智通财经APP获悉，加密货币ETF及概念股延续跌势，截至发稿，博时比特币(03008)跌7.47%，报5.02 港元；华夏比特币(03042)跌7.48%，报7.98港元；华夏以太币(03046)跌7.47%，报4.58港元；迷策略 (02440)跌10.13%，报1.42港元。 Marex高级全球市场策略师伊兰·索洛特表示，科技股回调、黄金走强、整体避险情绪升温，以及市场对 加密资产估值逻辑的重新审视，共同推动了这一轮下跌。此外，去中心化预测平台Polymarket的合约交 易反映出投资者情绪明显偏空。该平台数据显示，市场目前隐含比特币今年跌至6.5万美元的概率高达 82%，这一水平较现价仍低约13%。 消息面上，周五，比特币重挫跌破6.5万美元。随着杠杆头寸被迫平仓、风险资产整体承压，市场情绪 明显转弱，加密货币抛售迅速放大，美国总统特朗普胜选后开启的一轮涨幅已被全部回吐。截至发稿， 比特币价最新报64680.2美元；以太坊跌超11%至1919美元。此前，美国财政部长斯科特·贝森特暗示， 美国政府不会救助加密货币。 ...

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: | 2026年1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: | 迷策略 | | | | | | | 呈交日期: | 2026年2月5日 | | | | | | | I. 法定/註冊股本變動 | | | | | | | | 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) | 02440 | 說明 | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | 上月底結存 1,000,000,000 USD 0.01 USD 10,000,000 增加 / 減少 (-) 0 USD 本月底結存 1,000,000,000 USD 0.01 USD 10,000,000 本月底法定/註冊股本總額： USD 10,000,000 FF301 第 ...

Group 1: Insurance Sector - Insurance stocks are experiencing significant declines, with China Life (02628) down 3.75%, New China Life (01336) down 3.28%, and China Pacific Insurance (02601) down 2.74%. The government plans to issue approximately 200 billion yuan in special bonds to inject capital into major insurance companies, marking the first time this method will be used for insurance firms in China [1] Group 2: Logistics and Delivery - ZTO Express (02057) has seen an increase of over 2.3%. The company estimates that its total revenue for 2025 will be between 48.5 billion yuan and 50 billion yuan, representing a growth of approximately 9.5% to 12.9% compared to 44.2807 billion yuan in 2024 [1] Group 3: Biotechnology - Innovent Biologics (09969) has risen over 4%, with a current increase of 3.25%. The company anticipates achieving revenue of 2.37 billion yuan in 2025, a year-on-year growth of approximately 134%, and expects to turn a profit with a net profit of around 630 million yuan [1] Group 4: Coal Sector - Coal stocks are generally declining, with Yancoal Australia (03668) down 6.63%, Shougang Resources (00639) down 7.83%, and China Shenhua (01088) down 2.47%. This decline follows reports that the Indonesian government has proposed a production cut plan, leading to a 40% to 70% reduction in production quotas for major miners [2] Group 5: Medical Devices - GigaGen (02367) has increased over 8%, currently up 4.11%. The company recently announced that its "recombinant type I α1 collagen and sodium hyaluronate composite solution" has been approved as a medical device, marking a significant milestone as the first product of its kind for improving facial smoothness [2] Group 6: Semiconductor Sector - Semiconductor stocks are all declining, with Hua Hong Semiconductor (01347) down 5.91% and SMIC (00981) down 3.49%. This follows a significant drop in AMD's stock price by 17.31% after its fourth-quarter report indicated that while revenue exceeded expectations, the guidance for the first quarter was below market expectations [3] Group 7: Restaurant Sector - Restaurant stocks are performing well, with Yum China (09987) up 8.41% and Haidilao (06862) up 2.69%. The restaurant industry has shown signs of recovery, with retail sales in the sector growing by 3.8%, 3.2%, and 2.2% year-on-year in the last quarter of 2025, significantly outpacing overall retail growth [3] Group 8: Consumer Goods - Miniso (09896) has risen over 5.1% after announcing its partnership with the Central Radio and Television Station for the 2026 Spring Festival Gala. This collaboration is seen as a significant marketing move to elevate the brand's visibility in the mainstream market [4] Group 9: Gold Sector - Gold stocks are declining, with China Gold International (02099) down 6.8% and Zijin Mining (02899) down 6.29%. Recent volatility in the international gold market has been noted, with expectations that geopolitical tensions and liquidity easing by the Federal Reserve may drive gold prices higher [4] Group 10: Cryptocurrency - Cryptocurrency ETFs and related stocks are continuing to decline, with significant drops in prices, including Bitcoin falling below $72,000 for the first time in 15 months. The price has decreased by over 42% from its peak last October [5] Group 11: US Market Highlights - Boston Scientific (BSX.US) fell 17.59% after providing lower-than-expected guidance for fiscal year 2026. The company expects adjusted earnings per share to be between $3.43 and $3.49, slightly below analyst expectations [6] - Solar stocks surged, with Enphase Energy (ENPH.US) rising 38.6% following reports of interest from Elon Musk's teams in the Chinese solar supply chain [6]

Galaxy公司研究主管Alex Thorn预测，比特币的下跌趋势可能会进一步加速，将价格压低至每枚6万美 元以下。其在黄金价格飙升时未能起到对冲货币贬值的作用，以及缺乏近期催化剂，这些都是导致比特 币继续走低的原因。 消息面上，周二，比特币一度跌破7.3万美元，跌破了2025年4月7日特朗普公布对等关税后所创的年内 低点。"大空头"巴里警告称，若比特币价格进一步下跌可能会迅速加剧主要持有者的资产负债表压力， 迫使整个加密货币生态系统进行抛售，并引发大范围的价值崩盘。 智通财经APP获悉，加密货币概念股早盘再度下跌，截至发稿，迷策略(02440)跌4.76%，报1.6港元；雄 岸科技(01647)跌1.37%，报0.072港元；欧科云链(01499)跌0.58%，报0.17港元。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 本公告僅供參考，並不構成收購、購買或認購本公司任何證券的邀請或要約。 MemeStrategy, Inc. 迷策略 （於開曼群島註冊成立的有限公司） （股份代號：2440） 須予披露交易－SOLANA認沽期權協議 作為資產積累策略的一部分 (1)補充公告 (2)行使認沽期權 P = Ke^(-rT)N(-d2) - S₀N(-d₁) 其中： d₁ = [ln(S₀/K) + (r + σ²/2)T]/(σ√T) d2 = d₁ - σ√T 茲提述迷策略（「本公司」，連同其附屬公司統稱「本集團」）日期為二零二六年一月 十四日有關本集團訂立認沽期權協議的公告（「該公告」）。除另行界定外，本公告 所用詞彙與該公告所界定者具有相同涵義。 (1) 補充資料 本公司謹此向其股東及潛在投資者提供有關認沽期權協議的進一步資料。 認沽期權協議項下的具體期權溢價採用柏力克－舒爾斯(Black-Scholes)期權定價 模型釐 ...

| 代码 | 名称 | | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 00399 | 星太链集团 | (0) | -23.53% | 0.065 | 1.39亿 | -23.53% | | 00863 | OSL集团 | | -10.44% | 15.010 | 119.27 亿 | -11.71% | | 01499 | 欧科云链 | | -7.61% | 0.170 | 9.13亿 | -5.56% | | 00434 | 博雅互动 | | -6.97% | 3.070 | 23.57 乙 | -10.23% | | 01611 | 新火科技控股 | | -6.30% | 2.380 | 17.9亿 | -5.93% | | 01788 | 国泰君安国际 | | -5.24% | 2.530 | 241.11亿 | -0.78% | | 03887 | HASHKEY HLDGS | | -4.82% | 6.720 | 185.88 Z | 0.60% | | 00376 | 云锋金融 | | - ...

每经AI快讯，加密货币ETF及概念股走低。截至发稿，嘉实以太币(03179.HK)跌16.39%，报5.46港元； 华夏以太币(03046.HK)跌16.09%，报5.425港元；华夏比特币(03042.HK)跌6.87%，报9.425港元；迷策略 (02440.HK)跌4.95%，报1.73港元。 ...

Core Viewpoint - The company is optimizing its acquisition costs for Solana and strengthening its validator network through a series of put option agreements with QCP Trading, which is part of its strategic plan to expand into blockchain solutions [1][2] Group 1: Put Option Agreement - The company’s wholly-owned subsidiary, MemeStrategy Hong Kong Limited, entered into a series of over-the-counter Solana put option agreements with QCP Trading [1] - Under the agreements, the company sold put options allowing QCP to sell up to 43,500 units of Solana back to the company at a predetermined strike price by January 30, 2026 [1] - The total premium received for these options was 317 units of Solana, equivalent to approximately HKD 358,000 at the current market price [1] Group 2: Financial Implications - If all put options are exercised, the maximum total amount payable by the company would be approximately HKD 44.9 million, which will be covered by existing cash reserves [1] - The funds from the exercise will not include any remaining amounts from the company's rights issue but will include proceeds from the general authorization to subscribe for new shares [1] Group 3: Strategic Expansion - The company plans to integrate blockchain technology to enhance its existing data management solutions, including operating proprietary Solana validators and strategically accumulating Solana to support its "IoT-integrated blockchain" solutions [2] - The continued acquisition of Solana aligns with the company's strategic deployment and logical extension of its existing core data management business [2] - The board believes that a structured and disciplined approach to accumulating Solana is necessary to manage price risks and generate additional revenue [2]

Group 1 - The company, MemeStrategy, is expanding its strategy to include blockchain solutions and has made a strategic investment in Solana to optimize acquisition costs and strengthen its validator network [1] - A series of over-the-counter put option agreements have been established between MemeStrategy Hong Kong Limited and QCP Trading Pte. Ltd., allowing QCP the right to sell up to 43,500 units of Solana at a predetermined strike price [1] - The total premium received by the company for the options, settled in Solana, amounts to 317 units, equivalent to approximately HKD 358,000 at current market prices [1] Group 2 - The board believes that a structured and disciplined approach to accumulating Solana is necessary to manage price risk and generate additional income [2] - The put option strategy offers several key benefits, including managing market risk in a controlled and capital-efficient manner, systematically increasing Solana holdings in line with the validator expansion plan, and generating recurring income in the form of option premiums [2]

迷策略(02440)公布，有关集团扩张计划延伸至区块链解决方案及其策略性投资于Solana，作为其优化 Solana收购成本及强化其验证器网络的持续性策略的一部分，于2026年1月14日，公司全资附属公司 MemeStrategy Hong Kong Limited(MSHK)与新加坡持牌实体QCP Trading Pte.Ltd.(QCP)订立一系列场外 Solana认沽期权协议。 根据认沽期权协议，MSHK(作为期权授予人)向QCP(作为期权持有人)出售认沽期权，据此，MSHK授 予QCP权利(但并非义务)于2026年1月30日届满日期按预先釐定的行权价向集团(透过MSHK)出售最多 4.35万个单位的Solana。作为回报，集团(透过MSHK)已收取以Solana计值并结算的期权溢价，总额为 317个单位的Solana(按执行时现行市价计算，相当于约35.8万港元)。倘所有认沽期权均获行使，集团应 付的最高总额约为4490万港元，该款项将由现有现金储备支付(不包括公司供股所得的任何剩余款项， 但包括该等公告中所披露的根据一般授权认购新股份的所得款项)。 鉴于Solana市价的潜在波动，董事会认为，于管理 ...