Circle盘中大跌逾8%!蚂蚁国际否认合作传闻,瑞穗首予其“跑输大盘”评级

老虎资讯综合
Jul 11, 2025

7月11日,“稳定币第一股”Circle盘中大跌逾8%!此前蚂蚁国际称与Circle合作消息不实。

此前据媒体报道,蚂蚁集团正与美国加密稳定币公司Circle合作,在其全球业务部门“蚂蚁国际”(Ant International)的区块链平台上,引入Circle发行的USDC稳定币。随后,针对蚂蚁国际与Circle合作的传闻,蚂蚁国际表示:“媒体报道不准确,目前没有这样的计划。”

此外,近日瑞穗证券分析师Dan Dolev发布最新研报,首次覆盖Circle股票,并给予其“跑输大盘”评级,目标价为85美元。这一价格远低于当前水平,意味着Dolev预期该股将大幅回调近60%。Dolev在报告中指出,当前市场对于Circle的增长预期过于乐观,尤其是在宏观经济环境变化的背景下。他表示:“我们认为市场普遍预期并未充分考虑即将到来的利率下调风险,同时也高估了USDC在中期内的增长潜力。”

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