Post
VitalikButerin
#Robinhood交易业务增长能否延续？
今晚看 Robinhood Q3，我觉得重点已经不在“交易量强不强”了。
Q3股票、期权和加密交易量整体都跑在此前预期之上，市场已经提前交易了一部分好消息。
现在一致预期大约是 营收14.3亿美元、EPS 0.55美元。
所以这单我继续拿 Yes，但真正决定结果的会是：高交易量能转化成多少收入，以及预测市场、加密这些高弹性业务能不能继续贡献增量。
数据已经够强，今晚就看兑现程度了。
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