继摩根大通给出80美元目标价之后,高盛也发布了对Circle的首次评级报告,以“中性”评级(相当于轻度看空)覆盖该公司,并设定目标价83美元,较当前股价有高达54%的下行空间。高盛的理由非常直接:“Circle估值被严重高估,且面临多重盈利压力。”核心观点:独特价值难掩估值风险高盛分析师认为,Circle凭借旗下USDC在稳定币市场占据独特地位。USDC是全球第二大美元稳定币,市值约400亿美元,...
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