$COIN · Schwab Network · 2026-11-02
Morgan Stanley 将 COIN 评级从 equal weight 下调至 underweight，目标价从 258 下调至 120，COIN 下跌约 1.5%。COIN 上加密交易减少意味着交易手续费收入下降，第四季度交易收入约 1.65 亿美元；上周的盗窃事件打击了信任，动摇了整个加密领域的信心。
逐段跳播
Coinbase 被下调至减持评级。当然，上周发生了一起重大盗窃案，所以我认为加密市场已经不稳定了一段时间。所以这给整个板块带来了一些不利因素，Coinbase 的股价在今早被下调评级后下跌了约1.5%。
Coinbase has been downgraded to an underweight rating. Of course, there was a major theft last week, so I think the crypto market has been unstable for a while. So this has caused some headwinds across the sector, and Coinbase's share price has fallen by about 1.5 percent after being downgraded this morning.
Morgan Stanley 在此事件之后采取了更为谨慎的立场。他们将 Coinbase 从持股观望下调至减持。他们已将目标价下调至120。这低于258。这较周五收盘水平意味着两位数的跌幅。
Morgan Stanley is taking a more cautious stance in the wake of the incident. They reduced Coinbase from equal weight to underweight. They have lowered their price target to 120.
This is less than 258. This represents a double-digit decline from Friday's closing level.
他们担心 Coinbase 上的加密交易。交易减少意味着交易手续费降低。第四季度交易收入约为1.65亿美元。这是基于分析师的评估。
They are concerned about crypto trading on Coinbase. Less trading means lower transaction fees. Revenue from fourth-quarter transactions was approximately $165 million. This is based on analyst reviews.
而 Binance 遭黑客攻击，对信任是一次重大打击。我们在整个加密领域都看到了这一点。上周风险资产面临的不利因素毫无帮助。所以请记住，这次入侵发生在 Binance，但担忧的是其后续影响。这正在动摇人们对一切的信心，
And the Binance hack, it's a major blow to trust. We've seen this all across crypto. The headwinds that risk assets faced last week were not helpful in any way. So remember, this breach happened on Binance but the concern is about its after-effects. Which is shaking confidence in everything,
这个频道对 $COIN 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。