TD Cowen:Strategy 股权比特币循环机制为其溢价提供依据,维持买入评级
Jul 01, 2025 19:53:32
Share to

ChainCatcher 消息,据 The Block 报道,投行 TD Cowen 指出,Strategy 的股权-比特币循环机制为其净资产价值溢价提供了合理依据,尽管存在风险,仍维持买入评级。
Strategy 在第二季度购买了 69,140 枚比特币,目前持有 597,325 枚,超出了 TD Cowen 的预测,使其股票相对于净资产价值的溢价达到约 63%。TD Cowen 维持每股 590 美元的目标价,将 Strategy 视为最优质的上市比特币现货投资代理,并预计到 2027 年其持仓将达到 850,000 枚比特币,占总供应量的 4.1%。
Related Projects
Latest News
Ethereum bag holders will rotate back to Bitcoin: Samson Mow
Cointelegraph
Aug 11, 2025 12:21:32
Saylor’s Strategy started buying Bitcoin 5 years ago. It's now up 2,600%
Cointelegraph
Aug 11, 2025 12:17:07
Bitcoin is the ‘perfect asset’ for the next 1,000 years: Willy Woo
Cointelegraph
Aug 11, 2025 12:11:16
Bitcoin nears $122,000, ether hits 2021 high amid Trump’s crypto 401k announcement
The Block
Aug 11, 2025 11:26:34
Bitcoin nears $122,000, ether hits 2021 high following Trump’s crypto 401k announcement
The Block
Aug 11, 2025 11:26:34