$SOFI 20250801 22.0 PUT$ 把握SoFi配股回調機遇!SOFI.O早盤跌4.2%至21.46美元,隔夜以20.85美元發行7190萬股募資15億,較前一日折讓6.9%。雖股價短期承壓,但公司剛發超預期二季報,收費營收增72%並上調年度預期。Stephens分析師指出,募資符合指數調整條件,8月1日或迎270萬被動需求。趁回調佈局,兼顧業績韌性與潛在資金流入,機會值得關注!
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