经济观察网贝莱德(BlackRock)近期未披露具体的未来事件计划。根据最新资料梳理，其2025年第四季 度业绩表现强劲，总营收同比增长23%，净利润同比增长16%，资产管理规模(AUM)达14万亿美元，创 历史新高。多家机构在2026年2月初上调了贝莱德的盈利预测和目标价，反映了市场对其资产管理业务 和全球市场复苏的乐观情绪。 多家机构在2026年2月初的报告中上调了贝莱德的盈利预测和目标价。例如，机构将2026年调整后归母 净利润预测上调4%至91.18亿美元，并引入2027年预测99.30亿美元；目标价上调25%至1,250美元，对应 2026年预期市盈率约23倍。这些预测反映了市场对该公司资产管理业务和全球市场复苏的乐观情绪。 行业政策与环境 全球资管行业在2025年第四季度活跃，资金流入加速，投资者转向国际市场的趋势可能间接影响贝莱德 业务。但需注意，贝莱德自身未在近期公告中提及特殊事件如并购或新产品发布。 以上内容基于公开资料整理，不构成投资建议。 业绩经营情况 贝莱德于2026年1月披露的2025年第四季度财报显示，总营收同比增长23%，归属于普通股股东的净利 润同比增长16%，期末资产管理规模 ...

Wall Street's embrace of crypto just accelerated this week, and one trader appears to have capitalized within minutes. BlackRock (NYSE: BLK), the world’s largest asset manager, revealed on Feb. 11 that it will bring its U.S. Treasury-backed digital token BUIDL onto Uniswap, a leading decentralized finance (DeFi) platform. Right after the announcement, a mysterious trader opened a 10 times leveraged long position on Uniswap's native tokens and now sits on a hefty unrealized profit. Related: BlackRock may ...

Core Insights - A modest allocation to cryptocurrencies in Asia could lead to significant inflows, with potential inflows estimated at nearly $2 trillion, representing about 60% of the current market size [2] - Institutional acceptance of crypto ETFs is rising, particularly in Asia, reshaping expectations for the sector [1][4] - BlackRock's iShares unit is the largest ETF provider globally and has been pivotal in providing regulated crypto access to traditional investors [3] Group 1: Market Potential - A 1% allocation of the estimated $108 trillion household wealth in Asia could result in inflows of just under $2 trillion into the crypto market [2] - The potential for significant financial results exists with minimal adoption from traditional finance capital [6] Group 2: ETF Adoption - Asian investors have contributed significantly to flows into U.S.-listed crypto ETFs, indicating a broader boom in ETF adoption across various asset classes [4] - Markets in Asia, such as Hong Kong, Japan, and South Korea, are progressing towards launching or expanding crypto ETF offerings as regulatory clarity improves [5] Group 3: Challenges Ahead - The next challenge for asset managers like BlackRock is to align product access with investor education and portfolio strategy [5]

Core Insights - Sodali & Co has appointed Brett Miller as the Global Head of Data Analytics, based in New York [1] - Miller previously held the position of Head of Data Analytics for the Investment Stewardship team at BlackRock [1] - In his new role, Miller will lead the global AI and data analytics strategy for Sodali and integrate data-driven insights across the firm's services [1]

Uniswap’s governance token jumped on Wednesday after the decentralized exchange’s creator announced an integration with BUIDL, BlackRock’s tokenized money market fund. The world’s largest asset manager is enabling the $2.1 billion product to trade via UniswapX, Uniswap Labs said in a press release. The protocol functions as a marketplace where professional traders bid to provide users with the best possible price. Uniswap changed hands around $3.84 on Wednesday, a more than 13% increase over the past day, ...

Core Viewpoint - The financial industry, supported by the Trump administration, is attempting to limit lawsuits against retirement plan fiduciaries, particularly targeting the practices of attorney Jerry Schlichter, who has successfully litigated against excessive fees in retirement plans [1][5][20] Group 1: Legal Landscape and Industry Response - Schlichter has successfully sued major companies and institutions, resulting in over $750 million in settlements since 2006, with notable cases including ABB's $55 million settlement in 2019 and Boeing's $57 million settlement in 2015 [2][3][15] - The Trump administration is preparing to implement a "safe harbor" for private assets in 401(k) plans, making it more difficult to sue plans that demonstrate proper investment scrutiny processes [5][6] - The number of lawsuits related to retirement plan fees has surged, with nearly 450 lawsuits filed from 2020 to September 2021, primarily targeting plans with over $500 million in assets [17][18] Group 2: Investment Strategies and Risks - The introduction of private equity and alternative funds into 401(k) plans is seen as a significant shift, with proponents arguing that these investments could potentially increase returns by an average of 0.50% per year over a 40-year period [4][8] - However, these private assets typically come with higher fees and less liquidity compared to traditional stock and bond index funds, raising concerns about their suitability for retirement investors [9][11] - Schlichter warns that the inclusion of private equity in retirement plans could expose fiduciaries to greater risks and complicate their responsibilities, as these investments are often opaque and expensive [11][10] Group 3: Industry Perspectives and Future Outlook - Financial firms argue that private credit strategies can provide significant value to investors, countering the trend of focusing solely on costs [7] - The current regulatory environment is causing companies to be more cautious in their retirement plan offerings, as the fear of litigation may stifle innovation [18] - Despite the changing political landscape, Schlichter remains committed to pursuing legitimate cases, emphasizing that judicial decisions will ultimately shape the law [20]

Core Insights - Uniswap's UNI token has seen a significant price increase of over 20% following BlackRock's acquisition of an undisclosed amount of the protocol's tokens, with the current price at $4.25 and a peak of $4.36 [1][2] - The surge in UNI's price is also attributed to Uniswap's collaboration with Securitize to facilitate trading of BlackRock's USD Institutional Digital Liquidity Fund shares via UniswapX [2] - Uniswap, as the largest decentralized exchange, holds approximately $3 billion in investor deposits and allows trading without personal information disclosure [3] Company Developments - Uniswap is expanding its services by working with Securitize to tokenize assets, enhancing its trading capabilities [2] - The CEO of Uniswap Labs, Hayden Adams, emphasized the mission to make value exchange cheaper, faster, and more accessible [4] - BlackRock, managing $14 trillion in assets, has been increasingly involved in the crypto space, including launching Bitcoin and Ethereum exchange-traded funds [4][5] Market Context - Other major cryptocurrencies like Bitcoin and Ethereum experienced a decline in trading value on the same day UNI surged [2] - BlackRock's BUIDL fund allows trading of tokenized US Treasury bills, cash, and repurchase agreements, indicating a growing trend towards asset tokenization [3][5]

RT Hayden Adams 🦄 (@haydenzadams)Huge day for DeFiBlackRock is the largest asset manager in the world ($14T aum) and BUIDL is their first tokenized fundThis collab uses Uniswap’s market structure to power onchain trading for BUIDL investors, settled on EthereumBig step towards ~all value trading onchain ...

Core Viewpoint - BlackRock is in discussions with the U.S. Securities and Exchange Commission (SEC) regarding the tokenization of iShares ETFs, with potential developments expected within 90 days to 12 months, with a maximum timeframe of 12 months [1] Group 1 - BlackRock's CFO Martin Small indicated that progress on the tokenization discussions could emerge within a timeframe of 90 days to 12 months [1] - Bitwise's CIO Matt Hougan believes that this development could serve as a potential narrative to help the market emerge from a bear phase, positively impacting Layer 1 (L1) and decentralized finance (DeFi) sectors [1]

Core Insights - BlackRock has entered the decentralized finance (DeFi) space by making its tokenized U.S. Treasury fund, BUIDL, tradable on Uniswap, marking a significant step for the asset manager [1][2] - BUIDL is the largest tokenized U.S. Treasury fund with nearly $2.2 billion in total value locked, fully backed by U.S. Treasury bills and cash, providing on-chain yield [2] - BlackRock has made a strategic investment in Uniswap and purchased an undisclosed amount of UNI, Uniswap's governance token, which saw a 25% increase following the announcement [1][2] Company and Industry Developments - BlackRock partnered with Uniswap Labs and Securitize to facilitate the regulatory and compliance aspects of tokenizing real-world assets, with BUIDL shares available through UniswapX [3] - The collaboration aims to enhance the interoperability of tokenized USD yield funds with stablecoins, as stated by BlackRock's global head of digital assets [4] - Uniswap, as the largest decentralized exchange on Ethereum, allows users to trade assets directly from their wallets, and the integration of BUIDL expands its offerings to include tokenized government bonds [5]