[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9888b526":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},"dcio9888b526","稳定币发行商Circle 代号 CRCL大跌的原因？","\u002Fdoc\u002Fdcio9888b526","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>11月12日稳定币发行商Circle CRCL 大跌的原因是，最新公布的财报显示，三季度营收超出市场预期，盈利表现远超市场预期，每股收益达64美分，是分析师预期的三倍有余。其发行的USDC稳定币流通量较上年同期增长超过一倍。根据美股大数据 StockWe.com追踪，华尔街机构交易员买入大量看跌期权Put\u003C\u002Fp>\u003Cp> \u003C\u002Fp>\u003Cfigure class=\"image image_resized\" style=\"width:100%;\">\u003Cimg style=\"aspect-ratio:710\u002F781;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002F1797067902CRCL-2025-11-12_10-59-20.png\" width=\"710\" height=\"781\">\u003C\u002Ffigure>\u003Cp> \u003C\u002Fp>\u003Cp>核心财务指标\u003C\u002Fp>\u003Cp>第三季度每股收益为64美分，较分析师一致预期的20美分高出220%。\u003C\u002Fp>\u003Cp>总营收及储备收入达到7.4亿美元，超出预期的7.073亿美元。\u003C\u002Fp>\u003Cp>调整后EBITDA为1.66亿美元，高于市场预期的1.325亿美元，调整后EBITDA利润率达到57%。\u003C\u002Fp>\u003Cp>公司持续经营业务净利润为2.14亿美元，显示核心业务盈利能力强劲。\u003C\u002Fp>\u003Cp>储备金回报率为4.2%，略高于分析师预期的4.06%\u003C\u002Fp>\u003Cp>USDC流通量的大幅增长成为推动Circle营收增长的关键因素。该公司稳定币流通量较去年同期翻了一番以上，显示出市场对受监管稳定币的持续需求。\u003C\u002Fp>\u003Cp>USDC稳定币期末市场份额升至29%，流通量达到737亿美元，在稳定币市场仅次于Tether。\u003C\u002Fp>\u003Cp>这一业绩延续了Circle上市后的强劲势头。该公司今年6月上市后股价飙升，受益于7月美国签署首个联邦稳定币监管框架前市场对稳定币的高涨热情。\u003C\u002Fp>\u003Cp>Circle同时上调全年业绩指引，将其他收入预期区间从7500万至8500万美元上调至9000万至1亿美元。公司预计全年RLDC利润率将达到38%，高于此前36%至38%的预期区间。\u003C\u002Fp>\u003Cp>Circle三季度业绩公布后，其盘前股价一度涨超4%，随后迅速转跌，一度跌超3%。\u003C\u002Fp>\u003Cp>稳定币业务规模持续增长\u003C\u002Fp>\u003Cp>Circle旗下USDC稳定币第三季度铸造量达到797亿美元，平均流通量为678亿美元，略高于市场预期的675亿美元。截至季度末，USDC流通量达到737亿美元，较上季度实现增长。\u003C\u002Fp>\u003Cp>USDC市场份额在第三季度末达到29%，超过市场预期的28.6%，显示公司在竞争激烈的稳定币市场中继续巩固地位。\u003C\u002Fp>\u003Cp>稳定币作为连接传统金融与加密货币生态的桥梁，其规模扩张直接反映了数字资产市场的活跃度。\u003C\u002Fp>\u003Cp>上调全年业绩指引\u003C\u002Fp>\u003Cp>基于强劲的三季度表现，Circle将全年其他收入预期从7500万至8500万美元上调至9000万至1亿美元，中值超出此前预期的8470万美元。\u003C\u002Fp>\u003Cp>公司将RLDC利润率预期从36%至38%的区间上调至38%。\u003C\u002Fp>\u003Cp>Circle预计全年调整后运营费用将在4.95亿至5.1亿美元之间，显示公司在扩大业务规模的同时保持成本控制。上调后的指引反映出管理层对第四季度及全年业绩的信心。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202511-stk\u002FUploaderw13oek2iy4m_2025_11_12_11_20_44.jpg","2025-11-12T19:19:30.867","2025.11.12","2025\u002F11\u002F12",36957,[22],"CRCL","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":28,"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},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: 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"]