7月21日,Circle Internet Corp.盘中上涨6.03%,报72.19美元/股,成交额2.89亿美元。消息面上,公司此前获美国货币监理署批准设立全国性信托银行Circle National Trust,纳入联邦监管框架,强化合规基础设施定位;同时日本最大信用卡网络JCB与Circle签署合作协议,探索USDC跨境支付及商户应用场景。此前瑞穗证券将其评级下调至"跑输大盘"、目标价降至50美元,股价一度跌至61美元附近,当前反弹延续超卖修复走势。此外,链上数据显示Circle年内已在Solana累计铸造710.1亿枚USDC,USDC业务需求持续扩张。
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