华尔街调整头部交易所目标价:从367美元跌至268美元,市场在重新定价

【区块律动】有意思的是,最近华尔街的分析机构调整了对某头部交易所的看法。他们把目标价从367美元直接砍到268美元,跌幅接近27%。这背后反映了什么?大机构对这些平台的盈利预期可能在重新评估。交易所赛道从去年的疯狂到如今的冷静,资本流向也在变化。是市场出现了新风险,还是估值本身就存在泡沫?值得关注后续这类机构观点的走向。

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staking_grampsvip
· 4h ago
Cut by 27%? That's called re-pricing, no wonder these exchanges' stock prices have been falling nonstop recently.
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GasBankruptervip
· 4h ago
27% cut directly, are these guys finally waking up? They hyped so much last year and now they’re changing their tune. What does that mean... it just means they’re not making the expected money.
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GasFeeNightmarevip
· 4h ago
27% cut directly, Wall Street is really panicking now --- Last year’s hype was intense, and this year’s cuts are even more brutal. It was about time to wake up --- Basically, it’s still the profit expectation that’s collapsing, and exchanges are no longer attractive --- Wait, is this a new risk or was the bubble supposed to burst all along? Who can say for sure --- Is selling pressure coming? Or is it a buying opportunity? It all depends on what happens next --- Cut from 367 to 268, the institutions are really playing it slick --- The shift in capital flow is interesting. Where is all the real money going? --- I just want to know how many more rounds of cuts are needed before hitting the bottom
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DaoGovernanceOfficervip
· 4h ago
*sigh* 27% cut? empirically speaking, this is what happens when wall street realizes their valuation models were built on 2021 hopium rather than actual protocol health metrics. the data suggests cex revenue streams don't scale linearly with token price... anyway, where's their governance efficiency analysis in this downgrade? probably nowhere lol
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UnluckyValidatorvip
· 4h ago
27% cut directly? What tricks is Wall Street playing again? The bubble they hyped last year has to be burst this year.
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0xLostKeyvip
· 4h ago
367 cut down to 268, Wall Street is serious this time. It seems the good days for exchanges are truly over.
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