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歪文
StoneX将Strive股票目标价从32美元上调至43美元,增幅34%,重申买入评级。大家容易把这当成比特币储备路线的利好。
反过来想一下,我觉得评级不如每股储备重要:新股发行支持囤币,但如果股本增长快于储备增长,那么每股含币量可能下降;目标价也只是机构判断,不是业绩兑现。我会盯每股数据,不追评级热闹。

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