受美国股票永续合约计划推动 Coinbase 股价上涨 10%

主要洞察

• 随着加密货币相关股票展开复苏，Coinbase股价攀升了10.14%。
• Coinbase提交了旨在引入受监管的美国股票永续合约路径的官方通知。
• 在监管机构审查拟议的金融产品期间，交易员们密切关注235美元的动态。

On Sept. 3, Coinbase shares surged 10.14% alongside a wider rebound in crypto-linked equities and ongoing developments regarding the platform’s plans for U.S. stock 永续 contracts.

COIN finished the session at $192.70, marking a $17.74 increase from its Sept. 2 close of $174.96. The equity touched an intraday peak of $195.85, accompanied by a substantial surge in trading 量 compared to the prior trading day.

这一上涨行情与更广泛的市场复苏保持一致，涵盖了 比特币、Robinhood 以及美股。尽管 Coinbase 提交的监管文件起到了内部催化剂的作用，但仅凭这些文件并不能证实永续合约策略是推动价格走势的唯一因素。

加密货币股票复苏，Coinbase股价大涨10%

Figures from StockAnalysis indicated that COIN opened at $181.44 before closing at $192.70. The stock advanced $17.74 from the preceding Wednesday close of $174.96. Total trading 量 hit roughly 13.64 million shares, contrasting with 5.20 million shares during the previous session.

The Wall Street Journal noted that 比特币 hovered near $81,759 following a roughly 6% increase on Thursday. Meanwhile, Robinhood shares advanced 17%, positioning Coinbase as the S&P 500’s second-best performing stock.

据路透社报道，在美联储理事克里斯托弗·沃勒（Christopher Waller）发表讲话后，美国更广泛的市场也随之走高。标普 500 指数上涨 1.06%，纳斯达克综合指数攀升 1.40%。这些情况表明，多种催化剂共同推动了 Coinbase 股票的上涨。

市场参与者 Sean Trades 指出，在经历先前的回调后，COIN 出现了一次技术性反弹。他观察到该股在收复关键区间之前曾跌破既定基底，他将这次复苏视为反弹指标，而不是对确切日内低点的预测。

Coinbase 提交股票永续合约备案，开启美国合规路径

Coinbase 透露，其衍生品部门于 9 月 1 日提交了两份独立的通知注册。具体而言，Coinbase Derivatives, LLC 向 Securities and Exchange Commission提交了 1-N 表格，而 Coinbase Financial Markets, Inc. 则根据《证券交易法》提交了 BD-N 表格。

BD-N 表格的封面文件将其指定为证券期货产品经纪交易商的通知注册。这一框架将计划中的产品置于美国证券期货指南之内，尽管它并不构成推出单只股票永续合约的官方授权。

Coinbase 确认其正在持续努力向美国客户推出单股永续合约，并表示将直接与证券交易委员会以及 美国商品期货交易委员会.

Chief Policy Officer Faryar Shirzad described the submissions as an initial step, noting that product authorization from the Commodity 期货 Trading Commission represents the next milestone. Shirzad also pointed out that equity perpetuals have already generated significant interest outside domestic borders.

Eligible international users already have access to stock perpetuals through Coinbase. The company’s Help Center details that these instruments trade continuously and settle in USD Coin, tracking listed equities or equity baskets without transferring actual share ownership. Periodic 资金 payments help keep contract prices anchored close to fair market value.

Unlike standard shares, these prospective contracts feature no definitive expiration date and can offer 杠杆 exposure without requiring investors to hold the underlying asset. To date, Coinbase has not disclosed prospective U.S. leverage limits, 保证金 requirements, or qualified customer tiers.

Coinbase 股票交易员在突破后密切关注 235 美元

周四的价格走势推动 COIN 突破了几个之前的收盘里程碑。StockAnalysis 记录显示，该股在 9 月 1 日收于 176.82 美元，随后在 9 月 2 日跌至 174.96 美元，随后迎来反弹。

交易员 Remz 指出，COIN 在 2026 年的大部分时间里动能有限，他并表示如果买盘压力随着即将出台的监管动态而加剧，235 美元将是一个上行目标。该目标比周四的最终官方价格高出约 22%。

This price target remains an independent trader projection rather than an official company guidance figure or analyst 共识. Thursday’s high near $196 continues to serve as the closest verified reference point above the close, and any failure to maintain the newly reclaimed zone could undermine Sean Trades’ short-term outlook.

Current headlines surrounding Coinbase focus on the regulatory procedure rather than a 得到确认 product release. While the Sept. 1 submissions establish the formal filing channel, specific commercial details remain undetermined, and officials have not provided a definitive timeline for Commodity 期货 Trading Commission approval.

下一个可核实的活动计划于 9 月 10 日在花旗全球 TMT 会议（Citi’s Global TMT Conference）上举行，首席财务官阿莱西亚·哈斯（Alesia Haas）将于美国东部时间下午 1:15 参与炉边谈话。进一步的监管备案或机构公告可能会为美国股票永续合约的现状提供后续见解。

本文仅供信息参考，不构成任何财务建议。股票和加密货币市场可能会经历剧烈的价格波动。