Metaplanet (3350), a Tokyo-listed investment and operating company focused on bitcoin treasury management, bought another 4,279 bitcoin (BTC) in the fourth quarter, spending a total of $451 million, it said in a post on X. The purchase, at an average price of $105,412, took its total to 35,102 BTC, the fourth largest of any publicly traded company. It has a target of owning 210,000 BTC by the end of 2027. Metaplanet has now spent some $3.78 billion, at an average purchase price of $107,607, according to ...

韩国股市2025年表现回顾 - 韩国股市在2025年实现了历史性上涨，创下四分之一个世纪以来最强劲的涨幅，主要受到军工出口商、人工智能和韩妆股票的惊人涨势推动 [1] - 韩国Kospi指数年内飙升76%，表现远超同期上涨17%的标普500指数和上涨25%的MSCI亚太指数，在全球主要股指中表现最佳 [2] - 花旗、摩根大通和野村等机构分析师预计市场未来仍有上行空间，预测明年至少还有20%的涨幅，强劲的盈利增长将支撑这一上升轨迹 [3] 人工智能相关投资主题 - 最大的人工智能赢家并非传统芯片制造商或大盘股，而是相关的代理投资标的，例如电力变压器制造商晓星重工业和核电供应商斗山能源，两家公司股价年内涨幅均超过320% [4] - 尽管估值高企，但看多者认为，要满足人工智能数据中心激增的电力需求，没有快速的零碳替代方案，这使得这些公司不可或缺 [4] - 摩根士丹利分析师认为，对电网和基础设施股票的投资兴趣将持续到2026年，其中现代电气正进入“一个长达数十年的价值重估期，因为电网现代化、人工智能数据中心和脱碳趋势正在汇聚” [5] 存储芯片行业 - 三星电子和SK海力士在2025年表现突出，巩固了其作为Kospi指数权重股和全球顶级存储芯片制造商的地位 [6] - 得益于全球科技巨头对专用高性能芯片的需求增长，三星电子股价年内上涨125%至历史新高，SK海力士股价上涨约270% [6] - 上涨势头已蔓延至相关公司，如SK海力士的母公司SK Square以及客户包括博通在内的韩国电路，这两只股票涨幅均超过330% [7] - 分析师指出，存储芯片短缺无疑正在发生，预计韩国半导体股票将迎来极其强劲的一年 [7] 国防军工行业 - 前总统特朗普重塑传统安全联盟，刺激了今年欧洲和亚洲的新国防支出，推动了市场对以更快速度和更低成本交付武器而闻名的韩国国防承包商的重新关注 [8]

Strategy continues to purchase Bitcoin as worries of a price crash grow. Key Takeaways Some traders warn Bitcoin could drop to $40,000 early next year. Despite volatility, Strategy added $108.8 million worth of Bitcoin. Several industry leaders said that traditional boom-and-bust cycles. Bitcoin’s price continued to slide on Tuesday as traders warned of a potential sharp correction early next year, even as major corporate holder Strategy moved forward with another nine-figure purchase. Bitcoin w ...

Klarna Group plc (NYSE:KLAR) is among the 7 Best Digital Payments Stocks to Invest In Now. Klarna Group plc (KLAR) Collaborates With Coinbase For Stablecoin Funding On December 19, 2025, Fortune revealed that Klarna Group plc (NYSE:KLAR) and cryptocurrency exchange Coinbase have partnered. According to cryptocurrency reporter Ben Weiss, the agreement is to take institutional investors’ funds denominated in stablecoins. The buy now, pay later company, which had traditionally avoided involvement in cryptoc ...

Chart showing Metaplanet’s Bitcoin holdings growth alongside reported BTC Yield performance in 2025. Photo by BeInCrypto Tokyo-listed Metaplanet Inc. has revealed a dramatic acceleration in its corporate Bitcoin strategy, reporting a year-to-date BTC Yield of 568.2% for 2025 while boosting total holdings to 35,102 BTC. The disclosure highlights the company’s aggressive accumulation approach, positioning it among the world’s largest publicly disclosed corporate holders of Bitcoin. Metaplanet Buys More Bi ...

Affirm Holdings, Inc. (NASDAQ:AFRM) is among the 7 Best Digital Payments Stocks to Invest In Now. BofA Maintains a Buy Recommendation On Affirm Holdings, Inc. (AFRM) TheFly reported that on December 16, 2025, BofA reduced Affirm Holdings, Inc. (NASDAQ:AFRM) price goal from $98 to $97. BofA maintained a Buy recommendation on the stock after modifying estimates throughout its consumer finance coverage due to pre-quiet period investor relations catch-ups. Separately, Wolfe Research began covering Affirm Ho ...

核心观点 - Block Inc (XYZ) 被列为当前值得投资的7支最佳数字支付股票之一 [1] - 尽管公司第三季度营收未达预期 但其提高了全年利润指引 并展示了核心业务的增长势头 [4] - 美国银行分析师在调整目标价后 仍维持对该股的买入评级 [3] 业务发展与合作伙伴关系 - Square（Block旗下部门）于2025年12月17日宣布扩大与Thrive的合作关系 [2] - 此次合作使卖家能够通过统一方式管理线上线下（包括Shopify）的目录、订单和库存 [2] - Square作为唯一数据源 帮助商家避免超售、自动化补货 并节省维护多系统的时间 [2] 财务表现与分析师观点 - 公司第三季度调整后每股收益为54美分 低于分析师预期的67美分 [4] - 第三季度毛利润同比增长18% 达到26.6亿美元 [4] - 基于此增长 公司将全年毛利润指引小幅上调至102.4亿美元 [4] - 美国银行分析师Mihir Bhatia于2025年12月16日将目标价从88美元下调至86美元 但维持买入评级 [3] - 此次调整源于美国银行在其消费金融覆盖范围内进行了估算调整及早期投资者关系跟进 [3] 公司业务描述 - Block Inc 是一家金融科技平台 为企业提供支付及相关服务 [5]

Fiserv, Inc. (NASDAQ:FISV) is among the 7 Best Digital Payments Stocks to Invest In Now. Fiserv, Inc. (FISV) And Visa Team Up To Promote Agentic Commerce Fiserv, Inc. (NASDAQ:FISV) and Visa announced a strategic partnership on December 22, 2025, to implement the Trusted Agent Protocol throughout the former company’s agentic ecosystem and allow Visa Intelligent Commerce. The collaboration supports AI-driven consumer purchases by combining the firm’s merchant network with Visa’s agentic commerce and authen ...

PayPal Holdings, Inc. (NASDAQ:PYPL) is among the 7 Best Digital Payments Stocks to Invest In Now. Morgan Stanley Reduces Price Target On PayPal Holdings, Inc. (PYPL) On December 18, 2025, theFly reported that Morgan Stanley reduced its price objective to $51 from $74 and lowered PayPal Holdings, Inc. (NASDAQ:PYPL) from Equal Weight to Underweight. According to the firm, making upgrades to PayPal Holdings, Inc. (NASDAQ:PYPL)’s branded checkout integrations will be difficult and time-consuming. Morgan Sta ...

公司交易与估值 - Octopus Energy Group正式分拆其技术部门Kraken 并完成首轮独立融资 对Kraken的估值为86.5亿美元 [1] - 此次股权融资规模为10亿美元 由D1 Capital Partners领投 参与者包括富达国际、Durable Capital Partners和安大略省教师养老金计划委员会 [1] - 交易完成后Kraken将走向完全独立 拥有自己的治理结构、领导团队和资本架构 而Octopus Energy将保留13.7%的少数股权 [2] - 除对Kraken的投资外 Octopus Energy的投资者还向其直接注资3.2亿美元 用于支持其在零售、发电和清洁技术业务方面的创新与扩张 [2] - 两笔交易合计使集团的资产负债表实力几乎翻倍 [2] Kraken业务与财务表现 - Kraken已成为全球公用事业领域最重要的技术平台之一 定位为面向能源公司的中立、人工智能驱动的操作系统 [3] - 该平台最初在Octopus Energy内部孵化 现已通过授权协议为全球超过7000万个客户账户提供服务 [3] - Kraken平台每天处理超过150亿个数据点 截至9月 其签约年收入已超过5亿美元 在短短三年内增长了四倍 [4] - 其客户包括EDF Energy、E.ON Next、National Grid、东京燃气、Origin Energy以及多家水务公司 显示出业务已从零售电力和燃气扩展到更广泛的基础设施运营领域 [4] 交易战略与行业背景 - 分拆Kraken旨在消除与Octopus在零售市场存在竞争的公用事业公司的潜在利益冲突 同时使Kraken能够作为独立技术提供商更积极地扩张 [5] - 此次分拆反映了能源行业的更广泛趋势 即数字平台和软件业务正日益从传统的供应和发电业务中独立出来获得估值 [6] - 全球公用事业公司正面临压力 需要升级遗留IT系统、管理分布式能源资源、整合可再生能源并改善客户互动 在这些领域先进的数据和人工智能平台正变得至关重要 [6] - 随着公用事业公司增加数字化支出以实现脱碳目标、满足电网可靠性要求和应对监管复杂性 私人资本对能源软件公司的兴趣日益增长 [7] - Kraken的估值使其跻身全球估值最高的能源领域软件公司之列 [7]