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@交易员Bazinga：Robinhood 财报不及预期。表面看业绩不错，但仔细拆开，Q3 营收 $1.42B，低于预期 $1.44B；GAAP EPS $0.51，同样 Miss。只有调整后的EPS $0.60 Beat。真正的问题在增长质量： Crypto 收入同比 -55% (都怪币圈) 净利息收入同比 -9% 运营费用同比 +16%，净利润 -14% 预测市场收入虽然暴增 6 倍，但新增量几乎刚好抵消 Crypto 收入的下滑。 Robinhood一直都是作为成长股来估值的，而最具成长属性的业务就是crypto业务了，现在这块业务半死不活，新增的预测市场的业务只是在填crypto业务的坑。说明Robinhood盈利能力没有加速，营收也没有加速，那现在的估值就略高了。

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