地缘动荡砸出“黄金折扣”！伯恩斯坦喊话抄底加密股，静待Q1利空出尽后的2026年大复苏

智通财经03-31

智通财经APP获悉，投行伯恩斯表示，加密货币相关股票可能正接近底部。伯恩斯坦分析师古塔姆·楚加尼及其团队在报告中写道，“地缘政治与暂时性的加密货币疲软情绪相结合，正为加密货币股票提供‘巨大的折扣’。”交易平台 Coinbase (COIN.US) 和 Robinhood (HOOD.US) 以及金融科技公司 Figure Technology Solutions (FIGR.US) 的股价较历史...

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Bernstein shouts bargain-hunting crypto stocks, waiting for the big recovery in 2026 after all the bad news in Q1","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"AAAU":1.5,"MGCmain":1.5,"IAUI":1.5,"GDXJ":1.5,"IAUM":1.5,"1OZmain":1.5,"SGOL":1.5,"JNUG":1.5,"SGCmain":0.6,"JDST":1.5,"PALL":1.5,"NUGT":0.6,"SGUmain":0.6,"GDX":1.5,"GLL":1.5,"DZZ":1.5,"XME":1.5,"PHYS":1.5,"GCmain":1.5,"OUNZ":1.5,"USG":1.5,"CEF":1.5,"DGP":1.5,"QOmain":1.5,"GDXY":1.5,"BTGD":1.5,"GDXD":1.5,"IAU":1.5,"GLDM":1.5,"DUST":1.5,"GLTR":1.5},"content_text":"智通财经APP获悉，投行伯恩斯表示，加密货币相关股票可能正接近底部。伯恩斯坦分析师古塔姆·楚加尼及其团队在报告中写道，“地缘政治与暂时性的加密货币疲软情绪相结合，正为加密货币股票提供‘巨大的折扣’。”交易平台 Coinbase (COIN.US) 和 Robinhood (HOOD.US) 以及金融科技公司 Figure Technology Solutions (FIGR.US) 的股价较历史高点已下跌约 60%。比特币在去年夏天和秋季飙升突破 12 万美元后，目前的交易价格已低于 6.8 万美元。伯恩斯坦维持对这三只加密货币股票的“跑赢大盘”评级。但由于预计今年春季晚些时候公布的第一季度业绩疲软，该机构下调了它们的目标价。楚加尼写道，“我们认为，在第一季度疲软的财报发布之际，我们将看到加密货币股票触底。”然而，分析师预计 Coinbase 的每股收益在 2026 年将增长 23%。他们还认为，考虑到 Robinhood 和 Figure 的收入在很大程度上与加密货币脱钩，这两家公司表现出“更强的韧性”。Figure 是一家纯粹的区块链代币化业务公司，而加密货币相关收入仅占 Robinhood 总销售额的约 20%。楚加尼表示，“在我们看来，这些业务提供了进入万亿美元规模市场的机会，且未来数年将保持增长——包括预测市场、稳定币、现实世界资产(RWA)代币化、加密衍生品，以及加密货币从底部复苏带来的进一步贝塔收益。”伯恩斯坦最近预测加密货币市场将在 2026 年实现复苏，并预计比特币到今年年底将达到 15 万美元。年初出现的比特币交易所交易基金(ETF)资金流出情况近期已发生逆转；目前 ETF 持有约占总供应量 6.1% 的比特币。此外，数字资产财务巨头 Strategy (MSTR.US) 一直是强有力的买家。楚加尼称，Strategy 目前持有总供应量约 3.6% 的比特币。尽管在伊朗战争期间，比特币的表现相对于其他资产表现出色，但一些策略师对此并不认同。“这和其他任何资产一样，只是一种风险资产，”Portfolio Wealth Advisors 的首席投资官李·蒙森在谈到加密货币时表示。他补充道，在油价飙升引发市场全面低迷的情况下，“认为市场的某个部分可以免受任何影响的想法是极其荒谬的。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2623765253","isCrawlerRequest":true}