Group 1 - The cryptocurrency concept stocks in the Hong Kong market opened collectively higher, with notable gains from companies such as Blue Ocean Interactive rising over 14% and New Fire Technology Holdings increasing over 7% [1][3] - Bitcoin reached a new all-time high of $124,474, surpassing its previous peak in July, driven by expectations of a more accommodative monetary policy from the Federal Reserve and favorable financial reforms announced in the U.S. [1][3] - Blue Ocean Interactive disclosed its cryptocurrency holdings and plans to launch a $100 million asset management program to expand its strategic layout in the global crypto assets and Web3 sectors [3] Group 2 - Blue Ocean Interactive (08267.HK) reported a 14.49% increase in stock price, with a latest price of HKD 0.790 and a total market capitalization of HKD 292 million [2] - New Fire Technology Holdings (01611.HK) saw a 7.69% rise, with a latest price of HKD 7.000 and a market cap of HKD 4.102 billion [2] - Okex Cloud Chain (01499.HK) increased by 3.45%, with a latest price of HKD 0.600 and a market cap of HKD 3.222 billion [2] - Boya Interactive (00434.HK) rose by 2.71%, with a latest price of HKD 9.100 and a market cap of HKD 6.47 billion [2]

Group 1 - Cryptocurrency-related concept stocks have shown strong performance, with New Fire Technology Holdings (01611) rising by 22% to HKD 7.93, OK Blockchain (01499) increasing by 12.07% to HKD 0.65, and Blueport Interactive (08267) up by 11.59% to HKD 0.77 [1] - On August 14, Bitcoin briefly surpassed USD 124,000, setting a new historical high, while Ethereum rose to USD 4,735, gaining over 3% in the past 24 hours [1] - The recent rise in cryptocurrency prices is attributed to a favorable legislative environment in Washington, influenced by former President Trump's executive order allowing 401(k) plans to hold cryptocurrencies and other alternative assets, potentially increasing demand for cryptocurrencies [1] Group 2 - Analysts suggest that the current surge in cryptocurrencies is also due to weakening confidence in the US dollar, as expectations for US inflation decline and anticipation of Federal Reserve interest rate cuts increase, benefiting alternative assets like Bitcoin [1]

Core Viewpoint - Cryptocurrency-related stocks have shown significant strength, with notable increases in share prices for companies such as New Fire Technology Holdings, OK Blockchain Chain, and Blueport Interactive, driven by a surge in Bitcoin and Ethereum prices [1][1][1] Group 1: Stock Performance - New Fire Technology Holdings (01611) increased by 22%, reaching 7.93 HKD [1] - OK Blockchain Chain (01499) rose by 12.07%, reaching 0.65 HKD [1] - Blueport Interactive (08267) saw an increase of 11.59%, reaching 0.77 HKD [1] Group 2: Market Drivers - On August 14, Bitcoin briefly surpassed 124,000 USD, setting a new historical high [1] - Ethereum rose to 4,735 USD, with over a 3% increase in the past 24 hours [1] - The bullish trend in cryptocurrencies has been attributed to a favorable legislative environment under former President Trump, who issued an executive order allowing exploration of cryptocurrency holdings in 401(k) plans, potentially increasing demand [1] Group 3: Economic Context - The recent rise in cryptocurrency prices is also linked to a weakening confidence in the US dollar, influenced by declining inflation expectations and increasing predictions of interest rate cuts by the Federal Reserve [1] - This shift has benefitted alternative assets like Bitcoin, as the dollar's control in global markets appears to be diminishing [1]

Group 1 - The core viewpoint of the news is that cryptocurrency-related stocks in the Hong Kong market experienced significant gains, driven by a surge in Bitcoin prices reaching a new historical high of $124,474, influenced by expectations of a more accommodative monetary policy from the Federal Reserve and favorable financial reforms in the U.S. [1][2][3] Group 2 - Blueport Interactive saw a rise of 14.49%, with a latest price of $0.790 and a total market capitalization of 292 million [2][3] - New Fire Technology Holdings increased by 7.69%, with a latest price of $7.000 and a total market capitalization of 4.102 billion [2][3] - OK Blockchain Chain rose by 3.45%, with a latest price of $0.600 and a total market capitalization of 3.222 billion [2][3] - Boya Interactive experienced a gain of 2.71%, with a latest price of $9.100 and a total market capitalization of 6.47 billion [2][3]

Group 1 - The core point of the article is that Okex Cloud Chain (01499.HK) shares closed at HKD 0.58, reflecting a significant increase of 26.09% [1]

Group 1 - The stock price of Okex Chain (01499) increased by 19.57% on August 13, reaching HKD 0.55 per share with a trading volume of HKD 17.61 million [1] - Okex Chain Holdings Limited focuses on the research and application of blockchain technology, offering products such as a blockchain explorer, Onchain AML solutions, and Chaintelligence, a one-stop investigation and tracing platform [1] - The company is registered in Hong Kong as a trust company and holds a Trust or Company Service Provider (TCSP) license as well as a money lender license [1] Group 2 - As of the 2024 annual report, Okex Chain reported total revenue of HKD 391 million and a net loss of HKD 14.53 million [2]

Group 1 - The core viewpoint of the article highlights the strong performance of cryptocurrency ETFs and related stocks, with significant price increases observed in companies such as Huajian Medical (up 18.75%), Mistrategy (up 16.95%), and others [1] - Bitcoin has surpassed the $120,000 mark, reaching a new high since July 18, with Ethereum also breaking the $4,300 level, marking its highest price since 2021 [1] - Analysts attribute the recent surge in cryptocurrency prices to a weakening confidence in the US dollar, while also noting that risks are accumulating due to high-leverage trading leading to a wave of liquidations [1] Group 2 - President Trump has signed an executive order allowing private equity funds, real estate, cryptocurrencies, and other alternative assets to be included in 401(K) retirement accounts, which traditionally focused on safer investments like mutual funds and bonds [1] - The 401(K) retirement savings plan allows employees to invest a portion of their pre-tax salary into various funds, indicating a potential shift in investment strategies for retirement savings [1]

Group 1 - The cryptocurrency ETF and related stocks have shown strong performance, with notable increases in share prices for companies such as Huajian Medical (up 18.75% to HKD 9.31), Mistrategy (up 16.95% to HKD 4.14), and others [1] - Bitcoin has surpassed the USD 120,000 mark, reaching a new high since July 18, with Ethereum also breaking the USD 4,300 barrier, marking its highest price since 2021 [1] - Analysts attribute the recent surge in cryptocurrency prices to a weakening confidence in the US dollar, although there are concerns about accumulating risks, particularly from high-leverage trading leading to a wave of liquidations [1] Group 2 - President Trump has signed an executive order allowing private equity funds, real estate, cryptocurrencies, and other alternative assets to be included in 401(K) retirement accounts, which traditionally focused on safer investments like mutual funds and bonds [1]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 歐科雲鏈控股有限公司 (於開曼群島註冊成立之有限公司) FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01499 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 5,370,510,000 | | 0 | | 5,370,510,000 | | 增加 / 減少 (-) | | | | 0 | 0 | | | | 本月底結存 | | | 5,370,510,000 | | 0 | | 5,370,510,000 | 第 2 頁 共 10 頁 v 1.1.1 呈交日期: 2025年 ...

Core Viewpoint - The implementation of the Hong Kong Stablecoin Regulation on August 1 has led to a surge in digital currency concept stocks, with many experiencing significant price increases, although the underlying business support remains insufficient [1][6]. Group 1: Market Reaction - The capital market has reacted swiftly to the upcoming stablecoin regulation, with digital currency concept stocks collectively soaring [1]. - Companies like China San San Media and Jiamu Technology have seen year-to-date increases exceeding 1000% [1]. - In the A-share market, stocks such as Dongxin Peace and Sifang Jingchuang have also surged based on announcements related to stablecoin business collaborations [1][6]. Group 2: Notable Stock Performances - Guotai Junan International's stock rose by 198% on June 25 after receiving approval for virtual asset trading services, marking the largest single-day gain in the Hong Kong fintech sector [4]. - China San San Media's stock skyrocketed by 72.73% following its announcement to apply for a stablecoin license, with a year-to-date increase of 1839% [5]. - Jiamu Technology's stock increased by 22% after announcing plans to enter the stablecoin sector, with a total year-to-date rise of 1612% [5]. Group 3: Industry Sentiment and Concerns - The Hong Kong Monetary Authority has indicated that only a few stablecoin licenses will be granted initially, leading to potential disappointment among companies [11]. - Many companies are currently in the early stages of stablecoin-related business development, with little to no actual revenue generated from these initiatives [10][11]. - There is a growing concern about the speculative nature of the market, with some companies clarifying that their involvement in stablecoins does not significantly contribute to their revenues [10][12]. Group 4: Shareholder Actions - Several shareholders of concept stocks are taking advantage of the price increases to reduce their holdings, indicating a cautious approach amidst the market hype [12][13].