Coinbase Global（Coin）将采用数字资产锚定，并使用交易，积累和机构服务

尽管过去一个月下降了27％，但罗森布拉特证券（Rosenblatt Securities）仍然看到了机会。分析师克里斯·布伦德勒（Chris Brendler）将硬币称为加密的“透明蓝芯片”

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）股票最近受到了打击，过去一个月下降了27％。但是，尽管经历了低迷，罗森布拉特证券仍然乐观，并建议购买蘸酱。

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.

分析师克里斯·布伦德勒（Chris Brendler）表示，Coinbase是美国顶级加密货币交易所，以其在交易，积分和机构服务方面的多样化产品而闻名，在该行业中是一个清晰的蓝色芯片。作为仅次于Binance的第二大交易所，Coinbase的独特位置可以从宏观经济趋势和法规清晰度中受益，将其与其他股票区分开来。

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目前正在以高级估值交易，市盈率为25.8倍远期收益，P/S倍数为7.31倍。该估值与加密货币空间中的重量级地位一致。随着加密采用的加速和Coinbase扩大其收入来源之外，投资者越来越多地将其视为股票，而是作为不断发展的数字金融生态系统的基石。

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于2月13日超过了第四季度的收益估算，报告每股收益为4.68美元，以粉碎1.08美元的估计。同比每股收益的三位数增加可以归因于比特币的大选后拉力赛超过100,000美元的大关，这反过来又加剧了加密货币活动的激增。

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.

收入也比预期的要好，收入为23亿美元，超过了19亿美元的估计。该数字比上一年增加了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的订阅和服务收入包括存放收入，为6.41亿美元，超过了5.4亿美元的估计，并且占71％的增长年份增长。交易收入也优于预期，与13亿美元的估计相比，达到16亿美元，比上一年增长了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还报告说，其交易量达到4390亿美元，消费者交易达到创纪录的940亿美元，比上一年增长了224.1％。该数字超过了美国现货市场的同比增长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.

机构越来越多地参与Coinbase的主要产品，导致收入增长156％，同比交易量增长100％。

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

Coinbase的出色收入表现和积极的前景导致了建议购买硬币股票的分析师之间的看法。

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

根据Tipranks的0％分析，金融机构的咨询中心集中在Coinbase Global（Coin）股票中，目前定价为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.

在涵盖Coinbase的23位分析师中，有8位是看涨的，建议购买，而一位分析师则谨慎乐观，建议进行适度的购买。此外，13位分析师保持中立立场并建议持有股票，其余的分析师是看跌，建议出售该股票。

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

Coinbase是一个在对话中不断出现的名称，尤其是当我们接近ETF的发布时。

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

该公司的高估值和对加密货币交易活动的依赖是可能限制进一步上升潜力的某些因素。

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的最新价格行动非常波动，在该公司错过盈利估算之后，股票大幅下跌，并且正如市场预期的那样，该股的下一步行动将为新的催化剂。

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

Coinbase是投资者可能希望关注的股票，尤其是当它继续导航不断发展的加密货币景观时。