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分析師:SLV 漲幅 “誇張”,而比特幣 ETF 在逆風期吸金更具含金量

2026-01-24 11:20:05

ChainCatcher 消息,彭博高級 ETF 分析師 Eric Balchunas 分析稱,白銀 ETF SLV 近期回報表現 "相當誇張",但過去 6 個月資金淨流入僅約 10 億美元,與其漲幅並不匹配。相比之下,比特幣現貨 ETF IBIT 在價格回撤約 24% 的情況下,仍累計獲得超過 60 億美元的資金流入。

Balchunas 認為,這對比特幣的長期前景是一個 "非常好的信號"。他指出,市場環境順風順水時,任何 ETF 都可能吸引資金,但在長期低迷、波動加劇的階段仍能持續吸金,才是真正具備 "硬實力" 的明星 ETF。

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