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Yuvi.
$ICE,合规永续市场会成为新增长曲线吗?ICE三季度营收同比增长15%,并宣布与Trade[XYZ]合作推进受监管永续市场,但项目仍待监管批准。交易和清算基础设施可能拓展收入来源,短期却不能提前计入。若获批后客户、成交量和清算收入逐步披露,增长可验证;若审批延迟或市场需求不足,现有交易所业务仍是估值核心,合作不应被当作已实现利润。
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