SEC 向美股代币化敞口，Robinhood 等平台或受益
深潮 TechFlow 消息，9 月 18 日，据 CoinDesk 报道，美国证券交易委员会（SEC）近期明确了对美股代币化交易的宽松立场，拟允许第三方代币追踪上市公司股价并进行交易，且无需获得公开公司的同意。这一监管框架的建立标志着美股市场正式向区块链资产化方向敞开大门，有望打破传统交易的地理与时区限制。分析认为，该政策变动将为市值数十万亿美元的标的创造高流动性的替代渠道。通过降低发行门槛，包括 Apple、Tesla 和 Nvidia 在内的热门股票将被转化为可以在区块链上随时清算的数字资产，这将直接冲击现有的中心化结算体系。针对潜在受益方，文中列出了包括 Robinhood、Kraken 以及 Gemini 在内的多家加密交易平台，它们有望凭借技术优势迅速切入这一增量市场。与此同时，E-Trade 和 Merrill Edge 等传统电子经纪商也被提及，它们正着手布局此类业务，以便
SEC opens US stocks to tokenization; Robinhood among potential winners
TechFlow, Sept 18 — CoinDesk reports the SEC has signaled a permissive stance on tokenized US stock trading, proposing to allow third-party tokens that track listed companies' share prices to trade without the public companies' consent. The framework formally opens the US equity market to blockchain-based assets, breaking traditional geographic and timezone constraints, and could create highly liquid alternative channels for tens of trillions of dollars in securities. By lowering issuance barriers, popular names like Apple, Tesla and Nvidia could become digital assets clearable onchain around the clock, pressuring legacy centralized settlement. Analysts see crypto platforms including Robinhood, Kraken and Gemini as well positioned to capture the new market, while traditional e-brokers such as E-Trade and Merrill Edge are also preparing to enter the business.