异动解读｜Circle盘中下跌5.01%，瑞穗下调评级及Open USD竞争威胁持续施压股价

行情直击07-16

7月16日，Circle Internet Corp.盘中下跌5.01%，报62.40美元/股，成交额1.26亿美元。此前该股因美英稳定币合作路线图短暂反弹后再度回落，市场对其中长期盈利前景的担忧主导交易情绪。

消息面上，瑞穗证券近日将Circle评级由中性下调至"跑输大盘"，目标价从85美元大幅下调至50美元，核心逻辑指向Open USD（OUSD）——一个由贝莱德、Coinbase、Mastercard、Stripe、Visa等超140家公司组成的稳定币联盟。在该模式下，储备收益分配给各参与方而非单一发行商，可能推动全行业定价压缩。瑞穗还警告，Circle与最大分销方Coinbase的收入分成谈判即将到来，而Coinbase对OUSD的支持可能增强其议价能力，进一步挤压Circle盈利空间。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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