据花旗称，随着加密货币价格回升，Galaxy Digital 有望反弹。这家投资银行将 Galaxy 的评级从“中性”上调至“买入”。它还将股票目标价从 26 美元上调至 28 美元，意味着较周一收盘价有 41% 的上涨空间。
Galaxy Digital is poised to bounce back as cryptocurrency prices recover, according to Citi. The investment bank raised its rating on Galaxy to buy from neutral. It also hiked its price target on shares to $28 from $26, implying 41% upside from Monday's close.
分析师 Peter Christiansen 周二在致客户的报告中表示：“数字资产进入财报季时的背景比几个月前强得多。”“在此背景下，我们对布局代币化和市场基础设施的公司保持乐观，维持对 AI 赋能基础设施题材的偏好，将 Galaxy 上调至‘买入’评级。”
"Digital assets enter earnings season with a considerably stronger backdrop than just a few months ago," analyst Peter Christiansen said Tuesday in a note to clients. "Against this backdrop, we remain constructive on companies positioned around tokenization and market infrastructure, maintain our preference for AI-enabled infrastructure stories, upgrade Galaxy to Buy."
Galaxy 股价在过去一年暴跌近 52%。这一跌势紧随一场所谓的“加密寒冬”，后者由 2025 年 10 月一系列高杠杆数字资产头寸的连环清算引发。GLXY 1Y 山形图 过去 12 个月股价下跌 52%。
Shares of Galaxy have plunged nearly 52% over the past year. Their decline followed a so-called crypto winter triggered by a series of cascading liquidations of highly leveraged digital assets positions in October 2025. GLXY 1Y mountain Shares are down 52% over the past 12 months.
然而，据花旗称，随着投资者更多地关注支撑稳定币和其他代币化资产的基础设施，像 Galaxy 这样的加密货币公司股价可能上涨。据该行称，Galaxy 的人工智能数据中心业务是其向基础设施业务转型的核心，并展现出更强的盈利潜力。
However, crypto companies like Galaxy could see their shares rise as investors focus more on the infrastructure that undergirds stablecoins and other tokenized assets, per Citi. Galaxy's artificial intelligence data center business is central to its transformation into an infrastructure play and has demonstrated stronger earnings potential, according to the bank.
Christiansen 写道：“Helios I 优于预期的经济效益、对公司 AI 基础设施战略信心的增强，以及未来六个月内可能宣布 Helios II 租户，都可能进一步降低数据中心业务的风险，并提高对长期盈利能力的可见度。”
"Stronger-than-expected economics at Helios I, increasing confidence in the company's AI infrastructure strategy, and the potential for a Helios II tenant announcement over the next six months could further de-risk the data center business and enhance visibility into long-term earnings power," Christiansen wrote.
据该分析师称，美国近期推动加密货币监管更加清晰的举措也可能获得进展，长期来看有望惠及 Galaxy。
Recent pushes to achieve greater regulatory clarity on crypto in the U.S. are also likely to gain traction, potentially benefiting Galaxy over time, according to the analyst.
花旗的这一呼吁与华尔街的共识一致。LSEG 数据显示，在覆盖 Galaxy Digital 的 16 位分析师中，14 位给予“买入”或“强烈买入”评级，仅 2 位给予“持有”评级。
Citi's call falls in line with consensus on Wall Street. Of the 16 analysts covering Galaxy Digital, 14 have a buy or strong buy on the stock, while just two have a hold rating on it, LSEG data shows.