吴说获悉，针对社区用户对 Coinbase 在产品方向上落后于 Robinhood 的质疑，Coinbase CEO Brian Armstrong 回应称，Coinbase 最新的产品更新已在零售端覆盖 Robinhood 所做的功能，并将在规模上更 进一步，包括支持更多加密资产、在美国推出类似永续合约的期货产品，同时整合股票等交易功能；他 同时表示，Base App 是一项独立的前沿探索，侧重于社交交易，与 Coinbase 主应用定位不同，并向社 区征询对 Coinbase 主 App 未来功能改进的建议。 （来源：吴说） ...

Core Insights - eToro Group Ltd. has successfully transitioned into a profitable fintech entity, reporting a net profit of $192 million in 2024 [1][6] - The company trades at a discount compared to peers, with $1 of revenue available for just $0.40 [1] - The consensus price target for eToro has slightly decreased from $67 to $66, while analyst Daniel Fannon from Jefferies has set a higher target of $80, indicating confidence in eToro's future prospects [2][6] Financial Performance - eToro reported a net profit of $192 million in 2024, showcasing its successful transition into profitability [6] - The consensus price target has seen a minor adjustment, reflecting a cautious outlook from analysts [2] Market Trends and Strategic Moves - eToro's recent earnings report highlighted a steady increase in funded accounts and trading volume, positively influencing analysts' price targets [3] - The company's expansion into new markets and the introduction of new trading features, such as staking and tokenization, are key drivers of its growth trajectory [3][6] - Broader market trends, particularly in the fintech and cryptocurrency sectors, have impacted analysts' views on eToro, with increased crypto activity noted due to Bitcoin's record highs [4] User Growth and Retention - eToro's strong market presence and continued growth in its user base suggest a generally positive outlook [5] - The company's unique social trading platform and expanding product suite contribute to sustainable growth and high user retention potential [5]