Circle Internet Corp.(CRCL)今日盘中大跌5.45%，引发市场关注。此前该公司在盘前交易中一度大涨近10%，但开盘后股价迅速逆转，盘前涨幅悉数回吐并转为下跌。
消息面上，公司盘前发布的第二季度财报显示，尽管每股收益0.18美元超出市场预期的0.16美元，但营收录得7.013亿美元，低于分析师预期的7.13亿至7.19亿美元，营收不及预期成为市场抛售的导火索。此外，8月3日摩根士丹利将Circle评级从"持有"大幅下调至"减持"，目标价由106美元砍至38美元，指出USDC规模自去年三季度以来实际未增长，储备收入面临结构性瓶颈。营收未达预期恰好印证了摩根士丹利对其增长放缓的判断，多空分歧加剧下，市场选择兑现盘前涨幅，股价盘中转跌。
在截至6月30日的季度中，Circle的USDC流通量增长19%至733亿美元，链上交易量同比激增151%，但储备收益率下降66个基点至3.5%，限制了储备收入的增长空间。尽管公司整体业务仍在扩张，但营收不及预期叠加华尔街对其增长前景的担忧，令股价承压。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.