[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio27cbba31":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"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":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio27cbba31","Circle之所以暴涨，核心在于市场开始将其视为AI Agent时代的潜在货币基础设施","\u002Fdoc\u002Fdcio27cbba31","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>市场最近开始出现一个非常有意思的变化。\u003C\u002Fp>\u003Cp>机构不再只把 Circle 当作一家“稳定币发行商”，而是开始重新思考它在 AI 时代的位置。\u003C\u002Fp>\u003Cp>不是因为 Circle 做 AI。\u003C\u002Fp>\u003Cp>而是因为它可能成为 AI 经济的结算水管。\u003C\u002Fp>\u003Cp>AI Agent 需要什么？\u003C\u002Fp>\u003Cp>AI 正在进入一个新的阶段——Agent 时代。\u003C\u002Fp>\u003Cp>如果未来的 AI 不只是聊天机器人，而是可以：\u003C\u002Fp>\u003Cp>自动调用 API\u003C\u002Fp>\u003Cp>自动租用 GPU\u003C\u002Fp>\u003Cp>自动购买数据\u003C\u002Fp>\u003Cp>自动执行链上交易\u003C\u002Fp>\u003Cp>与其他 Agent 协作分润\u003C\u002Fp>\u003Cp>那它就必须具备一个能力：\u003C\u002Fp>\u003Cp>支付。\u003C\u002Fp>\u003Cp>而且是机器对机器的自动支付。\u003C\u002Fp>\u003Cp>银行系统不适合机器\u003C\u002Fp>\u003Cp>传统银行系统的问题很明显：\u003C\u002Fp>\u003Cp>清算慢\u003C\u002Fp>\u003Cp>跨境复杂\u003C\u002Fp>\u003Cp>不支持微支付\u003C\u002Fp>\u003Cp>不可编程\u003C\u002Fp>\u003Cp>AI 不可能每次调用算力都走人工银行流程。\u003C\u002Fp>\u003Cp>根据美股大数据 StockWe\u003C\u002Fp>\u003Cp>机器需要的是：API 化支付\u003C\u002Fp>\u003Cp>秒级到账\u003C\u002Fp>\u003Cp>可编程逻辑\u003C\u002Fp>\u003Cp>全球通用单位\u003C\u002Fp>\u003Cp>比特币不适合计价\u003C\u002Fp>\u003Cp>有人会问：为什么不是比特币？\u003C\u002Fp>\u003Cp>答案很简单——波动太大。\u003C\u002Fp>\u003Cp>AI 无法用一个每天涨跌 5% 的资产作为计算单位。\u003C\u002Fp>\u003Cp>山寨币风险更高。\u003C\u002Fp>\u003Cp>真正适合机器的，是稳定币。\u003C\u002Fp>\u003Cp>为什么是 USDC？\u003C\u002Fp>\u003Cp>USDC 的几个关键特征：\u003C\u002Fp>\u003Cp>合规美元映射\u003C\u002Fp>\u003Cp>储备透明\u003C\u002Fp>\u003Cp>链上可编程\u003C\u002Fp>\u003Cp>几秒到账\u003C\u002Fp>\u003Cp>多链部署\u003C\u002Fp>\u003Cp>这让它天然适合机器对机器交易。\u003C\u002Fp>\u003Cp>如果未来 Agent 之间形成经济网络，\u003C\u002Fp>\u003Cp>稳定币将成为清算层。\u003C\u002Fp>\u003Cp>而 Circle，恰恰就是这个清算层的发行方。\u003C\u002Fp>\u003Cp>公众号美股投资网认为，Circle 不是 AI 公司，但它可能是 AI 经济的“水管公司”。\u003C\u002Fp>\u003Cp>当 AI 开始：\u003C\u002Fp>\u003Cp>自己买数据\u003C\u002Fp>\u003Cp>自己租 GPU\u003C\u002Fp>\u003Cp>自己参与链上协议\u003C\u002Fp>\u003Cp>自己做套利\u003C\u002Fp>\u003Cp>所有价值交换，都必须经过一种稳定单位。\u003C\u002Fp>\u003Cp>稳定币会成为机器世界的美元。\u003C\u002Fp>\u003Cp>USDC 的流通量与链上活跃度，\u003C\u002Fp>\u003Cp>有可能成为未来 Agent 经济的间接指标。\u003C\u002Fp>\u003Cp>这是不是已经发生？\u003C\u002Fp>\u003Cp>还没有。\u003C\u002Fp>\u003Cp>目前这更多是叙事层面的前瞻逻辑。\u003C\u002Fp>\u003Cp>但市场真正重定价的，从来不是过去，而是未来。\u003C\u002Fp>\u003Cp>如果 AI 真正进入 Agent 经济阶段，\u003C\u002Fp>\u003Cp>Circle 可能不是科技公司，\u003C\u002Fp>\u003Cp>而是基础设施公司。\u003C\u002Fp>\u003Cp>而基础设施，一旦成为标准，\u003C\u002Fp>\u003Cp>往往具有极强的网络效应。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202603-stk\u002FUploaderycvjneydwhy_2026_03_03_09_48_47.png","2026-03-03T17:40:18.333","2026.03.03","2026\u002F03\u002F03",56625,[22,23],"CIRCLE","AI","Article",0,"免费","success",{"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":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure 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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":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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"]