马云动手?云锋金融豪掷4400万美元押注ETH,携蚂蚁数科进军RWA

比推Published on 2025-09-03Last updated on 2025-09-03

作者 :Asher,Odaily 星球日报


昨日,马云间接持股的云锋金融发布公告宣布公司董事会已批准于公开市场购买 ETH 作为储备资产。截至公告日期,集团已于公开市场累计购买 10000 枚 ETH,总投资成本(含费用及开支)为 4400 万美元。

此外,集团将 ETH 作为储备资产符合集团 Web 3 等前沿领域的布局,且可优化资产结构,减少对传统货币的依赖。受此消息影响,云锋金融(0376.HK)日内涨幅近 10%。

云锋金融股价

马云与云锋金融

云锋金融一直被视为“马云概念股”。

云锋金融的控股股东为云锋基金(Yunfeng Capital),该基金由马云与聚众传媒创始人虞锋于 2010 年共同创立,其中“云”取自马云,“锋”取自虞锋。据公开数据,阿里巴巴创始人马云通过云锋基金间接持有云锋金融约 11.15% 的股份,在云锋金融控股有限公司中持股 29.85%,并在上海云锋新创中持股 40%(无投票权)。

马云与虞锋

此外,云锋金融的前身可追溯至1982 年成立的万胜国际证券,并于 1987 年在港交所上市,逐步成长为香港本土头部券商。2015 年,马云与虞锋主导的云锋基金以 39 亿港元入股控股,推动公司转型。此后,云锋金融通过收购美国万通保险亚洲 60% 股权(2018 年),并整合证券、保险、资管等牌照,逐步构建起“金融+科技”的生态闭环。

云锋金融购买以太坊只是开始

云锋金融昨日公告称,公司已将以太坊纳入战略储备资产。这一举措标志着集团在数字资产和 Web 3 领域布局的开端,未来还将持续推动加密资产战略化与数字化金融创新,并探索将 BTC、SOL 等主流代币纳入储备。

同时,集团计划将数字资产与自身业务深度结合,探索 RWA(现实世界资产)代币化以及区块链技术在保险、资管等核心业务中的潜在应用,为公司构建“金融+科技”的生态闭环。

云锋金融将根据市场发展、监管环境及财务状况,灵活调整数字资产储备规模。集团强调,未来将持续加速 Web 3 布局,推动金融科技创新,以提升客户服务体验和金融自主权。

战略投资公链 Pharos,与蚂蚁数科共同布局 RWA 板块

9 月 1 日,云锋金融宣布与蚂蚁数科达成战略合作协议,同时对 Pharos 公链进行战略投资。该合作旨在加速 Web 3 与传统金融的融合创新,通过 Pharos 公链平台共同布局 RWA(真实世界资产)代币化及 Web 3 领域。

Pharos 项目简介

Pharos 是一个专注于 RWA 的新一代 Layer 1 公链。

性能方面,网络具有模块化设计和高并行性特点,目前上线的测试网 TPS 可达 30000 ,远超其他 EVM 和并行化网络;同时 Pharos 采用创新的类 GPU 架构,将存储效率提升 80% ,可支持数十亿用户规模。Pharos 核心团队不仅有来自于蚂蚁数科及阿里区块链的 Web 2 专家成员,也包括 Web 3 行业资深从业者。

融资方面, 2024 年 11 月 8 日 Pharos 完成 800 万美元的种子轮融资,由 Faction 和 Hack VC 领投,SNZ Holding、Hash Global、MH Ventures、Dispersion Capital、Generative Ventures、Chorus One 参投。

测试网第二季任务进行中

目前,Pharos 开放测试网第二季供早期用户体验,具体交互操作如下:

STEP 1. 领取测试币,可选择先领取 0G 测试币,并兑换为 PHRS 测试币。

STEP 2. 进入第二季交互网站,连接钱包,完成每日签到。

STEP 3. 根据要求完成链上交互任务与社交任务。

小结

马云间接持股的的云锋金融此次战略性布局以太坊,不仅展现了对新兴技术的信念,也体现出其在金融架构上的前瞻性探索。

从整体战略来看,云锋金融通过加码数字资产,一方面在优化公司储备、降低对传统法币依赖方面迈出关键一步;另一方面,也在尝试将传统金融业务与 Web 3 技术深度结合,特别是在保险、证券等领域探索区块链的应用场景。

凭借香港在数字资产监管上的优势,云锋金融有望成为传统金融与加密生态之间的重要桥梁。或许,对于马云来说,这次云锋金融买入的 1 万枚 ETH,仅是 Web 3 布局的开端——真正的数字金融版图,才刚刚展开。


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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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