HOOD是强力买入,目标价150美元,凭借多元化产品和自有预测市场基础设施实现钱包份额的获取。
逐段跳播
我还需要制作多少视频才能向你们证明SoFi和Robinhood是绝佳的机会,而你们却一错再错?看看Robinhood,现在股价为每股122美元,说实话,我今年已经制作了六个视频。
How many more videos do I need to make to prove to you that SoFi and Robinhood are incredible opportunities, yet you keep making one mistake after another? Look at Robinhood, it's now at $122 per share and honestly I've made six videos this year.
目前我认为SoFi和Robinhood对投资者来说是一个很好的机会。华尔街终于醒悟并重新评估了Robinhood,正如你现在所看到的,摩根士丹利已将Robinhood的评级上调至“增持”,并将其目标价从124美元上调至150美元。
and right now I think SoFi and Robinhood are a great opportunity for investors. Wall Street has finally caught on and reassessed Robinhood , as you can see now that Morgan Stanley has upgraded Robinhood's rating to 'overweight' and raised its target price on the stock from $124 to $150.
该股涨幅惊人,正如我的Discord社区成员所知,这里已经获得了丰厚的利润。
The stock has risen incredibly and as my Discord community members know, there have been great profits here.
原因是,自从我开始使用Robinhood以来,我就一直在研究它,我已经在这个平台上大约6年或更久了。Robinhood没有赞助我,我只是喜欢他们的商业模式,他们正在做的事情让我非常乐观,这也是我继续作为Robinhood股东的原因,也是我认为它是一只150美元的股票的原因,那就是Robinhood的核心战略。
And the reason for this is that I have been researching Robinhood since I started using it , which is about 6 years or more that I have been on this platform. Robinhood didn't sponsor me, I just like their business model and they're doing something that I'm very optimistic about, and why I'm staying as a Robinhood shareholder and why I also think it's a $150 stock is Robinhood's core strategy.
你可以从Robinhood变得非常富有,对吧?因为这只股票在很短的时间内从100美元以下涨到了120美元以上。它在5天内上涨了13%,在1个月内上涨了38%。
You can get very rich from Robinhood, right ? Because this stock has risen from below $100 to above $120 in a very short time. It increased by 13% in 5 days and 38% in 1 month.
好的,我想强调的关于Robinhood的一点,以及为什么我认为它会在SoFi股票之前达到150美元,是因为他们正在抢占客户的钱包份额或消费能力。
Okay, the thing I want to emphasize about Robinhood and why I think it will reach $150 before it goes to SoFi stock is that they are taking over customers' wallet share or spending power.
我已经说过六次,他们正在增加他们的产品和优惠,并且他们试图抓住整个客户的钱包。这意味着Robinhood正在控制其客户大部分的整体财务生活。
I've said six times that they are increasing their offers and products , and they are trying to grab the entire customer's wallet. This means that Robinhood is controlling a large part of its customers' overall financial lives.
基本上,他们希望是这样的,你的工资将直接进入Robinhood Banking,然后你可以用Robinhood Gold Card消费,对吧?他们有一张信用卡,Robinhood Gold。
Basically, they want it to be like this , your salary will come directly to Robinhood Banking , then you can spend it with the Robinhood Gold Card , right? They have a credit card, Robinhood Gold.
理想情况下,他们希望你把钱留在他们的现金储蓄、股票和期权、加密货币以及他们的退休账户中。他们有很多产品。其中一个增长非常快的是预测市场,我现在将讨论这个。
Ideally, they want you to keep money in their cash savings, stocks and options, crypto, and their retirement accounts. They have many products. One of these that is growing really fast is the prediction market, which I will discuss now.
所以,Robinhood不再仅仅从一种活动中赚钱,过去这相当单一,他们只处理股票交易的投资,但现在他们已经扩展到那之外。现在他们可以通过不同的产品为客户赚钱,这也是我对SoFi的一个核心理论,以及为什么我认为SoFi是一只好的股票。
So, instead of Robinhood making money from just one activity, which used to be pretty one-sided, they only dealt with investing in stock trading , but now they've expanded beyond that. And now they can make money through different products for their customers , which is also a core theory of mine for SoFi, and why I think SoFi is a good stock.
所以,Robinhood现在正在分散到多个收入来源,而不是仅仅一个。
So, Robinhood is now spreading across multiple income streams instead of just one.
例如,在2026年第二季度,那并不久远,我们看到Gold Card现在拥有超过100万客户,年购买量超过170亿美元,根据他们的报告。
For example, in the second quarter of 2026, which wasn't that long ago, we saw that the Gold Card now had over one million customers and an annual purchase volume of over $17 billion, according to their report.
所以,他们现在变得像Visa或MasterCard一样,从交易收入中收取费用。这非常重要,因为它带来了多样性。
So, they've now become like Visa or MasterCard , where they're collecting fees from transaction revenue. This is really important because it brings diversity.
目前,Robinhood Banking拥有超过30亿美元的存款,大约40%的用户已经注册了直接存款。为什么直接存款如此重要?因为,这就是我在Robinhood Gold案例中谈到的心理依恋。
他们之间形成了一种心理纽带。所以,当他们有一个进行直接存款的客户时,这显然对他们来说是一个长期的收入来源。
Currently, Robinhood Banking has over $3 billion in deposits and about 40% of users have signed up for direct deposit. Why is direct deposit so important? Because, this is the mental attachment that I talk about in the case of Robinhood Gold. A mental bond is formed between them. So, when they have a customer who is doing direct deposit, it's clearly a long-term source of income for them.
Robinhood Strategies现在拥有近20亿美元的资产管理规模,而且增长惊人。
Robinhood Strategies now has nearly $2 billion in AUM, which is growing incredibly.
而且,我最看好的一点,也是我今年制作了六个关于 Robinhood 的视频的原因,就是 Robinhood Gold,它拥有 480 万用户。
And, the thing I'm most optimistic about, and the reason I made six videos about Robinhood this year , is Robinhood Gold, which has 4.8 million users.
我应该称他们为订阅者或客户。他们实际上是订阅者。他们每月支付 5 美元的费用,这首先对 Robinhood 来说是一个非常稳定的收入来源,但更重要的是,这是一种行为约束。
Um, I should call them subscribers or customers. They are actually subscribers. They are paying a $5 monthly fee, which is first and foremost a very regular source of income for Robinhood, but more importantly , behavioral constraints.
所以,当我看到像 Robinhood 这样的公司时,我只是试图分析和理解他们的业务、基本面、技术方面和竞争优势。
So, when I look at a company like Robinhood, I just try to analyze and understand their business, fundamentals , technical aspects, and competitive advantages.
这就是摩根士丹利喜欢 Robinhood 的地方。他们说 Robinhood 有 13 条不同的业务线,每条业务线每年至少产生 1 亿美元的收入。所以,这是明显的多元化,而业务的这一方面正是摩根士丹利所喜欢的。
And this is what Morgan Stanley likes about Robinhood. They say that Robinhood has 13 different business lines, each generating at least $100 million in annual revenue. So, this is clear diversification and this aspect of the business is what Morgan Stanley likes.
我也喜欢业务的这一方面,因为作为投资者,分散投资组合很重要,而且如果我们投资的公司是多元化的,那就太好了。现在,下一个谈论 Robinhood 股价变动的分析师或公司是 Piper Sandler;他们已将目标价上调至每股 145 美元,特别关注预测市场。
I also like this aspect of business, because as investors, it's important to diversify our portfolio , and it's great if the company we're investing in is diversified. Now, the next analyst or company to talk about Robinhood's share price changes is Piper Sandler; They have raised their target price to $145 per share, specifically focusing on the prediction market.
根据他们的报告,预测市场在去年第三和第四季度产生了约 3.2 亿美元的收入,这得益于 NFL 和大学橄榄球。
According to their report, the prediction market generated about $320 million in revenue in the third and fourth quarters of last year, helped by the NFL and college football.
所以,我现在看到 Robinhood 的新发展是橄榄球和预测市场。随着 2026 赛季的开始,Robinhood 正在强势进入 NFL 和大学橄榄球预测市场。
So, the new development I'm seeing with Robinhood now is football and prediction markets. Robinhood is making a strong entry into the NFL and college football prediction market as the 2026 season begins.
这非常重要,因为我认为他们在下一季度的收入也会超出预期。所以,作为当前的投资者,我认为即使 Robinhood 的股价为每股 122 美元,不投资它也是一个错误。
This is very important because I think they will also exceed expectations in terms of revenue in the next quarter. So, as a current investor, I think it would be a mistake not to invest in Robinhood, even though it is priced at $122 per share.
它的市值是 1120 亿美元。当它的市值是 800 亿美元时,我告诉过我的 Discord 社区。朋友们,这是一个好机会。我正在做备兑看涨期权。我正在卖出看跌期权。我正在遵循轮动策略。
Its market cap is $112 billion. I told my Discord community when its market cap was $80 billion. Friends, this is a good opportunity. I am making a covered call. I am selling put options. I am following the wheel strategy.
Robinhood 有很多隐含波动率。你已经投资了。我给你看了证据。我在 YouTube 上说了六次,好吧,我喜欢这只股票。而我使用的期权策略更有利可图,因为当然我对这只股票的看法是对的,所以期权策略也在起作用。
There is a lot of implied volatility in Robinhood. You have invested. I showed you the proof. I said six times on YouTube that, okay , I like this stock. And the option strategy I'm using on it is more profitable, because of course I was right about the stock , so the option strategies are working too.
是的,我没有追逐下一只 AI 股票。有时我可能在 YouTube 上有类似的想法,但更多时候我谈论的是相同的股票,这并不是因为公司付钱让我推广它们。
Yes, I'm not chasing the next AI stock. Sometimes I might have similar ideas on YouTube , but more often than not I talk about the same stocks and it's not because companies are paying me to promote them.
我告诉你这些是因为我相信它,而且这是我投入了自己资金的地方。我正在打开 Robinhood 应用,以便更清楚地展示。这些是我花钱的地方。我在这里投入自己的美元,因为我所有的钱都投资于期权交易。
I'm telling you this because I believe in it and this is where I have my own money invested. I'm opening the Robinhood app to show you more clearly. These are the things I spend my money on. Investing my own dollars here because all my money is invested in options trading.
但我也想讨论 Robinhood 的一点是,他们的 NFL 和大学预测市场非常有趣,因为这个行业有很多钱可赚,而且他们的预测市场平台目前有各种 NFL 比赛、大学橄榄球、NBA 期货、加密货币价格和联邦决策的合约。
But what I also wanted to discuss about Robinhood is that their NFL and college prediction markets are very interesting because there is a lot of money to be made in this industry and their prediction market platform currently has contracts on various NFL games, college football, NBA futures, crypto prices, and federal decisions.
因此,预测市场非常有趣,当然,预测和投注的倾向是人类与生俱来的。但最大的进步是 Rhombus,这是 Robinhood 与 Susquehanna 合作于 2026 年 6 月推出的,就在三个月前。
现在它已获得 CFTC 对橄榄球合约的批准,其中包括比赛获胜者和让分。
Therefore, prediction markets are very interesting and of course, the tendency to predict and bet is innate in humans. But the biggest advancement is Rhombus, which Robinhood launched in partnership with Susquehanna in June 2026 , just three months ago. Now it has received CFTC approval for football contracts , which include game winners and point spreads.
这意味着Robinhood现在将他们的交易量转移到自己拥有的基础设施上,而不是将所有交易路由到Kalshi(或者无论你怎么发音)。
This means that Robinhood is now moving their volume to infrastructure that they own , instead of routing everything through Kalshi ( or however you pronounce it).
如果你不知道,Robinhood目前的预测市场是通过Kalshi进行的。
If you don't know, Robinhood's current prediction market is through Kalshi.
但是,是的,Robinhood现在将拥有自己的所有权,他们将自己赚钱,在我看来这比将流量路由到其他地方要好得多。也许他们过去会获得联盟佣金。所以现在他们拥有了它,我感觉好多了,作为Robinhood的投资者,我更加兴奋。
But yes, Robinhood will now have its own ownership and they will make money themselves, which in my opinion is much better than routing traffic elsewhere. Maybe they used to get affiliate commissions. So now that they own it, it feels a lot better to me and I'm even more excited as an investor in Robinhood.
最大的错误是低估了我的金融科技投资。我关于Robinhood所说的一切都已成真,即使当它崩溃并且每个人都对我失去信心时,评论变得非常负面。
And the biggest mistake was underestimating my fintech plays. Everything I said about Robinhood has come true , even when it fell apart and everyone lost faith in me , the comments became very negative.
我说:“伙计们,我无法预测未来,但我知道这是一只有价值的股票,它会好转的。”根据技术图表,尽管它已经上涨了很多,现在有些见顶,我会说是的,我们可能会看到短期顶部,但这不是问题。
I said, "Guys, I ca n't predict the future, but I know this is a valuable stock and it will turn around." According to the technical chart, although it has risen a lot and is now somewhat peaking , I would say yes, we will probably see a short-term top, but that is not a problem.
作为期权卖方——我主要教授期权卖出,以便人们可以不工作就赚钱——这对我来说仍然是一个舒适的位置。
As an options seller—and I primarily teach options selling so people can earn without working —this is still a comfortable place for me.
是的,我想向你展示Robinhood。我在Robinhood上有一个备兑看涨期权,但我的投资组合中有3000股Robinhood股票。这是一个非常大的数字。这证明了我对Robinhood的巨大信心。
Yes, I wanted to show you Robin Hood. I have a covered call on Robinhood , but I have 3,000 shares of Robinhood in my portfolio. This is a very large number. This is proof of my great faith in Robin Hood.
我已经向你展示了六个关于Sofi和Robinhood的视频,但我也单独制作了一个关于Sofi的视频。我真的认为SoFi会像Robinhood一样,其股价会随着时间的推移被重新确定。
I've shown you six videos about Sofi and Robin Hood combined , but I also made a separate video about Sofi. I really think that SoFi will be like Robinhood, its share price will be re- determined over time.
他说在等什么
这个频道对 $HOOD 的历次判断
Invest with Henry 在这只股票上只有这一条判断。