在巴克莱重申对Coinbase的“持有”评级并将目标价下调至148美元后，该股股价周四早盘下跌约3%。
新的目标价较该股前一收盘价约低14%。分析师本杰明·布迪什在周四的一份研究报告中表示，该公司面临“通往卓越表现的道路更加狭窄”。他指出，Coinbase要想超出预期，可能同时需要交易量高企和加密货币价格上涨。报告称，这种组合可能越来越难以维持。
该公司一直在从交易费业务向订阅和服务业务扩展，包括其USDC稳定币和机构托管服务。布迪什肯定了这些努力，但表示Coinbase仍然“在很大程度上与更广泛的数字资产情绪挂钩”。他补充称，比特币或以太坊的下行可能会给该股带来压力。与此同时，传统银行和新晋应用正在进入加密货币领域，这可能迫使Coinbase在营销和技术上投入更多资金。
责任编辑：张俊 SF065
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