消息面上,美国SEC近日正式推出代币化股票交易五年"创新豁免",首次为许可制AMM模式下的代币化NMS股票链上交易提供专项联邦豁免路径,交易平台须通知相关公司并等待30天方可开始交易。Coinbase CEO Brian Armstrong此前曾公开表态希望尽快将代币化股票引入美国市场,并强调Coinbase代币化股票以真实证券足额支持,本次监管豁免直接利好其业务布局。与此同时,比特币重返8万美元上方,加密概念股集体走强。此外,Needham上调Coinbase目标价至200美元、高盛上调目标价至219美元、摩根士丹利首次覆盖给予250美元目标价等多重利好叠加,共同支撑股价延续反弹。
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