大行评级丨花旗:下调Coinbase目标价至400美元,维持“买入/高风险”评级

格隆汇
Feb 10

花旗发表研报指,当前风险规避环境对加密货币领域依然严峻,而美国参议院的市场结构法案也遇到许多阻碍,但仍对法案通过持乐观态度;惟目前认为,尽管前期工作取得了重要进展,参议院银行委员会的谈判仍可能将法案的颁布推迟到2026年后。花旗根据近期加密货币价格水平与市场活动进行市价调整,普遍下调对Coinbase的净收入及EBITDA预期,将目标价从505美元下调至400美元,维持“买入/高风险”评级,视其为行业领导者及加密货币改革的主要受益者;又认为法案的进展是恢复该股动能的关键催化剂。

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