新 3 社 主管主办 上海灣券報 1 N中国证券网 Robinhood跌近11%，创3月份以来最差单日表现。 特斯拉6日跌超3%。消息面上，特斯拉股东大会在美国得州举行，特斯拉股东批准马斯克的1万亿美元薪酬计划。 2025 11/ 市场回顾 "黑色星期四"，美股三大指数 美股遭遇 集体下挫 个股资讯 微软连续七个交易日下跌，创2022年以来 最长连跌天数 Robinhood跌近11%，创3月份以来最差 单日表现 马斯克1万亿美元薪酬计划获批 国际宏观 英国央行宣布维持利率不变 美联储12月降息25个基点的概率为70.6% 【市场回顾】 北京时间11月7日，日本股市低开。日经225指数小幅下跌0.71%。 美股三大指数集体下挫。截至收盘，道指跌0.84%，报46912.30点；纳指跌1.90%，报23053.99点；标普500指数跌1.12%，报6720.32点。 热门中概股涨跌不一，纳斯达克中国金龙指数跌0.03%。 【个股资讯】 当地时间周四，微软收跌超1%，连续七个交易日下跌，创2022年以来最长连跌天数。 爱彼迎盘后一度涨约5%。公司三季度营收41亿美元，分析师预期40.8亿美元；三季度调整后EBITD ...

🚨 LATEST: Robinhood evaluating Bitcoin treasury strategy amid corporate adoption trend.Company assessing "pros and cons" of holding cryptocurrency on balance sheet. https://t.co/lBFJae1h6r ...

Core Insights - Robinhood Markets, Inc. reported record revenue of $1.27 billion for Q3, reflecting 100% year-over-year growth [1] - Analysts are optimistic about Robinhood's performance, particularly in its prediction markets and crypto business [2][3] Revenue Performance - The company achieved a record revenue of $1.27 billion in Q3, marking a 100% increase compared to the same quarter last year [1] - The prediction markets business is nearing a $300 million run-rate, becoming the 11th product area to exceed $100 million in annualized revenue within a year of its launch [2] Business Segments - The prediction markets business has grown to be comparable in size to Robinhood's equities trading business within a year of its launch [2] - The crypto business saw a significant rebound, with crypto volumes on the Robinhood app increasing by 40.6% quarter-over-quarter, and Bitstamp volumes rising by 70% [3] Analyst Ratings and Price Targets - Cantor analyst Brett Knoblauch maintained an Overweight rating on Robinhood and raised the price target from $130 to $155 [4] - Goldman Sachs also maintained a Buy rating and increased its price target from $170 to $181 [5] - Other analysts, including Barclays and Mizuho, raised their price targets, reflecting confidence in Robinhood's growth trajectory [7]

Market Trends & Crypto Performance - Digital currencies are experiencing a pullback amid volatile trading [1] - Bitcoin is holding at the $100,000 level, while Ether dropped to $3,276 and Solana fell to $155 [2] - Coinbase shares are down more than 6% [2] - Hedge funds are increasing their crypto exposure, with 55% invested in crypto this year, up from 47% in 2024 [11] Company Performance & Revenue - Robin Hood reported a 129% increase in year-over-year transaction-based revenue, primarily driven by cryptocurrencies [6] - Robinhood's revenue for digital assets rose over 200% to $268 million, and net income rose 271% year-over-year to $556 million [6] - Kraken quietly raised $500 million at a $15 billion valuation [33] Regulatory Landscape & Challenges - Robinhood's European arm is facing a nearly $25 million fine from Irish regulators for failing to meet anti-money laundering and counterterrorism financing standards [3] - Changing US crypto regulations are influencing institutional investors to increase their investments in crypto products [12] - Kraken is actively engaging with Congress, regulators (SEC, CFTC), and the US administration regarding market structure and crypto regulations [17][18][19] Stablecoins & Tokenized Equities - Stablecoins are taking some of the utility role initially expected for Bitcoin [8] - ARK Invest suggests stablecoins could reduce Bitcoin's bullish forecast by $300,000 by 2030 [9] - Kraken launched tokenized equities (stocks) available in several countries, including Europe, and aims to bring them to the US [20][21]

Core Insights - Digital currencies are experiencing a pullback, with Bitcoin holding around the $100,000 level, while Ether and Solana have also seen declines [2][5] - Robinhood reported a significant increase in revenue driven by its crypto business, with a 129% year-over-year rise in transaction-based revenue and a 271% increase in net income [6][5] - Kraken's co-CEO discussed the positive changes in the regulatory environment for crypto in the US, highlighting increased institutional interest and engagement with lawmakers [15][19] Company Performance - Robinhood's revenue from digital assets rose over 200% to $268 million, contributing to a net income of $556 million [6][5] - Despite strong earnings, Robinhood's stock fell nearly 9% following the earnings report [7] - Kraken is exploring an IPO and has reportedly raised $500 million at a $15 billion valuation, with plans for further fundraising [33] Market Trends - A report indicated that 55% of hedge funds surveyed are invested in crypto, up from 47% in 2024, with institutional investors citing changing US regulations as a key reason for increased investment [11][12] - Kathy Wood from ARK Invest noted that stablecoins are taking on roles previously expected of Bitcoin, potentially reducing Bitcoin's projected value by $300,000 in future forecasts [8][9] Regulatory Environment - The regulatory landscape for crypto in the US has improved, with Kraken's co-CEO noting positive engagement with Congress and regulators [15][19] - New legislation, including the "genius bill," is seen as a significant step forward for the industry, fostering a more favorable environment for institutional investment [15][19] Product Development - Kraken has launched tokenized equities, which are backed one-for-one with shares of stock, and is looking to expand this offering to the US market [21][20] - The company is focused on public equities for tokenization, considering the complexities involved with private stocks [27][29]

Trading app Robinhood is weighing whether to put Bitcoin on its balance sheet, the company's Senior Vice President of Finance and Strategy Shiv Verma said.  Speaking Wednesday following its quarterly earnings call, Verma said that buying Bitcoin and other cryptocurrencies with spare cash has both "pros and cons" potentially aligning it with its crypto-buying customers but requiring capital that might be better served elsewhere.    "We've spent a lot of time thinking about [buying digital assets]," Verma sai ...

Core Points - Robinhood Markets, Inc. will participate in the Wolfe Research Wealth Symposium on November 12, 2025 [1][2] - Steve Quirk, Chief Brokerage Officer of Robinhood, is scheduled to present at 10:15 AM ET / 7:15 AM PT [2] - A live audio webcast of the presentation will be available on Robinhood's investor relations website, with a recording accessible for at least 90 days post-event [2] Company Overview - Robinhood transformed financial services by offering commission-free stock trading, making market access available to millions of investors [3] - The company provides a range of trading options including stocks, options, futures, and cryptocurrencies, as well as retirement investment and expert-managed portfolios [3] - Headquartered in Menlo Park, California, Robinhood aims to deliver value and products tailored for a new generation of investors [3] Information Disclosure - Robinhood utilizes its Investor Relations website and Newsroom to disclose information broadly in compliance with SEC Regulation Fair Disclosure [4] - Investors are encouraged to monitor these platforms along with press releases, SEC filings, and public conference calls for material information [4]

What Happened? Shares of financial services company Robinhood (NASDAQ:HOOD) fell 6.7% in the morning session after its third-quarter 2025 results, despite beating revenue and earnings estimates, were overshadowed by concerns about its future profit outlook and the announced retirement of its Chief Financial Officer (CFO). The company reported impressive year-over-year revenue growth of 100% to $1.27 billion, and its GAAP earnings per share of $0.61 comfortably beat Wall Street's expectations. However, inv ...

Let's talk about what I was just mentioning on on Robin Hood. Really the epitome of all the bullishness we have seen in markets. I how much longer can this continue.Hard question, but maybe not so hard. >> Well, I I don't think it's a hard question. There's this there's this desire to say the market's up big.There must be a lot of speculation and therefore, you know, things look expensive. But in reality, the markets are up because earnings are up. If you look at, you know, the, you know, the the suite of t ...

Core Insights - The market's rise is primarily driven by strong earnings, particularly in the tech sector, which constitutes about 40-45% of the market and has seen a 27% increase this year, with 22% of that attributed to better earnings [2][3] - Financials are experiencing significant growth, with year-over-year increases of approximately 23-24%, contrasting with consumer and industrial stocks that have only risen by 2-4% [4] Company-Specific Insights - Robinhood's crypto trading revenue has surged over 300% year-over-year, indicating robust performance in the crypto sector [6] - The company aims to diversify its revenue, targeting 50% from outside the US and integrating various financial services into its platform [7] - Robinhood has been a top performer in the S&P 500 this year, reflecting its strong market position and growth potential [8][12] Market Trends - The prediction markets are emerging as a significant growth area for Robinhood, with trading volumes doubling each quarter, reaching 2.5 billion contracts in October [11] - The entry of competitors like Poly Market into the US market highlights the potential for growth in this new asset class [10][12] - The overall sentiment in the market suggests that more information from prediction markets can be beneficial for investors and strategists [15]