Coinbase Global Coin和第一太陽能FSLR股票帶領了另一天的繁榮市場增長

投入：在與中國達成美國貿易協定後，Coinbase Global Coin和第一太陽能FSLR股票又帶來了繁榮市場增長的一天。

Coinbase Global (NASDAQ:COIN) and First Solar (NYSE:FSLR) stock led another day of exuberant market gains following the announcement of the United States trade deal with China.

Coinbase Global（NASDAQ：COIN）和First Solar（NYSE：FSLR）股票在與中國達成了美國貿易協定後，再次獲得了繁榮市場增長的一天。

Both surged over 20% on Tuesday, as investors applauded Coinbase being added to the S&P 500, with it noteworthy that the price of Bitcoin has soared to again. Meanwhile, the excitement for First Solar’s stock came as the world’s leading solar module manufacturer could receive up to $10 billion in tax credits as lawmakers reconfigure the exemptions that were provided in the Inflation Reduction Act, such as the Investment Tax Credit (ITC-48E).

由於投資者稱讚Coinbase被添加到標準普爾500指數中，因此兩者都飆升了20％以上，值得注意的是，比特幣的價格再次飆升。同時，由於立法者重新配置《通貨膨脹稅收抵免》（ITC-48E），因此，第一太陽能股票的興奮之所以出現，是因為世界領先的太陽能模塊製造商可能會獲得高達100億美元的稅收抵免。

Investors may be wondering if it’s time to buy the surge in Coinbase and First Solar stock, with COIN and FSLR now in positive territory for the year and sitting on impressive gains of over +300% and +200% in the last three years, respectively.

投資者可能想知道是否是時候購買Coinbase和第一批太陽能股票的潮流了，現在硬幣和FSLR在一年中處於積極的領域，並且在過去三年中分別佔據了超過300％和 +200％的令人印象深刻的收益。

Coinbase & First Solar’s Outlook

Coinbase＆First Solar的前景

Previously citing economic pressures and trade policy uncertainties, Coinbase expects short-term volatility in the crypto market but anticipates market stability later in Q2 and into Q3 based on Bitcoin’s post-halving cycle, institutional adoption, and clearer U.S. crypto regulations.

Coinbase以前引用了經濟壓力和貿易政策的不確定性，預計加密市場的短期波動率，但根據比特幣的備用後周期，機構採用和更明顯的美國加密法規，預計市場穩定性在第二季度和第三季度。

Based on Zacks' estimates, Coinbase’s total sales are currently expected to be up 10% in fiscal 2025 and are projected to increase another 5% in FY26 to $7.65 billion. However, annual earnings are slated to drop to $3.97 per share in FY25 from EPS of $7.60 last year. That said, FY26 EPS is projected to stabilize and rebound 78% to $7.08, although this would still be a distance from Coinbase's earnings peak of $14.50 per share after going public in 2021.

根據Zacks的估計，Coinbase目前的總銷售額預計在2025財年將增長10％，預計將在26財年增加5％至76.5億美元。但是，年收入計劃在去年7.60美元的每股收益中跌至25財年每股3.97美元。也就是說，預計26財年的每股收益將穩定並反彈78％至7.08美元，儘管這與Coinbase的收入峰值距離2021年公開後，每股14.50美元。

Pivoting to First Solar, it had previously expected a sharper impact from U.S. tariffs, despite the anticipation of $310-$350 million in advance manufacturing production credits during Q2. Still, First Solar has remained optimistic on long-term demand, particularly in the U.S. market, thanks to its vertically integrated production model and CadTel-based semiconductor technology.

儘管預計在第二季度期間將提前311億美元的製造生產積分，但它以前曾預計將對第一太陽能進行樞紐，以前曾預計將對美國關稅產生更大的影響。儘管如此，由於其垂直整合的生產模型和基於Cadtel的半導體技術，First Solar仍然對長期需求（尤其是在美國市場）保持樂觀。

First Solar’s total sales are projected to increase 15% this year and are forecasted to spike another 13% in FY26 to $5.46 billion. Even better, First Solar’s EPS is expected to soar 23% in FY25 with annual earnings projected to climb another 49% in FY26 to $22.16 per share.

第一太陽能的總銷售額預計今年將增長15％，並預計將在26財年增加13％至54.6億美元。更好的是，第一太陽能的每股收益預計在25財年將飆升23％，預計年收入將在26財年降至每股22.16美元。

Analysts Turn Bullish

分析師變成看漲

Upon today’s favorable news, analysts at J.P. Morgan (NYSE:JPM) noted that the new tax credit proposal from the House of Representatives aligns with the bullish end of investor expectations for solar stocks such as First Solar. Additionally, Wolfe Research upgraded First Solar to outperform, which fueled today’s rally.

在今天的有利新聞中，JP Morgan（紐約證券交易所：JPM）的分析師指出，眾議院眾議院的新稅收抵免提案與看漲的投資者對太陽能股票（例如第一太陽能）的期望保持一致。此外，Wolfe Research將第一台太陽能升級到跑贏大盤，這推動了今天的集會。

Wolfe Research also highlighted Coinbase’s strong market positioning, with Bernstein analysts predicting the crypto exchange leader could see $16 billion in capital inflows following its addition to the S&P 500.

沃爾夫研究還強調了Coinbase的強大市場定位，伯恩斯坦分析師預測，加密貨幣交易所負責人在增加了標準普爾500標準普爾500指數後可能會看到160億美元的資本流入。

Bottom Line

底線

For now, Coinbase and First Solar’s stock land a Zacks Rank #3 (Hold). Considering the bullish sentiment from analysts, buy ratings could be on the way as earnings estimate revisions may trend higher in the near future, which would magnify their favorable growth trajectories.

目前，Coinbase和First Solar's Stock a Zacks排名3（持有）。考慮到分析師的看漲情緒，買入評級可能會在不久的將來趨勢，這將擴大其有利的增長軌跡。

This article originally published on Zacks Investment Research (zacks.com).

本文最初發表在Zacks Investment Research（Zacks.com）上。

Zacks Investment Research