以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Robinhood Markets
44 atoms · 跨 7 天 · 首见 2026-04-28 · 最近 2026-07-02
三色: 🟦 fact 41 · 🟥 take 3 · stance ▲8/▼2/◆4
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 3
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 44
时态: fresh:41 · aging:3
标签: 好数字:34 · 好观点:5 · 好信源:5
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
Robinhood获得Mizuho重申跑赢大盘评级，目标价上调至130美元
¹¹，分析师认为其有望成为全球首家真正的“超大规模”在线经纪商
¹。但短期费用压力显著，一季度支出跳升18%
¹，且‘特朗普账户’推广需额外投入1亿美元
¹。
💢 核心分歧 (1 轴)
1. 全球化扩张叙事 vs 短期费用激增
*topic: 管理层表态/费用支出/资本开支 · 3 bull vs 2 bear*
🟢 bullish 侧:
- <a id="atom-bebbf1c6ef05a47b"></a>2026-04-28
X·@wallstengine [老化中] · CEO statement on positioning · 管理层表态/市场份额 +同日2条
“Driven by our relentless product velocity and innovation, Robinhood is increasingly positioned at the center of our customers’ financial lives, just as we enter the early innings of the Great Wealth Transfer,”
tags: 好观点 · → daily
📷 原图
🔴 bearish 侧:
- <a id="atom-b17ca87fdbf7c533"></a>2026-04-29
X·@zerohedge · expenses jumped 18% in the first quarter · 盈利能力/资本开支 +同日1条
tags: 好数字 · → daily
🟦 客观事实 (facts) (2)
- <a id="atom-b17ca87fdbf7c533"></a>🟦 2026-04-29
X·@zerohedge · expenses jumped 18% in the first quarter · 盈利能力/资本开支
tags: 好数字 · → daily
- <a id="atom-c0e28aa617280150"></a>🟦 2026-04-29
X·@zerohedge · additional $100 million investment needed for 'Trump account' push · 资本开支
'Trump account' push would require an additional $100 million investment
tags: 好数字 · → daily
value: qty=$100 million
🟥 多头 takes (bullish) (3)
- <a id="atom-df8e9f25faac15a0"></a>🟥 2026-07-02
X·@AIStockSavvy · 目标价 · 评级目标价
raises PT to $130 from $115
tags: 好数字 · → daily
value: qty=$130 · date=未指定
📷 原图
- <a id="atom-0eb034a8b56940b5"></a>🟥 2026-07-02
X·@AIStockSavvy · 评级 · 评级目标价
Mizuho reiterates Outperform on Robinhood
tags: 好观点 · → daily
value: direction=Outperform
📷 原图
- <a id="atom-9b16368213bd5aa7"></a>🟥 2026-07-02
X·@AIStockSavvy · 行业地位预期 · 竞争格局
Analyst sees a path for HOOD to become the first true global "hyperscaler" of online brokerages
tags: 好观点 · → daily
📷 原图
🟦 新闻流 (squawk · 39)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-09c8bd00e08a05f2"></a>🟦 2026-06-22
X·@FirstSquawk · 发行可转换高级票据 · 融资
ROBINHOOD TO OFFER $2 BILLION OF CONVERTIBLE SENIOR NOTES
tags: 好数字 · → daily
value: qty=$2B
- <a id="atom-063a4f026f3e783f"></a>🟦 2026-06-21
X·@FirstSquawk · 支持取消市场规则以提升交易效率 · 监管政策/交易规则
ROBINHOOD BACKS EFFORT TO ELIMINATE LITTLE-KNOWN MARKET RULE IN BID TO MODERNIZE TRADING
tags: 好信源 · → daily
- <a id="atom-b1502908765f3ee9"></a>🟦 2026-05-29
X·@FirstSquawk · 股票价格方向 · 价格动态
Robinhood Markets, Inc. rise following approval of crypto perpetual futures in US
tags: 好数字 · → daily
value: direction=up
- <a id="atom-f49c9d7beee05126"></a>🟦 2026-05-27
X·@DeItaone · 允许客户委托AI代理投资和信用卡消费决策 · 产品发布
Robinhood Markets is rolling out a feature that lets customers delegate investing and credit-card spending decisions to AI agents.
tags: 好信源 · → daily
- <a id="atom-2a71df533e236e9a"></a>🟦 2026-05-27
X·@DeItaone · 用户可将Anthropic Claude或Cursor接入专用账户进行AI交易 · 合作客户
Users can connect tools like Anthropic’s Claude or Cursor to a dedicated account where the AI can place stock trades, manage portfolios, and execute spending tasks within set limits and alerts.
tags: 好信源 · → daily
- <a id="atom-b59f0fa984a9587a"></a>🟦 2026-05-27
X·@DeItaone · AI代理可使用虚拟Gold卡进行信用卡消费功能 · 产品发布
For credit cards, AI agents can search for deals, book travel, and secure tickets using a virtual Gold card, while users retain control through spending caps, approvals, and instant notifications.
tags: 好信源 · → daily
- <a id="atom-c8b87540b603ca88"></a>🟦 2026-05-27
X·@DeItaone · 初始功能限于股票交易，期权及加密支持计划后续推出 · 产品发布
For now, the system is limited to stock trading, with options and crypto support planned later.
tags: 好信源 · → daily
- <a id="atom-7e791a7f9bee861c"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Revenue · 营收
Revenue: $1.07B (Est. $1.17B) 🔴; +15% YoY
tags: 好数字 · → daily
value: qty=$1.07B · date=Q1 2026
📷 原图
- <a id="atom-a50ad27b2c1eb8f8"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 EPS · 盈利能力
EPS: $0.38 (Est. $0.41) 🔴; +3% YoY
tags: 好数字 · → daily
value: qty=$0.38 · date=Q1 2026
📷 原图
- <a id="atom-f79e56917437fc60"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Net Deposits · 客户资金流入
Net Deposits: $17.7B; 22% annualized growth rate
tags: 好数字 · → daily
value: qty=$17.7B · date=Q1 2026
📷 原图
- <a id="atom-076871f5f84404cc"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Gold Subscribers · 用户增长
Gold Subscribers: 4.3M; +36% YoY
tags: 好数字 · → daily
value: qty=4.3M · date=Q1 2026
📷 原图
- <a id="atom-62d07ee9825057cd"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Total Platform Assets · 资产管理规模
Total Platform Assets: $307B; +39% YoY
tags: 好数字 · → daily
value: qty=$307B · date=Q1 2026
📷 原图
- <a id="atom-721c9e3316bcc6b0"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Funded Customers · 用户增长
Funded Customers: 27.4M; +6% YoY
tags: 好数字 · → daily
value: qty=27.4M · date=Q1 2026
📷 原图
- <a id="atom-ff7bdd957263a942"></a>🟦 2026-04-28
X·@wallstengine · FY 2026 Adj. Operating Expenses + SBC Guidance · 业绩指引/费用支出
FY Guide: Adj. Operating Expenses + SBC: $2.7B-$2.825B
tags: 好数字 · → daily
value: qty=$2.7B-$2.825B · date=FY 2026
📷 原图
- <a id="atom-1ca96b6c8d35e696"></a>🟦 2026-04-28
X·@wallstengine · Prior FY 2026 Adj. Operating Expenses + SBC Guidance · 业绩指引/费用支出
Prior Adj. Operating Expenses + SBC Guide: $2.6B-$2.725B
tags: 好数字 · → daily
value: qty=$2.6B-$2.725B · date=prior FY 2026
📷 原图
- <a id="atom-bd66cc5da329381c"></a>🟦 2026-04-28
X·@wallstengine · Trump Accounts Investment Additional · 资本开支
Trump Accounts Investment: Additional $100M
tags: 好数字 · → daily
value: qty=$100M · date=FY 2026
📷 原图
- <a id="atom-e887c8f5274ce16d"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Transaction-Based Revenue · 营收
Transaction-Based Revenue: $623M; +7% YoY
tags: 好数字 · → daily
value: qty=$623M · date=Q1 2026
📷 原图
- <a id="atom-cc3e5beaf34ec759"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Options Revenue · 营收
Options Revenue: $260M; +8% YoY
tags: 好数字 · → daily
value: qty=$260M · date=Q1 2026
📷 原图
- <a id="atom-f21db61b3c1db042"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Equities Revenue · 营收
Equities Revenue: $82M; +46% YoY
tags: 好数字 · → daily
value: qty=$82M · date=Q1 2026
📷 原图
- <a id="atom-1ba6aebddcbe68c8"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Crypto Revenue · 营收
Crypto Revenue: $134M; -47% YoY
tags: 好数字 · → daily
value: qty=$134M · date=Q1 2026
📷 原图
- <a id="atom-8c06e4fa60519bfe"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Other Transaction Revenue · 营收
Other Transaction Revenue: $147M; +320% YoY
tags: 好数字 · → daily
value: qty=$147M · date=Q1 2026
📷 原图
- <a id="atom-1913417af8af804e"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Net Interest Revenue · 营收
Net Interest Revenue: $359M; +24% YoY
tags: 好数字 · → daily
value: qty=$359M · date=Q1 2026
📷 原图
- <a id="atom-7e0302fc16280fa3"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Other Revenue · 营收
Other Revenue: $85M; +57% YoY
tags: 好数字 · → daily
value: qty=$85M · date=Q1 2026
📷 原图
- <a id="atom-1e83175c24e0cc44"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Gold Subscription Revenue · 营收
Robinhood Gold Subscription Revenue: $50M; +32% YoY
tags: 好数字 · → daily
value: qty=$50M · date=Q1 2026
📷 原图
- <a id="atom-87f6415d2617052e"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Net Income · 盈利能力
Net Income: $346M; +3% YoY
tags: 好数字 · → daily
value: qty=$346M · date=Q1 2026
📷 原图
- <a id="atom-78b9cd8f9190b06f"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Net Income Attributable To Robinhood · 盈利能力
Net Income Attributable To Robinhood: $350M; +4% YoY
tags: 好数字 · → daily
value: qty=$350M · date=Q1 2026
📷 原图
- <a id="atom-00f93f97819d394d"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Adj. EBITDA · 盈利能力
Adj. EBITDA: $534M; +14% YoY
tags: 好数字 · → daily
value: qty=$534M · date=Q1 2026
📷 原图
- <a id="atom-eafe874da53ab42d"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Buybacks · 回购分红
Buybacks: $250M, representing 3.1M shares at ~$81/share
tags: 好数字 · → daily
value: qty=$250M · date=Q1 2026
📷 原图
- <a id="atom-6d8068fea05ec015"></a>🟦 2026-04-28
X·@wallstengine · Total Buybacks Since Q3'24 · 回购分红
Total Buybacks Since Q3’24: $1.2B, representing 25M shares at ~$46/share
tags: 好数字 · → daily
value: qty=$1.2B · date=Q3'24 to present
📷 原图
- <a id="atom-c9d069556e85fa2d"></a>🟦 2026-04-28
X·@wallstengine · Authorization Refreshed · 回购分红
Authorization: Refreshed to $1.5B, expected over next ~3 years
tags: 好数字 · → daily
value: qty=$1.5B · date=next ~3 years
📷 原图
- <a id="atom-cd06d03d7ff59b42"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Margin Book · 客户杠杆
Margin Book: $17.0B; +93% YoY
tags: 好数字 · → daily
value: qty=$17.0B · date=Q1 2026
📷 原图
- <a id="atom-77256be1eea3c406"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 ARPU · 营收
ARPU: $157; +8% YoY
tags: 好数字 · → daily
value: qty=$157 · date=Q1 2026
📷 原图
- <a id="atom-32d3fa0f0868ae4b"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Cash and Cash Equivalents · 财务健康
Cash and Cash Equivalents: $5.0B
tags: 好数字 · → daily
value: qty=$5.0B · date=Q1 2026
📷 原图
- <a id="atom-95566b711cb5a94f"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Robinhood Banking Deposits · 产品发布
Robinhood Banking: Over $2B in deposits from over 125,000 Funded Customers
tags: 好数字 · → daily
value: qty=$2B · date=Q1 2026
📷 原图
- <a id="atom-408d86c671c59963"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Robinhood Strategies AUM · 资产管理规模
Robinhood Strategies: Over 285,000 Funded Customers with over $1.6B AUM
tags: 好数字 · → daily
value: qty=$1.6B · date=Q1 2026
📷 原图
- <a id="atom-d22c5f4c9f04312c"></a>🟦 2026-04-28
X·@wallstengine · Q1 2026 Robinhood Gold Card Funded Customers · 用户增长
Robinhood Gold Card: Over 800,000 Funded Customers
tags: 好数字 · → daily
value: qty=800,000 · date=Q1 2026
📷 原图
- <a id="atom-bebbf1c6ef05a47b"></a>🟦 2026-04-28
X·@wallstengine [老化中] · CEO statement on positioning · 管理层表态/市场份额
“Driven by our relentless product velocity and innovation, Robinhood is increasingly positioned at the center of our customers’ financial lives, just as we enter the early innings of the Great Wealth Transfer,”
tags: 好观点 · → daily
📷 原图
- <a id="atom-afbda51eba3e0178"></a>🟦 2026-04-28
X·@wallstengine [老化中] · CEO statement on Q1 engagement · 管理层表态/用户行为
“In Q1, customers remained engaged and rapidly adopted new products, leading to a 20 percent-plus annualized net deposit growth rate, double digit growth across equities and options, and record volumes for prediction markets, futures, and index options,”
tags: 好观点 · → daily
📷 原图
- <a id="atom-b2aadcbcba18de78"></a>🟦 2026-04-28
X·@wallstengine [老化中] · CEO statement on Q2 start · 管理层表态/交易量
“And Q2 is off to a good start in April, as equity and option trading volumes are on track to be the highest month of the year, and even with tax season, net deposits are approximately $5 billion month-to-date.”
tags: 好观点 · → daily
📷 原图
⏱ 时间轴 (近 20)
- 🟥 2026-07-02 ·
position · 评级 · → daily
- 🟥 2026-07-02 ·
position · 目标价 · → daily
- 🟥 2026-07-02 ·
forecast · 行业地位预期 · → daily
- 🟦 2026-06-22 ·
fact · 发行可转换高级票据 · → daily
- 🟦 2026-06-21 ·
narrative · 支持取消市场规则以提升交易效率 · → daily
- 🟦 2026-05-29 ·
fact · 股票价格方向 · → daily
- 🟦 2026-05-27 ·
fact · 允许客户委托AI代理投资和信用卡消费决策 · → daily
- 🟦 2026-05-27 ·
fact · 用户可将Anthropic Claude或Cursor接入专用账户进行AI交易 · → daily
- 🟦 2026-05-27 ·
fact · AI代理可使用虚拟Gold卡进行信用卡消费功能 · → daily
- 🟦 2026-05-27 ·
fact · 初始功能限于股票交易，期权及加密支持计划后续推出 · → daily
- 🟦 2026-04-29 ·
fact · expenses jumped 18% in the first quarter · → daily
- 🟦 2026-04-29 ·
fact · additional $100 million investment needed for 'Trump account · → daily
- 🟦 2026-04-28 ·
fact · Q1 2026 Revenue · → daily
- 🟦 2026-04-28 ·
fact · Q1 2026 EPS · → daily
- 🟦 2026-04-28 ·
fact · Q1 2026 Net Deposits · → daily
- 🟦 2026-04-28 ·
fact · Q1 2026 Gold Subscribers · → daily
- 🟦 2026-04-28 ·
fact · Q1 2026 Total Platform Assets · → daily
- 🟦 2026-04-28 ·
fact · Q1 2026 Funded Customers · → daily
- 🟦 2026-04-28 ·
fact · FY 2026 Adj. Operating Expenses + SBC Guidance · → daily
- 🟦 2026-04-28 ·
fact · Prior FY 2026 Adj. Operating Expenses + SBC Guidance · → daily
← 实体目录 · 系统日志
