為什麼 Galaxy Digital 的股價在獲利季度後下跌？

Galaxy Digital 的股價在季度盈利後因公告後下跌而受到打擊。儘管數位資產淨值激增，尤其是比特幣、以太坊和 Celestial，但投資者似乎仍持謹慎態度。該公司第四季的業績雖然實現獲利，但面臨市場質疑，導致股價下跌。 Galaxy Digital為數位資產管理的策略轉型帶來了財務收益，但未能給股東留下深刻印象，導致股價意外下跌。

Why Did Galaxy Digital's Shares Dip After a Profitable Quarter?

為什麼 Galaxy Digital 的股價在獲利季度後下跌？

Galaxy Digital's Q4 performance was a mixed bag. While the blockchain company reported a swing to profit, its shares took a hit post-announcement. Let's dig into the details.

Galaxy Digital 第四季的業績好壞參半。雖然這家區塊鏈公司報告扭虧為盈，但其股價在公告發布後受到了打擊。讓我們深入了解細節。

Surge in Net Digital Assets

淨數位資產激增

Galaxy Digital beefed up its digital asset holdings in Q4. As of December 31, 2023, the firm's net digital assets under management had grown significantly. Bitcoin reigned supreme, followed by Ethereum and Celestial. Notably, Galaxy's Bitcoin holdings jumped from 222.2 million in 2022 to a whopping 589.0 million at the end of 2023.

Galaxy Digital 在第四季度增加了其數位資產持有量。截至2023年12月31日，該公司管理的數位資產淨值大幅成長。比特幣佔據主導地位，其次是以太坊和 Celestial。值得注意的是，Galaxy 的比特幣持有量從 2022 年的 2.222 億躍升至 2023 年底的 5.890 億。

Fourth-Quarter Profit

第四季利潤

Bloomberg reported that Galaxy Digital, led by the enigmatic Michael Novogratz, turned a profit in Q4. This was attributed to a favorable combination of rising crypto prices and increased trading activity.

彭博社報道稱，由神秘的邁克爾·諾沃格拉茨 (Michael Novogratz) 領導的 Galaxy Digital 在第四季度實現了盈利。這是由於加密貨幣價格上漲和交易活動增加的有利組合。

Compared to a loss of $288.8 million (or $3.13 per share) in the same period last year, the firm achieved a net income of $301.5 million (or 90 cents per share). Galaxy attributed this to heightened market volatility and amplified trading volumes, all of which worked to the company's advantage. Soaring crypto prices were also a contributing factor.

與去年同期虧損 2.888 億美元（或每股 3.13 美元）相比，該公司實現淨利潤 3.015 億美元（或每股 90 美分）。 Galaxy將此歸因於市場波動加劇和交易量增加，所有這些都對公司有利。加密貨幣價格飆升也是一個因素。

Share Buyback

股票回購

On May 31, 2023, Galaxy Digital initiated a share buyback program, intending to repurchase up to 10.1 million common shares. Between July 1, 2023, and December 31, 2023, Galaxy repurchased approximately 1.2 million shares at an average price of CAD $4.69.

2023年5月31日，Galaxy Digital啟動股票回購計劃，擬回購最多1,010萬股普通股。 2023年7月1日至2023年12月31日期間，銀河以平均價格4.69加元回購了約120萬股股票。

Post-Announcement Dip

公告後下跌

Despite the positive Q4 report and share buyback, Galaxy Digital's shares dropped nearly 7% following the announcement. This may indicate that investors were expecting even stronger results or had concerns about potential headwinds in the near future.

儘管第四季報告和股票回購積極，但 Galaxy Digital 的股價在公告發布後仍下跌了近 7%。這可能表明投資者預期業績會更加強勁，或擔心近期可能出現的不利因素。

Additional Highlights

其他亮點

• For the year ending in February 2024, Galaxy Digital reported pre-tax income of nearly $300 million.
• As of February 29, 2024, the company's Assets Under Management (AUM) had climbed to $10.1 billion.

截至2024年2月的財年，Galaxy Digital報告的稅前收入接近3億美元。截至2024年2月29日，該公司的管理資產（AUM）已攀升至101億美元。