ChainCatcher 消息，据 The Block 报道，Benchmark Equity Research 维持 Strategy 买入评级，并重申 570 美元目标价。该目标价较 Strategy 周一收盘价 92.68 美元仍有约 515% 的上涨空间。
分析师 Mark Palmer 在报告中表示，Strategy 推出的数字信用资本框架，使其能够根据市场情况主动管理资本结构的两端，包括在需要时回购普通股和优先股、出售比特币以履行义务，以及在股价不溢价时暂停增发。
Palmer 认为，这一框架标志着 Strategy 从过去单向发行证券，转向主动的双向资本管理。他表示：“这对股东而言是重大利好。”
报告还指出，该框架回应了市场对稀释的担忧，并通过结构化的回购计划增强灵活性。Palmer 同时认为，授权出售最多 12.5 亿美元比特币的规模，相对于 Strategy 约 84.7 万枚 BTC 的储备而言微不足道。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.