伯恩斯坦看好 USDC 复苏，维持 Circle 140 美元目标价

伯恩斯坦看好 USDC 复苏，维持 Circle 140 美元目标价

2026-08-25 04:13

ChainThink 消息，8 月 25 日，据 Cointelegraph 报道，投资银行 Bernstein 发布研究笔记，维持 Circle（CRCL）跑赢大盘评级，目标价定为 140 美元，暗示潜在涨幅约 60%。

Circle 股价过去一个月已累计上涨约 40%。分析师指出，USDC 出现“数字美元再通胀”迹象，供应量在七天内激增约 20 亿美元，扭转此前六个月的停滞趋势。

Bernstein 预计新一轮稳定币增长周期将受益于加密市场反弹、监管环境明晰、代币化资本市场发展及支付领域采用率提升，并观察到人工智能代理开始使用稳定币支付的早期信号。

市场地位方面，USDC 总市值仍落后于 USDT，但交易活跃度显著提升。

据 Bernstein 统计，USDC 在调整后稳定币交易量中的份额已从 2025 年的约 40% 攀升至 2026 年至今的 60% 以上，按此指标已超越 USDT。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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