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投行TD Cowen:Strategy股权比特币循环机制为其溢价提供依据,维持买入评级
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加密之眼
2025-07-01 19:47
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作者:币圈吹哨人

7 月 1 日,据 TheBlock 报道,投行 TD Cowen 指出,Strategy 的股权-比特币循环机制为其净资产价值溢价提供了合理依据,尽管存在风险,仍维持买入评级。


Strategy 在第二季度购买了 69,140 枚比特币,目前持有 597,325 枚,超出了 TD Cowen 的预测,使其股票相对于净资产价值的溢价达到约 63%。TD Cowen 维持每股 590 美元的目标价,将 Strategy 视为最优质的上市比特币现货投资代理,并预计到 2027 年其持仓将达到 850,000 枚比特币,占总供应量的 4.1%。

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