{"id":6436,"date":"2026-02-23T03:19:16","date_gmt":"2026-02-22T19:19:16","guid":{"rendered":"https:\/\/www.dm-yq.com\/?p=6436"},"modified":"2026-02-23T03:19:16","modified_gmt":"2026-02-22T19:19:16","slug":"%e5%8f%97%e6%83%a0%e6%af%94%e7%89%b9%e5%b8%81%e5%bc%ba%e6%b6%a8%e8%bf%91-30%ef%bc%81strategy-%e7%ac%ac%e4%ba%8c%e5%ad%a3%e8%b4%a2%e6%8a%a5%e4%ba%ae%e7%9c%bc%e3%80%81%e8%90%a5%e4%b8%9a%e5%88%a9","status":"publish","type":"post","link":"https:\/\/www.dm-yq.com\/?p=6436","title":{"rendered":"\u53d7\u60e0\u6bd4\u7279\u5e01\u5f3a\u6da8\u8fd1 30%\uff01Strategy \u7b2c\u4e8c\u5b63\u8d22\u62a5\u4eae\u773c\u3001\u8425\u4e1a\u5229\u76ca\u8fbe 140 \u4ebf\u7f8e\u5143"},"content":{"rendered":"<p> Strategy\uff08\u80a1\u7968\u4ee3\u53f7\uff1aMSTR\uff09\u4f5c\u4e3a\u5168\u7403\u6301\u6709\u6700\u591a\u6bd4\u7279\u5e01\u7684\u4e0a\u5e02\u516c\u53f8\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u4ea4\u51fa\u4eae\u773c\u6210\u7ee9\u5355 \u2014\u2014 \u5355\u5b63\u8425\u4e1a\u5229\u76ca\u8fbe 140 \u4ebf\u7f8e\u5143\uff0c\u7a00\u91ca\u540e\u6bcf\u80a1\u76c8\u4f59\uff08EPS\uff0932.60 \u7f8e\u5143\uff0c\u51c0\u5229\u5219\u8fbe 100 \u4ebf\u7f8e\u5143\uff0c\u4e3b\u56e0\u5728\u4e8e\u6bd4\u7279\u5e01\u5728\u8fd9\u4e00\u5b63\u5ea6\u5f3a\u52bf\u4e0a\u6da8\u8fd1 30%\u3002<br \/>\n<BR \/> <\/p>\n<p>Strategy\uff08\u80a1\u7968\u4ee3\u53f7\uff1aMSTR\uff09\u4f5c\u4e3a\u5168\u7403\u6301\u6709\u6700\u591a\u6bd4\u7279\u5e01\u7684\u4e0a\u5e02\u516c\u53f8\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u4ea4\u51fa\u4eae\u773c\u6210\u7ee9\u5355 \u2014\u2014 \u5355\u5b63\u8425\u4e1a\u5229\u76ca\u8fbe 140 \u4ebf\u7f8e\u5143\uff0c\u7a00\u91ca\u540e\u6bcf\u80a1\u76c8\u4f59\uff08EPS\uff0932.60 \u7f8e\u5143\uff0c\u51c0\u5229\u5219\u8fbe 100 \u4ebf\u7f8e\u5143\uff0c\u4e3b\u56e0\u5728\u4e8e\u6bd4\u7279\u5e01\u5728\u8fd9\u4e00\u5b63\u5ea6\u5f3a\u52bf\u4e0a\u6da8\u8fd1 30% \u3002<\/p>\n<p>Strategy \u8d22\u52a1\u957f Andrew Kang \u8868\u793a\uff1a\u300c\u4eca\u5e74\u4ee5\u6765\u6211\u4eec\u7684 BTC Yield\uff08\u6bd4\u7279\u5e01\u6536\u76ca\u7387\uff09\u5df2\u8fbe\u5230 25%\uff0c\u4e0d\u4ec5\u63d0\u524d\u5b9e\u73b0\u5168\u5e74\u76ee\u6807\uff0c\u4e5f\u8ba9\u6211\u4eec\u7684 BTC $ Gain\uff08\u6bd4\u7279\u5e01\u7f8e\u5143\u6536\u76ca\uff09\u7a81\u7834 130 \u4ebf\u7f8e\u5143\u3002\u300d<\/p>\n<p>Andrew Kang \u8865\u5145\u8bf4\uff0c\u53d7\u60e0\u4e8e\u7b2c\u4e8c\u5b63\u5ea6\u6bd4\u7279\u5e01\u4ef7\u683c\u4e0a\u6da8\uff0c\u76f4\u63a5\u63a8\u5347 Strategy \u8425\u4e1a\u5229\u76ca\u6765\u5230 140 \u4ebf\u7f8e\u5143\uff0c\u7a00\u91ca\u540e\u6bcf\u80a1\u76c8\u4f59\uff08EPS\uff09\u540c\u6b65\u51b2\u9ad8\u81f3 32.60 \u7f8e\u5143\u3002<\/p>\n<p>\u8d22\u62a5\u663e\u793a\uff0cStrategy \u7b2c\u4e8c\u5b63\u6574\u4f53\u8425\u6536 1.145 \u4ebf\u7f8e\u5143\uff0c\u5e74\u589e 2.7%\uff1b\u76f8\u8f83\u4e8e\u53bb\u5e74\u540c\u671f\u4e8f\u635f 2.003 \u4ebf\u7f8e\u5143\uff0cStrategy \u7b2c\u4e8c\u5b63\u51c0\u5229\u66b4\u589e\u81f3 100.2 \u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u771f\u6b63\u5f15\u7206\u8d22\u62a5\u4eae\u70b9\u7684\uff0c\u662f\u6bd4\u7279\u5e01\u90e8\u4f4d\u6240\u5e26\u6765\u7684\u300c\u672a\u5b9e\u73b0\u6536\u76ca\u300d\u9ad8\u8fbe 140 \u4ebf\u7f8e\u5143\uff0c\u8ba9\u8425\u4e1a\u5229\u76ca\u5e74\u589e\u7387\u66b4\u51b2\u81f3 7,106% \u3002<\/p>\n<p>Strategy \u81ea\u4eca\u5e74\u7b2c\u4e8c\u5b63\u8d77\u6b63\u5f0f\u91c7\u7528\u65b0\u7684\u4f1a\u8ba1\u51c6\u5219\uff0c\u6539\u4ee5\u300c\u516c\u5141\u4ef7\u503c\u6cd5\uff08Fair Value Accounting\uff09\u300d\u6838\u7b97\u52a0\u5bc6\u8d44\u4ea7\uff0c\u82e5\u4ecd\u91c7\u7528\u8fc7\u5f80\u7684\u300c\u51cf\u635f\u6210\u672c\u6cd5\uff08Cost-less-impairment\uff09\u300d\uff0c\u5219\u7b2c\u4e8c\u5b63\u8d22\u62a5\u4ecd\u5f97\u8ba4\u5217 1.8 \u4ebf\u7f8e\u5143\u7684\u6570\u4f4d\u8d44\u4ea7\u51cf\u503c\u635f\u5931\u3002<\/p>\n<p>\u622a\u81f3 7 \u6708 30 \u65e5\uff0cStrategy \u6301\u6709\u6bd4\u7279\u5e01\u603b\u6570\u8fbe 628,791 \u679a\uff0c\u5e73\u5747\u6210\u672c\u4e3a\u6bcf\u679a 73,277 \u7f8e\u5143\uff0c\u603b\u6295\u5165\u7ea6 460.7 \u4ebf\u7f8e\u5143\u3002\u7d27\u63a5\u8457\u8d22\u62a5\u53d1\u5e03\uff0c\u516c\u53f8\u540c\u6b65\u9012\u4ea4 42 \u4ebf\u7f8e\u5143\u7684 STRC \u52df\u8d44\u7533\u8bf7\uff0c\u5c06\u7ee7\u7eed\u4ee5\u6b64\u52df\u96c6\u8d44\u91d1\u8d2d\u4e70\u66f4\u591a\u6bd4\u7279\u5e01\u3002<\/p>\n<p>\u906d\u63a7\u5938\u5927\u6bd4\u7279\u5e01\u6295\u8d44\u7ee9\u6548\uff01Strategy \u9762\u4e34\u6295\u8d44\u4eba\u96c6\u4f53\u8bc9\u8bbc<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Strategy\uff08\u80a1\u7968\u4ee3\u53f7\uff1aMSTR\uff09\u4f5c\u4e3a\u5168\u7403\u6301\u6709\u6700\u591a\u6bd4\u7279\u5e01\u7684\u4e0a\u5e02\u516c\u53f8\uff0c\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u4ea4\u51fa\u4eae\u773c\u6210\u7ee9\u5355 \u2014\u2014 \u5355\u5b63&#8230;<\/p>\n","protected":false},"author":3,"featured_media":5985,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-6436","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/posts\/6436","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6436"}],"version-history":[{"count":1,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/posts\/6436\/revisions"}],"predecessor-version":[{"id":9008,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/posts\/6436\/revisions\/9008"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=\/wp\/v2\/media\/5985"}],"wp:attachment":[{"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6436"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6436"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.dm-yq.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6436"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}