知名投资者黄国辉表示，美国总统特朗普推动美元走弱，加上黄金、白银和加密货币的波动，正在促使投资者重新评估传统避险资产，中国可能从中受益。
周二，在APS资产管理公司与中国欧洲国际工商学院（CEIBS）共同创办的中国金融市场研究中心启动仪式上，APS资产管理公司创始人黄国辉对记者表示：“我认为中国将受益于贵金属和加密货币的投机泡沫、美元疲软，以及可能存在的特朗普因素。”
全球波动性正在迫使投资者重新思考传统避险资产，这为北京创造了机会。黄国辉指出，外国机构如贝莱德中国和富达国际最近认为，在未来三到五年内，全球投资组合可能会逐步减少对美元计价资产的依赖。他们预计将转向更大程度的多元化，特别是强调中国市场的复苏和结构性优势，如全面的供应链和强大的创新能力。
“许多全球投资者希望分散美元资产，”黄国辉说，并补充称，越来越多的资金可能转向人民币资产。
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At the World Economic Forum in Davos, US President Donald Trump pledged to sign sweeping cryptocurrency market structure legislation very soon, aiming to keep America as the crypto capital of the world. He framed the push as essential to outpace China in financial innovation. The remarks come amid bitcoin's surge above $90,000 and strong political support from the crypto industry.
在中东冲突和美以打击伊朗引发的全球动荡中，外国投资者转向中国寻求确定性。中国发展高层论坛上专家指出，资本自然流向确定性增强的中国。
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Nicholas Peach, a BlackRock executive, stated that a 1% shift in Asian portfolio allocations to crypto could bring nearly $2 trillion into the market. Speaking at Consensus Hong Kong, he highlighted the region's $108 trillion in household wealth. This comes amid growing institutional interest in crypto ETFs across Asia.
Global markets tumbled as US-Iran tensions and prolonged Israeli conflict drove oil prices higher. Asian shares and futures dipped, with investors preparing for extended fighting. The inflationary pressures have reduced expectations for central bank rate cuts.
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InvestHK总监总经理Lau Hai-suen表示，香港应利用其“投资避险天堂”地位，在中东冲突中吸引外国资金，特别是那些以前以迪拜为中心的公司已转向香港以分散风险。财政司司长Paul Chan Mo-po正在北京访问期间，此言论提出。
President Donald Trump's first year in office has brought regulatory relief to the cryptocurrency sector, yet major digital assets have declined in value. Despite appointments and new laws favoring crypto, broader economic factors like tariffs have driven down prices. The Trump family, however, has profited substantially from related ventures.
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In a Kitco News analysis, spot bitcoin exchange-traded funds are examined for their role in revealing institutional interest in cryptocurrency. The piece, part of a crypto SWOT series, underscores the sensitivity of this demand.