分析师:Strategy可能被MSCI剔除出指数的危机尚未尘埃落定

Blockbeats
Jan 07

BlockBeats 消息,1 月 7 日,Strategy 股价在周二盘后交易中上涨近 6%,此前 MSCI 宣布暂时不会推进将 DAT 公司剔除出其指数的计划,但分析师表示其被剔除出指数的危机尚未尘埃落定。

TD Cowen 分析师 Lance Vitanza 表示:“与我们先前的分析一致,这一明显积极的进展令我们感到意外,目前尚不确定这代表着防御方的胜利,还是仅仅暂缓执行。”根据 FactSet 数据,Vitanza 给予 MSTR 股票“买入”评级,目标价为 500 美元。

对该股最为看涨的分析师、Benchmark 的 Mark Palmer(给予“买入”评级,目标价 705 美元)将此消息视为利好。“MSCI 的决定为 Strategy 公司带来了值得欢迎的喘息之机,该公司反对将数字资产储备公司剔除出指数的论点似乎产生了预期效果。但 MSCI 考虑将非经营性公司剔除出其指数的决定意味着,这场风波尚未结束。”

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