TD Cowen发布报告，Strategy的溢价是合理的，重申其680美元目标价，并预计该公司到2027年将持有近90万枚比特币。上周Strategy增持6,220枚比特币后，每股MSTR所对应的比特币数量较年初增长20.8%。另外，报告指出，Strategy通过发行新优先股“Stretch”持续为比特币购买提供资金，形成资本飞轮效应。公司通过低成本融资持续增持比特币，且每股比特币数量不断提升，这一“内在”溢价有望长期持续，甚至进一步扩大。
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