InvestAnswers 对 $MSTR 的判断变化

2026-09-23看涨
《💥 ALL Is Exploding: Q4 Run Early? Rektember Just… Didn’t》
MSTR 表现强劲;近期 ATM 为正面因素;除非 BTC 跌至 82K,否则 10-11 美元的缺口可能不会回补。

Macro,

Macro,

Micro Strategy,有意思的东西。我说过,盯着它。我说 Sailor 没有在做 ATM。他上周做了一次 ATM。他这周又做了一次 ATM,这是好消息。

Micro Strategy, interesting thing. I said, watch it. I said Sailor's not ATMing. He did an ATM last week. He did an ATM this week, which is great news.

现在这里有一点令人担忧的地方,因为这是一个代理标的,而市场是休市的,Bitcoin 却在狂飙,周日晚上就在狂飙。我们有一个缺口。这就是这里的缺口。通常非代理标的的缺口倾向于被回补。

所以我们这里有大约 10 美元的缺口,在 153 和 164 之间,10 或 11 美元。这个缺口会再次被回补吗?我不知道。我不这么认为。也许如果 Bitcoin 跌回 82K,是的,它会被回补。

但我们不知道 Bitcoin 会不会那样做。但无论如何,这一直非常非常强。

Now there is something concerning here because this is a proxy and the markets are closed from Bitcoin's on a rampage and that was on a rampage Sunday night. We have a gap. This is the gap here.

Now typically nonproxies gaps tend to fill. So we have that gap here of about 10 bucks between 153 and 164 10 or $11. Will that fill again? I don't know. I don't think so. Maybe if Bitcoin goes back down to 82K, yes, it will fill.

But we don't know if Bitcoin's going to do that. But either way, this has been very very strong.

2026-09-21看涨
《Called $90K Bitcoin for October… We Just Hit $87K in 2 Weeks 📈》
MSTR 的非稀释性比特币购买对价格构成支撑;通过 MSTR 获得的机构入场渠道可能推动 FOMO 情绪与 NAV 溢价。

MicroStrategy 进行了数月来的首次累计买入,这同样是个好消息。

MicroStrategy made its first cumulative purchase in months, which is also great news.

现在,我们回到 Michael Saylor。他们买入了 950 枚比特币。所以金额并不算大,但好消息是 Michael Saylor 没有通过融资计划卖出股票,这很棒。这对 MicroStrategy 股价的走势非常有利。

Now, we return to Michael Saylor. They bought 950 Bitcoins. So it wasn't a huge amount, but the good news is that Michael Saylor didn't sell shares through the financing program, and that's great.

This is excellent for the price movement of " MicroStrategy" stock.

2026-09-09看涨
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