Robinhood(US:HOOD) 智通财经网·2025-12-18 10:22Core Viewpoint - Goldman Sachs expresses a gradually optimistic attitude towards Robinhood's competitiveness in the prediction market and the convenience of its platform trading, believing that the launch of combination contracts narrows the gap with traditional online sports betting platforms [1] Group 1: Product Launch and Features - Robinhood announced two core plans: enhancements to its prediction market platform and an upgrade to its proprietary AI advisor, Robinhood Cortex [1] - New products/features include exclusive contracts for professional football players, preset combination contracts for professional football (similar to parlay betting), and plans to launch customized combination contracts for professional football in January 2026 [1][2] - Long-term plans include expanding to multi-market/multi-category combination contracts (e.g., sports + market + weather) [1][2] Group 2: Competitive Positioning - Goldman Sachs views the newly launched combination contracts as a significant step for Robinhood's prediction contracts to align more closely with traditional online sports betting platforms, significantly enhancing its competitiveness [1][2] - The firm believes that acquiring or partnering with prediction market trading brokers is a constructive measure to ensure liquidity [2] Group 3: Cortex Upgrade - The latest upgrade of Robinhood Cortex, set to launch in Q1 2026, will integrate real-time financial data, including technical analysis, analyst reports, and personal portfolio data [3] - Cortex will automatically generate trading plans when customers initiate trades via voice commands, allowing for one-click execution [3] - The upgrade will also provide personalized insights through an investment portfolio summary feature, including performance comparisons and upcoming relevant event alerts [3]