异动解读｜Circle盘前下跌5.13%，加密板块回调叠加基本面隐忧持续承压

行情直击07-28 21:29

7月28日，Circle盘前下跌5.13%，报62.21美元/股，成交额619.88万美元。在此前连续多日加密板块上涨后，市场出现回调迹象，同板块个股Strategy同日亦下跌3.86%。

消息面上，Circle近期面临多重压力：瑞穗证券此前将其评级下调至弱于大盘，目标价大幅降至50美元，指出USDC市值持续缩水及Open USD竞争加剧对盈利构成拖累；公司总裁Heath Tarbert累计10次减持股票合计约3077万美元，市场对管理层信心产生疑虑。此外，稳定币总市值6月出现自Terra崩盘以来最大单月回撤，USDC从高点回落约70亿美元，行业格局变动持续压制估值。

Circle Internet Group是USDC稳定币发行方，其创新产品覆盖数千万用户，截至去年底USDC已被用于约20万亿美元链上交易。公司下次财报将于8月5日发布，预期EPS为0.18美元。

（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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