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北向的杰克
一句话总结:同样叫大饼财库,先看钱花在哪儿,别只盯谁又买了多少。
Strategy 上周没买也没卖大饼,拿 2.049 亿美元现金回购 STRC;Strive 则买了 6182 枚,持仓到了 4.3 万枚。两家的统计时间不完全一样,别急着拿它们分谁更看多。
Strategy 回购完,可灵活动用的美元现金还剩 2.424 亿;另一笔储备主要用来付股息和利息。买币的钱有出处,回购也要花现金。光看持币排行榜,容易把公司当成无限弹药。
最后提醒一句,财库股不是现货大饼,现金账也得看。
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