MicroStrategy(MSTR)

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批评声浪升温 Strategy(MSTR.US)转向使用优先股购买比特币
智通财经网· 2025-06-17 07:26
比特币购买策略 - 公司在过去七天里购买了价值10.5亿美元的比特币,平均价格为104,080美元/枚,共购入10,100枚比特币 [1] - 这是公司五周以来最大的一笔购入,使其总持仓量增至约634亿美元 [1] - 公司连续第三周仅使用优先股而不是普通股为购买提供资金 [1] 资金筹集方式 - 公司已发行三类优先股,并使用可转换债券购买比特币 [4] - 过去一周的收购资金主要来自第三类优先股的发行,筹集了9.797亿美元 [4] - 公司还通过出售Strike和Strife优先股筹集了7840万美元 [4] 市场反应与争议 - 公司普通股相对于比特币持仓量的巨大溢价引发批评人士关注 [1] - 传奇卖空者Jim Chanos建议买入比特币并做空公司普通股,押注溢价收窄 [1] - 公司CEO Saylor反驳称通过优先股筹集资金的能力"实际上是无风险的" [4] 股价与比特币表现 - 公司股价自2020年7月以来上涨了3000%以上 [4] - 同期标普500指数上涨约94%,比特币上涨约1060% [4] 分析师观点 - Benchmark Capital分析师Mark Palmer对公司评级为"买入",认为股权稀释的可能性存在,但可转换工具能让公司向市场出售波动性 [4]
Shareholders of Strategy Incorporated Should Contact Levi & Korsinsky Before July 15, 2025 to Discuss Your Rights – MSTR
GlobeNewswire News Room· 2025-06-17 01:24
NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Strategy Incorporated ("Strategy Incorporated" or the "Company") (NASDAQ: MSTR) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Strategy Incorporated investors who were adversely affected by alleged securities fraud between April 30, 2024 and April 4, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra ...
Is MicroStrategy (MSTR) a Buy as Wall Street Analysts Look Optimistic?
ZACKS· 2025-06-16 22:31
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about MicroStrategy (MSTR) .MicroStrategy currently has an average brokerage rec ...
Strategy Incorporated Sued for Securities Law Violations - Contact The Gross Law Firm Before July 15, 2025 to Discuss Your Rights - MSTR
Prnewswire· 2025-06-16 17:45
NEW YORK, June 16, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Strategy Incorporated (NASDAQ: MSTR).Shareholders who purchased shares of MSTR during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.CONTACT US HERE:https://securitiesclasslaw.com/securities/strategy-incorporated-loss-submission-form/?id=152949&from=4CLASS PERIOD: April 30, ...
The Fundamental Problem With MicroStrategy's Bitcoin-Buying Plan
The Motley Fool· 2025-06-15 16:55
公司战略与比特币持仓 - 公司已更名为Strategy并将比特币作为核心战略资产 目前持有582000枚比特币 为全球企业最大持有者[1][4] - 公司计划三年内通过债务和股权融资420亿美元持续增持比特币 平均持仓成本约70000美元[4][6] - 过去五年公司股价上涨3000% 远超比特币970%的涨幅 管理层预测比特币价格可能突破100万美元 公司估值或达10万亿美元[5] 财务与资本运作 - 公司主营商业智能软件业务但未产生正向现金流 过去12个月经营性现金净流出8400万美元[8] - 包含比特币投资在内的总现金流出超过280亿美元 近期股价12个月上涨150%为融资提供便利[7][8] - 持续增持比特币可能导致股权融资循环 若股价增速不及比特币涨幅 将加剧股权稀释压力[7] 投资逻辑与行业对比 - 比特币价格突破10万美元后 公司增持成本显著上升 每枚超10万美元的采购价加剧资金压力[6] - 相比通过公司间接持有比特币 投资者可直接通过现货ETF投资 规避股权稀释和经营风险[9] - 随着更多企业配置比特币 投资者可能转向估值更低且上涨空间更大的标的[9][10] 估值与市场表现 - 公司当前市值约1100亿美元 估值超过1000亿美元后缺乏基本面支撑 成为纯加密货币投机标的[5][10] - 股价表现与比特币价格高度相关 但比特币持续上涨反而可能限制公司增持能力[5][6]
Statistically and Historically Speaking, 2 of Wall Street's Highest-Flying Stocks Are in Epic Bubbles That I Fully Expect to Burst
The Motley Fool· 2025-06-15 15:06
The party should soon be over for two ultra-popular stocks, whose shares have skyrocketed by approximately 2,000% and 2,600% since the start of 2023.For well over a century, Wall Street has been a stomping ground for wealth creation. Although getting from Point A to Point B involves everything but a straight line, no asset class has come particularly close to matching the annualized return of stocks for more than 100 years.While patience is often rewarded, it doesn't stop investors from occasionally chasing ...
Strategy Incorporated Class Action: Levi & Korsinsky Reminds Strategy Incorporated Investors of the Pending Class Action Lawsuit with a Lead Plaintiff Deadline of July 15, 2025 – MSTR
GlobeNewswire News Room· 2025-06-14 01:22
诉讼案件概述 - 针对Strategy Incorporated(NASDAQ: MSTR)投资者的证券集体诉讼,指控公司在2024年4月30日至2025年4月4日期间存在证券欺诈行为 [1] - 诉讼旨在为受影响的投资者挽回损失 [1] 指控内容 - 公司对比特币投资策略及财务运营的预期盈利性存在夸大陈述 [2] - 低估了比特币波动性及相关风险,以及采用ASU 2023-08会计准则后数字资产价值可能出现的损失规模 [2] - 导致公司公开声明在相关时间段内存在重大虚假和误导性 [2] 诉讼程序 - 受影响投资者需在2025年7月15日前申请成为首席原告 [3] - 参与诉讼无需支付任何自付费用或成本 [3] 律所背景 - Levi & Korsinsky律所过去20年为股东追回数亿美元赔偿,在证券集体诉讼领域有丰富经验 [4] - 连续7年被ISS Securities Class Action Services评为美国顶级证券诉讼律所之一 [4] - 拥有超过70名员工的团队处理复杂证券诉讼 [4]
Investors Heavily Search MicroStrategy Incorporated (MSTR): Here is What You Need to Know
ZACKS· 2025-06-13 22:00
MicroStrategy (MSTR) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this business software company have returned -4.4%, compared to the Zacks S&P 500 composite's +3.6% change. During this period, the Zacks Computer - Software industry, which MicroStrategy falls in, has gained 6.9%. The key question now is: What could be the stock's f ...
Levi & Korsinsky Notifies Shareholders of Strategy Incorporated(MSTR) of a Class Action Lawsuit and an Upcoming Deadline
Prnewswire· 2025-06-13 17:45
NEW YORK, June 13, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Strategy Incorporated ("Strategy Incorporated" or the "Company") (NASDAQ: MSTR) of a class action securities lawsuit.CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Strategy Incorporated investors who were adversely affected by alleged securities fraud between April 30, 2024 and April 4, 2025. Follow the link below to get more information and be contacted by a member of our team:https://zlk.com/pslra-1/str ...
Strategy Incorporated Sued for Securities Law Violations – Investors Should Contact The Gross Law Firm Before July 15, 2025 to Discuss Your Rights – MSTR
GlobeNewswire News Room· 2025-06-13 01:10
公司诉讼事件 - 股东集体诉讼针对Strategy Incorporated(NASDAQ: MSTR)在2024年4月30日至2025年4月4日期间涉嫌发布虚假或误导性声明 [3] - 诉讼指控公司夸大了比特币投资策略及国库业务的预期盈利能力 [3] - 公司低估了比特币波动性风险及采用ASU 2023-08会计准则后数字资产价值可能产生的损失规模 [3] 诉讼程序 - 股东需在2025年7月15日前登记参与集体诉讼 [4] - 登记后股东将获得案件进展的持续监控服务 [4] - 无需费用或义务即可参与诉讼 [4] 律所背景 - Gross Law Firm为全美知名集体诉讼律所 专注于因欺诈或虚假陈述导致投资损失的案件 [5] - 律所致力于推动企业遵守负责任商业行为及良好公司治理准则 [5]