Microstrategy [MSTR] 股票击败所有赔率，今年迄今跑赢比特币 [BTC] 超过 115%

Michael Saylor 的 Microstrategy [MSTR] 以其对比特币 [BTC] 的看涨立场而闻名。最近，MicroStrategy 的股票表现

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 领导的 MicroStrategy [MSTR] 以其对比特币 [BTC] 的看涨立场而闻名。最近，MicroStrategy 的股票表现成功吸引了投资者的关注，特别是因为其表现明显优于比特币本身。

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

尽管比特币今年迄今已上涨约 40%，但 MicroStrategy 的股价却飙升超过 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.

投资者目前看好 MicroStrategy，可能是因为人们对拥有大量比特币敞口的公司产生了更广泛的兴趣。除此之外，Maxim Group 启动了对 MicroStrategy 股票的研究，给予买入评级和 1,835 美元的健康目标价。这比上次收盘价 1,495 点上涨了 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 积极进军比特币领域，并且向未来转型，重点关注人工智能驱动的云服务，这进一步推动了 Maxim 的看涨立场。一段时间以来，MicroStrategy 与比特币的联系一直是其身份的一部分。截至撰写本文时，MicroStrategy 持有 226,331 枚比特币的广泛投资组合。

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.

事实证明，这一大胆举措是有利可图的，因为据估计，比特币投资目前约占 MicroStrategy 股票价值的 55%，这表明该公司的财务状况发生了变化。

Behind the scenes of MSTR’s growth

MSTR发展的幕后故事

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 的行为就像一个杠杆基金，利用债务和股权来收购比特币。这种杠杆被视为该股表现出色的关键驱动力。

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

此外，这种策略可以被更多的公司、非营利组织甚至民族国家采用，特别是在税收法规发生有利变化的情况下。

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 开始对该公司进行报道后，MicroStrategy 的股价飙升了 5%，这可能是由于投资者对其持有的比特币和人工智能整合计划持乐观态度。

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.

该公司 2023 年的财务业绩展示了积极的转变，尤其是在云业务方面。订阅服务收入同比大幅增长 33.6%，达到 8100 万美元。

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.

尽管产品许可和支持收入出现下降，但云细分市场的毛利率大幅上升，从2022年的59.2%攀升至2023年的60.9%。

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

阅读比特币 [BTC] 2024-25 价格预测

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.

这些迹象表明 MicroStrategy 的商业模式已成功转变，并可能有助于其超越 BTC。截至撰写本文时，BTC 交易价格为 61,152.44 美元，在过去 24 小时内下跌了 0.35%。