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港股上市公司"囤币潮"来袭:DAT模式能否复制上涨神话?
21世纪经济报道· 2025-09-12 12:56
南方财经 21世纪经济报道记者 张伟泽 实习生 王艺之 香港报道 2025年9月2日,由马云间接持股的港股上市公司云锋金融(0376.HK)斥资约4400万美元购入1万枚以太 坊,消息一出,云锋金融股价随之大涨,截至9月10日,云锋金融股价较9月2日收市价一度上涨超过 40%,最高报5.95港元/股。 这与大洋彼岸的MicroStrategy如出一辙,MicroStrategy自2020年8月率先大规模举债购买比特币以来, 市值从14.36亿美元飙升至1120.4亿美元,涨幅超过78倍,为全球资本市场提供了一个极具诱惑力的"囤 币"范本。 如今,这股被称为DAT(Digital Asset Treasury,数字资产金库)的风潮正席卷港股。从博雅互动持有 3670枚比特币位列全球第22名,到华检医疗启动8.8亿港元"以太坊金库"战略,港股上市公司对加密资 产的热情被迅速点燃。 合规的"囤币"新范式 新火科技CEO翁晓奇在接受21世纪经济报道记者采访时表示,DAT模式的核心优势在于便捷性和合规 性。投资者无需开设加密货币账户,通过买股票就能配置数字资产,在传统金融框架内运作,监管相对 清晰。 " DAT是传统投 ...
Forward Industries Closes $1.65B Deal to Build Solana Treasury, Shares Jump 15% Pre-Market
Yahoo Finance· 2025-09-11 18:40
Nasdaq-listed Forward Industries (FORD) said Thursday it has closed the $1.65 billion private investment in public equity (PIPE) deal to build out corporate crypto treasury centered on Solana (SOL). The cash and stablecoin commitments, led by Galaxy Digital, Jump Crypto and Multicoin Capital, will fund the company’s plan to anchor its balance sheet in Solana’s native token, SOL. The three lead investors contributed more than $300 million, joined by firms including Bitwise Asset Management, Borderless Cap ...
Bitcoin in for ‘wild ride’ towards $250,000 as Fed, ETFs and crypto treasuries flash bullish signals, analyst says
Yahoo Finance· 2025-09-11 17:51
Bitcoin is thundering towards $250,000 as investors poured $757 million US spot Bitcoin exchange-traded funds on Wednesday — the largest single-day haul since July. That’s according to Sean Dawson, head of research at Derive, who said he expects Bitcoin to hit $140,000 by year-end, “with $200,000 as a conservative cycle top and even $250,000 possible if institutional flows persist.” “The bull-run is well and truly underway,” Dawson said in a note to investors. “Buckle up, because we’re in for a wild ride ...
肖风Bitcoin Asia演讲:DAT或成加密资产“链下转移”最优解
新浪证券· 2025-08-28 17:34
DAT优势分析 - DAT成为加密资产从链上向链下转移的最佳实现路径 [2] - DAT流动性机制优于ETF 大幅提升资产流转效率并克服ETF申赎流程耗时较长痛点 [2] - DAT具备更高价格弹性与风险隔离能力 为机构投资者创造更丰富的套利策略与工具选择 [2] - DAT采用科学杠杆结构 通过杠杆效应融资架构为投资者带来更高资本溢价空间 [2] - DAT内置资产保护机制 具备天然下跌保护特性 股价低于底层资产净值时可折价买入比特币或ETF [2] 行业影响 - DAT为加密资产进入传统金融领域搭建更稳健高效的技术与结构桥梁 [2]