TD Cowen menaikkan target harga Strategi menjadi 395 dolar

ChainCatcher 消息，据 The Block 报道，TD Cowen 分析师将 Strategy（MSTR）目标价从 385 美元上调至 395 美元，较当前股价隐含上涨超过 110%。

Analyst believes that Strategy’s increased use of STRC (variable rate perpetual preferred stock) issuance to fund Bitcoin acquisitions significantly enhances capital efficiency and is more attractive than current market pricing. The company has raised over $2 billion through STRC in Q1 2026, with a total of over $5 billion for the year.

TD Cowen 同时驳斥了市场对“永久稀释”的担忧，强调 STRC 年度股息负担仅占其比特币持仓价值的约 2.2%，适度的比特币升值即可覆盖。