分析师预计获利回吐将会增加。尽管如此，CoinMarketCap 的数据显示，获利了结水平仍低于历史峰值，表明价格有可能进一步波动。

Market Cap Surpasses $100 Billion, Approaching Intel

市值突破1000亿美元，逼近英特尔

Significantly, On Nov. 19, MicroStrategy reached a market capitalization of $100 billion, thanks to its BTC-centric strategy. Analysts expect the company to soon overtake Intel, which had a market cap of $102 billion, as of Nov. 20.

值得注意的是，11 月 19 日，凭借以 BTC 为中心的战略，MicroStrategy 的市值达到了 1000 亿美元。分析师预计该公司将很快超过英特尔，截至 11 月 20 日，英特尔的市值为 1020 亿美元。

Moreover, CEO Michael Saylor recently announced his plans to present a Bitcoin strategy to Microsoft’s board of directors, as the company also aims to integrate BTC as a core financial asset.

此外，首席执行官迈克尔·塞勒(Michael Saylor)最近宣布，计划向微软董事会提出比特币战略，该公司还计划将比特币整合为核心金融资产。

“The activist that put that proposal together contacted me to present to the board, and I agreed to provide a three-minute presentation — that’s all you’re allowed — and I’m going to present it to the board of directors,”

“提出该提案的积极分子联系我向董事会介绍，我同意提供三分钟的演示——这就是你所被允许的——我将把它提交给董事会，”

said Saylor in a Nov. 19 X Spaces hosted by VanEck.

Saylor 在 VanEck 主办的 11 月 19 日 X Spaces 活动中说道。