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分析师:SLV 涨幅 “夸张”,而比特币 ETF 在逆风期吸金更具含金量

2026-01-24 11:20:05

ChainCatcher 消息,彭博高级 ETF 分析师 Eric Balchunas 分析称,白银 ETF SLV 近期回报表现 “相当夸张”,但过去 6 个月资金净流入仅约 10 亿美元,与其涨幅并不匹配。相比之下,比特币现货 ETF IBIT 在价格回撤约 24% 的情况下,仍累计获得超过 60 亿美元的资金流入。

Balchunas 认为,这对比特币的长期前景是一个 “非常好的信号”。他指出,市场环境顺风顺水时,任何 ETF 都可能吸引资金,但在长期低迷、波动加剧的阶段仍能持续吸金,才是真正具备 “硬实力” 的明星 ETF。

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