【Couch Investor】SoFi终于暴涨了！究竟发生了什么改变？

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大家好，欢迎回到今天的又一个视频

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我们终于可以说沙发股见底了吗

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这会不会是最后一次能以十八美元以下买入沙发股

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还是这又将成为值得铭记的一天

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你差点抓住杰克船长

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我是说差点抓住沙发股的底部

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今天还不确定

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盘前沙发股已上涨14%

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截至录音时

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该股上涨6%

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约7%左右

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啊六七个百分点

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这已经不滑稽了

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其实它本来就不搞笑

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不过暂且不提

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沙发股现在情况如何

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为什么股价在上涨呢

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实际上

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并没有确切答案

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存在一些传言

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各种猜测

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人们只是发帖凑热闹

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哦

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因为杰米·迪蒙在采访中提到沙发股

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好的

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那又怎样

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哦

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这是因昨日稳定币公告所致

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明白了

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但我们几周前就知道这消息

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到底怎么回事呢

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我认为更重要的因素是

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可能降息政策

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你在说什么

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你的意思是什么

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降息政策

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2026年不会降息没错

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但可能也不会加息

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至少概率显示如此

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正如你所知

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这些概率每日都在变化

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每周都在变

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每月都在变

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在低利率环境下

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股价大概率上涨

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目前来看

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业务可能增长更快

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若查看2027年1月美联储会议

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现在我们可能看到

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这是当前目标利率

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目前处于百分之四十八点九

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加息率仍维持在百分之三十八点五

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但当我们查看这些数据时

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可以看到一周前当前区间为百分之二十六点二

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现在升至百分之四十八点九

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加息率已从百分之四十点六升至

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在百分之三十八点五的位置

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两周前实际有两次加息定在百分之二十四点六

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并非百分之十一点一

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如果这种转变持续下去

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如果这种转变持续下去两字

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未来六个月内零降息

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同时也没有加息可能

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我认为这将利好股票

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比如如此但正如我所说这些事

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正如这些数据所示

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变动相当迅速

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每周都在变化

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基于头条新闻

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基于宏观经济数据

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当然也基于中东局势

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达成协议与否

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我们将拭目以待

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目前我们面临这种情况

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我们终于突破十八点上方

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能否维持尚需观察

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但截至今日仍下跌百分之三十四

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是的

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好的

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我们庆祝过去几天的微小涨幅

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但过去五个月仍大幅下跌

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过去六个月左右

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股价仍上涨百分之三十七

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仍跑赢大盘六个百分点

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但正如DCF模型所示

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我认为公允价值更接近两千二百二十三美元

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当前股价可能略高

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所以好的

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不错

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终于出现了一些动量

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尽管我认为我们仍远离公司公允价值

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你可能看到摩根大通CEO

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Jamie Diamond今早

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相信是在福克斯商业频道

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谈及《清晰法案》

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讨论稳定币

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收益率存款

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金融科技是否

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不属于银行或加密平台

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如Coinbase

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他们能够做到这一切

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比如接受存款

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支付利息

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赚取利息等等

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但不需要承担所有银行的负担

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他认为这不公平

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人们说

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哦

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这对沙发来说太好了

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因为确实如此

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他没提到sofi

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但他也提到rehe

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提到chime stripe dave

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所以他唯一提到的公司

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另外你知道的

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所以i拥有一家银行

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因此并没有真正批评

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所以我认为那些非银行机构

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没有银行牌照

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也不遵守银行必须遵守的规则

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我知道他想支付奖励

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他希望人们存入

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你知道把钱存入加密平台

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比如他的平台

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而银行担心

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这会导致人们从存款账户取钱

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你如何看待清晰法案的影响

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让我重新表述

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我们并不担心

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我们认为应该公平

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如果他像银行那样接受存款

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就应该遵守银行规则

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我们有社会责任

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流动性要求

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资本要求、反洗钱要求

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财务报告要求透明度

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如果他想成为银行

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成为银行

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这就是全部

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第二个问题并不真正涉及稳定币奖励和利息

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也关乎a l b a k y c 因为当你使用银行系统

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已经通过所有这些流程

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我们这样做是因为联邦政府要求

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如果他们想在全球范围内转移资金

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你应该提出问题

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这能否合法便捷使用

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答案是肯定的

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除非他们遵守相同规则

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当然从这段视频看不出他在说谁

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他在谈论brian armstrong

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Coinbase的首席执行官

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现在在展示短视频之前

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他在之前确实提到过

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所以大家都能开心

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但他有道理

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什么

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无论是摩根大通

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无论是因为沙发有银行

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还是其他在场的参与者

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拥有银行牌照的机构

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必须经过所有这些步骤

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以接受监管

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获取银行牌照

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等等

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满足最低要求

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你说得对

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他们经历了这一切才达到正确位置

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因此现在说像Coinbase这样的加密平台

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例如

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就能做某些事情，比如

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稳定币

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你获得稳定币

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然后可以赚取利息

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支付收益率

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这有点像存款

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但你并非银行

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这怎么说得通

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正如你所说确实不公平

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但我们只是想公平

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但这是你指的吗

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当你提到市场竞争激烈时

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不不不我在说

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但像革命、Stripe和Chime、Dave

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还有像PayPal这样的公司

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他们过去做得很好

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有公司在小额业务领域

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做得非常有趣

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你知道资本

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一家公司刚收购了Brex

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你知道的

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这样的公司有数百家

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这些是聪明人在尝试

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你知道的

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分一杯你的生意

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或者占据你业务的大块份额，Citadel在交易方面做得很好

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当我看到这些时

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我说这是

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但我告诉我的团队睁开眼睛

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看看他们做了什么

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我们本可以以另一种方式做到

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因此我们无法拥有

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出于各种不同原因

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稳定币可能在其中

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我对稳定币并不担心

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我们已经有了形态化的抵押币

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你有这个

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各位

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他提到了sofi

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这就是股票今日上涨的原因

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他甚至提到了paypal，顺便说一句

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我知道今天是个非常欢乐的节目

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因为过去一周非常顺利

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总体而言当他谈论竞争时

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记住我们一直在说

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一次又一次

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每次人们提到竞争

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哦革命将吞噬这顿午餐

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Robinhood将吃掉这顿午餐

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而这顿午餐和新持仓

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以及这些事物请记住

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这些小玩家肯定会吃掉大玩家的午餐

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因为大玩家拥有最大的市场份额

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下次看到这些愚蠢的争论时请理解

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哦

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这是sofi与robinhood的对决

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哦这是reversus

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sofi不

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这些都是小型玩家

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对抗传统体系

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庞大的老牌银行并看

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这里非常有趣

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就在sofi宣布之前

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这件事

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sofi美元成为首个由美国

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这标志着美国

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国家银行发行的稳定币首次直接上线银行App

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通过将sofi美元扩展至近1500万会员

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sofi正在搭建传统银行与数字资产的桥梁

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通过在其银行系统中整合区块链技术

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sofi正使数字金融工具更易获取

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实用且可信——sofi首席执行官安东尼奥·奥托的引述

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我们相信可以结合区块链的速度与灵活性

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与银行的信任优势改善全球资金流动

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人们不再需要在区块链技术与受监管的银行产品之间二选一

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我们为会员提供一站式购买

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持有和支付数字资产的同一App

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消费

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借贷和投资

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因此这就是结果

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什么是1对1赎回

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所以我再次使用硅谷银行的一对一可兑换功能将美元兑换成USD

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这就是作为银行的最大优势

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硅谷银行保持流动性资产以支持所有未结清的SOFA美元银行利率保障

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包括定期审计

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由独立注册会计师执行

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在美国持牌

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所以iUSD可在以太坊和Solana上使用

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这是两大数字资产交易网络

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并持续添加新网络

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作为银行的最大优势

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这不是劣势

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不是负面因素

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所以硅谷仍是银行

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这也是为何其市盈率需达到七倍

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P/E比率

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它们的市盈率更高

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P值

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因为增长速度远超传统银行

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这就是溢价倍数的运作方式

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运作原理在于快速增长

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这就是我们现在看到的情况

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每日可见

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可以看到硅谷仍未突破百日移动平均线

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今日小幅跳涨

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意味着正在填补前财报期的缺口

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RSI指标已较高

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但未超买

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暂未

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此外

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如侧边所示

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大量上涨

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大量上涨

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这些你从未预料到会涨的股票

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这么多上涨可能正在轮动

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ServiceNow上涨14%

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Zeta上涨13.3%

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3%

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Rubric上涨11%

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接近80美元/股

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Rubric即将发布财报

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我认为下周

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是的

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下周四

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股价已超买

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突破200日均线

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此处为200日移动平均线

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这将很有趣

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Robinhood股价重返93美元/股

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这里上涨了十分

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三个百分点

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罗比昨天没有宣布一些AI基因功能

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连特朗普账号也公布了

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这里有些上涨动能

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Palantir上涨八个百分点

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三个百分点

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Salesforce上涨八个百分点

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同样上涨三个百分点

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每股190美元

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Adobe在上涨

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Snowflake再涨六个点

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六个百分点

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这里有很多上涨的股票

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是的

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也有一些下跌的股票

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SD下跌15%

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因为蓝色起源火箭爆炸了

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这也导致火箭实验室下跌

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航天相关股票下跌

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因为这个原因

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这合理吗

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不

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可能比火箭实验室更严重

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但总体这些股票目前交易价极高

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可能被高估了

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谷歌在调整休整

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Uber似乎永远在70美元徘徊

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看起来是这样

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但确实

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如果看一些半导体股票

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我们昨天确实看到

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这些股票也在小幅调整

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Neo Cloud同样如此

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所以可能

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或许今天出现了小幅轮动

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看来财报结果相当不错

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我们将有一期完整的软件相关节目

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可能明天播出

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将涵盖本周财报公司

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也会介绍一些有趣的内容

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针对熵相关轮动

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明智的估值

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所有这些将在明天视频中详细讲解

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纯粹相关领域

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还记得当Sofi股价在15美元左右时

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每股16美元

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向安东尼奥靠拢的走势

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不是好的CEO

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 blah

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 blah blah，营销费用也在上升

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但他们没有关注公司的发展

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股权稀释

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这种稀释情况

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但他们没看到每股收益的增长超过了稀释影响

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所以下次当我们看到

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所以我无论什么原因都大幅下跌了

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或另一只无论什么原因大幅下跌的股票

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尽管业务完全按预期运作

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即变得更盈利且收入增长

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记住，这就是我今天半严肃视频的全部内容

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为本周收尾

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希望大家度过美好的周末

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我们下次再见

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再见

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