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诗涵KiKi
三家加密股财报周,股价先跌了37%
MARA、DeFi Development、Gemini 本周集中出三季报。这个季度加密总市值涨了 40.86%,但三家公司股价从 9 月 30 日到现在,跌了至少 37%。
持有这三只票的人,这周是被两头拉扯的。MARA 盘后先来,分析师给的预期是每股亏 0.33 美元、营收 1.76 亿美元,手上还压着 3.56 万枚 $BTC。DeFi Development 手里是 260.09 万枚 $SOL 及等价物,CHAD 优先股股息率从 13% 提到 14%。Gemini 的交易量从上年同期 113 亿美元掉到 38 亿美元,交易所收入降 38%。
币涨、股跌,这个背离本身就是观察点。看财报里资产端的浮盈有没有真的进利润表,还是只停在账面。
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