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爱吃草莓蛋糕.
#Robinhood交易业务增长能否延续？ 我觉得Robinhood交易业务的增长大概率能够延续，但延续的形态正在发生结构性切换——增长引擎从过去的高波动加密资产，切换为以股票、期权为压舱石，预测市场为增量爆发点的组合。然而，这一切换的可持续性，取决于一个关键约束能否被打破：交易活跃度的提升，尚未有效转化为新用户和净存款的同步增长。
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