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[虚拟币交流]
再度加码比特币!Strategy一周豪掷2亿美元 持仓突破72万枚(转)
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Strategy(MSTR.US)在加密货币价格波动之际再度加码比特币,引发市场关注。根据公司最新提交的监管文件,其在2月23日至3月1日期间新增购入3,015枚比特币,总价值约2.041亿美元,平均买入价约为每枚67,700美元。
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此次收购后,Strategy持有的比特币总量升至720,737枚,平均持仓成本为75,985美元。数据显示,比特币过去24小时上涨约5.5%至68,903美元,此前一度因中东冲突影响回落至63,254美元附近。受消息提振,Strategy股价周一收涨6.29%。$ Q9 n" {4 M9 M. \/ _& a3 C
% i- m' x4 u$ Y4 M+ Q为筹集资金,公司通过“按市价发行”计划出售普通股和优先股,合计融资约2.371亿美元。Strategy长期依赖股权融资支持其比特币购买策略。董事长兼联合创始人迈克尔·塞勒此前多次表示将“永远”增持比特币,并在社交媒体上暗示公司仍坚定看多这一资产。: e5 S9 ?9 Q" _. a
6 |6 `6 \% C4 r' w$ Z不过,围绕其高度依赖比特币的财务模式,市场质疑声持续升温。随着加密资产价格回落,公司股价今年以来下跌约10%,表现逊于上涨0.4%的以及下跌2.4%的。Strategy仍保有传统软件业务,但收入规模有限,资产负债表几乎完全受比特币价格波动主导,被视为“高杠杆比特币投资工具”。
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2025年10月,比特币曾接近12.6万美元高点,但至2026年初回落至6万美元中段。根据新的会计准则,公司须按市价对所持数字资产进行季度重估。Strategy在去年第四季度报告净亏损124亿美元,其中约174亿美元为未实现数字资产亏损。( G, r+ X: Z2 u- Q6 u$ D6 p
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此外,公司持续发行优先股以筹资购币,这些优先股附带较高的固定分红义务。由于软件业务现金流难以覆盖相关分红,Strategy需继续发行新股偿付股息,或在极端情况下出售比特币。随着加密市场波动加剧,这种以股权融资支撑比特币扩张的模式正面临更大审视。3 a/ Y) ~& l2 |" q
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拉倒吧,他是在赌公司和自已的全部身家呢 |
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