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彭博分析師:白銀 ETF 回報 “誇張” 但資金流入有限,IBIT 逆風吸金釋放 BTC 長期利好信號

2026-01-25 19:19:59

ChainCatcher 消息,彭博高級 ETF 分析師 Eric Balchunas 在 X 平台發文表示,白銀交易所交易基金 SLV 近期的回報表現 "誇張到離譜",但資金流入卻相當有限,過去 6 個月僅吸引約 10 億美元資金,投資者應關注風險。

相比之下,貝萊德比特幣現貨交易所交易基金 IBIT 雖然價格回撤約 24%,然而仍錄得超過 60 億美元的資金淨流入,這是一個對比特幣長期前景 "非常積極" 的信號,因為市場順風時,任何普通 ETF 都能吸引資金,而在長期艱難階段仍能持續獲得資金流入,才是真正 "硬核" 的 ETF。

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