异动解读 | 瑞穗下调评级叠加高管减持,Circle Internet Corp.盘中大跌5.59%

异动解读
Jul 30

Circle Internet Corp.(CRCL)今日盘中股价大跌5.59%,引发市场关注。

消息面上,多重利空因素持续发酵:瑞穗证券此前将其评级下调至"弱于大盘",目标价大幅降至50美元,指出USDC市值从高点回落约70亿美元,且Open USD凭借收益分配模式构成核心威胁;公司总裁Heath Tarbert累计10次减持股票逾3077万美元,加剧市场对管理层信心的疑虑。此外,稳定币总市值出现自Terra崩盘以来最大单月回撤,行业格局变动叠加财报前不确定性持续压制估值。

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