Key Takeaways Standard Chartered has cut its near-term crypto forecasts, slashing XRP price the hardest. Bitcoin’s end-2026 forecast was cut again to $100,000 from $150,000. Despite near-term cuts, long-term bullish targets remain intact. Standard Chartered has lowered its price forecasts for major cryptocurrencies, including Bitcoin, Ethereum and XRP. The firm says the market could face another leg down in the months ahead before stabilizing later in 2026. Geoffrey Kendrick, the bank’s global h ...

来源：市场资讯 （来源：吴说） 渣打银行将 XRP 年底目标价从 8 美元大幅下调至 2.8 美元，降幅约 65%，并预计加密市场短期仍将承 压。渣打银行数字资产研究主管 Geoffrey Kendrick 表示，近期数字资产价格表现"极具挑战性"，因此下 调整个资产类别的预测。除 XRP 外，渣打银行同时下调 BTC 年底目标价至 10 万美元（此前 15 万美 元）、ETH 至 4000 美元（此前 7000 美元）、SOL 至 135 美元（此前 250 美元）。（DL News） ...

Standard Chartered has slashed its end-of-year price target for XRP by a staggering 65% as its analysts revise their outlook following February’s brutal crypto market selloff. The British investment bank previously forecast XRP to hit $8 by the end of 2026. That prediction was lowered to $2.80 in a Thursday note to investors shared with DL News. “Recent price action for digital assets has been challenging, to say the least,” Geoffrey Kendrick, the bank’s global head of digital assets research, said in t ...

Standard Chartered just dropped a fear signal on Solana. They cut their 2026 target to $250. But then they doubled down on a bold $2,000 call by 2030. That is a sharp contrast. Near term pressure. Long term conviction. The bank sees Solana shifting away from pure speculation toward real utility. That kind of transition is rarely smooth. It can mean volatility now and growth later. Target Adjustment: 2026 prediction cut from $310 to $250, citing transitional risks. Long-Term Bull: 2030 target set at $2 ...

小摩表示，鉴于Diego在投资者中声誉良好，且近期在渣打实现财务里程碑(包括大规模股份回购及 ROTE改善)中扮演关键角色，小摩预期其意外离职将导致渣打股价出现低至中单位数的跌幅。尽管如 此，小摩的投资展望保持正面，因银行的稳健表现得益于持续的战略转型及有利的货币环境。 消息面上，晨星发布研究报告指出，近日，渣打集团财务总监Diego De Giorgi即时离任，目前职务将由 副财务总监Peter Burrill暂时接替。晨星认为，此次管理层变动消息属意外负面因素，将引发市场对该行 人事变动及继任安排的担忧，但指出行政总裁温拓思未表示有任何退休计划，相信渣打未来将继续专注 执行"Fit for Growth"策略，在Peter Burrill领导下仍能实现目标，因此预期此次事件对渣打营运影响有 限。 智通财经APP获悉，渣打集团(02888)跌超3%，截至发稿，跌3.71%，报186.8港元，成交额1.55亿港元。 ...

小摩表示，鉴于Diego在投资者中声誉良好，且近期在渣打实现财务里程碑(包括大规模股份回购及 ROTE改善)中扮演关键角色，小摩预期其意外离职将导致渣打股价出现低至中单位数的跌幅。尽管如 此，小摩的投资展望保持正面，因银行的稳健表现得益于持续的战略转型及有利的货币环境。 渣打集团(02888)跌超3%，截至发稿，跌3.71%，报186.8港元，成交额1.55亿港元。 消息面上，晨星发布研究报告指出，近日，渣打集团财务总监Diego De Giorgi即时离任，目前职务将由 副财务总监Peter Burrill暂时接替。晨星认为，此次管理层变动消息属意外负面因素，将引发市场对该行 人事变动及继任安排的担忧，但指出行政总裁温拓思未表示有任何退休计划，相信渣打未来将继续专注 执行"Fit for Growth"策略，在Peter Burrill领导下仍能实现目标，因此预期此次事件对渣打营运影响有 限。 ...

Bitcoin investors better brace for “more pain” as the price of the top cryptocurrency is set to plunge to $50,000 or even lower over the next few months, according to Standard Chartered. The British bank’s global head of digital assets research, Geoffrey Kendrick, offered that forecast in a Thursday note to investors shared with DL News. “We are going to see more pain and a final capitulation period for digital asset prices in the next few months,” Kendrick wrote. Not only did he forecast that Bitcoin ...

Core Viewpoint - Standard Chartered forecasts that Bitcoin will reach $100,000 and Ethereum will hit $4,000 by the end of 2026, despite an anticipated decline to $50,000 and $1,400 respectively before that [1] Market Performance - Bitcoin ETF holdings have decreased by approximately 25%, with total assets under management dropping from a peak of $165 billion to $96 billion, a decline of 41% [2] - Ethereum ETFs have similarly fallen from a peak of $23 billion to $13 billion, a decrease of 43% [3] - Bitcoin is currently trading at $67,456, down 27% over the last 30 days and 46% lower than its all-time high of over $126,000 [3] - Ethereum is trading at $1,969, having risen 2.8% in the past day but is still 4% lower than the previous week [4] Future Expectations - A prediction market indicates a 58% chance that Bitcoin's price will drop to $55,000 before rising to $84,000 [4] - Despite recent price declines, Standard Chartered maintains a long-term positive outlook, keeping its end-2030 forecasts for Bitcoin at $500,000, Ethereum at $40,000, and Solana at $2,000 [5] Market Metrics - The bank emphasizes two key metrics during market downturns: the pullback relative to all-time highs and the percentage of Bitcoin currently in profit, noting that while declines are sharp, they are not as extreme as in previous cycles [6]

Core Viewpoint - Standard Chartered predicts a final wave of selling pressure in the crypto market, with Bitcoin potentially dropping to $50,000 and Ethereum to $1,400 before a broader recovery occurs [2][3]. Group 1: Price Predictions - Bitcoin is expected to decline to around $50,000, while Ethereum may fall to approximately $1,400 in the coming months [2][3]. - The bank's revised end-of-year forecasts are $100,000 for Bitcoin and $4,000 for Ethereum, significantly lower than previous targets of $150,000 and $7,500 respectively [4]. Group 2: Market Conditions - The near-term outlook for digital assets is challenging due to macroeconomic headwinds and weakening ETF flows, with a potential capitulation period expected [3][6]. - The US economy is showing signs of softening, but markets do not anticipate imminent rate cuts until a new Fed chair takes over in June [6]. Group 3: Investor Behavior - There has been a notable decline in digital asset ETF holdings, with the average Bitcoin ETF holding down about 25%, leading to a shift in investor behavior towards selling rather than buying the dip [7].

（来源：广州金融） 01 02 洞察趋势： 在不确定性中，以科技驱动金融韧性 梁晓文指出，银行业正身处一个充满不确定性的宏观环境中。在此背景下，加速数字化转型已成为行业发展的重中之重。"客户对金融服务效率和灵活性 的要求持续提升。"她透露，渣打正大量投资于人工智能、数字资产等先进技术，并在广州建立集团级的人工智能技术研发中心，旨在优化运营与提升体 验。 与此同时，金融科技正重塑银行的业务边界。渣打积极与全球及中国头部科技公司建立合作，其目标是更好地支持出海的中资企业，实现高效的全球司库 管理，平衡本土化需求与集团管控。 应对需求： 从企业"出海通"到个人"湾区生活" 客户需求的变化同样显著。一方面，中国企业加速出海，期望在海外获得高质量的银行服务；另一方面，中国居民对资产多元化和全球配置的需求也在加 速增长。 对此，渣打推出了针对性的解决方案。例如，升级发布中小企业 "出海通" ，以更智能的服务模式，解决跨境结算、融资、汇率风险等痛点。同时，推出 "GBA Affluence会员计划" ，以湾区生活为纽带，联动内外部资源，为客户提供跨越金融、商业与生活体验的多维度赋能。 03 重塑角色： 在激烈竞争中，充当" ...