Main takeaway: Goldman Sachs reports USDC use is expanding into cross-border payments and AI agent payments, accounting for about 99% of volume in the X402 agent payment protocol. Circle launched ARC L1, CPN, and Agentic Stack; Goldman forecasts Circle revenue rising from $1.2B in 2026 to $2.2B in 2028, rates a neutral outlook with a $96 price target versus a $64.62 share price, implying ~48.6% upside, and notes lower interest rates pose valuation risk.
币界网消息，据潮向研究，高盛在7月5日的Circle会议纪要中显示，USDC用例正向跨境支付与AI代理扩展，USDC在X402代理支付协议中占约99%的交易量。Circle推出ARC L1、CPN与Agentic Stack产品线。高盛预期2026-2028年Circle收入将从12亿美元增至22亿美元，评级中性，目标价96美元，当前股价为64.62美元，上行空间约48.6%，利率下行构成估值风险。