伯恩斯坦评定 Coinbase 股票目标价为 310 美元
2025-03-18 12:29:55
3月18日最新消息：据知名区块链媒体 The Block 报道，全球领先的研究和经纪公司 Bernstein 的分析师团队正式启动对 Coinbase 的跟踪评级。该机构给予 Coinbase "表现优于大盘"的积极评级，并设定了 310 美元的目标价位，较当前市场价格存在高达 69% 的上涨空间。
在周二发布的客户研究报告中，Bernstein 分析师团队指出，尽管市场普遍担忧 Coinbase 面临日益激烈的行业竞争和费用压力，但这些观点忽视了全球加密市场向美国回流带来的重大机遇。分析师将这一趋势定义为"美国大回归"，认为这将显著扩大 Coinbase 的可寻址市场规模。
根据 Bernstein 的预测模型，虽然 Coinbase 在美国的市场份额可能在两年内略微下降至 60%，且为维持市场主导地位将下调 20% 的零售价格溢价，但到 2026 年底，其交易收入的年复合增长率仍将达到 34%。此外，分析师特别强调了 Coinbase 多元化业务布局的优势，包括加密货币质押收益、机构级托管服务以及以太坊 Layer 2 网络 Base 等创新业务。预计这些非交易业务的年复合增长率将达到 31%，推动公司整体收入实现 33% 的年均增长。
对投资者的影响：
1. 短期利好：310美元的目标价显示当前股价存在显著上行空间
2. 长期价值：多元化业务布局支撑可持续增长
3. 风险提示：市场份额可能面临温和下降
4. 机会展望：全球加密市场回流美国带来的增长机遇
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