TD Cowen将其策略目标价从400美元下调至260美元,称此次下调与比特币预测降低有关,而非公司新的资本框架,后者被称为“逐步建设性”。该银行仍将MSTR评级为买入,隐含上涨空间超过200%。

TheBlockCo

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THE BLOCK: TD Cowen reduced its Strategy price target to $260 from $400, but says the cut is about a lower bitcoin forecast, not the company's new capital framework, which it calls "incrementally constructive." The bank still rates MSTR as a Buy, with 200%+ implied upside.