Canaccord将Strategy目标价上调至175美元，称资产负债表现金火力增强

Canaccord Genuity has raised its price target on Strategy (MSTR), citing the balance sheet is now war-chested, with dry powder available for more than just servicing dividends.
Last week, the world's largest bitcoin (BTC-USD) treasury company was said to have returned to a profit as the cryptocurrency advanced. The company is seeing a dramatic turnaround amid the bitcoin rally, pushing its holdings above its average cost basis.
"Via a combination of company-specific and macro factors—all converging into the present moment—we are seeing a much brighter investment case emerge for MSTR common shares," said analyst Joseph Vafi.
"At the same time, the all-important preferred equity, STRC, has bounced almost fully back to par," said the research note.
"The past few months have been a test for the MSTR treasury model—and with some key learnings along the way, we see both the common and the preferred much more battle-tested moving forward," said the analyst.
"At the same time, the U.S. Treasury looks to have a radar lock on flattening the long end of the yield curve, which has been a boon to crypto spot prices the past few days," said Vafi.
The investment bank maintained its Buy rating on the stock, and increased its price target to $175.00 from $130.00. MSTR was trading 2.50% higher at $125.70 during morning trading on Tuesday.