投资银行 B. Riley 首次覆盖 Strategy 和 Strive,分别给予买入评级,目标价 175 美元和 12 美元

BTC-4,11%

Gate News 消息,3 月 10 日,投资银行 B. Riley 首次对 Strategy(MSTR)和 Strive(ASST)启动覆盖,分别给予买入评级,目标价为 175 美元和 12 美元。B. Riley 指出,比特币自 2025 年 10 月高点约 12.6 万美元下跌逾 45% 至约 6.9 万美元,导致两家公司市值对净资产溢价收窄、股权融资放缓。目前 Strategy 持有 738,731 枚 BTC,股价约为 mNAV(市场净资产价值)的 1.2 倍,远低于 2024 年峰值的 3.4 倍;Strive 持有约 13,100 枚 BTC,兼营约 25 亿美元资产管理业务,股价约为 mNAV 的 0.9 倍。分析师认为,两家公司的优先股收益率(8% 至 12.5%)具备吸引力,有望开辟新的数字信贷融资增长路径。

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.
Opmerking
0/400
Geen opmerkingen