Mizuho 将某加密交易平台目标价从 26 美元下调至 12 美元,降幅超 50%

Gate News 消息,3 月 23 日,投行 Mizuho 将某加密交易平台的目标价从 26 美元大幅下调至 12 美元,降幅超过 50%,主要因交易业务表现疲软,抵消了信用卡业务增长带来的利好。分析师 Dan Dolev 与 Andrew Jenkins 指出,加密资产价格走弱及平台交易量下降,预计将限制该平台短期收入增长。尽管公司卡业务持续扩张,但尚不足以弥补核心交易业务的下滑。报告还提到,该平台收入结构正在发生变化,服务类收入占比预计将接近总收入的一半。同时,整体交易所估值倍数压缩,也对目标价下调产生影响。市场数据显示,该平台股价此前一度跌至 5.50 美元的历史低点,随后略有回升。

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