稳定币概念股Circle股价大跌 - 老虎社区

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- nominomi
  ·07-01
  自己的银行，自己做账，自己在发行相应的稳定币，最后一起爆雷
  非常抱歉，此主贴已删除
  1,089 评论
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- 品子品子
  ·06-30
  想做空当然这么说了
  高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！
  首次覆盖！一盆冷水！
  高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！
  886 评论
  4
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- nominomi
  ·07-01
  自己的银行，自己做账，自己在发行相应的稳定币，最后一起爆雷
  非常抱歉，此主贴已删除
  1,089 评论
  2
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- 品子品子
  ·06-30
  想做空当然这么说了
  高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！
  首次覆盖！一盆冷水！
  高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！
  886 评论
  4
  分享
  举报

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17:00","market":"us","language":"zh","title":"高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！","url":"https://stock-news.laohu8.com/highlight/detail?id=1185096111","media":"口罩哥研报60秒","summary":"首次覆盖！一盆冷水！","content":"<html><head></head><body><p><strong>首次覆盖！一盆冷水！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcae9242c0bd50b53c044b4ea30b417\" title=\"\" tg-width=\"1080\" tg-height=\"992\"/></p><p style=\"text-align: left;\"><strong>2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。</strong></p><p style=\"text-align: left;\">高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。</p><p style=\"text-align: left;\">高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其最大卖点在于业务增长不直接受加密货币波动影响，具有极强的市场独特性。<u>“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”（CRCL是公开市场中独一无二的资产，作为唯一纯加密原生公司，其有潜力从向庞大的现有法币市场扩张中获得上行空间）。</u></p><p 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\n高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 17:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A><strong>口罩哥研报60秒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>首次覆盖！一盆冷水！2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/49b0fe58ba5359a9110f35b14f9829f5","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185096111","content_text":"首次覆盖！一盆冷水！2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其最大卖点在于业务增长不直接受加密货币波动影响，具有极强的市场独特性。“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”（CRCL是公开市场中独一无二的资产，作为唯一纯加密原生公司，其有潜力从向庞大的现有法币市场扩张中获得上行空间）。但报告同时警告，尽管USDC的市场占有率因全球稳定币监管趋严而持续上升，但未来收益率可能受到美联储降息、替代品竞争（如有息代币化货币基金）及对合作平台的高额激励费用挤压，CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。高盛明确强调，当前145倍的前瞻市盈率（NTM P/E）大幅超过同行平均的35倍，即使Circle的业绩增速远高于其他支付巨头和券商，也难以支撑目前估值。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":451815949816240,"gmtCreate":1751332059783,"gmtModify":1751332061989,"author":{"id":"3548293389464201","authorId":"3548293389464201","name":"nomi","avatar":"https://static.tigerbbs.com/a99e0bdb38e05d22ed84b454cdf9bb0b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548293389464201","authorIdStr":"3548293389464201"},"themes":[],"htmlText":"自己的银行，自己做账，自己在发行相应的稳定币，最后一起爆雷","listText":"自己的银行，自己做账，自己在发行相应的稳定币，最后一起爆雷","text":"自己的银行，自己做账，自己在发行相应的稳定币，最后一起爆雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451815949816240","repostId":"2548041878","repostType":2,"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":451598836093664,"gmtCreate":1751279392721,"gmtModify":1751279394497,"author":{"id":"3568281304096151","authorId":"3568281304096151","name":"品子","avatar":"https://static.tigerbbs.com/3c8860d27140e2f52a02b673f774740e","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568281304096151","authorIdStr":"3568281304096151"},"themes":[],"htmlText":"想做空当然这么说了","listText":"想做空当然这么说了","text":"想做空当然这么说了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451598836093664","repostId":"1185096111","repostType":4,"repost":{"id":"1185096111","kind":"news","pubTimestamp":1751274027,"share":"https://www.laohu8.com/m/news/1185096111?lang=&edition=full","pubTime":"2025-06-30 17:00","market":"us","language":"zh","title":"高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！","url":"https://stock-news.laohu8.com/highlight/detail?id=1185096111","media":"口罩哥研报60秒","summary":"首次覆盖！一盆冷水！","content":"<html><head></head><body><p><strong>首次覆盖！一盆冷水！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fcae9242c0bd50b53c044b4ea30b417\" title=\"\" tg-width=\"1080\" tg-height=\"992\"/></p><p style=\"text-align: left;\"><strong>2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。</strong></p><p style=\"text-align: left;\">高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。</p><p style=\"text-align: left;\">高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其最大卖点在于业务增长不直接受加密货币波动影响，具有极强的市场独特性。<u>“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”（CRCL是公开市场中独一无二的资产，作为唯一纯加密原生公司，其有潜力从向庞大的现有法币市场扩张中获得上行空间）。</u></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1e8ecaa0705bf4818a9e0e1ebce02bc\" title=\"\" tg-width=\"1080\" tg-height=\"883\"/></p><p style=\"text-align: left;\">但报告同时警告，尽管USDC的市场占有率因全球稳定币监管趋严而持续上升，<u>但未来收益率可能受到美联储降息、替代品竞争（如有息代币化货币基金）及对合作平台的高额激励费用挤压，CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。</u></p><p style=\"text-align: left;\">高盛明确强调，当前145倍的前瞻市盈率（NTM P/E）大幅超过同行平均的35倍，即使Circle的业绩增速远高于其他支付巨头和券商，也难以支撑目前估值。</p></body></html>","source":"lsy1751274080750","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>高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！</title>\n<style 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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\">\n高盛首次覆盖Circle，直接砸盘：给出暴跌54%的看空信号！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 17:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A><strong>口罩哥研报60秒</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>首次覆盖！一盆冷水！2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/49b0fe58ba5359a9110f35b14f9829f5","relate_stocks":{"CRCL":"Circle Internet Corp."},"source_url":"https://mp.weixin.qq.com/s/eH4MJw8V-sWyo6NleoFP8A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185096111","content_text":"首次覆盖！一盆冷水！2025年6月30日，高盛首次覆盖全球第二大稳定币发行商Circle Internet Group（CRCL），给予“中性”评级，目标价83美元，较当前180.43美元市价有54%的潜在下跌空间。高盛指出，Circle旗下稳定币USDC预计2024-2027年间复合年均增长率（CAGR）高达40%，但股价估值已明显过高。高盛认为，CRCL是当前市场上唯一的纯加密原生上市公司，其最大卖点在于业务增长不直接受加密货币波动影响，具有极强的市场独特性。“CRCL is a unique asset in the public markets, as the only pure play crypto-native company that has potential upside from expansion into very large existing fiat markets”（CRCL是公开市场中独一无二的资产，作为唯一纯加密原生公司，其有潜力从向庞大的现有法币市场扩张中获得上行空间）。但报告同时警告，尽管USDC的市场占有率因全球稳定币监管趋严而持续上升，但未来收益率可能受到美联储降息、替代品竞争（如有息代币化货币基金）及对合作平台的高额激励费用挤压，CRCL的利润率预计将从2024年的39%下降到2027年的34%左右。高盛明确强调，当前145倍的前瞻市盈率（NTM P/E）大幅超过同行平均的35倍，即使Circle的业绩增速远高于其他支付巨头和券商，也难以支撑目前估值。","news_type":1,"symbols_score_info":{"CRCL":1.1}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false}