StoneX 目標提高和創新平台推出，證券化股票飆升

Securitize 的新代幣化股票平台 Securitize Stocks 推動了其股價的上漲，並導致 StoneX 大幅提高了其價格目標，標誌著傳統市場數位資產的新時代的到來。

Securitize is making waves, and the financial world is taking notice. With the recent launch of its Securitize Stocks platform, the company is not just dipping its toes but diving headfirst into the tokenization of major U.S. equities. This bold move has prompted StoneX to significantly raise its price target for Securitize stock, from $12 to a bullish $18, while maintaining a 'Buy' rating. It's a clear signal that the market is beginning to recognize the immense potential of this innovative platform.

證券化正在掀起波瀾，金融界正在關注。隨著最近推出的證券化股票平台，該公司不僅涉足其中，而且還一頭栽進美國主要股票的代幣化領域。這一大膽舉措促使 StoneX 將 Securitize 股票的目標價從 12 美元大幅提高到看漲的 18 美元，同時維持「買入」評級。這是一個明確的訊號，表明市場開始認識到這個創新平台的巨大潛力。

A New Era for Equity Trading

股權交易新時代

The Securitize Stocks platform, which officially launched on October 8, has introduced tokenized exposure to a dozen heavy-hitting U.S. companies, including tech giants like Apple, Nvidia, and Tesla. This isn't just a digital facade; these tokens are backed one-for-one by underlying shares and come with all the associated economic and shareholder rights. Trading occurs on the Solana blockchain, with settlement in USDC, all facilitated through Securitize’s regulated broker-dealer.

Securitize Stocks 平台於 10 月 8 日正式推出，已為十幾家重量級美國公司引入了代幣化風險敞口，其中包括蘋果、英偉達和特斯拉等科技巨頭。這不僅僅是一個數字外觀；它是一個數字外觀。這些代幣由基礎股票一對一支持，並附帶所有相關的經濟和股東權利。交易在 Solana 區塊鏈上進行，並以 USDC 結算，所有這些都透過 Securitize 受監管的經紀交易商進行。

Analyst Mark Palmer of StoneX sees this as a pivotal moment, shifting Securitize’s revenue outlook beyond just tokenization integration fees to encompass transaction and servicing fees. This strategic expansion into running securities markets, rather than just providing tokenization infrastructure, is a game-changer. It explains the substantial 50% increase in StoneX’s price target, as the firm projects nearly $120 million in revenue for 2027 and almost $200 million for 2028, contingent on strong adoption and execution.

StoneX 的分析師 Mark Palmer 認為這是一個關鍵時刻，它將 Securitize 的收入前景從代幣化整合費用轉向包括交易和服務費用。這種向運行證券市場的策略擴張，而不僅僅是提供代幣化基礎設施，是一個遊戲規則的改變者。這解釋了 StoneX 的目標價大幅上漲 50% 的原因，因為該公司預計 2027 年的收入將接近 1.2 億美元，2028 年的收入將接近 2 億美元，這取決於強有力的採用和執行。

Navigating Growth and Profitability

引領成長和獲利

While the long-term revenue projections are robust, Securitize is still in a growth phase. The latest quarterly results showed a 5% year-over-year revenue decrease to $14.4 million and a net loss of $21.7 million. However, aggregate transaction volume surged by 147% to $5.3 billion, and average tokenized assets under management grew 16% to $4.3 billion. This highlights the classic startup dilemma: impressive platform growth doesn’t always immediately translate into black ink on the balance sheet. For investors, the key will be watching how effectively Securitize converts this platform activity into recurring, profitable income streams.

儘管長期收入預測強勁，但 Securitize 仍處於成長階段。最新季度業績顯示，營收年減 5%，至 1,440 萬美元，淨虧損 2,170 萬美元。然而，總交易量激增 147% 至 53 億美元，管理的平均代幣化資產增加 16% 至 43 億美元。這凸顯了典型的創業困境：令人印象深刻的平台成長並不總是立即轉化為資產負債表上的黑色墨水。對於投資者來說，關鍵是關注 Securitize 如何有效地將這項平台活動轉化為經常性的、有利可圖的收入流。

Adding to its strategic advancements, Securitize also secured FINRA approval for custody of tokenized securities and support for settlement between these assets and stablecoins. This regulatory endorsement is crucial, lending credibility and paving the way for broader institutional adoption.

除了策略進步外，Securitize 還獲得 FINRA 批准託管代幣化證券並支援這些資產與穩定幣之間的結算。這種監管認可至關重要，可以提高可信度，並為更廣泛的機構採用鋪平道路。

Beyond the Horizon: Expanding Reach and Partnerships

超越地平線：擴大影響力和合作夥伴關係

The excitement around Securitize isn’t confined to its U.S. stock offerings. The company's shares rallied twice in one week, spurred by strategic partnerships and international initiatives. A collaboration with South Korean tech firm LG CNS aims to explore tokenized funds, equities, and stablecoins for financial institutions, potentially connecting local financial markets with global capital. This follows a September memorandum of understanding with Dubai’s Virtual Assets Regulatory Authority, further cementing Securitize's global ambitions.

Securitize 令人興奮的地方不僅限於其美國股票發行。在戰略合作夥伴關係和國際舉措的推動下，該公司股價在一周內上漲兩次。與韓國科技公司 LG CNS 的合作旨在為金融機構探索代幣化基金、股票和穩定幣，從而有可能將當地金融市場與全球資本聯繫起來。此前，9 月與杜拜虛擬資產監管局簽署了諒解備忘錄，進一步鞏固了 Securitize 的全球野心。

The company also plans to make its tokenized assets available on platforms being developed by the New York Stock Exchange and OKXICE, and is exploring broader uses like incorporating these assets into institutional trading services with Ripple Prime, and potentially using them as collateral on decentralized lending platforms like Aave. These moves indicate a clear strategy to embed tokenized securities deeply into the existing and emerging financial infrastructure.

該公司還計劃在紐約證券交易所和 OKXICE 開發的平台上提供其代幣化資產，並正在探索更廣泛的用途，例如將這些資產納入 Ripple Prime 的機構交易服務中，並可能將其用作 Aave 等去中心化借貸平台的抵押品。這些舉措顯示了將代幣化證券深入嵌入現有和新興金融基礎設施的明確策略。

The Bottom Line

底線

Securitize is at the forefront of a financial revolution, transforming how we think about and trade equities. While the journey from platform growth to consistent profitability is always a tightrope walk, the significant vote of confidence from StoneX, coupled with the strategic launch of Securitize Stocks and a flurry of high-profile partnerships, suggests Securitize is on a path to reshape the investment landscape. It’s an exciting time to watch this space, as digital assets continue to carve out their undeniable place in the big city of finance. Stay tuned, because the future of trading just got a whole lot more interesting!

證券化處於金融革命的最前沿，改變了我們思考和交易股票的方式。雖然從平台成長到持續獲利的過程總是走鋼絲，但 StoneX 的重大信任票，加上 Securitize Stocks 的策略推出和一系列備受矚目的合作夥伴關係，表明 Securitize 正在重塑投資格局。隨著數位資產繼續在這座金融大城市中佔據不可否認的地位，現在是觀察這個領域的令人興奮的時刻。請繼續關注，因為交易的未來將變得更加有趣！