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#SK海力士Q3财报在即,HBM4能否提振盈利? Robinhood本轮增长不只是美股期权,预测市场、期货、AI交易助手Cortex带来了新用户和交易频次提升。但增长有两个隐忧:第一,它的交易量高度绑定市场波动率,一旦美股进入窄幅震荡,散户交易热情容易回落;第二,新增业务(预测市场)监管不确定性很高。亮点是付费客户、保证金业务持续扩容,正在从纯佣金平台往综合金融账户转型,增长持续性要看产品多元化能不能对冲行情周期
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