[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-circle-sinks-7-as-mizuho-warns-of-marked-risk-from-ai-agents-cuts-target-to-43-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":184,"relatedPosts":192,"suggestedPosts":271},{"id":152,"title":153,"date":154,"modified":154,"excerpt":155,"content":156,"wordCount":157,"lang":158,"uri":159,"slug":160,"cloudinaryAssetId":161,"featuredImageOriginalUrl":162,"featuredImageMetadata":163,"author":166,"editor":172,"categories":175,"relatedPosts":181,"seo":182},145599,"Circle股价下跌7%，因瑞穗警告AI代理带来\"显著风险\"，目标价下调至43美元","2026-10-26T19:07:47","\u003Cp>瑞穗银行询问AI代理应将现金存放在何处，它们并未选择USDC\u003C\u002Fp>","\u003Ch2 class=\"wp-block-heading\">核心要点\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Circle Internet Group 股价今日下跌 7%，此前瑞穗银行将其目标价从 45 美元下调至 43 美元，并维持\"逊于大盘\"评级。\u003C\u002Fli>\n\n\n\n\u003Cli>关于AI智能体的警告仅使瑞穗的目标价变动了 2 美元。其看跌观点的大部分依据可追溯至其 7 月份的降级。\u003C\u002Fli>\n\n\n\n\u003Cli>瑞穗认为，AI助手可能导致 Circle 损失其储备金收入的 10% 至 20%，而该收入已与 Coinbase 大量分享。\u003C\u002Fli>\n\n\n\n\u003Cli>11月4日公布的第三季度业绩将显示截至9月的 USDC 余额和储备金收益率，未反映10月份的下跌。\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Circle Internet Group (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=1934984433&tid=1940686800\">CRCL\u003C\u002Fa>)\u003C\u002Fstrong> 股价今日下跌 7%，此前瑞穗银行维持其\"逊于大盘\"评级，并将目标价从 45 美元下调至 43 美元，警告称 AI 个人助手引擎对 Circle 的收入构成\"\u003Ca href=\"https:\u002F\u002Fwww.tipranks.com\u002Fnews\u002Fthe-fly\u002Fmizuho-cuts-circle-internet-target-on-marked-risk-from-ai-agents-thefly-news\">显著风险\u003C\u002Fa>\"。该目标价较周五收盘价 85.91 美元低约 50%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">新的警告本身影响不大。它仅使瑞穗的目标价变动了 2 美元，其 2027 年 EBITDA 预估下调了约 5%。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">AI 智能体不选择 USDC\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">瑞穗银行询问了 Muse 等 AI 智能体应如何持有现金。它们引导用户远离 USDC，转向收益率更高、有 FDIC 保险的替代品，并指引加密货币持有者使用 Circle 以外的平台。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这对一家第二季度 95.2% 的收入来自 USDC 储备金利息的公司构成了打击。瑞穗预计，中期内 USDC 流通量将面临 40 亿至 90 亿美元的下行压力，储备金收入将减少 10% 至 20%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Circle 自身的数据则指向相反方向：截至 2026 年 7 月，USDC 占 \u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002Fblog\u002Fbuilding-the-open-agentic-economy\">x402 结算量的 99.3%\u003C\u002Fa>。但这显示的是智能体使用 USDC 支付，而非将其作为现金持有，而 Circle 的收入来自那些静止不动的余额。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Coinbase 分担影响\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Coinbase (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=377154867&tid=706197332\">COIN\u003C\u002Fa>)\u003C\u002Fstrong> 在 2025 年从 Circle 26 亿美元的储备金收入中获得了约 14 亿美元，其股价同日下跌 5%。任何导致 USDC 余额流出的因素也会削减其收入。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-tracks-29-analysts-on-circle-internet-group-how-many-say-buy\" class=\"wp-block-heading\">\u003Cstrong>TIKR 追踪 29 位分析师对 Circle Internet Group 的看法。有多少人给出\"买入\"评级？\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在一个地方查看 Circle Internet Group 的买入、持有和卖出评级的完整细分，以及华尔街的收入和盈利预估。超过 50 万投资者使用 TIKR 研究此类股票。 \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看 Circle Internet Group 的分析师评级\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">43 美元的目标价需要华尔街大错特错\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">分析师仍预计收入将从 2025 年的 27.5 亿美元增长至 2028 年的 47.4 亿美元。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793023147\u002Fimages\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028.png?_i=AA\" alt=\"来自 TIKR 的 Circle Internet Group 收入实际值与共识预估柱状图，单位十亿美元，2025-2028财年。\" class=\"wp-post-145599 wp-image-145597\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793023147\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793023147\u002Fimages\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793023147\u002Fimages\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793023147\u002Fimages\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793023147\u002Fimages\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793023147\u002Fimages\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028\u002FCRCL-2026-10-26_CRCL_revenue_estimates_2024-2028.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CRCL 收入与共识预估：2025-2028 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">瑞穗银行 7 月份的降级已使其 2027 年 EBITDA 预估低于共识约 25%，本周的下调则是在此基础上进行的。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Circle 在周五收盘时的远期市盈率为 66 倍，今日下跌后约为 62 倍，而其一年平均值为 75 倍，8 月份低点为 45 倍。根据共识预估，43 美元的目标价对应的市盈率约为 33 倍。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1793023132\u002Fimages\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y.png?_i=AA\" alt=\"来自 TIKR 的 Circle Internet Group 远期 (NTM) 市盈率折线图，过去一年。\" class=\"wp-post-145599 wp-image-145598\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1793023132\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1793023132\u002Fimages\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y.png?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793023132\u002Fimages\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1793023132\u002Fimages\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y.png?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1793023132\u002Fimages\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y.png?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1793023132\u002Fimages\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y\u002FCRCL-2026-10-26_CRCL_ntm_pe_3y.png?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">CRCL 股票 NTM 市盈率：2025年10月-2026年10月 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Circle 11月4日的报告需要展示什么\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">瑞穗的报告增加了一个新的风险因素，但仅对其自身的数字产生了边际影响。对于 Circle 股票而言，重要的问题是瑞穗自 7 月以来一直强调的：USDC 余额是否持续增长。一天的抛售无法回答这个问题，下一组业绩将提供另一个检验机会。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">更强烈的看跌观点在于 USDC 自身的数字。截至 10 月 8 日，流通量约为 730 亿美元，低于 6 月 30 日报告的 733 亿美元。11 月 4 日的业绩涵盖第三季度，未反映大部分此后的下滑，因此管理层对 10 月份余额的评论将与报告的储备金收入同样重要。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-circle-stock-actually-worth\" class=\"wp-block-heading\">那么 Circle 股票的实际价值是多少？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR 让您在一分钟内预测任何股票的未来价格。只需在 TIKR 的估值模型中输入几个假设，即可查看 Circle 的可能价值。可以从华尔街共识预估开始，或调整输入参数以反映您自己对业务的看法。免费使用。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fvaluation-model-builder?ref=tikrblog\">免费为 Circle 估值\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR 上的文章并非 TIKR 或我们的内容团队提供的投资或财务建议，也不是买卖任何股票的建议。我们的内容基于 TIKR Terminal 的投资数据和分析师预估。我们的分析可能未包含近期的公司新闻或重要更新。TIKR 对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",701,"zh","\u002Fblog\u002Fcircle-sinks-7-as-mizuho-warns-of-marked-risk-from-ai-agents-cuts-target-to-43","circle-sinks-7-as-mizuho-warns-of-marked-risk-from-ai-agents-cuts-target-to-43","images\u002F5-9_118780a9ab7\u002F5-9_118780a9ab7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784630659\u002Fimages\u002F5-9_118780a9ab7\u002F5-9_118780a9ab7.png?_i=AA",{"altText":164,"imageCredit":165},"Circle Sinks 7% as Mizuho Warns of “Marked Risk” From AI Agents, Cuts Target to $43","@Peopleimages.com - YuriArcurs via Canva, @Juan Roballo from Juan Ramon Roballo's Images via Canva",{"name":167,"slug":168,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":171},"Gian Estrada","giantikr","author","",[],{"name":167,"slug":168,"role":173,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":174},"editor",[],[176],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":164,"metaDesc":183,"opengraphDescription":183,"twitterTitle":164,"twitterDescription":183},"Mizuho asked AI agents where to keep cash, and they didn’t pick USDC",{"title":185,"description":186,"twitterTitle":185,"twitterDescription":186,"author":167,"articlePublisher":187,"articlePublishedTime":154,"articleModifiedTime":154,"twitterLabel1":188,"twitterData1":189,"ogTitle":185,"ogDescription":186,"ogUrl":159,"ogImage":162,"ogImageWidth":190,"ogImageHeight":191,"ogImageSecureUrl":162,"ogImageAlt":164,"twitterImage":162},"Circle Sinks 7% as Mizuho Warns of “Marked Risk” From AI Agents, Cuts Target to $43","Mizuho asked AI agents where to keep cash, and they didn’t pick USDC","TIKR.com","预计阅读时间","2 minutes",1200,630,[193,210,225,239,256],{"id":180,"title":194,"date":195,"excerpt":196,"wordCount":197,"uri":198,"slug":199,"cloudinaryAssetId":200,"featuredImageOriginalUrl":201,"featuredImageMetadata":202,"author":203,"categories":207,"relatedPosts":209},"Xencor股价飙升31%，肾癌试验数据显示\"令人印象深刻的抗肿瘤活性\"","2026-10-26 18:55:19","仅有11名患者，但开局堪称惊艳",742,"\u002Fblog\u002Fxencor-soars-31-on-kidney-cancer-trial-data-showing-impressive-antitumor-activity","xencor-soars-31-on-kidney-cancer-trial-data-showing-impressive-antitumor-activity","images\u002Fcheering-woman-rising-green-chart\u002Fcheering-woman-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793020037\u002Fimages\u002Fcheering-woman-rising-green-chart\u002Fcheering-woman-rising-green-chart.png?_i=AA",{"altText":194},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":206},"Roxanna Maglangit","roxtikr",[],[208],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":222,"relatedPosts":224},"Range Resources股价飙升11%，EQT全股票收购打造\"必持能源公司\"","2026-10-26 18:53:00","Range Resources的股东如今也成了EQT的股东，无论好坏",721,"\u002Fblog\u002Frange-resources-soars-11-on-eqts-all-stock-takeover-creating-a-must-own-energy-company","range-resources-soars-11-on-eqts-all-stock-takeover-creating-a-must-own-energy-company","images\u002Fshocked-man-rising-green-chart\u002Fshocked-man-rising-green-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793020221\u002Fimages\u002Fshocked-man-rising-green-chart\u002Fshocked-man-rising-green-chart.png?_i=AA",{"altText":211},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":221},[],[223],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":226,"date":227,"excerpt":228,"wordCount":229,"uri":230,"slug":231,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":234,"categories":236,"relatedPosts":238},"巴克莱仍认为甲骨文有100%的上涨空间。以下是其股价如何达到252美元的分析","2026-10-26 18:50:58","数学上成立，只是不在一年内实现",746,"\u002Fblog\u002Fbarclays-still-sees-100-upside-for-oracle-heres-how-it-gets-to-252","barclays-still-sees-100-upside-for-oracle-heres-how-it-gets-to-252","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F10\u002FOracleStock-600x400.png",{"altText":226},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":235},[],[237],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":240,"date":241,"excerpt":242,"wordCount":243,"uri":244,"slug":245,"cloudinaryAssetId":246,"featuredImageOriginalUrl":247,"featuredImageMetadata":248,"author":249,"categories":253,"relatedPosts":255},"吉姆·克莱默警告：微软新云业务收入在财报发布前\"受制于OpenAI\"","2026-10-26 18:42:00","订单积压看起来很不错，直到你发现是谁的订单",1039,"\u002Fblog\u002Fjim-cramer-warns-microsofts-new-cloud-revenue-is-hostage-to-openai-ahead-of-earnings","jim-cramer-warns-microsofts-new-cloud-revenue-is-hostage-to-openai-ahead-of-earnings","images\u002FMicrosoft\u002FMicrosoft","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792787957\u002Fimages\u002FMicrosoft\u002FMicrosoft.png?_i=AA",{"altText":240},{"name":250,"slug":251,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":252},"Bobby Sankhagowit","bobby",[],[254],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],{"id":180,"title":257,"date":258,"excerpt":259,"wordCount":260,"uri":261,"slug":262,"cloudinaryAssetId":263,"featuredImageOriginalUrl":264,"featuredImageMetadata":265,"author":266,"categories":268,"relatedPosts":270},"萨蒂亚·纳德拉：大多数AI将是\"商品化代币使用\"。微软已在采用更便宜的模型","2026-10-26 18:38:52","廉价代币对微软来说大多是利好消息。大多数情况下如此。",911,"\u002Fblog\u002Fsatya-nadella-most-ai-will-be-commodity-token-usage-microsoft-is-already-using-cheaper-models","satya-nadella-most-ai-will-be-commodity-token-usage-microsoft-is-already-using-cheaper-models","images\u002Fshocked-woman-ai-network\u002Fshocked-woman-ai-network","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793024647\u002Fimages\u002Fshocked-woman-ai-network\u002Fshocked-woman-ai-network.png?_i=AA",{"altText":257},{"name":204,"slug":205,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":267},[],[269],{"name":177,"slug":178,"uri":179,"description":170,"postsCount":180},[],[272,292,307,321],{"id":180,"title":273,"date":274,"excerpt":275,"wordCount":276,"uri":277,"slug":278,"cloudinaryAssetId":279,"featuredImageOriginalUrl":280,"featuredImageMetadata":281,"author":282,"categories":286,"relatedPosts":291},"过去12个月上涨13%，Arista Networks股票能否在2026年带来更佳回报？","2026-10-26 12:57:00","Arista股票一年内上涨了10%。查看TIKR估值模型对ANET上行空间的预测，其目标价预计在2028年12月前达到275美元。",1099,"\u002Fblog\u002Farista-networks-stock-valuation-anet-2026","arista-networks-stock-valuation-anet-2026","images\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793010558\u002Fimages\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva\u002FANET-stock-@Jirsak-from-Getty-Images-Pro-via-Canva-@Africa-images-via-Canva.png?_i=AA",{"altText":273},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":285},"Aditya Raghunath","adityatikr",[],[287],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":180,"title":293,"date":294,"excerpt":295,"wordCount":296,"uri":297,"slug":298,"cloudinaryAssetId":299,"featuredImageOriginalUrl":300,"featuredImageMetadata":301,"author":302,"categories":304,"relatedPosts":306},"过去12个月下跌48%，SoFi股票能否在2026年交出更好的成绩单？","2026-10-26 12:45:00","SoFi股价一年内下跌了51%。来看看TIKR估值模型对SOFI上行空间的看法，其目标价为到2028年12月达到22美元。",1081,"\u002Fblog\u002Fsofi-stock-valuation-sofi-2026","sofi-stock-valuation-sofi-2026","images\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793015325\u002Fimages\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva\u002FSOFI-stock-@AKKI-from-AKKI-JOHN-via-Canva-@MCCAIG-from-Getty-Images-Signature-via-Canva.png?_i=AA",{"altText":293},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":303},[],[305],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[],{"id":180,"title":308,"date":294,"excerpt":309,"wordCount":310,"uri":311,"slug":312,"cloudinaryAssetId":313,"featuredImageOriginalUrl":314,"featuredImageMetadata":315,"author":316,"categories":318,"relatedPosts":320},"过去12个月仅上涨9%，Palantir股票能否在2026年带来更好的回报？","Palantir股价一年来仅上涨4%。查看TIKR估值模型对PLTR上行空间的预测，其目标价至2028年12月将达到529美元。",1024,"\u002Fblog\u002Fpalantir-stock-valuation-pltr-2026","palantir-stock-valuation-pltr-2026","images\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793003212\u002Fimages\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c\u002FPLTR-stock-@surachet_shotivaranon-from-surachetshs-Images-via-Canva-@SORAPOP-UDOMSRI-from-Sorapop-Udomsri-via-Canva_1454044a26c.png?_i=AA",{"altText":308},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":317},[],[319],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[],{"id":180,"title":322,"date":323,"excerpt":324,"wordCount":325,"uri":326,"slug":327,"cloudinaryAssetId":328,"featuredImageOriginalUrl":329,"featuredImageMetadata":330,"author":331,"categories":333,"relatedPosts":335},"过去12个月下跌56%，AppLovin股票能否在2026年带来更好回报？","2026-10-26 12:33:00","AppLovin股价在过去一年下跌了60%。来看看TIKR估值模型对APP上行潜力的分析，其给出的目标价为到2028年12月达到366美元。",1139,"\u002Fblog\u002Fapplovin-stock-valuation-app-2026","applovin-stock-valuation-app-2026","images\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1793013215\u002Fimages\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2\u002FAPP-stock-@juststock-from-Getty-Images-via-Canva-@maxkabakov-from-Getty-Images-via-Canva_14548356cd2.png?_i=AA",{"altText":322},{"name":283,"slug":284,"role":169,"roleTitle":170,"biography":170,"avatar":170,"socialMediaLinks":332},[],[334],{"name":288,"slug":289,"uri":290,"description":170,"postsCount":180},[]]