[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-strategy-just-dropped-13-in-a-month-is-it-time-to-sell-or-load-up-KO":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":265,"suggestedPosts":338},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},144719,"전략이 한 달 만에 13% 하락했습니다. 매도할 때인가, 아니면 추가 매수할 때인가?","2026-10-26T10:30:00","2026-10-26T07:58:59","\u003Cp>비트코인은 문제의 일부에 불과했습니다\u003C\u002Fp>","\u003Ch2 id=\"h-key-takeaways\" class=\"wp-block-heading\">\u003Cstrong>핵심 요약\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Strategy 주가는 9월 22일 이후(금요일 종가 기준) 13% 하락했으며, 그 대부분은 MSCI의 신규 규정이 Strategy의 글로벌 지수 편입 자격을 위협한 10월 16일에 발생했습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>MSCI를 추종하는 펀드가 보유한 주식은 약 1,300만 주에 불과하지만, 이 규정은 Strategy가 주식을 매각해 비트코인을 구매하는 데 필요한 프리미엄을 위협합니다.\u003C\u002Fli>\n\n\n\n\u003Cli>Strategy는 지난 2주 동안 500비트코인을 조금 넘게 구매하는 한편, 주당 1억 9천만 달러 이상을 STRC 우선주 매입에 투입했습니다.\u003C\u002Fli>\n\n\n\n\u003Cli>다음으로 10월 29일 3분기 실적과 MSCI의 11월 11일 발표 목록이 예정되어 있으며, 더 많은 주식을 매수하기 전에 이 목록을 기다릴 가치가 있습니다.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Strategy (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=384976&tid=2630449\">MSTR\u003C\u002Fa>)\u003C\u002Fstrong> 주가는 9월 22일 이후(금요일 종가 기준) 13% 하락했으며, 나스닥 100지수의 6% 하락률보다 두 배 이상 큽니다. 그 대부분은 \u003Cstrong>MSCI (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=7844318&tid=38985681\">MSCI\u003C\u002Fa>)\u003C\u002Fstrong>가 지수 편입 자격 기준을 변경한 다음 날에 발생했으며, 나머지는 비트코인의 하락 때문이었습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">레버리지가 더해진 비트코인의 하락\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">비트코인은 10월 7일 레버리지 매도 물결 속에서 84,000달러 아래로 떨어졌고, 이후 예상보다 높은 인플레이션 보고서가 나온 10월 14일 다시 하락했습니다. Strategy 주가도 함께 하락했으며, 일반적인 암호화폐 관련주(\u003Cstrong>Coinbase (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=377154867&tid=706197332&ref=q2enxr\">COIN\u003C\u002Fa>)\u003C\u002Fstrong>는 한 달 동안 16% 하락)도 마찬가지였습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이 주가는 코인보다 더 크게 움직이며, 상승과 하락 모두 그렇습니다. OCC가 10월 21일 GENIUS Act 스테이블코인 규정을 확정했을 때, 비트코인은 약 3% 상승했고 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fstrategy-soars-7-galaxy-up-8-as-crypto-stocks-rally-on-clear-practical-framework-for-stablecoin-rules\">Strategy는 약 3배 더 많이 상승\u003C\u002Fa>했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">이는 레버리지가 작용한 결과입니다: 부채와 우선주가 보통주 주주보다 우선하며, 투자자들이 지불하는 프리미엄이 그 위에서 변동합니다. Strategy의 총 부채는 2023 회계연도 22.5억 달러에서 2025 회계연도 82.5억 달러로 증가했습니다…\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792795537\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Strategy's total debt vs. cash and short-term investments, $ billions, fiscal 2021–2025.\" class=\"wp-post-144719 wp-image-144714\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792795537\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792795537\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795537\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792795537\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792795537\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792795537\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_debt_vs_cash_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MSTR 총 부채 대 현금 및 단기 투자: 2021-2025 회계연도 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">MSCI가 프리미엄에 타격을 입힘\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">10월 15일 저녁, MSCI는 비영업 회사가 글로벌 지수 편입 자격이 없다는 규정을 채택했습니다. Strategy는 그 다음 날 10% 하락했으며, 당일 아침 비트코인이 상승했음에도 불구하고 그랬습니다. MSCI는 11월 11일 해당 규정 적용 대상 기업을 발표할 예정이며, 규정은 11월 30일 종가 기준으로 시행됩니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-tracks-16-analysts-on-strategy-how-many-say-buy\" class=\"wp-block-heading\">\u003Cstrong>TIKR는 Strategy에 대해 16명의 애널리스트를 추적합니다. 몇 명이 \"매수\"라고 말할까요?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Strategy에 대한 매수, 보유, 매도 등급의 전체 분포와 월스트리트의 수익 및 이익 추정치를 한곳에서 확인하세요. 50만 명 이상의 투자자가 TIKR를 사용해 이와 같은 주식을 조사합니다. \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">Strategy의 애널리스트 등급 보기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">강제 매도 규모는 작습니다: MSCI를 추종하는 펀드가 보유한 주식은 약 1,300만 주로, 하루 평균 거래량보다 적습니다. 프리미엄이 더 큰 타격을 받습니다. Strategy는 부채와 우선주를 제외한 순 비트코인 가치보다 높은 가격에 보통주를 매각하고 더 많은 비트코인을 구매함으로써 주당 순 비트코인 가치를 증가시킵니다. 이 완충 장치를 측정하는 지표인 mNAV(주가를 주당 순 비트코인 가치로 나눈 값)는 8월에 약 1.07배에 불과했습니다. 지수 펀드가 신뢰할 수 있는 매수자 역할을 하지 않으면, 그렇게 얇은 프리미엄은 되찾기 더 어려워집니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">그리고 이것이 전체 논리입니다. Strategy 창립자 겸 회장인 Michael Saylor가 10월 13일 \u003Ca href=\"https:\u002F\u002Fomny.fm\u002Fshows\u002Fbloomberg-talks\u002Fstrategy-founder-michael-saylor-talks-us-regulation-helping-bitcoin\">Bloomberg Talks\u003C\u002Fa>에서 말했듯이: \"당신은 MSTR나 Strive와 같은 회사의 디지털 지분을 매수해야 하며, 우리가 디지털 신용을 통해 주당 비트코인을 증폭시킬 수 있기 때문에 비트코인보다 더 나은 성과를 기대할 수 있습니다.\"\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">주식 매각이 그 비용을 지불해 왔습니다. 희석 주식 수는 2021 회계연도부터 2025 회계연도까지 거의 3배 증가했으며, 올해에도 계속 증가하고 있습니다…\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792795514\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025.png?_i=AA\" alt=\"Bar chart from TIKR of Strategy's diluted shares outstanding, millions of shares, fiscal 2021–2025.\" class=\"wp-post-144719 wp-image-144715\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792795514\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792795514\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795514\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792795514\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792795514\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792795514\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025\u002FLM-MSTR-1m-2026-10-22_MSTR_shares_out_2021-2025.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MSTR 희석 주식 수: 2021-2025 회계연도 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">비트코인 매수가 소량으로 둔화됨\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Strategy는 10월 11일까지의 한 주 동안 보통주 발행으로 2,100만 달러만 조달했으며, 이는 250비트코인을 구매하기에 충분한 금액이었습니다. 같은 7일 동안 회사는 STRC 우선주를 1억 9,240만 달러에 매입했습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">다음 주에는 2,210만 달러로 267비트코인을 구매하고 STRC 매입에 1억 9,310만 달러를 추가로 지출했으며, 10월 19일 이사회는 자사주 매입에 10억 달러를 추가로 승인했습니다. 이 2주 동안 Strategy는 우선주에 비트코인 구매보다 약 9배 많은 금액을 투입했으며, 이 모든 동안 Saylor는 블룸버그에 비트코인 강세장이 막 시작되었다고 말하고 있었습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">11월 11일까지 기다리겠습니다\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">세 가지 날짜가 먼저 다가옵니다: 10월 28일(주주들이 우선주 배당금을 매일 지급하는 안건에 투표), 10월 29일(장 마감 후 3분기 실적 발표 - 이미 공개된 추정 209.1억 달러의 디지털 자산 평가이익 포함), 그리고 11월 11일(MSCI가 목록을 발표).\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">애널리스트들은 여전히 상당한 상승 여력을 보고 있습니다: 10월 16일 기준 합의 목표가는 239달러로 금요일 종가보다 64% 높았지만, 1년 전 560달러에서 하락했습니다…\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1792795509\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr.png?_i=AA\" alt=\"Line chart from TIKR of Strategy's analysts' consensus (mean) price target, $ per share, last year.\" class=\"wp-post-144719 wp-image-144717\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792795509\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792795509\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795509\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1792795509\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1792795509\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792795509\u002Fimages\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr\u002FLM-MSTR-1m-2026-10-22_MSTR_street_targets_1yr.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">MSTR 주식 평균 목표가: 1년 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Cantor Fitzgerald는 10월 16일 목표가를 186달러에서 208달러로 상향 조정했으며, 그 목표는 주로 비트코인이 12개월 내에 112,000달러에 도달할 것이라는 전망에 기반하고 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">개인적으로, 저는 하나의 지수 규정과 비트코인의 변동성 때문에 매도하지는 않겠지만, 11월 11일 이전에 대량 매수하지도 않겠습니다. 목록이 발표되기 전까지 Strategy는 단지 레버리지가 더해진 비트코인에 불과합니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">물론, Strategy가 목록에 포함된 상태에서도 mNAV가 1배 이상 유지된다면, 비트코인 구매 자금을 마련하는 주식 매각은 계속해서 주당 순 비트코인 가치를 추가할 것이며, 이번 달에 손해를 입힌 레버리지가 다시 유리하게 작용하기 시작할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-strategy-stock-actually-worth\" class=\"wp-block-heading\">그렇다면 Strategy 주식의 실제 가치는 얼마일까요?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR를 사용하면 1분 안에 모든 주식의 미래 가격을 예측할 수 있습니다. TIKR의 가치 평가 모델에 몇 가지 가정을 입력하기만 하면 Strategy의 잠재적 가치를 확인할 수 있습니다. 월스트리트 합의 추정치부터 시작하거나, 입력값을 조정하여 여러분의 비즈니스 전망을 반영하세요. 무료로 사용할 수 있습니다.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">무료로 Strategy 가치 평가하기\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>면책 조항:\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>TIKR의 기사는 TIKR나 저희 콘텐츠 팀의 투자 또는 재정 조언으로 의도된 것이 아니며, 특정 주식을 매수하거나 매도하라는 권고도 아닙니다. 저희는 TIKR Terminal의 투자 데이터와 애널리스트 추정치를 기반으로 콘텐츠를 작성합니다. 저희 분석에는 최근의 기업 뉴스나 중요한 업데이트가 포함되지 않을 수 있습니다. TIKR은 언급된 모든 주식에 대해 포지션을 보유하고 있지 않습니다. 읽어주셔서 감사하며, 행복한 투자 되세요!\u003C\u002Fem>\u003C\u002Fp>",967,"ko","\u002Fblog\u002Fstrategy-just-dropped-13-in-a-month-is-it-time-to-sell-or-load-up","strategy-just-dropped-13-in-a-month-is-it-time-to-sell-or-load-up","images\u002Fthoughtful-woman-falling-chart-and-trading-screens\u002Fthoughtful-woman-falling-chart-and-trading-screens","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795484\u002Fimages\u002Fthoughtful-woman-falling-chart-and-trading-screens\u002Fthoughtful-woman-falling-chart-and-trading-screens.png?_i=AA",{"altText":237,"imageCredit":238},"Strategy Just Dropped 13% in a Month. Is It Time to Sell, or Load Up?","Dean Drobot via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Gian Estrada","giantikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"일반 투자","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"Bitcoin was only part of the problem",{"title":237,"description":258,"twitterTitle":237,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":237,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","예상 독서 시간","5 minutes",1200,630,[266,281,296,310,324],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":276,"categories":278,"relatedPosts":280},"Nu Holdings 22% 급락, 룰라 당선에 \"시장이 완전히 준비되지 않았다\"","2026-10-26 09:45:18","약 11.77달러에 거래되는 Nu는 12.21배의 봄 저점 P\u002FE에 근접해 있으며, 21.52배의 평균보다 훨씬 낮습니다. 향후 방향은 브라질 금리가 결정할 것입니다.",575,"\u002Fblog\u002Fnu-holdings-sinks-22-on-lulas-win-the-market-was-completely-unprepared","nu-holdings-sinks-22-on-lulas-win-the-market-was-completely-unprepared","images\u002FFEATURED-IMAGE-MAKER-1899\u002FFEATURED-IMAGE-MAKER-1899","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793007209\u002Fimages\u002FFEATURED-IMAGE-MAKER-1899\u002FFEATURED-IMAGE-MAKER-1899.png?_i=AA",{"altText":267},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":277},[],[279],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":282,"date":283,"excerpt":284,"wordCount":285,"uri":286,"slug":287,"cloudinaryAssetId":288,"featuredImageOriginalUrl":289,"featuredImageMetadata":290,"author":291,"categories":293,"relatedPosts":295},"Nebius, 한 달 만에 33% 하락. 뱅크 오브 아메리카, 여기서부터 95% 상승 가능성 전망","2026-10-26 09:00:00","차용된 두려움, 그리고 아주 현실적인 2027년 만기",1109,"\u002Fblog\u002Fnebius-lost-33-in-a-month-bank-of-america-sees-95-upside-from-here","nebius-lost-33-in-a-month-bank-of-america-sees-95-upside-from-here","images\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795474\u002Fimages\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars.png?_i=AA",{"altText":282},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":292},[],[294],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":297,"date":283,"excerpt":298,"wordCount":299,"uri":300,"slug":301,"cloudinaryAssetId":302,"featuredImageOriginalUrl":303,"featuredImageMetadata":304,"author":305,"categories":307,"relatedPosts":309},"\"내구성과 예측 가능성\": 마이크론이 2026년에 200% 상승했습니다. 이익을 실현할까, 아니면 더 매수할까?","수익률 5배 미만에서 시장은 이미 파산을 예상하고 있습니다.",939,"\u002Fblog\u002Fdurability-and-predictability-micron-is-up-200-in-2026-take-profits-or-buy-more","durability-and-predictability-micron-is-up-200-in-2026-take-profits-or-buy-more","images\u002Fgrinning-bearded-man-rising-green-chart\u002Fgrinning-bearded-man-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795504\u002Fimages\u002Fgrinning-bearded-man-rising-green-chart\u002Fgrinning-bearded-man-rising-green-chart.png?_i=AA",{"altText":297},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":306},[],[308],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":311,"date":283,"excerpt":312,"wordCount":313,"uri":314,"slug":315,"cloudinaryAssetId":316,"featuredImageOriginalUrl":317,"featuredImageMetadata":318,"author":319,"categories":321,"relatedPosts":323},"블룸 에너지 주가는 지난 1년간 91% 상승했습니다. 다음으로 주목해야 할 숫자는 다음과 같습니다.","Bloom Energy 주가는 1년 만에 91% 상승했지만, 기록적인 분기 실적 발표 후 11% 하락하며 PER 40배를 기록했습니다. 여기서는 월가가 여전히 기대하는 바를 살펴봅니다.",1276,"\u002Fblog\u002Fbloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next","bloom-energy-stock-is-up-91-over-the-past-year-heres-the-number-to-watch-next","images\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780118\u002Fimages\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars.png?_i=AA",{"altText":311},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":320},[],[322],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":325,"date":283,"excerpt":326,"wordCount":327,"uri":328,"slug":329,"cloudinaryAssetId":330,"featuredImageOriginalUrl":331,"featuredImageMetadata":332,"author":333,"categories":335,"relatedPosts":337},"넷플릭스 주가는 1년 만에 41% 하락했다. 워너브라더스가 얼마나 많은 비용을 지불했을까?","넷플릭스 주가는 1년 만에 41% 하락했으며, 시장의 평균 목표주가도 37% 하락했습니다. 2026년 각 분기 실적 발표가 주가에 미친 영향은 다음과 같습니다.",1282,"\u002Fblog\u002Fnetflix-stock-is-down-41-in-a-year-how-much-did-warner-bros-cost-it","netflix-stock-is-down-41-in-a-year-how-much-did-warner-bros-cost-it","images\u002FFEATURED-IMAGE-MAKER-1895\u002FFEATURED-IMAGE-MAKER-1895","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792956211\u002Fimages\u002FFEATURED-IMAGE-MAKER-1895\u002FFEATURED-IMAGE-MAKER-1895.png?_i=AA",{"altText":325},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":334},[],[336],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[339,359,374,389,404],{"id":255,"title":340,"date":341,"excerpt":342,"wordCount":343,"uri":344,"slug":345,"cloudinaryAssetId":346,"featuredImageOriginalUrl":347,"featuredImageMetadata":348,"author":349,"categories":353,"relatedPosts":358},"엑슨모빌 주가, 브렌트유 116달러 돌파하며 사상 최고 종가 기록. 2030년까지 주가 전망은?","2026-10-26 07:55:00","엑슨모빌은 10월 23일 브렌트유가 116달러를 넘어서면서 사상 최고치인 183.21달러에 마감했으며, 현재는 애널리스트들의 평균 목표가를 상회하며 거래되고 있습니다. 회사의 최고재무책임자(CFO)는 파이오니어 인수로 인한 시너지 효과가 두 배로 증가했으며, 엑슨은 더 적은 시추정으로 페미안 지역의 회수율을 두 배로 높이는 것을 목표로 하고 있다고 밝혔습니다. 이는 회사가 통제할 수 있는 비용 레버리지입니다.",791,"\u002Fblog\u002Fexxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","exxonmobil-stock-hit-a-record-close-as-brent-topped-116-heres-where-the-stock-could-go-by-2030","images\u002F13-10\u002F13-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976181\u002Fimages\u002F13-10\u002F13-10.png?_i=AA",{"altText":340},{"name":350,"slug":351,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":352},"Wiltone Asuncion","wiltonetikr",[],[354],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},"주식 리뷰","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":360,"date":361,"excerpt":362,"wordCount":363,"uri":364,"slug":365,"cloudinaryAssetId":366,"featuredImageOriginalUrl":367,"featuredImageMetadata":368,"author":369,"categories":371,"relatedPosts":373},"Rivian이 AI 시뮬레이션 스타트업을 인수한 다음날 52주 신저가를 기록했습니다. 10월 29일이 보여주는 것은 다음과 같습니다.","2026-10-26 07:50:00","Rivian은 AI 시뮬레이션 스타트업을 인수한 다음 날 52주 신저가를 기록하며, 몇 주 전부터 시작된 19% 하락세를 이어갔습니다. 10월 29일 발표된 보고서는 이제 자율주행 기술에 대한 지출을 비용 구조가 감당할 수 있는지를 보여줘야 합니다.",925,"\u002Fblog\u002Frivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","rivian-hit-a-52-week-low-the-day-after-buying-an-ai-simulation-startup-heres-what-october-29-has-to-show","images\u002F12-10_145310df477\u002F12-10_145310df477","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976166\u002Fimages\u002F12-10_145310df477\u002F12-10_145310df477.png?_i=AA",{"altText":360},{"name":350,"slug":351,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":370},[],[372],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},[],{"id":255,"title":375,"date":376,"excerpt":377,"wordCount":378,"uri":379,"slug":380,"cloudinaryAssetId":381,"featuredImageOriginalUrl":382,"featuredImageMetadata":383,"author":384,"categories":386,"relatedPosts":388},"로빈후드 주가, 3분기 실적 발표 전 10월에 15% 하락. 2030년까지 어디로 갈 수 있을지 살펴보기","2026-10-26 07:45:00","Robinhood는 10월 27일 실적 발표를 앞두고 Coinbase와 보조를 맞춰 두 세션 동안 6.73% 하락했습니다. 10월 22일의 두 가지 소식은 그 암호화폐 매출 항목에 반영되지 않을 수 있는 암호화폐 관련 활동을 시사합니다: 비트코인 가격 계약과 Morpho의 주식 토큰에 대한 첫 대출 시장 개설입니다.",854,"\u002Fblog\u002Frobinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","robinhood-stock-fell-15-in-october-before-its-q3-report-heres-where-it-could-go-by-2030","images\u002F11-11_145309e717b\u002F11-11_145309e717b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976143\u002Fimages\u002F11-11_145309e717b\u002F11-11_145309e717b.png?_i=AA",{"altText":375},{"name":350,"slug":351,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":385},[],[387],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},[],{"id":255,"title":390,"date":391,"excerpt":392,"wordCount":393,"uri":394,"slug":395,"cloudinaryAssetId":396,"featuredImageOriginalUrl":397,"featuredImageMetadata":398,"author":399,"categories":401,"relatedPosts":403},"월마트 주가, 10월에 15% 상승했지만 이익 전망은 상향되지 않았다. 2031년까지 어디까지 갈 수 있을까","2026-10-26 07:40:00","월마트는 9월 30일부터 10월 23일까지 15.4% 상승했지만, 애널리스트들의 향후 12개월 주당순이익(EPS) 추정치는 주당 $3.00으로 유지됐다. 0%에서 3%의 EPS 성장을 예고한 11월 19일 실적 발표를 앞두고, 상승분의 거의 대부분은 더 높은 주가배수에서 비롯됐다.",832,"\u002Fblog\u002Fwalmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","walmart-stock-rose-15-in-october-without-a-higher-earnings-forecast-heres-where-it-could-go-by-2031","images\u002F10-14_145308a5c00\u002F10-14_145308a5c00","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976123\u002Fimages\u002F10-14_145308a5c00\u002F10-14_145308a5c00.png?_i=AA",{"altText":390},{"name":350,"slug":351,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":400},[],[402],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},[],{"id":255,"title":405,"date":406,"excerpt":407,"wordCount":408,"uri":409,"slug":410,"cloudinaryAssetId":411,"featuredImageOriginalUrl":412,"featuredImageMetadata":413,"author":414,"categories":416,"relatedPosts":418},"애플이 엔비디아의 하락폭이 12%에 달하는 동안 잠시 엔비디아를 제쳤습니다. 2030년까지 애플 주식이 어디로 갈 수 있을지 살펴봅니다.","2026-10-26 07:35:00","Apple이 10월 23일 Nvidia를 잠시 제치고 사상 최고치인 351.73달러를 기록하며 세계에서 가장 가치 있는 기업이 되었습니다. Apple의 AI 전략은 자본 지출이 거의 필요하지 않지만, PER 38배 수준에서 11월 2일 발표될 마진 실적이 이 배수를 지지해야 합니다.",845,"\u002Fblog\u002Fapple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","apple-briefly-topped-nvidia-as-nvidias-slide-reached-12-heres-where-apple-stock-could-go-by-2030","images\u002F9-15_1453077213e\u002F9-15_1453077213e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792976106\u002Fimages\u002F9-15_1453077213e\u002F9-15_1453077213e.png?_i=AA",{"altText":405},{"name":350,"slug":351,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":415},[],[417],{"name":355,"slug":356,"uri":357,"description":243,"postsCount":255},[]]