智通财经APP获悉，加密货币ETF及相关概念股全线下挫，截至发稿，OSL集团(00863)跌12.37%，报8.15港元；蓝港互动(08267)跌6.82%，报0.41港元；欧科云链(01499)跌5.68%，报0.166港元；嘉实以太币(03179)跌22.99%，报5.98港元；华夏以太币(03046)跌22.13%，报6港元。
消息面上，加密货币市场近日持续杀跌，比特币从10.6万美元跌至10万美元下方。截至发稿，比特币报93463美元/枚，日内跌幅超7%。分析人士称，加密货币杀跌，一方面跟特朗普的关税政策有关。美国总统特朗普下令自2月4日起对加拿大和墨西哥进口商品征收25%关税，对中国进口商品征收10%关税。在避险情绪的推动下，投资者会抛售手中的加密货币。传统市场周末关闭，加密货币首当其冲地受到关税风险规避反应的影响。
另一方面，跟中国人工智能公司DeepSeek的爆火有关，DeepSeek近日发布的开源模型DeepSeek-R1，性能持平甚至超越OpenAI的o1模型，而API价格仅为OpenAI的1%，这破解了全球人工智能产业长期以来“堆算力”的路径依赖，并震撼了美国的AI行业，刺激投资者出售美国AI巨头的股票及加密货币头寸。
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