格隆汇2月12日｜贝莱德旗下重仓韩国芯片制造商的ETF周三吸金2.81亿美元，创下该基金逾25年历史 最大单日资金流入纪录，显示投资者正加倍押注亚洲半导体涨势。这只规模130亿美元的iShares MSCI 韩国ETF，前两大持仓为三星电子及SK海力士——这两只芯片巨头今年已推动韩国综指上涨超30%并创 下历史新高。数据显示，该ETF近三月累计流入已超30亿美元。尽管对人工智能估值过高的担忧令更广 泛的科技股陷入震荡，投资者正轮动至盈利前景更为明朗的记忆体制造商。"当AI颠覆焦虑席卷众多行 业，避风港显然落在了记忆体股票身上，"琼斯交易股票销售交易员兼宏观策略师戴夫·卢茨表示，"三 星与海力士正持续推高韩国市场。" 如何抓住黄金波段机会？聪明钱的选择，黄金+股票一键搞定>> ...

In November, @BlackRock introduced BUIDL to BNB Chain and was accepted as collateral on @binance, further tightening the link between onchain RWAs, centralized liquidity venues, and institutional workflows. ...

Group 1 - BlackRock's long position in Contemporary Amperex Technology Co., Ltd. (CATL) H-shares decreased from 6.41% to 5.77% as of February 6, 2026 [1]

Core Viewpoint - BlackRock's long position in ZTE Corporation's H-shares decreased from 7.15% to 6.9% as of February 6, 2026 [1] Group 1 - BlackRock's holding in ZTE Corporation reflects a reduction in investment interest [1]

本文源自：金融界AI电报 据香港交易所披露，贝莱德（BlackRock）对ASMPT Ltd.的多头持仓比例于2026年2月6日从5.19%降至 4.99%。 ...

Core Insights - A 1% shift of Asia's household wealth into cryptocurrencies could result in nearly $2 trillion inflows, significantly impacting the market [1][2][3] - Institutional adoption is crucial for Bitcoin's long-term growth, as these funds possess cash amounts that dwarf retail investments [2] - The potential influx of $2 trillion could reshape the cryptocurrency landscape, enhancing the total value of all cryptocurrencies [4] Group 1 - Asia's household wealth is approximately $108 trillion, making a 1% allocation to cryptocurrencies a substantial opportunity [1][3] - The current cryptocurrency market is likened to a swimming pool primarily filled by individual investors, with institutional investment acting as a "massive firehose" [1] - Reports indicate that this liquidity could flow through ETFs and direct investments, further energizing the market [4] Group 2 - Bitcoin's current price is around $67,000 to $68,000, but a $2 trillion market influx could lead to significant price increases [5] - Institutional investors are already positioning themselves in the market, indicating a long-term bullish trend despite short-term volatility [4]

🚨JUST IN: WORLD'S LARGEST $ETH HOLDERS REVEALEDAccording to a new research report from @arkham, these are the entities that have the world's biggest @Ethereum stacks...@Binance [4.16M ETH]@Blackrock [3.42M ETH]@Coinbase [2.9M ETH]@fundstrat @BitMNR [4.1M ETH]@Official_Upbit [1.52M ETH] ...

Group 1 - A significant transfer of nearly $15 million worth of UNI tokens occurred just hours before BlackRock announced its plans to purchase an undisclosed amount of the token, raising questions about the timing and potential insider knowledge [1][4][5] - BlackRock is expanding its involvement in decentralized finance by integrating with Uniswap, allowing shares of its USD Institutional Digital Liquidity Fund (BUIDL) to be traded using Uniswap's RFQ-based trading system [2][3] - The collaboration aims to enhance liquidity options for holders of BlackRock's tokenized fund and connect traditional financial products with decentralized trading infrastructure [3] Group 2 - The whale wallet, which had been inactive for four years, transferred 4.39 million UNI tokens valued at approximately $14.75 million before BlackRock's announcement [4][5] - Following the news of BlackRock's integration, Uniswap's native token UNI surged nearly 42%, reaching an intraday high of approximately $4.57 [6][7]

来源：贝莱德基金 专题：资本市场大咖2026新春献词：骏马踏春来 驭势稳行启新程 责任编辑：江钰涵 专题：资本市场大咖2026新春献词：骏马踏春来 驭势稳行启新程 来源：贝莱德基金 责任编辑：江钰涵 ...

贝莱德（BlackRock）亚太区 iShares 部门负责人尼古拉斯·皮奇（Nicholas Peach）表示，仅在亚洲市场 的传统投资组合中加入 1% 的加密资产配置，就能为加密市场带来近 2 万亿美元的资本流入。随着 ETF 在亚洲的普及，贝莱德旗下的美国比特币现货 ETF（IBIT）已迅速增长至约 530 亿美元的资产规模。皮 奇指出，香港、日本和韩国等地的监管机构正在推进加密 ETF 的发展，预计随着监管明确，亚洲市场 对加密 ETF 的需求将进一步增加。（CoinDesk） （来源：吴说） ...