Coinbase Global Coin和第一太阳能FSLR股票带领了另一天的繁荣市场增长

投入：在与中国达成美国贸易协定后，Coinbase Global Coin和第一太阳能FSLR股票又带来了繁荣市场增长的一天。

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）股票在与中国达成了美国贸易协定后，再次获得了繁荣市场增长的一天。

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).

由于投资者称赞Coinbase被添加到标准普尔500指数中，因此两者都飙升了20％以上，值得注意的是，比特币的价格再次飙升。同时，由于立法者重新配置《通货膨胀税收抵免》（ITC-48E），因此，第一太阳能股票的兴奋之所以出现，是因为世界领先的太阳能模块制造商可能会获得高达100亿美元的税收抵免。

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.

投资者可能想知道是否是时候购买Coinbase和第一批太阳能股票的潮流了，现在硬币和FSLR在一年中处于积极的领域，并且在过去三年中分别占据了超过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以前引用了经济压力和贸易政策的不确定性，预计加密市场的短期波动率，但根据比特币的备用后周期，机构采用和更明显的美国加密法规，预计市场稳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.

根据Zacks的估计，Coinbase目前的总销售额预计在2025财年将增长10％，预计将在26财年增加5％至76.5亿美元。但是，年收入计划在去年7.60美元的每股收益中跌至25财年每股3.97美元。也就是说，预计26财年的每股收益将稳定并反弹78％至7.08美元，尽管这与Coinbase的收入峰值距离2021年公开后，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.

尽管预计在第二季度期间将提前311亿美元的制造生产积分，但它以前曾预计将对第一太阳能进行枢纽，以前曾预计将对美国关税产生更大的影响。尽管如此，由于其垂直整合的生产模型和基于Cadtel的半导体技术，First Solar仍然对长期需求（尤其是在美国市场）保持乐观。

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.

第一太阳能的总销售额预计今年将增长15％，并预计将在26财年增加13％至54.6亿美元。更好的是，第一太阳能的每股收益预计在25财年将飙升23％，预计年收入将在26财年降至每股22.16美元。

Analysts Turn Bullish

分析师变成看涨

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.

在今天的有利新闻中，JP Morgan（纽约证券交易所：JPM）的分析师指出，众议院众议院的新税收抵免提案与看涨的投资者对太阳能股票（例如第一太阳能）的期望保持一致。此外，Wolfe Research将第一台太阳能升级到跑赢大盘，这推动了今天的集会。

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.

沃尔夫研究还强调了Coinbase的强大市场定位，伯恩斯坦分析师预测，加密货币交易所负责人在增加了标准普尔500标准普尔500指数后可能会看到160亿美元的资本流入。

Bottom Line

底线

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）。考虑到分析师的看涨情绪，买入评级可能会在不久的将来趋势，这将扩大其有利的增长轨迹。

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

本文最初发表在Zacks Investment Research（Zacks.com）上。

Zacks Investment Research