Post
Yuvi.
$MSTR
比特币企稳，MSTR就应该和现货同比例反弹吗？
公司股票还受到融资结构、每股持币和资产净值溢价影响。即使BTC方向判断正确，溢价变化也可能让股票表现不同。
若融资成本提高、溢价收缩，股票可能承受双重压力；若融资条件稳定且每股资产持续改善，杠杆结构的经济意义才更容易确认。我关注新增融资是否真正增加每股资产。
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