SXSerenity Analysis动态投研终端
总览推文股票提及表现行业AI分析关注我
股票池

USDC

状态日期:2026-05-27

高风险偏多
中极端正常
概览观点时间线信号证据AI行业

Serenity观点

看多

推文立场

价格动量

总览股票跟踪推文AI关注我

看多

60D / 252D

信号分数

51

新增排序

24h 提及

0

短线新增

7日新闻

0

低

收入同比

-23.8%

revenue contraction

概览

核心结论

作者立场:看多;价格动量:看多。最新证据:Not at all. This is the network effect in play, which is an incredible moat. ... USDC is here to stay ... everyone seems to be funneling money into USDC-powered fin 暂无 AI 结论。

暂无明确新增边际变化,保持在观察池。

近期推文

Serenity 观点

Serenity观点

看多

价格动量

看多

首次提出

2025-12-21 16:49

来源

llm

更新时间

2026-01-02 22:42

作者立场:看多;价格动量:看多。最新证据:Not at all. This is the network effect in play, which is an incredible moat. ... USDC is here to stay ... everyone seems to be funneling money into USDC-powered fin

当前观点证据

2025-12-21 16:49看多

Not at all. This is the network effect in play, which is an incredible moat. ... USDC is here to stay ... everyone seems to be funneling money into USDC-powered fin

Serenity 变化

时间线

首次提出2025-12-21 16:49看多
原推

Not at all. This is the network effect in play, which is an incredible moat. ... USDC is here to stay ... everyone seems to be funneling money into USDC-powered fin

  1. 2026-01-02 22:42看多事实更新

    $CRCL does not depend on Ethereum since USDC can be used on $SOL, Arc, and whatever EVM-compatible network you want.

  2. 2025-12-21 19:06看多逻辑更新

    $USDC has basically become the regulated private-sector extension of the US treasury

  3. 2025-12-21 16:49看多初始观点

    Not at all. This is the network effect in play, which is an incredible moat. ... USDC is here to stay ... everyone seems to be funneling money into USDC-powered fin

新鲜度

新增信号

-
24h 07D 030D 0新闻 0披露 0

复核时间:2026-05-27

证据

证据摘要

最新期 2002营收 10MBeta 4.36披露 -
展开证据详情

年度数据

基本面证据

最新期

2002

营收

10M

营收同比

-23.8%

毛利率

100%

1999

营收 26MYoY 12.1%经营 7.1%净利 -10.1%

2000

营收 16MYoY -37.5%经营 87.3%净利 -277%

2001

营收 14MYoY -15.4%经营 13.9%净利 -13.9%

2002

营收 10MYoY -23.8%经营 68.7%净利 -68.7%

简读 + 重点消息

消息面

0 条 7日新闻,压力 低。

2026-05-11 06:30feeds.benzinga.com
Circle Q1 Earnings Countdown: Can CRCL Silence Bears And Deliver Another Surprise Beat?
2026-03-24 21:19feeds.benzinga.com
Snowflake, Circle, Arm Holdings, Trade Desk And Gamestop: Why These 5 Stocks Are On Investors' Radars Today
2026-03-11 01:03feeds.benzinga.com
How Many Ships Will Transit The Strait Of Hormuz Each Day In March? Here's What The Prediction Market Is Saying

近期披露

披露信息

No recent SEC filing metadata in the collected profile.

当前 profile 没有可解析的 SEC 披露。

近期推文

作者立场

立场

看多

价格动量

看多

2025-12-21 16:49看多

Not at all. This is the network effect in play, which is an incredible moat. ... USDC is here to stay ... everyone seems to be funneling money into USDC-powered fin

24h / 7天 / 30天

情绪与市场

24h

0

7D

0

30D

0

Beta

4.36

敏感度

高 beta

情绪风险

极端

估值风险

正常

背景

行业与主题

financial-services-asset-management---bonds

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defenseconsumer

-

GPT xhigh 分析

updated validated--

等待 GPT xhigh 分析。

研究问题

  • GPT xhigh event bus analysis_update: 24 小时、7 天和 30 天均无新增提及,当前更多是存量验证而非新增注意力交易。
  • sentiment_validation: check whether good news still moves the stock
  • industry_specificity: confirm whether news is specific to USDC, not only Asset Management - Bonds

背景

行业背景

financial-services-asset-management---bonds

提及 0新闻 0股票 1
股票池

USDC

高风险偏多中极端正常

状态日期:2026-05-27

复核时间:2026-05-27

作者立场

看多

llm

价格动量

看多

60D / 252D

信号分数

51

新增信息排序

24h 提及

0

短线新增

7天提及

0

低

30天提及

0

长周期热度

7日新闻

0

低

30日披露

0

-

收入同比

-23.8%

revenue contraction

Beta

4.36

高 beta

llm · 2026-01-02 22:42

Serenity 时间线

首次提出2025-12-21 16:49看多
原推

Not at all. This is the network effect in play, which is an incredible moat. ... USDC is here to stay ... everyone seems to be funneling money into USDC-powered fin

  1. 2026-01-02 22:42看多事实更新

    $CRCL does not depend on Ethereum since USDC can be used on $SOL, Arc, and whatever EVM-compatible network you want.

  2. 2025-12-21 19:06看多逻辑更新

    $USDC has basically become the regulated private-sector extension of the US treasury

  3. 2025-12-21 16:49看多初始观点

    Not at all. This is the network effect in play, which is an incredible moat. ... USDC is here to stay ... everyone seems to be funneling money into USDC-powered fin

基本面 / 消息面 / 情绪面 / 市场

分析角度矩阵

年度数据

基本面证据

最新期

2002

营收

10M

营收同比

-23.8%

毛利率

100%

营收趋势

营收趋势线
29M15M0

需要继续工作的地方

研究问题

  • GPT xhigh event bus analysis_update: 24 小时、7 天和 30 天均无新增提及,当前更多是存量验证而非新增注意力交易。
  • sentiment_validation: check whether good news still moves the stock
  • industry_specificity: confirm whether news is specific to USDC, not only Asset Management - Bonds

-

GPT xhigh 机构分析

updated validated--

等待 GPT xhigh 分析。

同业压力

行业背景

financial-services-asset-management---bonds

提及 0新闻 0股票 1
1998 营收: 23M1999 营收: 26M2000 营收: 16M2001 营收: 14M2002 营收: 10M1998 趋势线: 23M1999 趋势线: 26M2000 趋势线: 16M2001 趋势线: 14M2002 趋势线: 10M19981999200020012002

利润趋势

净利润毛利营业利润
35M-9M-54M1998 净利润: -4M1999 净利润: -3M2000 净利润: -44M2001 净利润: -2M2002 净利润: -7M1998 毛利: 21M1999 毛利: 26M2000 毛利: 16M2001 毛利: 14M2002 毛利: 10M1998 营业利润: 2M1999 营业利润: 2M2000 营业利润: 14M2001 营业利润: 2M2002 营业利润: 7M19981999200020012002

利润率趋势

毛利率营业利润率净利率
153%-88.6%-330%1998 毛利率: 93.9%1999 毛利率: 100%2000 毛利率: 100%2001 毛利率: 100%2002 毛利率: 100%1998 营业利润率: 10.3%1999 营业利润率: 7.1%2000 营业利润率: 87.3%2001 营业利润率: 13.9%2002 营业利润率: 68.7%1998 净利率: -16.7%1999 净利率: -10.1%2000 净利率: -277%2001 净利率: -13.9%2002 净利率: -68.7%19981999200020012002
最近财务序列营收营收同比毛利率营业利润率净利率
199823M-93.9%10.3%-16.7%
199926M12.1%100%7.1%-10.1%
200016M-37.5%100%87.3%-277%
200114M-15.4%100%13.9%-13.9%
200210M-23.8%100%68.7%-68.7%

24h / 7天 / 30天

情绪面

24h

0

7D

0

30D

0

风险: 极端 · 低

简读 + 重点消息

消息面

消息简读

0 条 7日新闻,压力 低。

重点消息

2026-05-11 06:30feeds.benzinga.com
Circle Q1 Earnings Countdown: Can CRCL Silence Bears And Deliver Another Surprise Beat?
2026-03-24 21:19feeds.benzinga.com
Snowflake, Circle, Arm Holdings, Trade Desk And Gamestop: Why These 5 Stocks Are On Investors' Radars Today
2026-03-11 01:03feeds.benzinga.com
How Many Ships Will Transit The Strait Of Hormuz Each Day In March? Here's What The Prediction Market Is Saying
2026-03-09 23:18feeds.benzinga.com
Trump Says Iran War 'Pretty Much' Over, But Tehran Says They Will Decide The End — Here's What Crypto Prediction Market Is Betting On
2026-03-02 21:42feeds.benzinga.com
Iran Facing Attack From A Third Country? Crypto Prediction Market Sees High Possibility Amid Rising Middle East Tensions
2026-03-01 10:31feeds.benzinga.com
Netflix, Dell, And IonQ Are Among the Top 10 Large-Cap Gainers Last Week (Feb. 23-Feb. 27): Are the Others in Your Portfolio?
2026-02-24 04:12feeds.benzinga.com
Circle Q4 Earnings Preview: All You Need To Know About Targets, Estimates, Investor Sentiment

新增披露摘要

披露信息

披露分析

No recent SEC filing metadata in the collected profile.

近期披露

当前 profile 没有可解析的 SEC 披露。

beta / 动量 / 主题

大盘敏感度

Beta

4.36

状态

高 beta

立场

看多

动量

看多

高风险偏多 · 正常

板块定位

行业

financial-services-asset-management---bonds

ai-infrastructurecrypto-digital-assetsenergy-poweraerospace-defenseconsumer