ChainCatcher 消息，研究和经纪公司伯恩斯坦的分析师在 Strategy 公布第四季度财务业绩和最新的 BTC 收购消息之后，更新了他们对 Strategy（原名 MicroStrategy）的股价模型。分析师在给客户的最新报告中表示，他们将 Strategy 的评级定为跑赢大盘，目标价提升75%，达到 600 美元。 根据 Bernstein 的牛市预测，Strategy 的比特币持有量将增加一倍以上，达到目前 1980 万 BTC 流通供应量的 5.8% 左右，而目前约为 2.5%。这假设 Strategy 能够大幅扩大其比特币收购计划，同时资本市场更加宽松、利率更低、牛市周期持续。分析师表示，在这种情况下，Strategy 的债务（包括优先股）将从目前的 110 亿美元迅速增长至约 1000 亿美元，其股权收益将达到约 840 亿美元。 分析师预计，比特币将在 2025 年底达到 20 万美元左右的周期峰值，2029 年底达到 50 万美元，2033 年底达到 100 万美元，期间会间歇性出现为期一年的熊市。

ChainCatcher 消息，研究和经纪公司伯恩斯坦的分析师在 Strategy 公布第四季度财务业绩和最新的 BTC 收购消息之后，更新了他们对 Strategy（原名 MicroStrategy）的股价模型。分析师在给客户的最新报告中表示，他们将 Strategy 的评级定为跑赢大盘，目标价提升75%，达到 600 美元。根据 Bernstein 的牛市预测，Strategy 的比特币持有量将增加一倍以上，达到目前 1980 万 BTC 流通供应量的 5.8% 左右，而目前约为 2.5%。这假设 Strategy 能够大幅扩大其比特币收购计划，同时资本市场更加宽松、利率更低、牛市周期持续。分析师表示，在这种情况下，Strategy 的债务（包括优先股）将从目前的 110 亿美元迅速增长至约 1000 亿美元，其股权收益将达到约 840 亿美元。分析师预计，比特币将在 2025 年底达到 20 万美元左右的周期峰值，2029 年底达到 50 万美元，2033 年底达到 100 万美元，期间会间歇性出现为期一年的熊市。

伯恩斯坦：预计 Strategy 比特币持有量将增至 100 万枚，将其股价目标价上调至 600 美元

According to ChainCatcher, after <Strategy> published its fourth-quarter financial results and the latest BTC acquisition news, analysts from Bernstein research and brokerage firm updated their stock price model for <Strategy> (formerly MicroStrategy). In their latest report to clients, analysts set <Strategy>'s rating as outperforming the market, with the target price raised by 75% to $600. 

Based on Bernstein's bullish forecast, <Strategy>'s Bitcoin holdings are expected to more than double, reaching approximately 5.8% of the current 19.8 million BTC circulating supply, compared to the current 2.5%. This assumes <Strategy> can significantly expand its Bitcoin acquisition plan, with more relaxed capital markets, lower interest rates, and a continuing bull market cycle. Analysts stated that under these conditions, <Strategy>'s debt (including preferred shares) would rapidly grow from the current $11 billion to around $100 billion, with equity earnings reaching approximately $84 billion.

Analysts predict that Bitcoin will reach a cycle peak of around $200,000 by the end of 2025, $500,000 by the end of 2029, and $1 million by the end of 2033, with intermittent bear markets lasting about a year during this period.

According to ChainCatcher, analysts from Bernstein research and brokerage firm updated their stock price model for Strategy (formerly MicroStrategy) after the fourth-quarter financial results and the latest BTC acquisition news. In their latest report to clients, analysts set Strategy's rating as outperforming the market, with the target price increased by 75% to $600.Based on Bernstein's bullish forecast, Strategy's Bitcoin holdings will more than double, reaching approximately 5.8% of the current 19.8 million BTC circulating supply, compared to the current 2.5%. This assumes Strategy can significantly expand its Bitcoin acquisition plan, with more relaxed capital markets, lower interest rates, and a continuing bull market cycle. Analysts stated that in this scenario, Strategy's debt (including preferred shares) would rapidly grow from the current $11 billion to around $100 billion, with equity earnings reaching approximately $84 billion.Analysts expect Bitcoin to reach a cycle peak of around $200,000 by the end of 2025, $500,000 by the end of 2029, and $1 million by the end of 2033, with intermittent bear markets lasting about a year.

Bernstein: Strategy Bitcoin holdings are expected to increase to 1 million, and its stock price target is raised to $600

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