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算力租赁有望成为RWA下一重要场景,这些公司布局了算力租赁业务
Xuan Gu Bao·2025-06-26 15:07

Group 1: Industry Insights - The Hong Kong government aims to establish the region as a global innovation center for digital assets, as stated in the "Hong Kong Digital Asset Development Policy Declaration 2.0" [1] - The concept of Real World Asset (RWA) tokenization is gaining traction, allowing tangible and intangible assets to be converted into digital tokens on the blockchain, facilitating investment in fixed-income products and asset diversification [1] - Major financial institutions like BlackRock, Citigroup, and JPMorgan are actively participating in RWA projects, promoting the on-chain representation of diverse assets [1] Group 2: Market Trends - Analysts suggest that computing power leasing, similar to charging piles, could become the next integration point in the RWA industry chain, given its characteristics of market growth, clear yield transparency, and defined financing needs [2] - The RWA assets need to possess three key traits: being in a growth phase, having stable and visible yields, and a vibrant market with numerous participants to facilitate trading [1] Group 3: Company Developments - Xichuang Data has established 25 supercomputing centers globally and has signed contracts with major companies like China Mobile International and Yubida, providing services in cloud gaming and cross-border e-commerce [3] - Yitian Intelligent is deeply engaged in the computing power service industry, creating a comprehensive ecosystem that includes "smart hardware + computing power foundation + intelligent services" [4]