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69年 .鸡尾酒
MSTR这一季财报实打实超预期。我清楚它的利润基本靠比特币持仓浮盈,软件主业表现平平。账面收益直接拉满,GAAP EPS大幅甩开市场预估。要注意,这笔盈利只是账面数字,跟着BTC价格起落,不是稳定经营赚来的。这种高弹性标的,财报惊喜不等于后续行情稳,二元盘下注,口径必须盯死,GAAP和non-GAAP差得很远。
#Strategy财报前瞻:BTC账面收益大幅反弹
MSTR这一季财报实打实超预期。我清楚它的利润基本靠比特币持仓浮盈,软件主业表现平平。账面收益直接拉满,GAAP EPS大幅甩开市场预估。要注意,这笔盈利只是账面数字,跟着BTC价格起落,不是稳定经营赚来的。这种高弹性标的,财报惊喜不等于后续行情稳,二元盘下注,口径必须盯死,GAAP和non-GAAP差得很远。
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