[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-circle-stock-jumped-16-and-reclaimed-100-as-crypto-rallied-and-washington-weighed-in-heres-where-crcl-could-go-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":187,"relatedPosts":195,"suggestedPosts":272},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},128711,"Circle股价飙升16%重回100美元，加密货币反弹与华盛顿表态共同推动。CRCL未来走势展望","2026-09-04T16:20:00","2026-09-04T16:10:22","Circle Internet Group股价飙升16%，重新站上100美元关口，为近数周来首次，这得益于加密货币市场的全面上涨及其总裁在国会的证词。然而，正是推动此轮涨势的同一部法律，现已授权21家银行构建竞争性业务。","\u003Ch3 id=\"h-k-ey-stats-for-circle-stock\" class=\"wp-block-heading\">\u003Cstrong>Circle 股票关键数据\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $103.23\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价格（中值）：\u003C\u002Fstrong> ~$311\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>华尔街目标价：\u003C\u002Fstrong> ~$104\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报率：\u003C\u002Fstrong> ~201%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~29% \u002F 年\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">现已上线：使用 TIKR 的新估值模型，发现您最喜爱的股票可能有多少上涨空间（免费）\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">发生了什么？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Circle Internet Group (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=1934984433&tid=1940686800&?ref=tikrblog\">\u003Cstrong>CRCL\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> 在 2026 年的大部分时间里都像一把\"下跌的飞刀\"，偶尔反弹。9月3日，该股收于 $103.23，单日上涨 16.46%，并重新站上了数周以来一直低于的 100 美元关口。这一走势得益于广泛的加密货币反弹：由于美联储的鸽派言论和地缘政治紧张局势缓和推动投资者重返风险资产，Coinbase 和其他数字资产股票在同一天也出现上涨。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Circle 总裁 Heath Tarbert 于 9 月 2 日在众议院金融服务委员会作证，敦促国会全面实施《GENIUS 法案》并通过《CLARITY 法案》。他称美元稳定币为\u003Ca href=\"https:\u002F\u002Fcoingape.com\u002Fmarkets\u002Fcrcl-stock-forecast-as-circle-president-urges-congress-to-pass-clarity-act-to-strengthen-dollar\u002F\"> \"最实用形式的美元治国方略\"\u003C\u002Fa>，并认为如果相关基础设施在海外建立，美国将面临失去下一个货币时代主导权的风险。投资者听到的是一家公司将其监管地位定位为少数加密原生竞争对手所拥有的优势。正是这种现实的张力使得此次股价变动值得解读：推动该股上涨的同一部法律，也刚刚为全球 21 家最大的银行开辟了一条竞争之路。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Circle 所押注的监管优势\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该公司持有 OCC 国家信托银行牌照，并设立了 Circle National Trust，这使其拥有大多数稳定币发行商仍缺乏的联邦级业务基础。有一个限定条件很重要，需要纳入考量：目前发行 USDC 的实体与 Circle 在 2026 年获批的国家信托银行是分开的，因此该牌照是 Circle 正在构建、旨在将其置于 USDC 核心的结构，而非一个已经监管该代币的实体。当 Tarbert 要求国会堵住海外漏洞，并在《GENIUS 法案》下执行储备、赎回和披露规则时，他描述的是一个 Circle 已为之布局多年的监管体系。更严格的规则提高了所有其他参与者的门槛，而 Circle 比大多数人更接近大门。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这种业务基础并非新事物，但其价值在 9 月 3 日变得清晰可辨。Circle 于 2015 年获得了纽约州首个 BitLicense，并且是首个遵守欧盟 MiCA 框架的全球稳定币发行商。于 2025 年签署成为法律的《GENIUS 法案》将于 2027 年 1 月生效，将使 USDC 成为美元体系中的合法电子货币。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1788538095\u002Fimages\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8.webp?_i=AA\" alt=\"\" class=\"wp-post-128711 wp-image-128746\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788538095\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788538095\u002Fimages\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788538095\u002Fimages\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1788538095\u002Fimages\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1788538095\u002Fimages\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788538095\u002Fimages\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8\u002FTIKR.com_Circle-Internet-Group-Inc.-CRCL-Drawdowns_12874632aa8.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Circle 回撤幅度 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">查看 Circle 股票的历史和前瞻性预测（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-twenty-one-banks-just-turned-the-tailwind-into-a-threat\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>二十一家银行刚刚将顺风变成了威胁\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">9月1日，一个由 21 家金融机构组成的财团，包括\u003Ca href=\"https:\u002F\u002Fdecrypt.co\u002F377216\u002Fgoldman-sachs-bofa-banks-stablecoin\"> 高盛、美国银行、花旗集团、德意志银行和瑞银集团\u003C\u002Fa>，承诺成立一家公司将发行美元稳定币，目标是在 2027 年上半年推出。该团体已从 2025 年 10 月开始探索此想法时的 10 家银行扩大了一倍多，并且他们正在 Tarbert 刚刚倡导的同一《GENIUS 法案》框架基础上进行构建。该消息传出当天，CRCL 下跌了约 6%，随后在本周的反弹中又向相反方向上涨。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">因此，监管的明确性具有两面性。它保护了 Circle 的现有地位，同时也将金融领域资产负债表规模最大的参与者引入了 Circle 帮助合法化的市场。Circle 的应对之策是规模和先发优势：根据 Circle 在财报电话会议上引用的 Visa 数据，截至第二季度末，USDC 流通量为 733 亿美元，同比增长 19%，并且在 6 月份占据了稳定币交易量的近 70%，高于一年前的 36%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">华尔街和估值模型对于这一领先优势能否保持存在严重分歧。23 位分析师的平均目标价为 $103.55，基本与当前价格持平，评级在看好和持有之间大致平分秋色，还有少数卖出评级。总体而言，华尔街认为该股估值合理。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1788538116\u002Fimages\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e.webp?_i=AA\" alt=\"\" class=\"wp-post-128711 wp-image-128747\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788538116\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788538116\u002Fimages\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788538116\u002Fimages\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1788538116\u002Fimages\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1788538116\u002Fimages\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1788538116\u002Fimages\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e\u002FTIKR.com_CRCL-Circle-Internet-Group-Inc.-Revenue-and-EBITDA_128747a4d6e.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Circle 营收与 EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在 TIKR 中查看 Circle 相对于同行的表现（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR 高级模型分析\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $103.23\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价格（中值）：\u003C\u002Fstrong> ~$311\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报率：\u003C\u002Fstrong> ~201%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~29% \u002F 年\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FCRCL_valuation_model_128748e0e1f\u002FCRCL_valuation_model_128748e0e1f.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1788538143\u002Fimages\u002FCRCL_valuation_model_128748e0e1f\u002FCRCL_valuation_model_128748e0e1f.webp?_i=AA\" alt=\"\" class=\"wp-post-128711 wp-image-128748\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1788538143\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1788538143\u002Fimages\u002FCRCL_valuation_model_128748e0e1f\u002FCRCL_valuation_model_128748e0e1f.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1788538143\u002Fimages\u002FCRCL_valuation_model_128748e0e1f\u002FCRCL_valuation_model_128748e0e1f.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1151,c_scale\u002Ff_webp,q_auto\u002Fv1788538143\u002Fimages\u002FCRCL_valuation_model_128748e0e1f\u002FCRCL_valuation_model_128748e0e1f.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_247,c_scale\u002Ff_webp,q_auto\u002Fv1788538143\u002Fimages\u002FCRCL_valuation_model_128748e0e1f\u002FCRCL_valuation_model_128748e0e1f.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Circle 高级估值模型 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对 Circle 股票的增长预测和目标价（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR 的中值情景模型预测，到 2030 年底，CRCL 股价接近 $311，总回报率约为 201%，或者说在大约 4.3 年的时间里年化回报率约为 29%。这主要由两个收入驱动因素支撑：USDC 流通量的持续增长（这带来储备金收入），以及来自 Arc 和 Circle Payments Network 的新平台收入的增长。该模型假设收入以接近 17% 的年复合增长率增长，净利润率扩大至约 12%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">利润率杠杆也是主要风险。Circle 的大部分收入来自支持 USDC 的储备金利息，上季度该储备金回报率为 3.48%，随着 SOFR 下降，同比下降了 66 个基点。当利率下降时，即使流通量增长，Circle 的核心引擎也会减弱。在财报电话会议上，首席执行官 Jeremy Allaire 将解决方案定位为扩大交易、网络和 Arc 收入，使这些业务线最终超过储备金收入，并将 Arc 描述为链上经济活动的\"亚马逊网络服务规模的机会\"。积极的一面是：平台收入使 Circle 在银行入场之前就实现了对利率敏感性的多元化。消极的一面是：利率下降压缩了储备金收入，而 21 家银行和 Tether 挤压了 USDC 的市场份额，平台收入增长的速度永远不足以弥补这一差距。\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>结论\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">下一个重要的检查点是 9 月 16 日的 Arc 主网上线，贝莱德和 DTCC 被列为合作伙伴。Arc 是检验 Circle 能否建立不依赖利率的收入来源的最清晰测试。上线后需关注两点：机构建设者是否会转化为真实的交易量，以及 Circle 在 11 月 10 日左右发布的第三季度报告是否会显示平台收入增长足够快，以抵消较低的储备金利率。强劲的 Arc 增长和非储备金收入的上升将支持 $311 的模型估值。平淡的上线和又一个受利率影响的疲软季度则表明 $104 的华尔街目标价是正确的。这些银行要到 2027 年才会推出产品，这给了 Circle 大约一年的时间来证明哪个数字是正确的。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>查看亿万富翁投资者正在买入哪些股票，以便您能通过 TIKR 跟随聪明钱。\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-circle\" class=\"wp-block-heading\">您应该投资 Circle 吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">真正了解的唯一方法就是亲自查看数据。TIKR 为您免费提供专业分析师用来回答这个问题的机构级财务数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">打开 \u003Cstrong>Circle\u003C\u002Fstrong>，您将看到多年的历史财务数据、华尔街分析师对未来几个季度营收和盈利的预期、估值倍数随时间的变化情况，以及目标价是呈上升还是下降趋势。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">您可以建立一个免费的观察列表，以跟踪 \u003Cstrong>\u003Cstrong>Circle\u003C\u002Fstrong>\u003C\u002Fstrong> 以及您关注的所有其他股票。无需信用卡。只需您自己做出决策所需的数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在 TIKR 上免费分析 Circle →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">寻找新机会？\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">亿万富翁投资者正在买入的股票\u003C\u002Fa> \u003C\u002Fstrong>，以便跟随聪明钱。\u003C\u002Fli>\n\n\n\n\u003Cli>使用 TIKR 一体化、易于使用的平台，\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在短短 5 分钟内分析股票\u003C\u002Fa>\u003C\u002Fstrong>。\u003C\u002Fli>\n\n\n\n\u003Cli>您翻动的石头越多……发现的机会就越多。\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">使用 TIKR 搜索 10 万+ 全球股票、全球顶级投资者持仓等。\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR 上的文章并非来自 TIKR 或我们的内容团队的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据 TIKR Terminal 的投资数据和分析师预测来创建内容。我们的分析可能未包含最新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>",1264,"zh","\u002Fblog\u002Fcircle-stock-jumped-16-and-reclaimed-100-as-crypto-rallied-and-washington-weighed-in-heres-where-crcl-could-go","circle-stock-jumped-16-and-reclaimed-100-as-crypto-rallied-and-washington-weighed-in-heres-where-crcl-could-go","images\u002F9_12872833592\u002F9_12872833592","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537264\u002Fimages\u002F9_12872833592\u002F9_12872833592.png?_i=AA",{"altText":165,"imageCredit":166},"Circle Stock Jumped 16% and Reclaimed $100 as Crypto Rallied and Washington Weighed In. Here’s Where CRCL Could Go","@wutwhanfoto from Getty Images via Canva, @Olemedia from Getty Images Signature via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Circle Internet Group jumped 16% and reclaimed $100 for the first time in weeks, riding a crypto-wide rally and its president’s Congressional testimony. But the same law fueling the run just armed 21 banks to build a rival.",{"title":188,"description":189,"twitterTitle":188,"twitterDescription":189,"author":168,"articlePublisher":190,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":191,"twitterData1":192,"ogTitle":188,"ogDescription":189,"ogUrl":160,"ogImage":163,"ogImageWidth":193,"ogImageHeight":194,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Circle Stock Jumped 16% and Reclaimed $100 as Crypto Rallied and Washington Weighed In. Here’s Where CRCL Could Go","Circle Internet Group jumped 16% and reclaimed $100 for the first time in weeks, riding a crypto-wide rally and its president’s Congressional testimony. But the same law fueling the run just armed 21 banks to build a rival.","TIKR.com","预计阅读时间","3 minutes",1200,630,[196,211,227,242,257],{"id":183,"title":197,"date":198,"excerpt":199,"wordCount":200,"uri":201,"slug":202,"cloudinaryAssetId":203,"featuredImageOriginalUrl":204,"featuredImageMetadata":205,"author":206,"categories":208,"relatedPosts":210},"Bloom Energy在周五标普500指数决定前大涨8%。以下是该股可能的走向","2026-09-04 16:15:00","Bloom Energy股价单日飙升8.4%，因交易员押注其将被纳入标普500指数，且利率环境将更为有利。催化剂是技术性的，其背后的季度业绩是真实的，但估值倍数已然偏高。以下是这三者如何相互关联，以及周五实际将决定什么。",1354,"\u002Fblog\u002Fbloom-energy-jumped-8-before-fridays-sp-500-decision-heres-where-the-stock-could-go","bloom-energy-jumped-8-before-fridays-sp-500-decision-heres-where-the-stock-could-go","images\u002F8_128727b1c75\u002F8_128727b1c75","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537261\u002Fimages\u002F8_128727b1c75\u002F8_128727b1c75.png?_i=AA",{"altText":197},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":207},[],[209],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":212,"date":213,"excerpt":214,"wordCount":215,"uri":216,"slug":217,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":224,"relatedPosts":226},"Vistra股价三个月内下跌6%，其CEO刚刚逢低买入。以下是他押注的方向。","2026-09-04 14:45:48","Vistra股价在过去三个月下跌6.2%，一笔4.72亿美元的对冲损失掩盖了其EBITDA超出预期30%的表现。以下是19位分析师仍认为其股价有51%上涨空间的原因。",1150,"\u002Fblog\u002Fvistra-stock-fell-6-in-three-months-its-ceo-just-bought-the-dip-heres-what-hes-betting-on","vistra-stock-fell-6-in-three-months-its-ceo-just-bought-the-dip-heres-what-hes-betting-on","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002FFEATURED-IMAGE-MAKER-1525-600x360.png",{"altText":212},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":223},"Gian Estrada","giantikr",[],[225],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":228,"date":229,"excerpt":230,"wordCount":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":237,"categories":239,"relatedPosts":241},"UnitedHealth股票六个月内上涨39%。","2026-09-04 13:59:32","联合健康集团(UNH)股价在六个月内上涨了38.6%，年化涨幅达92.2%，连续两个季度的盈利超预期，彻底扭转了去年因业绩展望下调引发的跌势。",1296,"\u002Fblog\u002Funitedhealth-stock-is-up-39-in-six-months","unitedhealth-stock-is-up-39-in-six-months","images\u002FFEATURED-IMAGE-MAKER-1524\u002FFEATURED-IMAGE-MAKER-1524","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788529605\u002Fimages\u002FFEATURED-IMAGE-MAKER-1524\u002FFEATURED-IMAGE-MAKER-1524.png?_i=AA",{"altText":228},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":238},[],[240],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":243,"date":244,"excerpt":245,"wordCount":246,"uri":247,"slug":248,"cloudinaryAssetId":249,"featuredImageOriginalUrl":250,"featuredImageMetadata":251,"author":252,"categories":254,"relatedPosts":256},"PayPal股价三个月内上涨33%。引发这波涨势的收购要约刚刚告吹。","2026-09-04 13:34:50","PayPal股价在过去三个月上涨33%，尽管其背后530亿美元的Stripe-Advent收购要约已于8月下旬告吹。然而，这轮涨势依然得以延续。",1280,"\u002Fblog\u002Fpaypal-stock-is-up-33-in-three-months-the-takeover-bid-that-started-it-just-died","paypal-stock-is-up-33-in-three-months-the-takeover-bid-that-started-it-just-died","images\u002FFEATURED-IMAGE-MAKER-1523\u002FFEATURED-IMAGE-MAKER-1523","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788528328\u002Fimages\u002FFEATURED-IMAGE-MAKER-1523\u002FFEATURED-IMAGE-MAKER-1523.png?_i=AA",{"altText":243},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":253},[],[255],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":258,"date":259,"excerpt":260,"wordCount":261,"uri":262,"slug":263,"cloudinaryAssetId":264,"featuredImageOriginalUrl":265,"featuredImageMetadata":266,"author":267,"categories":269,"relatedPosts":271},"Figma 上季度增长 48%。预计下季度增长 36%。以下是该股可能的走向。","2026-09-04 11:25:00","Figma营收超出预期，上调了业绩指引，但股价仍较去年高点低65%。随着IPO后锁定期现已解除，问题比全年任何时候都更简单：一家增长48%的公司在这里是否真的便宜，还是市场对其亏损的看法是正确的？",1275,"\u002Fblog\u002Ffigma-grew-48-last-quarter-it-expects-36-next-heres-where-the-stock-could-go","figma-grew-48-last-quarter-it-expects-36-next-heres-where-the-stock-could-go","images\u002F4_128642022ac\u002F4_128642022ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788519907\u002Fimages\u002F4_128642022ac\u002F4_128642022ac.png?_i=AA",{"altText":258},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":268},[],[270],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[273,291,306,321,338,353,371,386,401,416,431,449,464,479,494],{"id":183,"title":274,"date":275,"excerpt":276,"wordCount":277,"uri":278,"slug":279,"cloudinaryAssetId":280,"featuredImageOriginalUrl":281,"featuredImageMetadata":282,"author":283,"categories":285,"relatedPosts":290},"一位外部亿万富翁的法律问题正在限制Carvana。问题并非出在业务本身。","2026-09-04 16:10:00","Carvana刚刚公布了创纪录的盈利能力并延长了与Root保险的合作协议，但股价却纹丝不动。拖累因素来自一位外部亿万富翁的法律问题，以及一个更隐晦的关于单车利润率的问题。",1395,"\u002Fblog\u002Fan-outside-billionaires-legal-problem-is-capping-carvana-the-business-isnt-the-issue","an-outside-billionaires-legal-problem-is-capping-carvana-the-business-isnt-the-issue","images\u002F7_128726dd0e6\u002F7_128726dd0e6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537256\u002Fimages\u002F7_128726dd0e6\u002F7_128726dd0e6.png?_i=AA",{"altText":274},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":284},[],[286],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":292,"date":293,"excerpt":294,"wordCount":295,"uri":296,"slug":297,"cloudinaryAssetId":298,"featuredImageOriginalUrl":299,"featuredImageMetadata":300,"author":301,"categories":303,"relatedPosts":305},"Tenable加入白宫水安全倡议，其联邦业务增长是更值得关注的潜在故事","2026-09-04 16:05:00","Tenable近日加入了一项由十二家供应商参与的白宫行动，旨在保护美国供水系统安全，此举距离近期公用事业公司遭遇大规模网络攻击仅数日之遥。虽然单日股价变动幅度有限，但这恰恰指向了支撑该公司六月季度业绩的核心业务板块：运营技术与联邦政府业务。",1287,"\u002Fblog\u002Ftenable-joined-a-white-house-water-security-effort-the-quieter-story-is-its-federal-business","tenable-joined-a-white-house-water-security-effort-the-quieter-story-is-its-federal-business","images\u002F6_128725632b5\u002F6_128725632b5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537248\u002Fimages\u002F6_128725632b5\u002F6_128725632b5.png?_i=AA",{"altText":292},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":302},[],[304],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":307,"date":308,"excerpt":309,"wordCount":310,"uri":311,"slug":312,"cloudinaryAssetId":313,"featuredImageOriginalUrl":314,"featuredImageMetadata":315,"author":316,"categories":318,"relatedPosts":320},"Nike股价创12年新低，华尔街对其估值分歧加剧","2026-09-04 16:00:00","摩根大通刚刚为耐克设定了40美元的目标价。华尔街的平均目标价接近50美元，而TIKR模型则指向未来几年内达到78美元。随着股价接近12年低点，以下是分歧的真正所在。",1167,"\u002Fblog\u002Fnike-just-hit-a-12-year-low-wall-street-cant-agree-on-what-its-worth","nike-just-hit-a-12-year-low-wall-street-cant-agree-on-what-its-worth","images\u002F5_128724aaf47\u002F5_128724aaf47","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788537235\u002Fimages\u002F5_128724aaf47\u002F5_128724aaf47.png?_i=AA",{"altText":307},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":317},[],[319],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":322,"date":323,"excerpt":324,"wordCount":325,"uri":326,"slug":327,"cloudinaryAssetId":328,"featuredImageOriginalUrl":329,"featuredImageMetadata":330,"author":331,"categories":335,"relatedPosts":337},"AMC首席执行官威胁对Robinhood采取法律行动 因其发行未注册股票代币","2026-09-04 13:50:16","AMC娱乐公司股价飙升20%，此前首席执行官亚当·阿隆威胁对Robinhood提起法律诉讼，指控其发行未注册的AMC股票代币。",800,"\u002Fblog\u002Famc-entertainment-stock-aron-robinhood-tokens-lawsuit","amc-entertainment-stock-aron-robinhood-tokens-lawsuit","images\u002FAMC-stock_128663b931e\u002FAMC-stock_128663b931e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788524872\u002Fimages\u002FAMC-stock_128663b931e\u002FAMC-stock_128663b931e.png?_i=AA",{"altText":322},{"name":332,"slug":333,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":334},"Aditya Raghunath","adityatikr",[],[336],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":339,"date":340,"excerpt":341,"wordCount":342,"uri":343,"slug":344,"cloudinaryAssetId":345,"featuredImageOriginalUrl":346,"featuredImageMetadata":347,"author":348,"categories":350,"relatedPosts":352},"Netflix股价较一年前下跌33%。华尔街仍预计有13%上涨空间，原因如下。","2026-09-04 13:15:54","Netflix股价在一年内下跌33%，并在第二季度财报电话会议后触及52周低点，但华尔街仍认为其较当前水平有13%的上行空间。",1078,"\u002Fblog\u002Fnetflix-stock-is-down-33-from-a-year-ago-the-street-still-sees-13-upside-heres-why","netflix-stock-is-down-33-from-a-year-ago-the-street-still-sees-13-upside-heres-why","images\u002FFEATURED-IMAGE-MAKER-1522\u002FFEATURED-IMAGE-MAKER-1522","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788527325\u002Fimages\u002FFEATURED-IMAGE-MAKER-1522\u002FFEATURED-IMAGE-MAKER-1522.png?_i=AA",{"altText":339},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":349},[],[351],{"name":287,"slug":288,"uri":289,"description":171,"postsCount":183},[],{"id":183,"title":354,"date":355,"excerpt":356,"wordCount":357,"uri":358,"slug":359,"cloudinaryAssetId":360,"featuredImageOriginalUrl":361,"featuredImageMetadata":362,"author":363,"categories":365,"relatedPosts":370},"安霸股价大涨，创纪录的边缘AI需求推动第二财季营收超预期","2026-09-04 13:48:46","安霸股价上涨，此前该公司第二财季营收因创纪录的边缘AI需求而超出业绩指引，同时上调了五年市场预测。",810,"\u002Fblog\u002Fambarella-stock-rallies-record-edge-ai-revenue-beat","ambarella-stock-rallies-record-edge-ai-revenue-beat","images\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788526155\u002Fimages\u002FAMBA-stock_1286743f518\u002FAMBA-stock_1286743f518.png?_i=AA",{"altText":354},{"name":332,"slug":333,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":364},[],[366],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":372,"date":373,"excerpt":374,"wordCount":375,"uri":376,"slug":377,"cloudinaryAssetId":378,"featuredImageOriginalUrl":379,"featuredImageMetadata":380,"author":381,"categories":383,"relatedPosts":385},"Lululemon第二季度息税前利润超预期。但业绩指引下调抹去了这一利好消息。","2026-09-04 09:30:00","Lululemon的GAAP每股收益达到2.92美元，这得益于一笔1.345亿美元的一次性关税退款，但调整后每股收益下降34%至2.06美元，同时公司大幅下调了业绩指引。",1020,"\u002Fblog\u002Flululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","lululemons-q2-earnings-beat-on-ebit-a-guidance-cut-erased-the-good-news","images\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788505347\u002Fimages\u002FFEATURED-IMAGE-MAKER-1521\u002FFEATURED-IMAGE-MAKER-1521.png?_i=AA",{"altText":372},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":382},[],[384],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":387,"date":388,"excerpt":389,"wordCount":390,"uri":391,"slug":392,"cloudinaryAssetId":393,"featuredImageOriginalUrl":394,"featuredImageMetadata":395,"author":396,"categories":398,"relatedPosts":400},"Samsara 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09:00:00","Samsara在单个季度内新增了242个价值10万美元以上的客户。年度经常性收入（ARR）刚刚突破21亿美元。",1045,"\u002Fblog\u002Fsamsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","samsara-2026-q2-earnings-confirm-a-fourth-straight-quarter-of-gaap-profit","images\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788503322\u002Fimages\u002FFEATURED-IMAGE-MAKER-1520\u002FFEATURED-IMAGE-MAKER-1520.png?_i=AA",{"altText":387},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":397},[],[399],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":402,"date":403,"excerpt":404,"wordCount":405,"uri":406,"slug":407,"cloudinaryAssetId":408,"featuredImageOriginalUrl":409,"featuredImageMetadata":410,"author":411,"categories":413,"relatedPosts":415},"Zscaler第四季度业绩全线超预期。但2027财年指引未能延续这一势头。","2026-09-04 08:30:00","Zscaler第四季度营收达到8.98亿美元，同比增长25%，全面超出华尔街的各项预期指标。",982,"\u002Fblog\u002Fzscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","zscalers-q4-earnings-beat-on-every-line-the-fy27-guide-didnt-follow-through","images\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501841\u002Fimages\u002FFEATURED-IMAGE-MAKER-1519\u002FFEATURED-IMAGE-MAKER-1519.png?_i=AA",{"altText":402},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":412},[],[414],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":417,"date":418,"excerpt":419,"wordCount":420,"uri":421,"slug":422,"cloudinaryAssetId":423,"featuredImageOriginalUrl":424,"featuredImageMetadata":425,"author":426,"categories":428,"relatedPosts":430},"DocuSign Q2财报全线超预期。IAM平台功不可没。","2026-09-04 08:00:00","DocuSign的身份与访问管理平台在单个季度内跃升至年度经常性收入的15.1%，为上调的业绩指引和3.07亿美元的股票回购提供了资金支持。",956,"\u002Fblog\u002Fdocusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","docusigns-q2-earnings-beat-on-every-line-the-iam-platform-is-why","images\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1788501374\u002Fimages\u002FFEATURED-IMAGE-MAKER-1518\u002FFEATURED-IMAGE-MAKER-1518.png?_i=AA",{"altText":417},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":427},[],[429],{"name":367,"slug":368,"uri":369,"description":171,"postsCount":183},[],{"id":183,"title":432,"date":433,"excerpt":434,"wordCount":435,"uri":436,"slug":437,"cloudinaryAssetId":438,"featuredImageOriginalUrl":439,"featuredImageMetadata":440,"author":441,"categories":443,"relatedPosts":448},"过去一年下跌38%，汤森路透股票是被低估还是价值陷阱？","2026-09-04 12:47:34","TRI的AI产品正推动增长加速。以下是TIKR估值模型对汤森路透股票到2030年上行空间的预测。",1159,"\u002Fblog\u002Ftri-stock-thomson-reuters-valuation-2030","tri-stock-thomson-reuters-valuation-2030","images\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788520829\u002Fimages\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva\u002FTRI-stock-@AndreyPopov-from-Getty-Images-via-Canva-@designer491-from-Getty-Images-via-Canva.png?_i=AA",{"altText":432},{"name":332,"slug":333,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":442},[],[444],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":450,"date":451,"excerpt":452,"wordCount":453,"uri":454,"slug":455,"cloudinaryAssetId":456,"featuredImageOriginalUrl":457,"featuredImageMetadata":458,"author":459,"categories":461,"relatedPosts":463},"2026年上涨20%，特雷克斯股票到2030年还有更多上涨空间吗？","2026-09-02 14:32:39","TEX公布了创纪录的订单积压并上调了业绩指引。以下是TIKR估值模型对特雷克斯股票到2030年上涨空间的预测。",1128,"\u002Fblog\u002Ftex-stock-terex-valuation-2030","tex-stock-terex-valuation-2030","images\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788350892\u002Fimages\u002FTEX-stock_1283813fcd7\u002FTEX-stock_1283813fcd7.png?_i=AA",{"altText":450},{"name":332,"slug":333,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":460},[],[462],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},[],{"id":183,"title":465,"date":466,"excerpt":467,"wordCount":468,"uri":469,"slug":470,"cloudinaryAssetId":471,"featuredImageOriginalUrl":472,"featuredImageMetadata":473,"author":474,"categories":476,"relatedPosts":478},"Ciena股价过去一年上涨280%：到2028年是否仍有上涨空间？","2026-09-02 14:32:26","Ciena (CIEN) 股价在创纪录季度后报收于 $360。查看 TIKR 模型，了解 CIEN 的目标价、估值假设以及看涨\u002F看跌情景。",1069,"\u002Fblog\u002Fciena-cien-stock-valuation-analysis-2026","ciena-cien-stock-valuation-analysis-2026","images\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788357633\u002Fimages\u002FCIEN-stock_12839390aca\u002FCIEN-stock_12839390aca.png?_i=AA",{"altText":465},{"name":332,"slug":333,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":475},[],[477],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},[],{"id":183,"title":480,"date":481,"excerpt":482,"wordCount":483,"uri":484,"slug":485,"cloudinaryAssetId":486,"featuredImageOriginalUrl":487,"featuredImageMetadata":488,"author":489,"categories":491,"relatedPosts":493},"Herc控股股票经历了一段艰难时期：车队需求能否推动其复苏？","2026-09-02 14:27:04","Herc Holdings (HRI) 股价现报141美元，此前公司上调了业绩指引。请查看TIKR模型，了解HRI的目标价、估值假设以及看涨\u002F看跌情景分析。",1028,"\u002Fblog\u002Fherc-holdings-hri-stock-valuation-analysis-2026","herc-holdings-hri-stock-valuation-analysis-2026","images\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788355904\u002Fimages\u002FHRI-stock_128389cbe43\u002FHRI-stock_128389cbe43.png?_i=AA",{"altText":480},{"name":332,"slug":333,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":490},[],[492],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},[],{"id":183,"title":495,"date":496,"excerpt":497,"wordCount":498,"uri":499,"slug":500,"cloudinaryAssetId":501,"featuredImageOriginalUrl":502,"featuredImageMetadata":503,"author":504,"categories":506,"relatedPosts":508},"Robinhood股票过去6个月上涨32%，Robinhood到2030年是否仍有上涨空间？","2026-08-31 14:04:48","HOOD公布创纪录的第二季度营收和存款数据。以下是TIKR估值模型对Robinhood股票到2030年上行空间的预测。",1102,"\u002Fblog\u002Fhood-stock-robinhood-valuation-2030","hood-stock-robinhood-valuation-2030","images\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1788177460\u002Fimages\u002FHOOD-stock_1280924420c\u002FHOOD-stock_1280924420c.png?_i=AA",{"altText":495},{"name":332,"slug":333,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":505},[],[507],{"name":445,"slug":446,"uri":447,"description":171,"postsCount":183},[]]