MSTR 的非稀释性比特币购买对价格构成支撑；通过 MSTR 获得的机构入场渠道可能推动 FOMO 情绪与 NAV 溢价。
逐段跳播
MicroStrategy 进行了数月来的首次累计买入，这同样是个好消息。
MicroStrategy made its first cumulative purchase in months, which is also great news.
现在，我们回到 Michael Saylor。他们买入了 950 枚比特币。所以金额并不算大，但好消息是 Michael Saylor 没有通过融资计划卖出股票，这很棒。这对 MicroStrategy 股价的走势非常有利。
Now, we return to Michael Saylor. They bought 950 Bitcoins. So it wasn't a huge amount, but the good news is that Michael Saylor didn't sell shares through the financing program, and that's great.
This is excellent for the price movement of " MicroStrategy" stock.
向所有在 80 美元和 90 美元买入长期期权的人致敬。你们现在的处境非常舒服，因为猜猜怎么着？但 MicroStrategy 也向上跳涨了。让我查一下 MicroStrategy 的现货价格，因为它现在很可能高得多。
A salute to all those who bought long-term options at $80 and $90. You are in a very comfortable position now, because guess what? But "Microstrategy" also jumped upwards. Let me check the spot price of "Micro Strategy" because it is probably much higher now.
MicroStrategy，你在哪儿？今天是个大日子。169。嗯，还不错，但在这张图上显示的是 166。所以，它又上涨了两三美元。
Microstrategy, where are you? Today is a big day. 169. Well, not bad, but on this chart it shows 166. So, it's up an additional two or three dollars.
但重点是它正朝着第五档迈进，大约在 175 美元。从那里开始，很多人都在问：我们能回到 450 吗？不管怎样。好吧。
But the point is that it is heading towards level five, which is about $175. From there, many are asking: "Can we go back to 450?" Whatever the case may be . Okay.
如果这只股票真的起飞，如果我们看到比特币价格出现剧烈波动，那么今天仍然存在的问题是，许多大型机构和主权财富基金无法轻易买入比特币，但它们肯定可以轻松买入 MicroStrategy，而这仍然是它们入场的门户。
因此，这可能会导致一点错失恐惧（FOMO）以及净资产价值溢价（NAV）。
If this stock really takes off, and if we see sharp fluctuations in the price of Bitcoin, the problem that still exists today is that many large institutions and sovereign wealth funds cannot easily buy Bitcoin, but they can certainly easily buy " Microstrategy," and this is still their gateway to entry.
Therefore, this may lead to a little fear of missed opportunity (FOMO) and a net asset value premium (NAV) as well.
另外，根据我对净资产价值溢价的最新计算，这只股票目前仍在折价出售。衡量方式有多种，但我用的是最简单的方法。我把他们持有的比特币份额乘以实时比特币价格，再与市值进行比较。如果比特币的份额低于其市值，那么……
让我查一下。如果比特币的份额低于市值，这就是一个信用问题。简单说，你得等。如果它高于市值，那就是正的净资产价值溢价。我希望我说对了。我搞混了。我得提醒你们，我从 4 点就醒着了。总之，这就是我的股票向上跳涨。
Also, according to my latest calculations of the net asset value premium, the stock is still being sold at a discount. There are different ways to measure, but I use the simplest method.
I multiply their share of Bitcoin by the live Bitcoin price, and compare it to the market value. If Bitcoin's share is less than its market capitalization , then...let me check that .
If the share of Bitcoin is less than the market value, this is a credit problem. Simply put, you have to wait. If it is higher than the market value, it is a positive net asset value premium.
I hope I said that correctly. I'm mixing things up. Let me warn you, I've been awake since 4 o'clock. Anyway, this is my stock jumping upwards.
这个频道对 $MSTR 的历次判断
InvestAnswers 在这只股票上共 5 条判断，这里只列相邻的几条。