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港股概念追踪 | 市场回温 美国现货比特币ETF单日吸金近10亿美元 后续走势怎么看?(附概念股)

Hong Kong stock Concept tracking | Market warms up, the Bitcoin ETF in the USA attracts nearly 1 billion dollars in a single day. How to view the subsequent trend? (Attached Concept stocks)

Zhitong Finance ·  Jan 8 07:32

Regarding Bitcoin's trend, some analysts pointed out that it may rise above 0.125 million dollars or fall to around 0.077 million dollars in the first quarter.

The Zhitong Finance App learned that the US Bitcoin Spot ETF rebounded last Friday (January 3) after experiencing continuous capital outflows last month. The net capital inflow in a single day reached 0.9081 billion US dollars, setting a record for the highest single-day record since the end of November last year.

According to data from British asset management firm Farside Investors, this inflow of nearly 1 billion dollars marks a reversal of the Bitcoin ETF's ongoing capital outflow trend that began last month and continued until the beginning of 2025, including an outflow of $0.2423 billion last Thursday. The rebound in capital inflows last Friday drove the three-day total inflow to a positive value, reaching $0.6658 billion.

Also, optimism continued this Monday, and the US Bitcoin spot ETF saw another net inflow of 0.97821 billion dollars.

Bitcoin has resumed its rise after suffering a setback last month. Investors are betting that the crypto-friendly Trump administration will ease regulations on digital currencies. Furthermore, some investors are driving up the price of Bitcoin because Bitcoin is increasingly being used as a hedge against inflation. The Federal Reserve expects an inflation rate of 3% in 2025, which is higher than the 2% target.

According to data compiled by etf.com, the US currently has 11 Bitcoin spot ETFs, holding a total of 1.1 million bitcoins, accounting for about 5.5% of the Bitcoin circulation supply.

2024 was a brilliant year for cryptocurrencies. Bitcoin, the world's largest digital asset, surged more than 120% to break through 0.1 million dollars.

Regarding Bitcoin's trend, some analysts pointed out that it may rise above 0.125 million dollars or fall to around 0.077 million dollars in the first quarter. The key is whether President-elect Donald Trump will quickly fulfill his promises to the cryptocurrency industry after taking office.

Whether Trump's promises in the digital currency industry can be fulfilled immediately after taking office will have a significant impact on the price of Bitcoin. Its series of public statements and promises beneficial to the Bitcoin and cryptocurrency industry, such as implying plans to establish a Bitcoin strategic reserve, etc., made the market look forward to its position of supporting digital assets and plans to establish the US as a dominant force in the global crypto industry.

Meanwhile, another key catalyst for Bitcoin's price in January may be a rebalancing of financial institutions' portfolios. Normally, hedge funds and asset managers rebalance their portfolios in January to develop annual strategies, adapt to market conditions, and optimize tax impacts. This behavior may drive or inhibit the price of Bitcoin.

Related concept stocks:

Liberal Arts Interactive (00434): Liberal Arts Interactive recently announced that between November 19 and November 28, 2024, 14,200 Ether will be used to purchase approximately 515 bitcoins. The total market value of this exchange is about 49.48 million US dollars, and the original purchase cost of the ETH used is about 39.45 million US dollars. After the exchange was completed, Liberal Arts Interactive Group held a total of about 3,183 bitcoins, and the average holding cost was about 57,724 US dollars each.

Meitu (01357): Meitu announced that on December 4, 2024, Meitu Investment sold a total of about 15,703.94 units of Ethereum and 470.19 units of Bitcoin on the market. The total cash consideration was approximately $55.49 million and 44.85 million US dollars, respectively. Based on the cryptocurrency sale (including the previous sale in November 2024 and the above sale on December 4, 2024), the group sold a total of approximately 31,000 units of ETH and 940 units of Bitcoin, with total cash consideration of approximately USD 0.1 billion and USD 0.08 billion, respectively. The group made a significant profit from the sale of cryptocurrencies, making a profit of about 79.63 million US dollars (equivalent to about RMB 0.571 billion).

Xinhuo Technology Holdings (01611): The company used the name Huobi Technology and is currently one of the largest cryptocurrency platforms in the world. Xinhuo Technology Holdings mainly provides virtual asset transactions and technical solution services. Among them, virtual asset trading includes providing customers with virtual asset loan asset management and providing an OTC trading platform to act as an exchange.

OSL Group (00863): The company participated in UBS Group's pilot issuance of investment-grade warrants tokens in Hong Kong, China, and covered the entire product issuance cycle. In this project, UBS Group uses the Ethereum public chain to issue share-linked subscription tokens to OSL digital asset securities.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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