BlockBeats 消息，2 月 25 日，美元稳定币 USDC 发行商 Circle 将于 2 月 25 日美股盘前发布财报；NVIDIA 将于美东时间 2 月 25 日收盘后（北京时间 2 月 26 日 5:00）公布财报。
市场普遍关注两家公司业绩对风险资产的外溢影响。英伟达股价近月维持高位震荡，今年以来涨幅有限，华尔街担忧即便业绩强劲，短期兑现压力亦可能放大波动，并牵动全球 AI 产业链与相关资产价格表现。
历史上，多次英伟达超预期财报曾提振市场风险偏好，并在加密市场阶段性回调期间改善情绪结构。当前节点下，投资者正评估 AI 资本开支周期、半导体盈利前景与稳定币业务增长之间的联动效应，CRCL 与英伟达财报或成为观察科技与加密市场共振强度的重要窗口。
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