周五盘前，Defiance Daily Target 2X Long MSTR ETF（股票代码：MSTX）大涨5.19%，引发市场广泛关注。作为追踪Strategy（原MicroStrategy）股票2倍日收益的ETF，MSTX的表现与Strategy密切相关。
消息面上，Strategy于近日发布了一款名为Strategy Mosaic的AI数据管理解决方案。该方案将构建通用智能层并推出AI Agents，其独特之处在于能够在不将敏感数据暴露给底层大型语言模型（LLM）的情况下进行操作。这一创新技术有望在保护数据隐私的同时，充分利用人工智能的优势，提高企业对AI技术的采用信心。市场分析人士认为，Strategy进军AI领域的举措显示了公司在技术创新方面的实力，这可能会提升投资者对公司未来发展前景的信心。
此外，比特币价格的强劲表现也可能对MSTX的涨幅有所贡献。据报道，随着比特币价格突破10万美元大关，Strategy持有的比特币浮盈已超过193亿美元。作为比特币持有量最大的上市公司之一，Strategy的股价往往与比特币价格走势密切相关。在机构投资者持续进入加密货币市场的背景下，Strategy的比特币策略可能会继续得到投资者的青睐。
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