MORNING BID 🔸 $NET: Upgraded to Buy by Citigroup, target price to $145 from $95, expecting 27%-30% annual revenue growth. 🔸 Citigroup: Positive 90-day watchlist for $OKTA, negative for $CRWD. 🔸 $WDC: Q2 revenue expected at $4.30B (below consensus $4.24B, EPS at $1.75-$2.05; CFO Jabre resigning. 🔸 $CRM: Upgraded to Buy from Hold by TD Cowen. 🔸 TikTok: Trump's advisor supports keeping app if deal viable; Schumer urges Biden to extend shutdown deadline by 90 days. 🔸 $OZK: Q4 EPS $1.56 vs. est. $1.44; NII $379-398M; book value up 11.5% to $47.30/share. 🔸 $CFG: Q4 EPS $0.85 vs. est. $0.83; revenue $1.99B; NIM 2.87%; provisions $162M. 🔸 $INDB: Q4 adj. EPS $1.21 vs. est. $1.16; NIM 3.33%; Q3 pre-tax profit $62.93M. 🔸 $RC: Announces $150M share buyback. 🔸 $RF: Q4 EPS $0.56 vs. est. $0.55; revenue $1.845B; Q1 NII to decline; NIM 3.55%; provisions $120M. 🔸 $WULF: Files for mixed shelf offering, size undisclosed. 🔸 $TFC: Q4 EPS $0.91 vs. est. $0.88; revenue $5.11B; tangible book value $30.01/share; CET1 ratio 11.5%; provisions $471M; Q1 revenue down 2% Q/Q; FY revenue up 3-3.5%. 🔸 $JBHT: Q4 EPS $1.53 vs. est. $1.61; revenue down 5% to $3.15B, due to declines in various segments including Intermodal (down 2%). 🔸 $DD and $AXTA: Upgraded to Outperform by Wolfe Research. 🔸 $OTIS: Authorizes $2B share repurchase program. 🔸 Shield AI: In talks to raise significant funding from $PLTR and $LMT, per The Information. 🔸 $CROX: Downgraded to Hold from Buy by Williams Trading due to weakening trends. 🔸 $RIVN: Finalizes $6.6B loan agreement with U.S. DOE for Georgia manufacturing. Fisker: U.S. auto safety probe closed on 6,971 Ocean SUVs, no further investigation expected post-bankruptcy.

#Upgrades - Dec 18, 2024 • $BILL: KeyBanc Upgrades to Overweight from Sector Weight - PT $115 • $CFG: Raymond James Double Upgrades to Strong Buy from Market Perform - PT $55 • $DOW: Evercore ISI Upgrades to Outperform from In Line - PT $56 • $MSCI: Goldman Sachs Upgrades to Buy from Neutral - PT $723 (from $617) • $PFG: Piper Sandler Upgrades to Overweight from Neutral - PT $90 • $PKG: Jefferies Upgrades to Buy from Hold - PT $280 (from $215) • $QTWO: KeyBanc Upgrades to Overweight from Sector Weight - PT $126 • $RIG: Barclays Upgrades to Overweight from Equalweight - PT $4.50 • $WK: Stifel Upgrades to Buy from Hold - PT $130 (from $102) • $WLK: Citi Upgrades to Buy from Neutral - PT $140 (from $152) • $XMTR: JPMorgan Upgrades to Overweight from Neutral - PT $45 (from $25)

Weekly Leading Sectors and Their Trending Coins (December 16, 2024) ⤵️ 🔥 AI Aigent Launchpad - #VIRTUAL, $HEART 🔥 Perpetuals - $HYPE, $DYDX, $ARKM, $WOO 🔥 RWA Protocol - $ONDO, $MKR, $CFG, $TRU, $PRCL

尽管 $RSR \ $ONDO 连续领涨了RWA赛道两天时间， 但这个赛道仍处于早期阶段，市值处于低位，这些是RWA相关的主要币种： $OM - MANTRA $ONDO - Ondo $QNT - Quant $MKR - Maker $XDC - XDC Network $RSR - Reserve Rights $PENDLE - Pendle $XAUT - Tether Gold $CTC - Creditcoin $CHEX - CHEX Token $PAXG - PAX Gold $POLYX - Polymesh $TRAC - OriginTrail $USYC - Hashnote USYC $LCX - LCX $QGOLD - Quorium $CPOOL - Clearpool $CFG - Centrifuge $GFI - Goldfinch $SOLO - Sologenic $OUSG - OUSG $TRU - TrueFi $VELO - Velo $TOKEN - TokenFi $DUSK - Dusk $EURS - STASIS EURO $LUMIA - Lumia $KAU - Kinesis Gold $MPL - Maple $KAG - Kinesis Silver $HIFI - Hifi Finance $PRO - Propy 为什么RWA赛道将崛起？ 源自于上一轮熊市的PTSD，DeFi收益率在2022年和2023年由于行业动荡大幅下降，特别是FTX破产和Luna事件等引发的危机。 这些问题给DeFi带来了严重打击，市场迫切需要找到解决方案。 在这样的背景下，RWA（现实世界资产）进入了人们的视野，通过将稳定的现实世界价值引入DeFi，为投资者提供了更加安全和多元化的收益机会。 特别是BlackRock（贝莱德）CEO认为在比特币ETF之后，金融资产的代币化是下一个重要的趋势。 #Bitcoin #ETH #RWA

#rwa板块 推荐 $rsr $kda 这两个看10倍

帮我拉个列表，rwa板块的 $ondo $cfg $om $pende ……… 还有哪些？美国大资本投资的rwa？

列一个 #rwa 板块的列表，半年后再来看 $ondo $cfg 打算把我老爸的养老金梭进去 亏了，就把老爸送去美国，赚了我就继续给他养老

2022年，波士顿咨询集团（BCG）估计， 到2030年，资产代币化的市场规模将达到16万亿美元。 2023年，花旗银行和伯恩斯坦分别预测， 到2030年/2028年，市场规模将达到5万亿美元。 现在，麦肯锡的预测是，到2030年，市场规模将达到2万亿美元。 这些数据说明了什么呢？ 这些数据表明，资产代币化市场的预期规模在逐年下降。 这种变化可能反映出市场参与者和分析师对代币化资产的前景变得更加谨慎。 他们可能看到了技术、监管、市场接受度等方面的挑战和限制，从而调整了预期。 除了ETF对加密市场造成的冲击，也与加密本身叙事落后有关，最大的利空源自于加密市场本身而非传统， 即便如此，代币化赛道的Token仍然是最好的避险加密市场动荡的代币，其与传统金融的联系颇深。 我筛选了除了 $Ondo 之外的几个代币化赛道的Token用来避险和押注，尽管外界对加密市场的预期会继续下降。 Centrifuge ( $CFG) 类别: 去中心化金融 (DeFi) & 非同质化代币 (NFTs) Centrifuge 通过其去中心化应用 Tinlake 将房地产、发票和版税等资产代币化为 NFTs Maple Finance (MPL) 类别: DeFi 借贷 Maple Finance 提供无抵押贷款，并与 Cicada Partners 合作，创建了包含国债和资产支持证券等 RWA 的流动性池 Polymesh ( $POLYX) 类别: 安全代币 Polymesh 是一个专注于安全代币的区块链平台，由 Polymath 创建，用于发行、管理和交易证券型代币​。 Pendle ( $PENDLE) 类别: 收益代币化 Pendle 允许用户将 DeFi 资产的未来收益代币化并分离为可交易的代币。它最近引入了对 RWA 产品的支持，如 MakerDAO 的 Boosted Dai Savings (sDAI) 和 Flux Finance 的 fUSDC TokenFi ( $TOKEN) 类别: 平台工具 TokenFi 提供无需编码的工具，简化了 RWA 的创建和代币化过程。它支持 ERC20 和 BEP20 代币的发行，并利用生成式 AI 进行 NFT 创建​。 #Bitcoin #ETH