市场对MSTR近期资本配置举措的反应是积极的(股价上涨2%),尽管长期跌幅显著(-60%)。
逐段跳播
MicroStrategy 在中断近 10 周后,于上周恢复了比特币购买。是的,我认为总体而言这是一件非常好的事情。他们的 CEO 出面辩护了此前在几个月或几周前以较低价格出售比特币、上周又买回的事实。
但他这样做时表示,在他所描述的非常强劲的牛市之前,他预计不会有任何未来的销售。因此,他们一定对未来有些乐观。
Well, MicroStrategy resumed its Bitcoin purchases last week after a hiatus of nearly 10 weeks. Yes, I think this was a very good thing overall. Their CEO came out and defended the fact that they had previously sold Bitcoin, a few months or weeks ago, at lower levels when they bought it back last week. But he did so by saying that he does not expect any future sales before what he described as a very strong bull market . So, they must have some optimism for the future.
上周,他们购买了价值约 3.5 亿美元的比特币,同时出售了一些普通股以资助这些购买,并回购了部分优先股。他们一直在对其资产负债表进行简单的重组,上周他们采取了其中一些步骤,以使管理层在未来有更大的灵活性来满足优先股分配和其他公司需求。
Last week, they bought approximately $350 million worth of Bitcoin , while also selling some common stock to help fund these purchases and repurchase some of their preferred stock. They have been undertaking a simple restructuring of their balance sheet, and last week they took some of these steps to give management greater flexibility to meet preferred stock distributions and other corporate needs in the future.
我认为市场总体上对这一消息反应积极。该股上涨了约 2%,但过去一年仍下跌约 60%。
I think the market has generally taken the news positively. The stock rose by about 2%, but is still down by approximately 60% over the past year.
这个频道对 $MSTR 的历次判断
Schwab Network 在这只股票上只有这一条判断。