Microstrategy [MSTR] 股票擊敗所有賠率，今年迄今跑贏比特幣 [BTC] 超過 115%

Michael Saylor 的 Microstrategy [MSTR] 以其對比特幣 [BTC] 的看漲立場而聞名。最近，MicroStrategy 的股票表現

Michael Saylor-led MicroStrategy [MSTR] has been notably renowned for its bullish stance on Bitcoin [BTC]. Lately, MicroStrategy’s stock performance has managed to grab the attention of investors, especially owing to its significant outperformance in comparison to Bitcoin itself.

Michael Saylor 領導的 MicroStrategy [MSTR] 以其對比特幣 [BTC] 的看漲立場而聞名。最近，MicroStrategy 的股票表現成功吸引了投資者的關注，特別是因為其表現明顯優於比特幣本身。

While Bitcoin has risen around 40% year-to-date, MicroStrategy’s stock has surged over 115%.

儘管比特幣今年迄今已上漲約 40%，但 MicroStrategy 的股價卻飆漲超過 115%。

Investors are currently bullish on MicroStrategy, likely due to a broader trend of interest in companies with significant Bitcoin exposure. To add to this, Maxim Group initiated research coverage on MicroStrategy shares with a Buy rating and a healthy $1,835 price target. This represented more than 20% upside from the last close of 1,495.

投資人目前看好 MicroStrategy，可能是因為人們對擁有大量比特幣曝險的公司產生了更廣泛的興趣。除此之外，Maxim Group 啟動了對 MicroStrategy 股票的研究，給予買入評級和 1,835 美元的健康目標價。這比上次收盤價 1,495 點上漲了 20% 以上。

The bullish stance from Maxim is fueled by MicroStrategy’s aggressive Bitcoin play and its transition into the future with a focus on AI-driven cloud services. MicroStrategy’s association with Bitcoin has been part of its identity for quite some time now. At the time of writing, MicroStrategy held an extensive portfolio of 226,331 bitcoins.

MicroStrategy 積極進軍比特幣領域，並且向未來轉型，重點關注人工智慧驅動的雲端服務，這進一步推動了 Maxim 的看漲立場。一段時間以來，MicroStrategy 與比特幣的聯繫一直是其身分的一部分。截至撰寫本文時，MicroStrategy 持有 226,331 枚比特幣的廣泛投資組合。

This bold move has proven to be lucrative, as it is estimated that Bitcoin investments now comprise about 55% of MicroStrategy’s stock value, presenting a shift in the company’s financial profile.

事實證明，這項大膽舉措是有利可圖的，因為據估計，比特幣投資目前約佔 MicroStrategy 股票價值的 55%，這表明該公司的財務狀況發生了變化。

Behind the scenes of MSTR’s growth

MSTR發展的幕後故事

Interestingly, MicroStrategy acts like a leveraged fund, using both debt and equity to acquire Bitcoin. This leverage is seen as a key driver of the stock’s outperformance.

有趣的是，MicroStrategy 的行為就像一個槓桿基金，利用債務和股權來購買比特幣。這種槓桿被視為該股表現出色的關鍵驅動力。

Moreover, this strategy could be adopted by more corporations, nonprofits, and even nation-states, especially with favorable changes in tax regulations.

此外，這種策略可以被更多的公司、非營利組織甚至民族國家採用，特別是在稅收法規有利變化的情況下。

Following Maxim Group’s initiation of coverage on the company, MicroStrategy’s stock price surged 5%, likely owing to investor optimism surrounding their Bitcoin holdings and AI integration plans.

在 Maxim Group 開始對該公司進行報告後，MicroStrategy 的股價飆升了 5%，這可能是由於投資者對其持有的比特幣和人工智慧整合計畫持樂觀態度。

The company’s financial results for 2023 showcased a positive transformation, particularly in their cloud business. Subscription services revenue experienced a substantial 33.6% year-over-year increase, reaching $81 million.

該公司 2023 年的財務業績展示了積極的轉變，尤其是在雲端業務方面。訂閱服務收入較去年同期大幅成長 33.6%，達到 8,100 萬美元。

Although product license and support revenue saw declines, the cloud segment’s gross margin rose significantly, climbing from 59.2% in 2022 to 60.9% in 2023.

儘管產品授權和支援收入出現下降，但雲端細分市場的毛利率大幅上升，從2022年的59.2%攀升至2023年的60.9%。

Read Bitcoin’s [BTC] Price Prediction 2024-25

閱讀比特幣 [BTC] 2024-25 價格預測

These signs point towards a successful shift for MicroStrategy’s business model and may have contributed to it outperforming BTC. At the time of writing, BTC was trading at $61,152.44 and its price had fallen by 0.35% in the last 24 hours.

這些跡象表明 MicroStrategy 的商業模式已成功轉變，並可能有助於其超越 BTC。截至撰寫本文時，BTC 交易價格為 61,152.44 美元，在過去 24 小時內下跌了 0.35%。