[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio06b38511":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio06b38511","地缘动荡砸出“黄金折扣”！伯恩斯坦喊话抄底加密股，静待Q1利空出尽后的2026年大复苏","\u002Fdoc\u002Fdcio06b38511","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，投行伯恩斯表示，加密货币相关股票可能正接近底部。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">伯恩斯坦分析师古塔姆·楚加尼及其团队在报告中写道，“地缘政治与暂时性的加密货币疲软情绪相结合，正为加密货币股票提供‘巨大的折扣’。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">交易平台 Coinbase (COIN) 和 Robinhood (HOOD) 以及金融科技公司 Figure Technology Solutions (FIGR) 的股价较历史高点已下跌约 60%。比特币在去年夏天和秋季飙升突破 12 万美元后，目前的交易价格已低于 6.8 万美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">伯恩斯坦维持对这三只加密货币股票的“跑赢大盘”评级。但由于预计今年春季晚些时候公布的第一季度业绩疲软，该机构下调了它们的目标价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">楚加尼写道，“我们认为，在第一季度疲软的财报发布之际，我们将看到加密货币股票触底。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">然而，分析师预计 Coinbase 的每股收益在 2026 年将增长 23%。他们还认为，考虑到 Robinhood 和 Figure 的收入在很大程度上与加密货币脱钩，这两家公司表现出“更强的韧性”。Figure 是一家纯粹的区块链代币化业务公司，而加密货币相关收入仅占 Robinhood 总销售额的约 20%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">楚加尼表示，“在我们看来，这些业务提供了进入万亿美元规模市场的机会，且未来数年将保持增长——包括预测市场、稳定币、现实世界资产(RWA)代币化、加密衍生品，以及加密货币从底部复苏带来的进一步贝塔收益。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">伯恩斯坦最近预测加密货币市场将在 2026 年实现复苏，并预计比特币到今年年底将达到 15 万美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">年初出现的比特币交易所交易基金(ETF)资金流出情况近期已发生逆转；目前 ETF 持有约占总供应量 6.1% 的比特币。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，数字资产财务巨头 Strategy (MSTR) 一直是强有力的买家。楚加尼称，Strategy 目前持有总供应量约 3.6% 的比特币。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管在伊朗战争期间，比特币的表现相对于其他资产表现出色，但一些策略师对此并不认同。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“这和其他任何资产一样，只是一种风险资产，”Portfolio Wealth Advisors 的首席投资官李·蒙森在谈到加密货币时表示。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他补充道，在油价飙升引发市场全面低迷的情况下，“认为市场的某个部分可以免受任何影响的想法是极其荒谬的。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]