盘前异动 | 加密货币概念续涨，Coinbase再涨近2%，CONL涨超4%
本周四（6月26日）美股盘前时段，加密货币概念续涨， Coinbase Global, Inc. 再涨近2%， 2倍做多COIN ETF-GraniteShares 涨超4%
消息面上，伯恩斯坦发布研报指出，作为标普500指数中唯一的加密概念股，Coinbase构建了独特的竞争优势：其不仅占据美国加密交易市场主导地位，运营着全行业规模最大的稳定币业务，更独家承担着美国首批现货比特币ETF基础资产托管职能。
分析师Gautam Chhugani领衔的团队将评级直接提升至“跑赢大盘”，目标价从310美元大幅上修至510美元，并强调“Coinbase是加密行业最被低估的标的”。
Chhugani特别提到，该公司通过机构托管、Base区块链服务及Prime借贷平台等新兴业务，已从单一交易平台转型为“加密金融服务的亚马逊”，业务版图远超传统交易范畴。
针对市场担忧的竞争风险，分析师团队认为看空逻辑尚未兑现：“尽管面临新入局者挑战，Coinbase核心市场份额依然稳固，传统券商布局加密领域仍需数月筹备周期，这在瞬息万变的加密行业堪称‘永恒’。”Coinbase联合创始人Brian Armstrong当日也在社交平台佐证这一观点，披露公司正为近200家金融机构提供加密服务集成支持。
近期政策利好成为股价催化剂。自参议院通过《GENIUS法案》为稳定币建立联邦监管框架以来，Coinbase股价累计涨幅已超40%。Fundstrat数字资产策略主管Sean Farrell指出，即便经历此轮上涨，该股仍存上行空间。
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