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《大行報告》高盛升Coinbase Global(COIN.US)評級至「中性」 目標價上調至282美元
高盛發表研究報告指,加密貨幣價格近日已飆升至歷史高位,因此相應將Coinbase Global(COIN.US)的投資評級從「沽售」上調至「中性」,以反映平台日均交易量升至2021年以來新高,並將目標價從170美元上調至282美元。 高盛指,近期加密貨幣價格上漲主要源自於比特幣區塊鏈獎勵減半、比特幣ETF推出,以及地緣政治不確定性增加等。因應交易量增加,將Coinbase 2024年EBITDA預測上調114%,收入預測則上調48%。 惟該行指出,由於加密貨幣缺乏日常非交易性的使用案例,導致其長期表現不佳,令Coinbase業務可持續長期增長面對挑戰。(gc/u) ~
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