高盛在最新季度报告中披露了4.18亿美元的比特币ETF持有量

币界网Published on 2024-08-14Last updated on 2024-08-14

币界网报道:

高盛(Goldman Sachs)披露了几只比特币相关交易所交易基金的新头寸,首次披露了这家银行巨头代表客户在此类产品上的投资额。

该披露是通过该银行周二收盘后发布的截至6月30日的季度最新13F文件发布的。

根据文件,这家金融服务巨头报告称,贝莱德iShares比特币信托的新持股价值为2.386亿美元,相当于6991248股。

高盛的比特币头寸反映了金融业的一个更广泛的趋势,最初的怀疑已逐渐让位于谨慎接受数字资产并将其整合到主流金融产品中。

该行其他值得注意的头寸包括富达比特币ETF 7950万美元、灰度比特币信托3510万美元和景顺银河比特币ETF 5610万美元。

Bitwise比特币ETF、WisdomTree比特币ETF和ARK 21Shares比特币ETF分别披露了830万美元、749469美元和299900美元的较小头寸。

2024年,比特币ETF的机构采用率出现了爆炸性增长。

根据ETF商店总裁Nate Geraci的说法,仅今年一年,iShares比特币ETF就吸引了约205亿美元的累计净流入,使下一个最接近的非现货比特币ETF发行相形见绌,后者仅获得了13亿美元。

Geraci周二在推特上发文称,在2024年推出的375只新ETF中,距离第二近的非现货比特币ETF仅吸引了13亿美元的资金流入。

Geraci说:“目前的数字很滑稽。”。

根据SoSoValue的数据,2024年推出的四大ETF包括iShares比特币ETF、Fidelity比特币ETF,ARK 21Shares比特币ETF.和Bitwise比特币ETF。

有趣的是,据Decrypt周一报道,新推出的比特币ETF有望共同超过加密货币神秘创始人中本聪的持股。

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Authors: Dave Mazza, Thomas DiFazio | Source: Deep Tide TechFlow The article, written by Roundhill Investments (issuer of the DRAM ETF), responds to Morningstar's caution about investing in memory chip stocks. Morningstar warns of the sector's history of boom-bust cycles, a lack of economic moats, and potential momentum-driven overvaluation. Roundhill argues the current situation is structurally different due to AI. Key points in Roundhill's rebuttal include: * **Changed Demand & Supply Dynamics:** AI infrastructure, not consumer electronics, is now the primary growth driver for memory demand. New, strict long-term supply agreements with hyperscalers reflect the high capital intensity of advanced manufacturing. * **Existence of a Moat:** High-Bandwidth Memory (HBM), essential for AI, has extremely high manufacturing barriers. The market is dominated by Samsung, SK Hynix, and Micron, with new entrants blocked by technological complexity and long lead times for equipment like ASML's EUV machines. * **Strong Fundamental Outlook:** Analyst consensus projects the three companies will rank among the world's most profitable by 2027, with combined profits of $704 billion on over $1 trillion in revenue. Their operating margins have already reached record highs. * **Valuation Re-rating:** Despite significant stock price gains, memory stocks trade at attractive valuations (e.g., a median NTM P/E of 8.37x for the DRAM ETF) relative to projected explosive EPS growth. Roundhill suggests historical valuation frameworks may no longer apply given the new profitability paradigm. Conclusion: Roundhill contends the rally is justified by fundamentals, marking a structural shift for the memory industry into a new era of sustained, AI-driven demand against constrained supply, rather than a repeat of past cycles.

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DRAM ETF Issuer: Samsung, SK Hynix, Micron All Surpass $1 Trillion, the AI Era of Memory Chips Has Only Just Begun

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What is $BITCOIN

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