异动解读 | 摩根大通新收费计划引发担忧,Affirm Holdings盘中大跌5.70%

异动解读
Jul 12, 2025

周五交易时段,金融科技公司Affirm Holdings, Inc.(股票代码:AFRM)股价出现大幅下跌,盘中跌幅达5.70%,引发市场关注。

据彭博新闻社报道,摩根大通计划向金融科技公司征收获取其客户银行账户数据的费用。这一消息引发了市场对金融科技行业未来发展的担忧,导致多家支付和金融科技公司股价下跌。除Affirm外,PayPal下跌5.3%,Block下跌4.9%,美国运通下跌约1.5%,而支付巨头维萨和万事达卡均下跌2.4%。

摩根大通表示,他们正在与整个生态系统进行合作,以确保对基础设施进行必要的投资,从而保证客户的安全。然而,这一举措可能会增加金融科技公司的运营成本,影响其盈利能力,因此引发了投资者的担忧。作为一家提供数字支付解决方案的公司,Affirm可能会受到这一政策变化的直接影响,这解释了其股价的大幅下跌。

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