ETFs across various categories raked in $19.2 billion in capital last week, bringing year-to-date inflows to $613 billion. The space remains on track to set a new annual record in terms of inflows.Investor appetite was broad-based. U.S. equity ETFs led the way with $9.8 billion in inflows. International equity ETFs attracted $5.3 billion in capital while currency ETFs saw $5 billion in inflows. SPDR S&P 500 ETF Trust (SPY) , iShares Bitcoin Trust (IBIT) , Vanguard S&P 500 ETF (VOO) , iShares Ethereum Trust ...

行业背景 - Credo Technology Group Holding Ltd (CRDO)和Astera Labs Inc (ALAB)专注于为AI和数据中心基础设施提供高速连接解决方案 [1] CRDO公司分析 - 2025财年收入同比增长126%至4.368亿美元 第四季度收入同比飙升179.7%至1.7亿美元 [2] - 在以太网和有源电缆(AEC)解决方案市场占据重要地位 AEC产品线实现两位数环比增长 [3] - 拥有完整的SerDes IP、Retimer ICs和系统级设计能力 这种集成方法带来更快创新周期和成本效率 [3] - 预计2026财年收入将超过8亿美元 同比增长超过85% [6] - 2026财年第一季度收入预期为1.85-1.95亿美元 环比增长12% [6] - 过去一个月股价上涨13.2% 远期市销率为19.30倍 [15][16] ALAB公司分析 - 上季度收入同比增长144% 主要来自Aries和Taurus产品线 [7] - 预计2025年第二季度收入1.7-1.75亿美元 环比增长7-10% [11] - 正在开发Scorpio Fabric交换机、Retimer等新产品 PCIe 6连接组合新增光连接技术和齿轮箱 [10] - UALink解决方案预计2026年出货 可能带来数十亿美元市场机会 [10] - 过去一个月股价上涨41.8% 远期市销率为24.64倍 [15][16] - 2025年第二季度运营费用预计7300-7500万美元 主要由研发支出推动 [12] 财务指标对比 - CRDO分析师预测60天内大幅上调 2025财年每股收益预测从1.08美元上调至1.48美元(+37.04%) [19][20] - ALAB分析师预测60天内小幅上调 2025财年每股收益预测从1.34美元上调至1.35美元(+0.75%) [21]

Cathie Wood's ARK Invest has acquired $182 million of BMNR equity across multiple of its Funds, representing 4,773,444 common shares100% of net proceeds of $177 million from ARK sale to be used to acquire ETHCathie Wood, MOZAYYX, Founders Fund, Pantera, Kraken, DCG, and Galaxy Digital support BitMine's goal of acquiring 5% of ETHLAS VEGAS, July 22, 2025 /PRNewswire/ -- (NYSE AMERICAN: BMNR) ("BitMine" or the "Company") today announced ARK Invest acquired 4,773,444 shares of BitMine common stock totalling $1 ...

公司业绩表现 - 第二季度调整后每股收益为1.14美元 超出分析师预期的1.07美元 [3] - 季度营收达58.51亿美元 同比增长25% 超过市场预期的56.51亿美元 [3] - 净收入达59亿美元 调整后税前利润率50.1% 超出预期 [6] - 交易收入达9.52亿美元 环比和同比均实现增长 日均交易量升至760万笔 [6] 财务指标与资产状况 - 期末现金及等价物322亿美元 存款2331亿美元 同比下降8% [4] - 客户交易性扫款现金6月增至4120亿美元 显示客户参与度稳定 [8] - 利息收益资产环比小幅下降 但预计2025年下半年恢复增长 [8] - 证券借贷增加和短期债务减少推动净利息收入增长 [6] 分析师评级与预测 - JP摩根将目标价从100美元上调至117美元 维持增持评级 [5] - 高盛将目标价从103美元上调至110美元 维持买入评级 [10] - JP摩根预计2025年净收入235亿美元 调整后EPS 4.62美元 [9] - 高盛上调2025-2027年EPS预测至4.69/5.30/6.52美元 较市场共识高4% [10] 业务发展动态 - 即将推出比特币和以太坊交易服务 [2] - 第二季度净新增资产(NNA)800亿美元 年化增长率4.9% [7] - 来自Ameritrade客户的NNA同比翻倍 [7] - 证券再投资和PAL贷款组合增长41%将推动净息差扩张 [14] 战略与增长驱动 - 2025年营收增长预期上调至19% 调整后EPS目标2.60美元 [9] - 新产品(加密平台和另类投资)将推动有机NNA增长至5-7%目标区间 [12] - 利率对冲措施降低短期利率波动敏感性 [11] - 资本回报成为关键催化剂 6月回购3.5亿美元股票 [15]

Key Takeaways LRCX surged 58.6% in three months, outpacing peers and the broader semiconductor industry. Lam Research shipped $1B in AI chip tools in 2024, with volume expected to triple in 2025. The operating margin rose to 32.8% in Q3 FY25 as Asia expansion cut costs and boosted efficiency.Lam Research Corporation (LRCX) has surged 58.6% in the past three months, comfortably outperforming the broader Zacks Electronics – Semiconductors industry, which rose 54.7%. While many semiconductor names have ralli ...

Vancouver, B.C., July 21, 2025 (GLOBE NEWSWIRE) -- NextGen Digital Platforms Inc. (CSE:NXT) (OTCQB:NXTDF) (FSE:Z12) (“NextGen” or the “Company”) a digital asset and fintech platform focused on bridging traditional capital markets with Web3 infrastructure, is pleased to announce the acquisition of $1.0 million worth of Bitcoin (“BTC”) to be held on its balance sheet as part of its corporate treasury strategy that incorporates the acquisition of certain crypto assets — including Bitcoin, Ethereum, and/or Sola ...

Ethereum (ETH) is skyrocketing, gaining more than 20% last week and currently aiming for the $4,000 mark. Ether closed the week on a high note, as President Donald Trump signed the GENIUS Act into law. Despite tariff-related market headwinds, Ether surged 18% last week, pushing its two-week gain to about 43% — marking its best two-week performance since August 2021.Note that House lawmakers also passed a second, much broader crypto market structure bill, the CLARITY Act, that will now go to the Senate.On Ju ...

The Ether Machine expected to launch with over 400,000 Ether ("ETH") and manage the largest pool of assets in a public vehicle for pure-play institutional-grade exposure to Ethereum and ETH-denominated yield. Led by Ethereum trailblazers with firsthand experience driving Ethereum's rise from a nascent protocol to a cornerstone of the digital asset ecosystem. Largest all-common-stock financing committed at announcement since 2021; Anchored by contribution of approximately $645 million (169,984 ETH) from And ...

加密货币市场表现 - 比特币价格基本持平 而以太坊 XRP 币安币和狗狗币均出现大幅上涨[1] - 特朗普总统签署GENIUS法案 增强了稳定币的可信度 并提振了整个数字货币领域[1] 作者背景 - 作者专注于为金融顾问和投资公司创作各种形式的书面内容 包括文章 博客 电子邮件和社交媒体[1] - 擅长将金融数据转化为叙事 与包括高级编辑 投资策略师 营销经理 数据分析师和高管在内的团队合作[1] - 在主题投资 市场事件 客户教育和引人入胜的投资展望方面具有专业知识[1] - 专注于分析股票市场板块 ETF 经济数据和广泛的市场状况 并为不同受众制作易于理解的内容[1] - 对股票 债券 大宗商品 货币和加密货币等资产类别的宏观驱动因素感兴趣[1] - 注重使用经验数据和图表来讲述故事 并以简单但引人入胜的方式传达金融信息[1]

Fineqia International Inc (CSE:FNQ, OTC:FNQQF) earlier this week reported a 41% increase in assets under management (AUM) for its crypto exchange-traded products (ETPs) during the last quarter. The company said this growth outpaced the broader cryptocurrency market, which saw a 24% gain, resulting in a 72% performance premium for structured products. Senior associate Matteo Greco told Proactive that the increase reflects a broader trend that began with the approval of Bitcoin Spot ETFs in the US in January ...