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伯恩斯坦:隨著加密貨幣牛市延續至 2026 年,Robinhood 加密交易量將增長至三倍

2025-02-21 18:31:18

ChainCatcher 消息,据 DL News 報導,投資銀行伯恩斯坦(Bernstein)發布最新研報,預計加密貨幣牛市將延續至 2026 年,這一增長將受穩定幣和證券通證化的推動。而 Robinhood 的加密貨幣交易量將在 2026 年達到 2024 年的三倍。

研報指出,目前 Robinhood 60% 的交易收入來自非加密資產(股票和期權等),40% 來自加密貨幣。預計這一比例將在 2025-2026 年間發生逆轉。

此外,摩根士丹利(Morgan Stanley)此前曾表示,美國監管環境改善將使 Robinhood 能夠"更積極地參與"加密業務。受利好消息影響,Bernstein 將 Robinhood 的目標股價上調近一倍至 105 美元。

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