消息面上，8月14日，蓝港互动发布公告，集团拟通过LK Crypto启动总规模为1亿美元的资产管理及募 资计划。此计划将包含集团现有资金及持有的加密资产，并向市场开放，引入外部投资者共同参与。集 团及其参股公司当前持有的比特币、以太坊及SOL等资产，为该计划提供坚实基础与透明背书。 资金将重点配置于：具备长期增长潜力的优质加密货币资产、Web3生态基础设施项目，以及与集团战 略发展方向相关的全球优质权益类资产。此项措施乃旨在进一步扩大集团在全球加密资产与Web3领域 的战略布局。 蓝港互动(08267)盘中一度涨超14%，截至发稿，涨7.25%，报0.74港元，成交额577.84万港元。 ...

Core Insights - The cryptocurrency concept stocks in the Hong Kong market opened collectively higher on August 14, with significant gains observed in various companies [1] - Bitcoin reached a new all-time high of $124,474, surpassing its 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] Group 1 - Blueport Interactive surged over 14% [1] - New Fire Technology Holdings increased by over 7% [1] - OK Cloud Chain rose by over 3% [1] Group 2 - Boya Interactive saw an increase of nearly 3% [1] - The rise in Bitcoin's price reflects growing market optimism [1] - The overall positive sentiment in the cryptocurrency sector is linked to macroeconomic factors [1]

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 point of the article highlights the stock performance of Blueport Interactive, which saw a 7.25% increase, reaching HKD 0.74 per share with a trading volume of HKD 1.25 million [1] - Blueport Interactive's primary business involves the development and publishing of online games, including self-developed and agency mobile games, web games, and client games, generating revenue through the sale of virtual goods and providing licensing and technical services [1] - The company has also invested in a third-party mobile game trading platform, "Tao Game," focusing on game account transactions [1] Group 2 - As of the 2024 annual report, Blueport Interactive reported total revenue of HKD 146 million and a net loss of HKD 29.03 million [2]

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 company holds a total of 193.08 Bitcoins with an average cost of $73,015 per unit [2] - The company and its affiliates own 1,707.63 Ethereum with an average cost of $3,155 per unit [2] - The company possesses 14,057 units of Solana (SOL) at an average cost of $165 per unit [2] Group 2 - The company plans to initiate a $100 million asset management and fundraising program through LK Crypto to attract external investors [2] - The fundraising plan will focus on high-quality cryptocurrency assets with long-term growth potential, Web3 ecosystem infrastructure projects, and globally relevant equity assets aligned with the company's strategy [2]

Group 1 - The company holds a total of 193.08 units of Bitcoin, with an average cost of approximately $73,015 per unit [1] - The company holds a total of 1,707.63 units of Ethereum, with an average cost of approximately $3,155 per unit [1] - The company holds a total of 14,057 units of Solana (SOL), with an average cost of approximately $165 per unit [1] Group 2 - The company plans to launch a $100 million asset management and fundraising initiative through LK Crypto, which will include existing funds and held crypto assets [1] - The funds will be primarily allocated to high-quality cryptocurrencies with long-term growth potential, Web3 infrastructure projects, and global quality equity assets related to the company's strategic development direction [2] - This initiative aims to further expand the company's strategic layout in the global crypto asset and Web3 sectors [2]

Group 1 - The company holds a total of 193.08 units of Bitcoin, with an average cost of approximately $73,015 per unit [1] - The company also possesses 1,707.63 units of Ethereum, with an average cost of about $3,155 per unit [1] - Additionally, the company has 14,057 units of Solana (SOL), with an average cost of around $165 per unit [1] Group 2 - The company plans to launch a $100 million asset management and fundraising initiative through LK Crypto, which will include existing funds and held crypto assets [1] - The funds will be primarily allocated to high-quality cryptocurrency assets with long-term growth potential, Web3 infrastructure projects, and global quality equity assets related to the company's strategic development direction [2] - This initiative aims to further expand the company's strategic layout in the global crypto asset and Web3 sectors [2]