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彭博分析师:白银 ETF 回报 “夸张” 但资金流入有限,IBIT 逆风吸金释放 BTC 长期利好信号

2026-01-25 19:19:59

ChainCatcher 消息,彭博高级 ETF 分析师 Eric Balchunas 在 X 平台发文表示,白银交易所交易基金 SLV 近期的回报表现 “夸张到离谱”,但资金流入却相当有限,过去 6 个月仅吸引约 10 亿美元资金,投资者应关注风险。

相比之下,贝莱德比特币现货交易所交易基金 IBIT 虽然价格回撤约 24%,然而仍录得超过 60 亿美元的资金净流入,这是一个对比特币长期前景 “非常积极” 的信号,因为市场顺风时,任何普通 ETF 都能吸引资金,而在长期艰难阶段仍能持续获得资金流入,才是真正 “硬核” 的 ETF。

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