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SEC公布代币化证券框架后，Coinbase (COIN) 股价上涨3.74%

2026-09-18 21:12:19

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Summary

The SEC launches alternative regulatory path

Coinbase's operating performance remains strong

Obtains 3 free stock e-books

On September 15, the Senate rejected the CLARITY Act, and COIN's share price fell 10.1%.

On September 16, the Federal Reserve raised interest rates by 25 basis points, increasing market pressure.

On September 17, the U.S. Securities and Exchange Commission (SEC) introduced a framework to allow tokenized U.S. stock trading on blockchain platforms.

Coinbase shares rebounded 3.74% after the regulatory announcement, closing at $170.40 on Thursday.

Wall Street analysts 'average price target for COIN is $201.31, implying a 16% upside potential.

Coinbase (COIN) experienced significant fluctuations this week

Coinbase Global, Inc. (COIN) has experienced significant volatility this week, with shares fluctuating between double-digit gains and losses as regulatory dynamics shape investor sentiment. COIN shares closed at $170.40 on Thursday, up 3.74%. The cryptocurrency exchange has seen a sharp decline of about 50% over the past year, echoing a broader downturn in the digital asset market, during which Bitcoin plunged about 34%.

September 14 brought significant optimism to COIN investors, with shares soaring more than 10% on expectations that the Senate would pass the CLARITY Act, which aims to establish comprehensive regulatory guidance for the cryptocurrency industry.

然而，这种热情迅速消散。9月15日，《CLARITY法案》未能通过参议院的程序障碍，导致COIN暴跌10.1%。其他与加密货币相关的股票也遭受了类似损失：Circle下跌11.5%，Robinhood下跌3.4%，Strategy下跌5.4%。比特币跌破76,000美元关口。

第二天，当美联储宣布于9月16日加息25个基点时，市场状况恶化。

SEC推出替代性监管路径

在《CLARITY法案》在国会停滞仅仅48小时后，美国证券交易委员会利用其现有的监管权力，推动加密货币市场创新。

SEC于9月17日宣布，已授予两项为期五年的有条件豁免，允许特定的基于区块链的交易平台和流动性提供商促进涉及美股代币化版本的交易。

根据新规定，代币化证券必须与其基础股份保持相同的权利，包括股息分配和股东投票特权。此外，公司将收到30天的提前通知，并保留反对其证券代币化的权利。

该监管框架立即生效，最终可能实现延长交易时段和基于区块链的结算系统——这些能力在加密货币市场中已是标准配置。

SEC主席Paul Atkins表示，该豁免“旨在解决阻碍负责任创新在美国扎根的挑战，同时提供投资者保护和市场诚信标准。”

金融市场对该公告反应积极。除了COIN上涨3.74%外，Circle上涨4.2%，Robinhood上涨3.25%，Strategy上涨5.22%。比特币反弹至约76,560美元，上涨1.1%，以太坊上涨2.6%，Solana上涨3.2%。

Coinbase运营表现依然强劲

尽管股价波动，但Coinbase展示了有意义的运营改善。

在第二季度，该平台在全球加密货币交易量中的份额从第一季度的9.1%扩大到10.3%，这是连续第三个季度的市场份额扩张，达到了公司纪录。

预测市场板块也已成为快速增长的收入来源。第二季度，预测市场产品的交易量和收入同比增长106%，年化超过1亿美元。

该公司还在2026年5月实施了14%的员工裁员，并将全年调整后支出预测收紧至42亿至44.5亿美元的范围，低于此前42.5亿至46亿美元的指导范围。

28位华尔街分析师的共识目标价为201.31美元，相对于周四收盘价170.40美元，潜在上涨空间约为16%。

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