Odaily星球日报讯 受油价上涨及利率预期变化影响，多家机构上调稳定币发行商 Circle Internet Group 的目标价。周二，Circle 股价上涨近 8% 至 103.71 美元，创近四个月新高。
Mizuho 分析师 Dan Dolev 与 Alexander Jenkins 将 Circle 的目标价从 90 美元上调至 100 美元，并维持“中性”（Neutral）评级。分析师指出，近期原油价格走高——过去五天上涨约 6%，年内累计涨幅约 24%——可能降低市场对 2026 年降息 的预期。
报告认为，利率预期的变化可能对 Circle 的估值倍数产生更大影响，而非短期收入。尽管分析师对公司营收预期仅进行了小幅上调，但在较高利率环境下，稳定币储备资产所产生的利息收益仍将对其业务形成支撑。
不过，分析师也警告称，随着稳定币监管框架逐渐清晰，市场竞争可能加剧，长期来看或对行业利润率形成压缩压力。
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