Cathie Wood, head of Ark Investment Management, is known for betting on tech companies she believes can “disrupt” the future. But she doesn’t hesitate to shuffle her portfolio, sometimes trimming or adding to positions within days of making a move. That’s what she just did, selling shares of a hot tech name only a week after buying them. Wood’s funds have experienced a volatile ride this year, swinging from sharp losses to strong gains. In January and February, the Ark funds rallied as investors bet on ...

Cryptocurrency infrastructure startup ZeroHash just achieved unicorn status by securing $104 million in Series D-2 financing that values the company at $1 billion. The capital injection was led by Interactive Brokers (NASDAQ: IBKR), with heavyweight participation from Morgan Stanley (NYSE: MS), SoFi Technologies (NASDAQ: SOFI), and funds managed by Apollo Global Management (NYSE: APO). The round marks the first cryptocurrency infrastructure investment for many of these marquee Wall Street institutions, Ze ...

行业投资评级 - 报告对黄金保持看多立场，认为黄金虽然战术上"超买"但结构上"低配" [4] - 对股票、加密货币等风险资产持谨慎乐观态度，认为当前是健康调整而非趋势逆转 [2][18] 核心观点 - 2020年代是更高通胀和利率的时代，推动黄金、加密货币等另类资产表现突出 [3][4] - 全球央行过去12个月累计降息168次，创造了巨大的流动性环境，推动风险资产上涨 [2][22][32] - 25/25/25/25投资组合(股票/债券/现金/黄金各25%)年初至今回报16%，显著超越传统60/40组合的10%表现 [3][23] - 白银年初至今上涨56%，黄金上涨41.3%，比特币上涨17.7%，而美元下跌9.2% [1][4][71] 资产表现分析 - 年初至今表现最佳资产：黄金41.3%、国际股票24.7%、比特币17.7%、美国股票12.3% [1] - 高收益债券回报9.7%，投资级债券回报9.6%，政府债券回报7.0% [1] - 大宗商品整体回报6.1%，现金回报3.2%，石油下跌9.8% [1] - 按主题分类表现：金矿股ETF(GDX)上涨116%、铀ETF(URA)上涨83%、全球防务科技ETF(SHLD)上涨81% [34] 资金流向 - 最近一周资金流入：债券247亿美元、现金213亿美元、股票196亿美元、黄金56亿美元、加密货币6亿美元 [14] - 全球股票ETF过去两周流入1220亿美元，为有记录以来第二大规模 [21] - 债券连续22周资金流入，投资级债券单周流入112亿美元 [21][40] - 黄金连续7周资金流入，最近4周流入176亿美元创纪录 [21] 投资组合配置 - 美银私人客户资产配置：股票64.8%(2022年3月以来最高)、债券17.9%(2022年5月以来最低)、现金10.4%(2018年9月以来最低) [17] - 私人客户持仓集中度：科技七巨头占资产管理规模16.3%，国际股票仅占3.9%，黄金占0.4% [17] - 过去4周私人客户买入新兴市场债务、市政债券、黄金ETF，卖出医疗保健、能源、必需消费品ETF [17][47] 市场技术指标 - 美银牛熊指标从6.0升至6.2，处于中性区间，尚未达到极端看涨水平 [9][18][63] - MSCI ACWI指数中69%的国家股指交易在50日和200日移动平均线上方，从一周前的87%极端超买水平回落 [18] - 新兴市场货币需要守住1700点的关键突破位，高收益CCC级债券利差从800基点升至1000基点可能引发风险资产调整 [22][28][31] 结构性趋势 - 自2010年以来全球股票ETF累计流入6.1万亿美元，而传统共同基金累计流出3.1万亿美元 [16][35] - 债券ETF同期流入2.4万亿美元，传统债券基金流入1.4万亿美元 [16][38] - 科技信贷利差处于18年低点，显示投资者仍愿意为AI数据中心繁荣提供资金 [22][29][33]

随着5G、云计算、大数据、人工智能等前沿技术的深度融合应用，教育资源共享不再受地域、时间、经济条件的限制，真正实 现了"随时随地学，优质资源触手可及"。在线教育平台依托强大的技术支持，不仅能够提供丰富多样的课程资源，涵盖从基础 教育到职业培训的全方位内容，还通过智能推荐算法，根据学习者的兴趣、能力和进度，精准推送个性化学习路径，极大地提 升了学习效率和效果。 尤为引人注目的是，虚拟现实（VR）和增强现实（AR）技术的引入，为教育资源共享开辟了全新的维度。通过这些技术，学 生可以身临其境地探索历史遗迹、进行科学实验、参与国际交流，这种沉浸式的学习体验不仅增强了学习的趣味性和互动性， 更让偏远地区的学生也能享受到与城市学生同等质量的教育资源，有效缩小了城乡、区域之间的教育差距。 科技新突破助力教育资源共享：打破壁垒，共筑知识普惠新篇章 在数字化浪潮席卷全球的今天，科技正以前所未有的速度重塑着各行各业，教育领域亦不例外。近日，一系列科技新突破正逐 步打破传统教育资源的壁垒，推动教育资源共享迈向新的高度，为构建更加公平、开放、高效的教育体系注入了强劲动力。 政府和企业也在积极行动，共同推动教育资源共享的进程。多地政府 ...

SWIFT CBDC. Photo by BeInCrypto SWIFT, the global financial messaging network, is working with over a dozen banks to test on-chain messaging using Linea, the Ethereum layer-2 platform developed by ConsenSys. Institutions including BNP Paribas and BNY Mellon are participating in the initiative, which is also considered a stablecoin-like settlement token. SWIFT and Global Banks Begin Linea Blockchain Messaging Trial A source within one bank said the project could mark “a technological transformation for th ...

Amsterdam-based Theta Capital Management is seeking $200 million for its latest blockchain fund-of-funds targeting specialized crypto venture firms. The new vehicle, called Theta Blockchain Ventures V, will allocate capital to between 10 and 15 venture firms specializing in digital assets while targeting a 25% net internal rate of return, according to an investor deck obtained by Bloomberg. Founded in 2001, Theta shifted its focus to digital assets in 2018 and now manages approximately $1.2 billion. The ...

Accessibility StatementSkip Navigation QINGDAO, China, Sept. 26, 2025 /PRNewswire/ -- SOS Limited ("SOS" or the "Company") (NYSE: SOS) today reported its semi-annual financial results for the six-months ended June 30, 2025. In compliance with the New York Stock Exchange rules, the Form 6-K is available on the Company's website at http://www.sosyun.com/. In addition, all shareholders of the Company may request, free of charge, a hard copy of the Company's complete audited financial statements filed with the ...

Theta Capital Management seeks to raise $200 million through a new fundraising vehicle, Theta Blockchain Ventures V. According to a report from Bloomberg Law, the new fund is intended to be a “fund of funds.” Theta Capital plans to invest in up to 15 venture capital firms specializing in digital assets, reportedly targeting a net internal rate of return (IRR) of 25%. Not to be confused with California-based Theta Labs, Theta Capital is an Amsterdam-based financial services and fintech company focused on ...

SWIFT, the backbone of global financial messaging, has begun testing on-chain payments and messaging using Ethereum’s Layer 2 network Linea, in a move that signals deeper integration between traditional finance and blockchain. According to the report, the project involves more than a dozen global banks, including BNP Paribas and BNY Mellon, and is exploring the use of a stablecoin-like token for settlement. The trial marks a significant step for SWIFT, which connects over 11,000 financial institutions and ...

Datavault AI, Inc. (NASDAQ: DVLT) and New Era Energy & Digital, Inc. (NASDAQ: NUAI) were tearing up the charts on Friday. Here's a look at what is driving the momentum for these two penny stock powerhouses. DVLT stock is rallying. See the real-time price action here. Datavault AI – DVLT Datavault stock was moving on a $150 million Bitcoin (CRYPTO: BTC) investment from biotech firm Scilex Holding Co. (NASDAQ: SCLX) announced just before Thursday's closing bell.  Read Next: Rigetti, D-Wave, IonQ Set To Disrup ...