【比推每日新闻精选】特朗普：将对芯片征收约100%关税，在美建厂可豁免；渣打银行：以太坊财库公司现在“非常值得投资”，优于现货 ETH ETF；Galaxy Digital CEO：企业加密配置潮见顶，下一阶段聚焦行业龙头筛选

比推Published on 2025-08-06Last updated on 2025-08-06

比推小编每日为您精选的Web3新闻：

【特朗普：将对芯片征收约100%关税，在美建厂可豁免】

比推消息，特朗普表示，他将对包含半导体的进口商品征收100%的关税，但对将生产设在美国的企业予以豁免。“我们将对芯片和半导体征收非常高的关税，但像苹果这样的公司有一个好消息：如果你正在美国建厂，或者已经毫无疑问地承诺要在美国建厂，就不需要缴纳任何费用。换句话说，我们将对芯片和半导体征收大约100%的关税。但如果你是在美国建厂，就不需要缴费。即便现在还没有真正开始大规模生产，但正在建设，那么就不需要缴费。”特朗普还表示，最早下周就可能对所有含有半导体芯片的产品征收独立的关税。

【渣打银行：以太坊财库公司现在“非常值得投资”，优于现货 ETH ETF】

比推消息，渣打银行全球数字资产研究主管杰弗里·肯德里克 (Geoffrey Kendrick) 表示，以太坊财库公司现在“非常值得投资”，他表示，对于投资者来说，它们比美国现货以太坊交易所交易基金 (ETF) 更有吸引力。

Geoffrey Kendrick表示，以太坊资金管理公司的净资产价值 (NAV) 倍数（即市值除以所持 ETH 的价值）目前已“开始正常化”，预计将保持在 1 以上，这使得它们成为比美国现货 ETH ETF 更值得购买的资产。“我认为资产净值倍数没有理由低于 1.0，因为我认为这些公司为投资者提供了监管套利机会”。

他补充说，随着资产净值倍数的正常化，ETH 资金公司可以更好地获得以太币价格升值、质押奖励和每股 ETH 的增长——这与美国现货 ETH ETF 不同，后者目前无法质押或参与去中心化金融。

【Galaxy Digital CEO：企业加密配置潮见顶，下一阶段聚焦行业龙头筛选】

比推消息，据彭博社报道， Galaxy Digital 创始人兼首席执行官Michael Novogratz 在该公司第二季度财报电话会议上表示，企业将加密货币纳入资产负债表的趋势可能已达到顶峰。他指出，当前关键在于观察哪些现有企业将发展成为行业领军者。

【人工智能原生 ERP 平台 Rillet 完成 7000 万美元 B 轮融资，a16z 和 ICONIQ 联合领投】

比推消息，人工智能原生 ERP（企业资源规划）平台 Rillet 今日宣布完成 7000 万美元 B 轮融资，由 Andreessen Horowitz（a16z）和 ICONIQ 联合领投，红杉资本、Oak HC/FT 和其他早期投资者也参与其中。

Andreessen Horowitz 普通合伙人 Alex Rampell 和 ICONIQ 普通合伙人 Seth Pierrepont 将加入董事会。

【Thomas Lee：今日 ETH 如同 2017 年的比特币，将有人后悔未在此刻押注】

比推消息，BitMine（BMNR）董事会主席 Thomas Lee 再次发文看多以太坊，许多人希望自己在 2017 年对比特币下重注，当时比特币价格低于 1,000 美元——现在为 114,000 美元，今日的以太坊与之类似，也将在 2025 年迎来这一时刻。

Thomas Lee 昨日表示，BMNR 目前持有 833,133 枚 ETH，价值 30 亿美元，为全球最大的 ETH 财库、全球第三大加密货币财库。随着华尔街将区块链金融化，以及人工智能推动机器人资产代币化，ETH 仍将是未来 10 至 15 年最大的宏观趋势之一。

【特朗普：正在开始面试美联储官员人选，有来自华尔街的候选人】

比推消息，美国总统特朗普表示，正在开始面试美联储官员人选。候选人降至3人，贝森特不想担任美联储主席，有来自华尔街的候选人。

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说明: 比推所有文章只代表作者观点，不构成投资建议
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