InvestAnswers 对 $MSTR 的判断变化

频道资料 →本频道有 2 位标注的说话人:Jensen Huang、Warren Buffett / Berkshire Hathaway共 8 条
2026-09-28看涨
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MSTR相对同业的交易折价不可持续,意味着其存在相对跑赢或均值回归的潜力。

我们来看一下 Bitcoin、Micro Strategy 以及其他一些储备公司。

Well, let's have a look at uh Bitcoin and Micro Strategy and some other treasuries.

储备公司 Micro Strategy 购入了 1665 枚 Bitcoin,并回购了 1.52 亿美元的投资。

Treasury our micro strategy. The treasury company acquires 1665 Bitcoin and put bought back 152 million invest.

记住,他们手上有 60 亿美元现金,用来让人们对他们能拿到 STRC 的股息抱有信心。首先,Micro Strategy 又回来了。当他们卖出少量 Bitcoin 时,市场再次陷入恐慌。

Remember, they have 6 billion in a cash bag to give people confidence that they'll get their dividend on STRC. First of all, Micro Strategy is back. When they sold a little bit of Bitcoin, the market freaked out again.

2026-09-27看涨
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说话者以低成本持有原始MSTR仓位的50%以上,计划未来进行换仓,并将MSCI剔除风险视为次要的流动性问题而不予重视。

在当前这个周期阶段,你是在看MicroStrategy与特斯拉的对比走势图,还是这个机会已经过去了?MicroStrategy和特斯拉,是一对组合。

Are you looking at a microstrategy chart versus Tesla at this stage of the cycle, or has the opportunity passed? You know, microstrategy and Tesla, a pair.

自2020年9月起,我一直在重仓投资MicroStrategy。我的第三个视频讲的就是一笔针对MicroStrategy的期权交易。

I have been heavily investing in MicroStrategy since September 2020. My third video ever was specifically about an options trade on MicroStrategy.

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