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分析师对Coinbase收购Deribit一事褒贬不一
爆料中本聪
爆料中本聪
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5 月 10 日,Coinbase 在周四美股收盘发布财报前选择向市场透露其收购 Deribit 的消息,Benchmark 分析师 Mark Palmer 指出,随着更多机构采用加密货币,收购 Deribit 将让 Coinbase「在高速增长的衍生品领域立即占据主导地位」。


Oppenheimer 分析师 Owen Lau 更认为此举将使 Coinbase 成为 Binance、Bybit 和 OKX 在衍生品领域的「有力挑战者」,并强调「加密货币期权周期性较弱,无论行情涨跌都有稳定需求」。


但 Compass Point 分析师 Ed Engel 和 Joe Flynn 指出,Deribit 主要服务机构客户,无助于提升 Coinbase 以散户为主的永续合约交易量,两位分析师上周已将 Coinbase 评级下调至卖出,并重申其美国散户交易市场已趋饱和。Architect Partners 的 Michael Klena 则认为本次收购不会根本改变其对 Coinbase 的评估(目标价 170 美元),毕竟这只是现有业务的延伸,且无法降低加密货币市场波动对季度业绩的影响。

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