MicroStrategy(MSTR)
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Michael Saylor Says Quantum Computing Will Make Bitcoin 'Stronger,' Not Break It — What's His Reasoning?
Benzinga· 2025-12-17 16:03
Michael Saylor, Executive Chairman of Strategy Inc. (NASDAQ:MSTR) , expressed his belief on Tuesday that quantum computing will not weaken Bitcoin (CRYPTO: BTC) , but rather make it more resilient. Bitcoin Will Grow Stronger Due To Quantum Computing Saylor posted on X his views on the much-debated quantum computing threat to the world's leading cryptocurrency. "Quantum computing won't break Bitcoin—it will harden it," the Bitcoin bull argued. He said that the network would undergo a quantum resistance upgra ...
Premarket Movers: Strategy is One of the Biggest Standout Winners
Yahoo Finance· 2025-12-17 00:19
Basius77 / Shutterstock.com Quick Read Bitcoin is back in the green, up by $871.86, this morning – which would explain why shares of Strategy are up $3. Up about $3.25 in premarket, Coinbase was another casualty of the Bitcoin pullback. However, much like we’re seeing with MSTR, COIN is going along with the Bitcoin bounce. Analysts at Morgan Stanley just upgraded Roku to an overweight rating with a price target of $135 from $85. A recent study identified one single habit that doubled Americans’ re ...
MSTR stock price may crash to $100 as dilution rises, mNAV nears negative
Invezz· 2025-12-16 23:22
The MSTR stock price continued its downward trend as Bitcoin and other coins plunged on Monday. Strategy dropped by 8.15% on Monday, reaching a low of $162, which was slightly above the year-to-date l... ...
美股异动 | 比特币概念股强势反弹 Strategy(MSTR.US)涨超3%
智通财经网· 2025-12-16 22:48
智通财经APP获悉,周二,比特币概念股强势反弹,截至发稿,Strategy(MSTR.US)涨超3%, Circle(CRCL.US)涨超6%,Coinbase(COIN.US)涨2%,Robinhood(HOOD.US)涨超3%,MARA Holdings(MARA.US)涨超2%,RIOT Platforms(RIOT.US)涨0.5%。比特币重返8.7万美元上方,日内涨近 1%。 ...
再砸10亿买比特币!MSCI若1月15日挥刀剔除,Strategy(MSTR.US)或遭史上最大被动抛售
智通财经网· 2025-12-16 12:25
Strategy 股价周一在纽约收盘下跌超 8%,报 162.08 美元;比特币一度挫 3.7% 至 85,171 美元,随后在亚 洲早盘回升至 86,000 美元上方,较 10 月初历史高点 126,000 美元仍下跌约 30%。 智通财经APP获悉,迈克尔·塞勒(Michael Saylor)旗下的Strategy(MSTR.US)连续第二周豪掷近 10 亿美元 买入比特币,这家"数字资产金库"鼻祖趁加密货币价格回落继续加码。根据周一提交的监管文件, Strategy在 12 月 8 日至 14 日期间斥资 9.803 亿美元购入比特币,为 7 月以来最大单周买入量,也是其 连续第二周增持超 1 万枚比特币——自 1 月以来首次出现如此节奏。 最新一轮收购资金的主要来源是公司A类普通股的场内增发。对此,批评者指出,持续发行新股将稀释 现有股东权益,并削弱公司股价相对于其当前约590亿美元比特币持仓资产此前所享有的较高溢价水 平。值得注意的是,这家总部位于弗吉尼亚州泰森斯角的公司还通过出售四类永续优先股中的三类股 份,为收购行动补充了额外资金。 塞勒周一表示:"我的公司是为比特币至上主义者打造的。只有相信比 ...
异动盘点1216 |沪上阿姨涨近6%,拨康视云-B跌超11%;加密货币概念股走低,ServiceNow跌11.54%
贝塔投资智库· 2025-12-16 12:02
港股市场个股表现 - 宝济药业-B在港交所主板上市首日收涨138.82%,总市值突破200亿港元 [1] - 拨康视云-B股价自12月5日以来回撤逾四成,但在11月21日至12月4日的10个交易日内曾实现翻倍 [2] - 沪上阿姨股价上涨近6%,消息面关联到中国新茶饮品牌奈雪的茶在美国开店,壮大出海阵营 [2] - 歌礼制药-B公告其ASC50在美国的I期临床试验取得积极顶线结果 [3] - 金界控股公告,因终止Naga 3项目开发协议,没收了认购方作为付款一部分的3.16亿美元现金垫款 [4] 光伏行业动态 - 光伏股普遍走弱,新特能源跌3.01%,信义光能跌3.67%,福莱特玻璃跌3.26%,福耀玻璃跌1.73% [1] - 光伏协会确认“光和谦成”公司为产能收储平台,并有传言称后续各大光伏企业将持续注资约300亿元开启产能收储工作 [1] 汽车行业数据 - 汽车股继续下跌,小鹏汽车-W跌4.88%,理想汽车-W跌2.67%,长城汽车跌1.28% [1] - 中汽协数据显示,11月汽车产销量分别完成353.2万辆和342.9万辆,环比分别增长5.1%和3.2%,同比分别增长2.8%和3.4% [1] 黄金板块走势 - 黄金股全线走低,紫金黄金国际跌5.87%,紫金矿业跌4.29%,潼关黄金跌5.54%,山东黄金跌4.94% [2] - 消息面上,摩根大通报告指出彭博商品指数(BCOM)即将在2026年1月进行年度权重再平衡 [2] 加密货币相关产品 - 加密货币ETF跌幅居前,博时以太币跌6.54%,华夏以太币跌6.16%,华夏比特币跌4.48%,嘉实比特币跌4.46% [3] - 消息面上,比特币一度下跌3.3%,较纪录高点下跌约30%,市场分析认为下跌与流动性偏弱和风险偏好下降有关 [3] 光通信板块动态 - 光通信板块延续下跌,剑桥科技跌5.61%,长飞光纤光缆跌7.71%,汇聚科技跌6.89%,鸿特精密跌3.54% [4] - 消息面上,甲骨文发布2026财年第二财季业绩,自由现金流为-100亿美元,远逊预期,资本开支环比激增41%至120亿美元 [4] 美股科技与AI公司动态 - 博通股价下跌5.59%,财报附注显示其AI研发投入同比增27%,但专利数量仅增5%,增长更多依赖订单规模扩张 [5] - ServiceNow股价大跌11.54%,公司正就收购网络安全初创公司Armis进行深入谈判,交易估值可能高达70亿美元 [5] - 甲骨文股价跌2.66%,报道称其已推迟交付为OpenAI规划的多个大型AI数据中心,延迟原因为熟练劳动力和部分物资短缺 [6] - 英伟达股价涨0.73%,公司公布了第三代“Nemotron”大语言模型,其中最小的Nemotron 3 Nano已发布,更大版本将在2026年上半年推出 [6] - 特斯拉股价涨3.56%,马斯克表示公司正在测试不配备人类安全员的无人驾驶出租车,奥斯汀的Robotaxi活跃车辆增至31辆 [6] 美股中概股与加密货币概念股 - 纳斯达克金龙指数跌逾2.1%,热门中概股普跌,小牛电动跌6.15%,阿里巴巴跌3.59%,老虎证券跌4.55%,理想汽车跌2.58%,小鹏汽车跌3.58%,搜狐跌1.54% [5] - 加密货币概念股走低,Strategy跌8.14%,Coinbase跌6.37%,Circle跌9.6%,Bitmine Immersion Technologies跌11.22%,SharpLink Gaming跌9.51% [5] 美股医药与存储板块 - 礼来股价涨3.38%,其实验性口服减肥药orforglipron的审批进程有望提速,最快可能在2026年3月底获得FDA监管决定 [6] - 存储概念股盘前普跌,Sandisk跌2.09%,美光科技跌1.51%,希捷科技跌0.72%,西部数据跌2.44% [7] - 美光科技将于12月17日盘后公布2026财年第一季度财报,华尔街预计其营收将达到128.2亿美元,同比增长超过45% [7]
12月16日美股成交额前20:韦德布什预测明年特斯拉市值将达3万亿美元
新浪财经· 2025-12-16 06:18
周一美股成交额第1名特斯拉收涨3.56%,股价创近一年新高,成交541.09亿美元。据该公司管理层透露 及当地目击者称,特斯拉公司正在奥斯汀试点无安全员随车的Robotaxi服务,此前的测试阶段曾配备车 内监控人员。 此后特斯拉CEO马斯克亦确认奥斯汀无人驾驶Robotaxi测试正在进行。 券商韦德布什在最新报告中乐观预计:特斯拉市值在2026年底将达3万亿美元,FSD渗透率或达50%以 上。分析师Dan Ives表示:"我们认为特斯拉正朝着'人工智能革命'的方向大步迈进,2026年自动驾驶与 机器人技术将成为核心发力点,这一转型将'改写行业规则,定义特斯拉的未来'。我们维持对特斯拉 的'跑赢大盘'评级,目标股价仍为600美元。" 第2名英伟达收高0.73%,成交289.36亿美元。英伟达宣布正式发布新一代旗舰开源模型系列Nemotron 3。该系列相较前代产品,在运算速度、成本效益与智能水平上均有提升,其最大特点是采用了创新的 混合Mamba-Transformer专家模型架构。 第3名博通收跌5.59%,成交225.25亿美元。至此该股已经连续三个交易日下跌,三日累计下跌17.7%。 中金公司维持博通跑赢 ...
Strategy’s STRD credit spread has tightened over past month even as bitcoin struggles
Yahoo Finance· 2025-12-16 02:03
Strategy’s (MSTR) junior preferred stock Stride (STRD) saw its credit spread tighten further at the end of last week, possibly highlighting strong demand for the company’s highest-yielding preferred offering. The spread between the yield of STRD and that of the U.S. 10-Year Treasury Note fell to a new low of 8.12% as of Dec. 12, according to data from Bitcoin for Corporations (the spread has widened back closer to 9% on Monday as bitcoin tumbled below $86,000). Chart showing fixed-rate credit spreads (ST ...
MicroStrategy retains place in key index despite delisting threats
Yahoo Finance· 2025-12-16 01:15
Michael Saylor's Bitcoin (BTC) treasury company, Strategy (Nasdaq: MSTR), earlier known as MicroStrategy, has been successful in retaining its spot in the Nasdaq 100 (NDQ). A benchmark stock market index in the U.S., the Nasdaq 100 tracks hundred of the largest non-financial companies by market capitalization listed on the exchange. Related: MicroStrategy sends sharp warning letter to MSCI Nasdaq has added six companies to the benchmark: Alnylam Pharmaceuticals, Inc. (Nasdaq: ALNY) Ferrovial SE (Nasd ...
美股异动 | 加密货币概念股走低 比特币跌破8.8万美元关口
智通财经网· 2025-12-15 23:17
智通财经APP获悉,周一,加密货币概念股走低,截至发稿,Strategy(MSTR.US)跌超5%, Coinbase(COIN.US)跌超5.4%,Circle(CRCL.US)跌超8%,Bitmine Immersion Technologies(BMNR.US)跌 超6%,SharpLink Gaming(SBET.US)跌超5%。比特币现跌0.59%,价格跌破8.8万美元关口。 ...