美国稳定币发行商Circle Internet Group (CRCL.US) 股价在周一盘后交易中大跌超5%，至171.3美元。这一波动主要受到摩根大通分析师首次覆盖报告的影响。
摩根大通分析师给予Circle"减持"评级，目标价定为80美元，较当前股价有超过50%的下行空间。分析师认为，尽管Circle在新兴的稳定币市场占据有利地位，但其目前的市值已被高估。
然而，华尔街对Circle的看法并不一致。伯恩斯坦(Bernstein)分析师给予Circle"跑赢大市"评级，目标价定为230美元。他们预计稳定币市场将在未来十年内从当前的2440亿美元增长16倍至4万亿美元，看好Circle作为行业领导者的长期发展前景。
Circle是美元币(USDC)的发行商，USDC是市值第二大的稳定币。公司于本月初以31美元的价格首次公开募股，此后股价已飙升约500%。这一惊人涨幅引发了市场对估值泡沫的担忧，也吸引了做空者的关注。
值得注意的是，Circle的股价走势反映了当前加密货币和稳定币相关公司普遍较高的估值水平。随着美国等国家推进稳定币监管立法，投资者对这一新兴行业的未来前景持乐观态度，但同时也需警惕可能存在的风险。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments