We recently published 10 Best SaaS Stocks Trading at a Discount.  Strategy Inc (NASDAQ:MSTR) is one of the best SaaS stocks trading at a discount. Strategy Inc (NASDAQ:MSTR) is an enterprise analytics firm that operates in the SaaS industry via its Strategy One platform. Bernstein discussed the firm’s shares on December 8th when it lowered the share price target to $450 from $600 and kept an Outperform rating. As part of its coverage, the financial firm commented that Strategy Inc (NASDAQ:MSTR) has 21 mon ...

There are a myriad of upside catalysts investors look to as reasons to buy stocks. Whether it's an earnings beat, or a big announcement, or something like a stock split or index inclusion, there are plenty of reasons why a given stock may be viewed as a buy. The inverse is also true, and index exclusions (or being taken out of a key index) can be viewed as the kiss of death for companies that many view as blue-chip or ironclad. One such company that's risen to prominence in impressive fashion in recent ye ...

加密货币市场动态 - 比特币价格逼近9万美元，在24小时内上涨近3% [1] - 以太币价格逼近3000美元，在24小时内上涨近2% [1] 相关概念股表现 - 比特币概念股短线整体走高 [1] - 微策略(MSTR.US)股价上涨超过1.2% [1] - Coinbase(COIN.US)股价上涨超过1.5% [1] - Bitmine Immersion Technologies(BMNR.US)股价上涨超过1% [1] - SharpLink Gaming(SBET.US)股价上涨超过2% [1]

Michael Saylor, Executive Chairman of Strategy Inc. (NASDAQ:MSTR) , expressed his belief on Tuesday that quantum computing will not weaken Bitcoin (CRYPTO: BTC) , but rather make it more resilient.Bitcoin Will Grow Stronger Due To Quantum ComputingSaylor posted on X his views on the much-debated quantum computing threat to the world’s leading cryptocurrency.“Quantum computing won't break Bitcoin—it will harden it,” the Bitcoin bull argued.He said that the network would undergo a quantum resistance upgrade, ...

公司近期交易与市场表现 - 在12月14日，公司宣布以约9.803亿美元的总价收购了10,645个比特币，平均购买价格为每个92,098美元，当时比特币价格接近局部高点 [2] - 仅在收购披露一天后，比特币价格大幅下跌至85,000美元区间，并一度跌破80,000美元，导致公司股票在五个交易日内下跌超过25%，表现显著弱于比特币本身 [1][2][3] - 尽管公司股价在近期出现小幅反弹，但仍远低于收购公告发布前的水平 [3] 公司比特币持仓与财务状况 - 截至目前，公司共持有671,268个比特币，总成本约为503.3亿美元，平均每个比特币成本为74,972美元，从长期看公司仍处于深度盈利状态 [4] - 然而，由于比特币价格跌至85,000美元附近，公司最新一批收购的比特币在账面上已处于亏损状态 [4] - 公司的市值与比特币资产净值比率目前约为1.11，意味着其股票交易价格仅比其持有的比特币价值高出约11%，该溢价在比特币下跌和股票投资者重新评估风险后迅速收窄 [5] 市场反应与批评分析 - 市场严厉反应的核心并非质疑公司对比特币的长期投资论点，而是质疑其购买时机和风险管理能力 [6] - 引发比特币下跌的宏观风险（如日本央行潜在的加息以及对日元套利交易的威胁）已被市场广泛预警数周，而比特币在日本央行紧缩周期期间历来会遭遇大幅抛售 [6] - 批评者认为，公司未能等待宏观形势明朗，而是在全球流动性条件收紧之际，于价格阻力位附近进行了激进的购买 [7] 交易时机的评估与公司战略视角 - 从交易角度看，此次购买时机不佳，比特币随即下跌，且由于杠杆效应、市场情绪和资产净值溢价收缩，公司股票遭受了放大的损失 [8] - 从战略角度看，公司的目标从来不是精准抄底，而是围绕长期积累进行购买，而非短期价格优化 [8] - 公司CEO多次强调，持有更多比特币比精确的买入点位更重要，真正的风险不在于购买行为本身，而在于后续事态发展 [9]

Basius77 / Shutterstock.com Quick Read Bitcoin is back in the green, up by $871.86, this morning – which would explain why shares of Strategy are up $3. Up about $3.25 in premarket, Coinbase was another casualty of the Bitcoin pullback. However, much like we’re seeing with MSTR, COIN is going along with the Bitcoin bounce. Analysts at Morgan Stanley just upgraded Roku to an overweight rating with a price target of $135 from $85. A recent study identified one single habit that doubled Americans’ re ...

The MSTR stock price continued its downward trend as Bitcoin and other coins plunged on Monday. Strategy dropped by 8.15% on Monday, reaching a low of $162, which was slightly above the year-to-date l... ...

智通财经APP获悉，周二，比特币概念股强势反弹，截至发稿，Strategy(MSTR.US)涨超3%， Circle(CRCL.US)涨超6%，Coinbase(COIN.US)涨2%，Robinhood(HOOD.US)涨超3%，MARA Holdings(MARA.US)涨超2%，RIOT Platforms(RIOT.US)涨0.5%。比特币重返8.7万美元上方，日内涨近 1%。 ...

MicroStrategy stock (MSTR) has been in a major down trend since November. MSTR stock is down 70% from its all-time high and 50% in the last three months. More News from Barchart The stock declined 8.14%, and based on the options flow, this bearish momentum appears far from over. Let's break down the unusual options flow and what it might signal about the stock's potential direction. Options Volume and Flow Analysis Yesterday's options activity in MicroStrategy stood out from typical trading patterns. ...

公司近期比特币增持活动 - 公司连续第二周豪掷近10亿美元买入比特币 在12月8日至14日期间斥资9.803亿美元购入比特币 为7月以来最大单周买入量 [1] - 这是公司连续第二周增持超1万枚比特币 为自1月以来首次出现如此节奏 [1] - 最新一轮收购资金的主要来源是公司A类普通股的场内增发 公司还通过出售四类永续优先股中的三类股份为收购补充了额外资金 [1] 市场反应与股价表现 - 公司股价周一在纽约收盘下跌超8% 报162.08美元 [1] - 比特币价格一度挫3.7%至85,171美元 随后在亚洲早盘回升至86,000美元上方 较10月初历史高点126,000美元仍下跌约30% [1] 公司定位与股东观点 - 公司创始人表示 公司是为比特币至上主义者打造的 只有相信比特币会赢且每年能涨30%的人才会购买其股票 [2] - 批评者指出 持续发行新股将稀释现有股东权益 并削弱公司股价相对于其当前约590亿美元比特币持仓资产此前所享有的较高溢价水平 [1] 指数纳入相关动态 - 尽管市场此前猜测公司可能被剔除出关键指数 纳斯达克100在上周五年度重组后仍决定保留该公司 有效缓解了潜在的即时抛售压力 [2] - 当前该公司普通股股价相对于其企业价值的溢价约为1.1倍 [2] - 公司上周公开呼吁MSCI放弃一项提案 该提案拟将“加密资产占总资产一半以上”的数字资产金库公司从MSCI全球股指中剔除 [2] - 在致MSCI指数委员会的正式信函中 公司着重警告若该提案通过可能引发“极其有害”的市场连锁反应 MSCI最终决定将于1月15日正式公布 [2]