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美国14州养老金Q1持有MSTR市值达6.32亿美元

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2025-05-16 13:55:48

美国14州养老金大举增持MicroStrategy(MSTR)股票:2025年Q1持仓数据分析



5月16日最新数据显示,根据Bitcoin Laws创始人Julian Fahrer的权威统计,美国14个州的公共退休基金与财政管理机构在2025年第一季度对MicroStrategy(MSTR)进行了大规模增持。最新持仓总市值已突破6.32亿美元大关,较上季度激增3.02亿美元,平均持仓增幅高达44%



从地域分布来看:

- 加州、威斯康星州、佛罗里达州成为持仓规模最大的三个地区

- 科罗拉多州(+67%)与犹他州(+184%)则展现出最强劲的增长势头



对投资者的影响分析:

1. 机构背书效应:养老金等保守资金入场显著提升市场信心

2. 流动性改善:大额机构持仓有助于提高股票交易活跃度

3. 风险警示:需关注政府资金可能带来的政策敏感性

4. 行业信号:反映传统金融机构对加密货币相关资产的认可度提升

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