Coinbase Global（Coin）將採用數字資產錨定，並使用交易，積累和機構服務

儘管過去一個月下降了27％，但羅森布拉特證券（Rosenblatt Securities）仍然看到了機會。分析師克里斯·布倫德勒（Chris Brendler）將硬幣稱為加密的“透明藍芯片”

Coinbase Global (NASDAQ:COIN) stock has taken a hit recently, dropping 27% over the past month. However, despite the downturn, Rosenblatt Securities remains optimistic and recommends buying the dip.

Coinbase Global（NASDAQ：COIN）股票最近受到了打擊，過去一個月下降了27％。但是，儘管經歷了低迷，羅森布拉特證券仍然樂觀，並建議購買蘸醬。

Coinbase, a top U.S. crypto exchange known for its diverse offerings in trading, staking, and institutional services, is a clear blue chip in the industry, according to analyst Chris Brendler. As the second-largest exchange after Binance, Coinbase is uniquely positioned to benefit from both macroeconomic trends and regulatory clarity, setting it apart from other stocks.

分析師克里斯·布倫德勒（Chris Brendler）表示，Coinbase是美國頂級加密貨幣交易所，以其在交易，積分和機構服務方面的多樣化產品而聞名，在該行業中是一個清晰的藍色芯片。作為僅次於Binance的第二大交易所，Coinbase的獨特位置可以從宏觀經濟趨勢和法規清晰度中受益，將其與其他股票區分開來。

Coinbase is currently trading at a premium valuation with a P/E multiple of 25.8 times forward earnings and a P/S multiple of 7.31 times sales. This valuation is in line with its heavyweight status in the crypto space. As crypto adoption accelerates and Coinbase expands its revenue streams beyond trading, investors are increasingly viewing it not just as a stock but rather as a cornerstone of the evolving digital finance ecosystem.

Coinbase目前正在以高級估值交易，市盈率為25.8倍遠期收益，P/S倍數為7.31倍。該估值與加密貨幣空間中的重量級地位一致。隨著加密採用的加速和Coinbase擴大其收入來源之外，投資者越來越多地將其視為股票，而是作為不斷發展的數字金融生態系統的基石。

Coinbase exceeded Q4 earnings estimates on Feb. 13, reporting earnings per share (EPS) of $4.68 to crush the estimate of $1.08. This triple-digit increase in EPS year-over-year can be attributed to Bitcoin's post-election rally past the $100,000 mark, which in turn fueled a surge in cryptocurrency activity.

Coinbase於2月13日超過了第四季度的收益估算，報告每股收益為4.68美元，以粉碎1.08美元的估計。同比每股收益的三位數增加可以歸因於比特幣的大選後拉力賽超過100,000美元的大關，這反過來又加劇了加密貨幣活動的激增。

Revenue also came in better than expected, clocking in at $2.3 billion to beat the estimate of $1.9 billion. This figure represents a 138.2% increase from the previous year.

收入也比預期的要好，收入為23億美元，超過了19億美元的估計。該數字比上一年增加了138.2％。

Furthermore, Coinbase's subscription and services revenue, which includes staking income, came in at $641 million, exceeding the estimate of $540 million and marking a 71% surge year-over-year. Transaction revenue also outperformed expectations, reaching $1.6 billion compared to the estimate of $1.3 billion, and increasing 194% from the previous year.

此外，Coinbase的訂閱和服務收入包括存放收入，為6.41億美元，超過了5.4億美元的估計，並且佔71％的增長年份增長。交易收入也優於預期，與13億美元的估計相比，達到16億美元，比上一年增長了194％。

Coinbase also reported that its trading volume hit $439 billion, with consumer trading reaching a record high of $94 billion, a 224.1% increment from the previous year. This figure surpasses the U.S. spot market's 126% rise year-over-year.

Coinbase還報告說，其交易量達到4390億美元，消費者交易達到創紀錄的940億美元，比上一年增長了224.1％。該數字超過了美國現貨市場的同比增長126％。

Institutions are increasingly engaging with Coinbase's prime offerings, leading to a 156% increase in revenue and a 100% rise in trading volume year-over-year.

機構越來越多地參與Coinbase的主要產品，導致收入增長156％，同比交易量增長100％。

Coinbase's strong earnings performance and positive outlook have led to a generally bullish view among analysts, who recommend buying COIN stock.

Coinbase的出色收入表現和積極的前景導致了建議購買硬幣股票的分析師之間的看法。

According to TipRanks' 0% analysis, financial institutions' advice centers on holding Coinbase Global (COIN) stock, currently priced at $160.78.

根據Tipranks的0％分析，金融機構的諮詢中心集中在Coinbase Global（Coin）股票中，目前定價為160.78美元。

Among the 23 analysts covering Coinbase, eight are bullish, recommending a purchase, while one analyst is cautiously optimistic and recommends a moderate purchase. Additionally, 13 analysts maintain a neutral stance and recommend holding the stock, and the remaining analyst is bearish and recommends selling the stock.

在涵蓋Coinbase的23位分析師中，有8位是看漲的，建議購買，而一位分析師則謹慎樂觀，建議進行適度的購買。此外，13位分析師保持中立立場並建議持有股票，其餘的分析師是看跌，建議出售該股票。

Coinbase is a name that keeps coming up in conversations, especially as we get closer to the launch of an ETF.

Coinbase是一個在對話中不斷出現的名稱，尤其是當我們接近ETF的發佈時。

The company's high valuation and dependence on cryptocurrency trading activity are some of the factors that could limit further upside potential.

該公司的高估值和對加密貨幣交易活動的依賴是可能限制進一步上升潛力的某些因素。

The recent price action in Coinbase has been quite volatile, with shares dropping significantly after the company missed earnings estimates and as the market anticipates new catalysts for the stock's next move.

Coinbase的最新價格行動非常波動，在該公司錯過盈利估算之後，股票大幅下跌，並且正如市場預期的那樣，該股的下一步行動將為新的催化劑。

Coinbase is a stock that investors may want to keep an eye on, especially as it continues to navigate the evolving cryptocurrency landscape.

Coinbase是投資者可能希望關注的股票，尤其是當它繼續導航不斷發展的加密貨幣景觀時。