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瑞穗:Mastercard目標股價666美元,收購BVNK後有望成為法幣與加密世界「網路連接器」
瑞穗分析師維持Mastercard“跑贏大盤”評級及666美元目標價,稱穩定幣對其核心業務並非威脅,而是“加速器”。分析師指出,穩定幣可解鎖更快、更便宜、7×24小時的跨境及B2B支付場景,而Mastercard通過此次收購BVNK,將獲得法幣與穩定幣兌換、跨鏈功能及錢包基礎設施等能力。
BVNK的牌照框架還可支持客戶快速上線。目前Mastercard已為MetaMask、Gemini等加密企業提供加密卡服務,近期加密卡使用量穩步上升。