StoneX 目标提高和创新平台推出，证券化股票飙升

Securitize 的新代币化股票平台 Securitize Stocks 推动了其股价的上涨，并导致 StoneX 大幅提高了其价格目标，标志着传统市场数字资产的新时代的到来。

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.

证券化正在掀起波澜，金融界正在关注。随着最近推出的证券化股票平台，该公司不仅涉足其中，而且还一头扎进美国主要股票的代币化领域。这一大胆举措促使 StoneX 将 Securitize 股票的目标价格从 12 美元大幅提高到看涨的 18 美元，同时维持“买入”评级。这是一个明确的信号，表明市场开始认识到这一创新平台的巨大潜力。

A New Era for Equity Trading

股权交易新时代

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 平台于 10 月 8 日正式推出，已为十几家重量级美国公司引入了代币化风险敞口，其中包括苹果、英伟达和特斯拉等科技巨头。这不仅仅是一个数字外观；而是一个数字外观。这些代币由基础股票一对一支持，并附带所有相关的经济和股东权利。交易在 Solana 区块链上进行，并以 USDC 结算，所有这些都是通过 Securitize 受监管的经纪交易商进行的。

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 的分析师马克·帕尔默 (Mark Palmer) 认为这是一个关键时刻，它将 Securitize 的收入前景从代币化集成费用转向包括交易和服务费用。这种向运行证券市场的战略扩张，而不仅仅是提供代币化基础设施，是一个游戏规则的改变者。这解释了 StoneX 的价格目标大幅上涨 50% 的原因，因为该公司预计 2027 年的收入将接近 1.2 亿美元，2028 年的收入将接近 2 亿美元，这取决于强有力的采用和执行。

Navigating Growth and Profitability

引领增长和盈利

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.

尽管长期收入预测强劲，但 Securitize 仍处于增长阶段。最新季度业绩显示，收入同比下降 5%，至 1,440 万美元，净亏损 2,170 万美元。然而，总交易量激增 147% 至 53 亿美元，管理的平均代币化资产增长 16% 至 43 亿美元。这凸显了典型的创业困境：令人印象深刻的平台增长并不总是立即转化为资产负债表上的黑色墨水。对于投资者来说，关键是关注 Securitize 如何有效地将这一平台活动转化为经常性的、有利可图的收入流。

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.

除战略进步外，Securitize 还获得了 FINRA 批准托管代币化证券并支持这些资产与稳定币之间的结算。这种监管认可至关重要，可以提高可信度，并为更广泛的机构采用铺平道路。

Beyond the Horizon: Expanding Reach and Partnerships

超越地平线：扩大影响力和合作伙伴关系

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 令人兴奋的地方并不仅限于其美国股票发行。在战略合作伙伴关系和国际举措的推动下，该公司股价在一周内上涨两次。与韩国科技公司 LG CNS 的合作旨在为金融机构探索代币化基金、股票和稳定币，从而有可能将当地金融市场与全球资本联系起来。此前，9 月份与迪拜虚拟资产监管局签署了谅解备忘录，进一步巩固了 Securitize 的全球雄心。

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.

该公司还计划在纽约证券交易所和 OKXICE 开发的平台上提供其代币化资产，并正在探索更广泛的用途，例如将这些资产纳入 Ripple Prime 的机构交易服务中，并可能将其用作 Aave 等去中心化借贷平台的抵押品。这些举措表明了将代币化证券深入嵌入现有和新兴金融基础设施的明确战略。

The Bottom Line

底线

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!

证券化处于金融革命的最前沿，改变了我们思考和交易股票的方式。虽然从平台增长到持续盈利的过程总是走钢丝，但 StoneX 的重大信任票，加上 Securitize Stocks 的战略推出和一系列备受瞩目的合作伙伴关系，表明 Securitize 正在重塑投资格局。随着数字资产继续在这座金融大城市中占据不可否认的地位，现在是观察这个领域的激动人心的时刻。请继续关注，因为交易的未来将变得更加有趣！