马云也买币？以太坊迎来“新大哥”

Core Viewpoint - Cloud Financial, a Hong Kong-listed company, has announced the purchase of 10,000 Ethereum as a strategic reserve asset, marking a significant move into the Web3 space, especially given the involvement of notable shareholder Jack Ma [1][9][13]. Company Overview - Cloud Financial Group is an innovative fintech group listed on the Hong Kong main board, with licenses for securities brokerage, asset management, insurance, and fintech services [2]. - The company was previously known as Rui Dong Group and was acquired by Jade Passion Ltd, controlled by Cloud Fund, in 2015 [2]. Shareholder Structure - Cloud Fund, founded in 2010, is backed by prominent figures including Jack Ma and Yu Feng, indicating strong financial resources and connections [3]. - Yu Feng is the largest shareholder of Cloud Financial, controlling 47.25% of the shares, while Jack Ma indirectly holds approximately 11.15% of Cloud Financial through Cloud Fund [4][5]. Market Reaction - The announcement of the Ethereum purchase led to a significant market reaction, with Cloud Financial's stock rising over 10% the day after the announcement [9]. - This move is seen as part of a broader strategy to integrate digital assets into the company's operations and explore blockchain technology applications in core business areas [7][12]. Strategic Initiatives - Cloud Financial has been actively pursuing a strategy in Web3, including plans to acquire other cryptocurrencies like BTC and SOL, and to explore tokenization of real-world assets (RWA) [7][10]. - The company has also partnered with Ant Group to invest in the Layer1 blockchain Pharos, which focuses on RWA [12]. Industry Context - The involvement of Jack Ma and Cloud Financial in the cryptocurrency space is viewed as a significant indicator of institutional interest in Ethereum and Web3 technologies [13][15]. - Despite the positive market sentiment, there are concerns about the sustainability of RWA projects, as many lack real-world applications and may be speculative in nature [16].