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一路向北我的哥
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一路向北我的哥
一路向北我的哥
·
09-08
这篇文章不错,转发给大家看看
USDC 和 Circle价值仍被低估 小摩给予Coinbase(COIN.US)“中性”评级
然而,该行认为 USDC 经济对 Coinbase 特别有吸引力。该行看到由于 Coinbase USDC 在平台上的高回报和 Coinbase 在 Circle 储备基金经济中对平台外 USDC 的份额基本上是 100% 的利润率,因此具有吸引力的经济性。鉴于 Circle 550 亿美元的市值,小摩认为 Circle 经济对 Coinbase 股东的价值在 55 亿至 60 亿美元之间。
USDC 和 Circle价值仍被低估 小摩给予Coinbase(COIN.US)“中性”评级
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一路向北我的哥
一路向北我的哥
·
08-01
靠靠靠
@低端小乐乐:
$卢比饭店(LUB)$ 即将接受采访,盘面现双底或杯柄形态。$SharpLink Gaming(SBET)$ 手握12亿刀以太坊资产引发关注,这波要冲40-60刀区间了
$卢比饭店(LUB)$ 即将接受采访,盘面现双底或杯柄形态。$SharpLink Gaming(SBET)$ 手握12亿刀以太坊资产引发关注,这波要冲40-60刀区间了
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一路向北我的哥
一路向北我的哥
·
2021-07-28
$BigCommerce Holdings(BIGC)$
冲冲冲
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2
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一路向北我的哥
一路向北我的哥
·
2021-07-23
$滴滴(DIDI)$
还有的救嘛?
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一路向北我的哥
一路向北我的哥
·
2021-07-23
$滴滴(DIDI)$
好惨
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一路向北我的哥
一路向北我的哥
·
2021-05-13
$BigCommerce Holdings(BIGC)$
要割肉了
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一路向北我的哥
一路向北我的哥
·
2021-04-01
$腾讯音乐(TME)$
搞飞机
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一路向北我的哥
一路向北我的哥
·
2021-04-01
$腾讯音乐(TME)$
我擦
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一路向北我的哥
一路向北我的哥
·
2021-04-01
$腾讯音乐(TME)$
我擦
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一路向北我的哥
一路向北我的哥
·
2021-03-11
$京东健康(06618)$
终于抄底到了一个
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Coinbase 在其 USDC 收入上产生了 66% 的利润率。鉴于 Circle 550 亿美元的市值,小摩认为 Circle 经济对 Coinbase 股东的价值在 55 亿至 60 亿美元之间。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>USDC 和 Circle价值仍被低估 小摩给予Coinbase(COIN.US)“中性”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUSDC 和 Circle价值仍被低估 小摩给予Coinbase(COIN.US)“中性”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-30 17:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1323640.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,摩根大通给予Coinbase(COIN.US)“中性”评级,最新目标价404美元。该行表示,Coinbase 从其对 Circle 和 USDC 的投资中受益,但投资者可能低估了 USDC 和 Circle 平台对 Coinbase 的价值。小摩指出了各种层次的好处,包括对 Coinbase 在 Circle 的少数股权的升值,Coinbase 利用 USDC 的高回报作为成本...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1323640.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","USDC":"USDATA Corp."},"source_url":"http://www.zhitongcaijing.com/content/detail/1323640.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555901164","content_text":"智通财经APP获悉,摩根大通给予Coinbase(COIN.US)“中性”评级,最新目标价404美元。该行表示,Coinbase 从其对 Circle 和 USDC 的投资中受益,但投资者可能低估了 USDC 和 Circle 平台对 Coinbase 的价值。小摩指出了各种层次的好处,包括对 Coinbase 在 Circle 的少数股权的升值,Coinbase 利用 USDC 的高回报作为成本效益(小摩估计的负成本)的客户获取工具。然而,该行认为 USDC 经济对 Coinbase 特别有吸引力。该行看到由于 Coinbase USDC 在平台上的高回报和 Coinbase 在 Circle 储备基金经济中对平台外 USDC 的份额基本上是 100% 的利润率,因此具有吸引力的经济性。在 2025 年第一季度,Coinbase 从 Circle 获得的分配支付比 Circle 在公司范围内的净收入(约 2.3 亿美元)多出约 3 亿美元,该行计算 Coinbase 在其 USDC 收入上产生了 66% 的利润率。鉴于 Circle 550 亿美元的市值,小摩认为 Circle 经济对 Coinbase 股东的价值在 55 亿至 60 亿美元之间。","news_type":1,"symbols_score_info":{"COIN":1,"USDC":1}},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462911428174304,"gmtCreate":1754020866505,"gmtModify":1754023144967,"author":{"id":"3441196061765870","authorId":"3441196061765870","name":"一路向北我的哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441196061765870","authorIdStr":"3441196061765870"},"themes":[],"htmlText":"靠靠靠","listText":"靠靠靠","text":"靠靠靠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462911428174304","repostId":"462500749529448","repostType":1,"repost":{"id":462500749529448,"gmtCreate":1753910665000,"gmtModify":1753939175132,"author":{"id":"10000000000010463","authorId":"10000000000010463","name":"低端小乐乐","avatar":"https://static.tigerbbs.com/7e02002a4ff0970395fc8264888e847d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010463","authorIdStr":"10000000000010463"},"themes":[],"htmlText":"<a 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