在线交易平台Robinhood（HOOD）在夜盘交易时段出现大幅下跌，跌幅达5.79%，引发了市场广泛关注。
消息面上，该公司盘后公布了2025年第四季度财务业绩。尽管营收同比增长27%至12.8亿美元，创下历史新高，但这一数字未能达到市场普遍预期的13.4亿美元。同时，季度净利润从去年同期的9.16亿美元大幅下滑至6.05亿美元，同比下降34%。业绩未达预期是导致股价承压的直接原因。
进一步分析显示，加密货币交易业务的疲软是拖累本季度业绩的主要因素。该部门收入同比暴跌38%至2.21亿美元，远低于分析师的预期。自去年第四季度以来，加密货币市场持续低迷，比特币价格从高点大幅回落，导致相关交易收入锐减。此外，美国券商板块整体面临抛售压力，市场对人工智能可能带来的行业颠覆性影响感到担忧，这种情绪也从科技股蔓延至金融股，进一步加剧了Robinhood股价的下跌。
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