埃里克·塞勒勒（Eric Semler）说，Zoom应该采用比特币国库策略

尽管拥有77亿美元现金，但Zoom Video Communications的股票仍在努力增长。 Semler Scientific主席Eric Semler在X上的帖子中敦促这家流行的传播公司采用比特币国库策略。

Despite having $7.7 billion in cash, Zoom Video Communications' stock has struggled to grow. In a post on X, Semler Scientific Chair Eric Semler has urged the popular communication firm to adopt a Bitcoin treasury strategy.

尽管有77亿美元的现金，但Zoom Video Communications的股票仍在努力发展。在X上的一篇文章中，Semler科学主席Eric Semler敦促这家流行的传播公司采用比特币国库策略。

Semler believes this could help Zoom grow, attract investors, and increase its stock value. Despite being a medical technology company, Semler Scientific has followed a similar strategy and has doubled its stock price over the past year.

Semler认为这可以帮助缩小，吸引投资者并提高其股票价值。尽管是一家医疗技术公司，但Semler Scientific遵循了类似的策略，并且在过去一年中股价翻了一番。

The Zoom Struggle in the Stock Market

股市的变焦斗争

During the COVID-19 pandemic in 2020, Zoom's stock price increased significantly. However, the company is now growing more slowly and facing increased competition. In his post, Semler referred to Zoom as a “Zombie Zone” stock, indicating that its shares have experienced minimal growth.

在2020年的Covid-19大流行期间，Zoom的股票价格显着上涨。但是，该公司现在的增长越来越缓慢，面临着竞争的增加。 Semler在他的帖子中将Zoom称为“僵尸区”股票，表明其股票的增长最低。

This is because Zoom's stock has declined significantly in recent years. Over the past three years, Zoom shares have fallen by roughly 40%, lagging the S&P 500 by about 73%. Over a five-year period, Zoom has lagged the S&P by approximately 84%.

这是因为Zoom的股票近年来已大幅下降。在过去的三年中，Zoom股票下跌了大约40％，将标准普尔500指数落后约73％。在五年内，Zoom将标准普尔滞后约84％。

Despite this, the company is still profitable, with a strong 40% EBITDA margin and $458 million in cash generated last quarter. However, Zoom's valuation is still low, with a forward earnings multiple of 15x and a forward EBITDA multiple of 9x.

尽管如此，该公司仍然有利可图，上一季度产生了40％的EBITDA利润率和4.58亿美元的现金。但是，Zoom的估值仍然很低，远期收入的倍数为15倍，而前锋EBITDA的倍数为9倍。

Investors are concerned about Zoom's slow revenue growth and lack of a clear plan. Many shareholders are hoping for a clear strategy, but Zoom has not yet provided one. Semler argues that with nearly one-third of Zoom's $25 billion market cap held in cash, the company needs to make a bold move to regain momentum.

投资者担心Zoom的收入缓慢增长和缺乏明确的计划。许多股东希望制定明确的战略，但Zoom尚未提供。 Semler认为，在Zoom拥有现金250亿美元的市值中，将近三分之一，该公司需要大胆地采取行动才能恢复势头。

Bitcoin Could Change Everything for Zoom

比特币可以更改缩放的一切

According to Semler, buying Bitcoin could be the key to Zoom's success. As reported by Coinspeaker, Semler Scientific recently purchased 871 Bitcoin units for $88.5 million, bringing its total holdings to 3,192 BTC. This investment has helped push its stock value up.

据Semler称，购买比特币可能是Zoom成功的关键。据Coinspeaker报道，Semler Scientific最近以8850万美元的价格购买了871个比特币单位，其总持股量达到3,192 BTC。这项投资有助于提高其股票价值。

With an annual cash flow of $2 billion and access to cheap loans, Semler believes Zoom could become one of the largest companies holding Bitcoin as it has the resources to make this happen.

Semler认为，随着年现金流量为20亿美元，并获得廉价贷款，Zoom可能会成为拥有比特币的最大公司之一，因为它具有实现这一目标的资源。

Eric Semler also pointed out that Zoom's founder and CEO, Eric Yuan, has the final say. Since he owns special voting shares, he can make this decision independently. However, Yuan has not publicly shared any opinions on Bitcoin.

埃里克·塞姆勒（Eric Semler）还指出，Zoom的创始人兼首席执行官Eric Yuan拥有最终决定权。由于他拥有特别投票股，因此他可以独立做出这一决定。但是，元没有公开分享对比特币的任何意见。

This has raised questions about whether he would consider such a shift. Semler's advice for Zoom to adopt a Bitcoin strategy reflects a growing trend in the tech and finance industries.

这引发了关于他是否会考虑这种转变的问题。 Semler对Zoom采用比特币战略的建议反映了技术和金融行业的增长趋势。

Companies like Strategy (formerly MicroStrategy) and Tesla have invested in Bitcoin. These firms see the asset as a way to protect against inflation and boost their financial growth.

诸如战略（以前是Microstrategy）和特斯拉（Tesla）等公司已经投资了比特币。这些公司将资产视为保护通货膨胀并提高财务增长的一种方式。

Recently, Coinspeaker highlighted that Strategy's MSTR stock outperformed the broader market. The Virginia-based company achieved a 4.1% Bitcoin yield year-to-date in 2025 after a recent bet on BTC.

最近，Coinspeaker强调了该策略的MST股票表现优于更广泛的市场。这家总部位于弗吉尼亚州的公司在最近押注BTC之后，在2025年获得了4.1％的比特币收益率。

A blockchain enthusiast and journalist, Benjamin Godfrey enjoys writing about the practical applications of blockchain technology and innovations in driving mass acceptance and global integration of the emerging technology. His passion for educating people about cryptocurrencies contributes to his work with leading blockchain media and platforms.

本杰明·戈弗雷（Benjamin Godfrey）是一个区块链的爱好者和记者，喜欢撰写有关区块链技术和创新在推动大规模接受和全球融合新兴技术方面的实际应用。他对教育人们有关加密货币的热情有助于他在领先的区块链媒体和平台上的工作。

Godfrey Benjamin on X

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