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旺锐气
#Strategy财报前瞻:BTC账面收益大幅反弹 超预期不在“209亿浮盈”(已计价),而在三件事同时兑现:
税项反转红利:41.2亿递延税资产释放,把税负压到18.8亿,EPS比预期更炸;
资本策略转向:STRC回购1.76亿>买币支出,停止优先稀释,转向降杠杆+资本回报;
每股BTC价值(BPS)不降反升,打破“发股买币稀释普通股”叙事。
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