ETF异动 | 南方两倍做空MSTR(07399)盘中涨近15% Strategy回购15亿美元零息可转债 投资者质疑现金流问题

智通财经
May 28

智通财经APP获悉,南方两倍做空MSTR(07399)盘中涨近15%,截至发稿,涨11.49%,报31.44港元,成交额367.69万港元。

消息面上,Strategy(MSTR.US)近日宣布,完成一系列资本结构与比特币交易,其中包括以约13.8亿美元现金回购15亿美元面值的2029年到期0%可转债,折价约8%。欧洲太平洋资本CEO彼得·希夫公开质疑,此次债务回购掩盖了Strategy日益加剧的流动性问题,而非展现财务实力。

值得注意的是,Strategy一季度净亏损125亿美元,主要源于年初比特币价格大幅下跌。公司总裁兼首席执行官此前明确表示,出售比特币以换取美元、或以此偿债,只要有助于提升每股比特币价值,均在公司考量范围之内。这是Strategy自创始人、董事长Michael Saylor确立"永不出售"原则以来,首次公开宣告策略转向。

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