7月6日，Strategy盘中下跌6.08%，报97.405美元/股，成交额4.08亿美元。消息面上，公司上周减持3588枚比特币，价值约2.16亿美元，目前持仓降至843,775枚BTC；同时公司披露第二季度数字资产未实现亏损高达83.2亿美元，叠加比特币同步跌破6.2万美元，多重利空共振拖累股价。
背景来看，Strategy此前宣布授权最多12.5亿美元比特币变现计划，告别"只买不卖"模式，花旗已将其目标价大幅下调至136美元，Canaccord Genuity亦下调至130美元。摩根大通警告称，Strategy从最大买家转为潜在卖家，正改变比特币市场供需格局，融资模式可持续性持续受到市场质疑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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