每经AI快讯，港股比特币概念股集体反弹，截至发稿，欧科云链(01499.HK)涨5.24%，报0.201港元；博 雅互动(00434.HK)涨4.66%，报3.82港元；耀才证券金融(01428.HK)涨4.64%，报7.22港元；云锋金融 (00376.HK)涨4.39%，报3.57港元。 ...

高盛指出，经济增长担忧可能被过度放大，流动性状况有望改善，AI生产力主题在客户对话中获得更 多关注。许多客户将比特币等高贝塔资产视为风险偏好指标，认为如果比特币走势改善，年底美股反弹 行情可能重启。 消息面上，近期，加密货币市场波动较大。在经历数周大幅下跌后，比特币于周一强势反弹突破8.7万 美元。但与10月份的峰值12.6万美元相比，当前价格比仍下跌超30%。此外，纽约联储主席威廉姆斯暗 示12月进一步降息，市场降息预期扭转，目前市场认为美联储12月有七成概率降息。 智通财经APP获悉，比特币概念股集体反弹，截至发稿，欧科云链(01499)涨5.24%，报0.201港元；博雅 互动(00434)涨4.66%，报3.82港元；耀才证券金融(01428)涨4.64%，报7.22港元；云锋金融(00376)涨 4.39%，报3.57港元。 ...

Group 1 - The Hong Kong stock market saw a significant decline in cryptocurrency-related stocks, with notable drops including Boyaa Interactive down nearly 10% and OK Blockchain falling over 5% [1] - Bitcoin (BTC) fell below $91,000 to $90,250, marking its lowest level since late April and erasing over 30% of its gains for the year [1] Group 2 - Boyaa Interactive's stock price decreased by 9.74% to $3.890, with a total market capitalization of 29.99 billion and a year-to-date decline of 8.98% [2] - OK Blockchain's stock fell by 5.91% to $0.207, with a market cap of 11.12 billion and a year-to-date increase of 24.70% [2] - New Fire Technology Holdings dropped 4.35% to $3.520, with a market cap of 26.48 billion and a year-to-date increase of 86.24% [2] - Other notable declines included King Yuan Investment down 4.23%, Blueport Interactive down 3.57%, and Yunfeng Financial down 3.46% [2]

Group 1 - Cryptocurrency concept stocks continue to decline, with Okex Chain (01499.HK) down 8.68%, trading at 0.221 HKD [1] - OSL Group (00863.HK) has decreased by 5.08%, currently priced at 15.15 HKD [1] - Boyaa Interactive (00434.HK) fell by 3.85%, now at 4.25 HKD [1]

Core Viewpoint - The cryptocurrency concept stocks continue to decline, with significant drops observed in various companies, indicating a potential weak period for the cryptocurrency market [1]. Company Performance - OK Blockchain (01499) fell by 8.68%, trading at 0.221 HKD [1]. - OSL Group (00863) decreased by 5.08%, trading at 15.15 HKD [1]. - Boyaa Interactive (00434) dropped by 3.85%, trading at 4.25 HKD [1]. Market Analysis - On November 17, Bitcoin experienced a sharp decline, briefly falling below the 93,000 USD mark, erasing over 30% of its gains since the beginning of the year [1]. - Analysts suggest that the ongoing sell-off in the cryptocurrency market may be driven by capital withdrawal, indicating the market may be entering a fragile period [1]. - Patrick Munnelly from Tickmill Group noted that major investment funds, exchange-traded fund investors, and corporate treasury departments have retreated from Bitcoin, removing the key support that fueled this year's rebound, thus signaling a new phase of market vulnerability [1].

Core Viewpoint - The cryptocurrency concept stocks continue to decline, with significant drops observed in companies such as OKLink (01499), OSL Group (00863), and Boyaa Interactive (00434) following a sharp decline in Bitcoin prices [1] Group 1: Market Performance - As of the report, OKLink (01499) fell by 8.68% to HKD 0.221, OSL Group (00863) decreased by 5.08% to HKD 15.15, and Boyaa Interactive (00434) dropped by 3.85% to HKD 4.25 [1] - On November 17, Bitcoin experienced a significant drop, briefly falling below USD 93,000, erasing over 30% of its gains since the beginning of the year [1] Group 2: Market Analysis - Analysts suggest that the ongoing decline in the cryptocurrency market may be attributed to capital withdrawal, indicating a potential onset of a fragile period for the market [1] - Patrick Munnelly from Tickmill Group reported that major investment funds, exchange-traded fund investors, and corporate treasury departments have retreated from Bitcoin, removing the key support that fueled this year's rebound, thus signaling a new phase of market vulnerability [1]

格隆汇11月17日｜博雅互动公告，截至二零二五年九月三十日止三个月，公司拥有人应占利润为2.63亿 港元，同比增长15.8%。其中，网络游戏收益为1.28亿港元，同比增长11.4%。 ...

Core Viewpoint - Boyaa Interactive (00434) reported a revenue of HKD 351 million for the nine months ending September 30, 2025, reflecting a year-on-year increase of 0.3% and a profit attributable to shareholders of HKD 487 million, which represents a significant year-on-year increase of 108.3% [1] Financial Performance - The company achieved a revenue of HKD 351 million for the first three quarters of 2025, showing a slight increase of 0.3% compared to the previous year [1] - Profit attributable to shareholders reached HKD 487 million, marking a substantial increase of 108.3% year-on-year [1] Digital Asset Holdings - As of September 30, 2025, the company held approximately 4,091 Bitcoins with an average cost of USD 68,114 per Bitcoin [1] - The company also held around 300 Ether, with an average cost of USD 1,661 per Ether, primarily for Web3 game development [1] Digital Asset Gains - The company reported a cumulative fair value gain from digital assets of approximately HKD 1.42 billion [1] - For the first three quarters of 2025, the fair value gain from digital assets was about HKD 430 million [1] - Additionally, the company recorded a digital asset appreciation gain of approximately HKD 19.8 million during the same period [1]

Group 1 - The company reported revenue of approximately HKD 350 million for the nine months ending September 30, 2025, remaining stable compared to the same period in 2024 [1] - The adjusted net profit for the same period was approximately HKD 500 million, a year-on-year increase of about 111.3% from approximately HKD 240 million in 2024, primarily due to an increase in the fair value growth of digital assets [1] - Excluding one-time factors such as fair value changes of financial assets, the adjusted net profit decreased by approximately 22.9% year-on-year, attributed to reduced bank deposit interest income and increased tax expenses [1] Group 2 - The company sold its online gaming operations in mainland China as of June 30, 2025, resulting in a decline in operational data, although traditional gaming revenue showed an increase [2] - The number of paying players decreased by 55.7% from approximately 220,000 in Q2 2025 to about 100,000 in Q3 2025, while daily active users fell by 40.8% to approximately 730,000 [2] - As of September 30, 2025, the company held approximately 4,091 bitcoins at an average cost of USD 68,114 per bitcoin and about 300 ethers at an average cost of USD 1,661 per ether, primarily for Web3 game development [2]

Group 1 - The company reported revenue of approximately HKD 350 million for the nine months ending September 30, 2025, remaining stable compared to the same period in 2024 [1] - The adjusted net profit for the same period was approximately HKD 500 million, a year-on-year increase of about 111.3% from approximately HKD 240 million in 2024, primarily due to an increase in the fair value growth of digital assets [1] - Excluding one-time factors such as fair value changes of financial assets, the adjusted net profit decreased by approximately 22.9% year-on-year, attributed to reduced bank deposit interest income and increased tax expenses [1] Group 2 - The company sold its online gaming operations in mainland China as of June 30, 2025, resulting in a decline in operational data, although traditional gaming revenue showed an increase [2] - The number of paying players decreased by 55.7% from approximately 220,000 in Q2 2025 to about 100,000 in Q3 2025, while daily active users fell by 40.8% to approximately 730,000 [2] - As of September 30, 2025, the company held approximately 4,091 bitcoins at an average cost of USD 68,114 per bitcoin and about 300 ethers at an average cost of USD 1,661 per ether, primarily for Web3 game development [2]