蚂蚁双板块抢滩稳定币，港股概念股大涨

Core Viewpoint - Ant Group's subsidiaries are applying for stablecoin licenses in Hong Kong, which has led to a significant rise in related stocks in the Hong Kong market [2][3]. Group 1: Ant Group's Stablecoin Initiatives - Ant Group's international business unit plans to apply for stablecoin licenses in Singapore and Hong Kong, with the Hong Kong stablecoin regulation set to take effect on August 1, 2025 [2][3]. - Ant Group's subsidiary, Ant Financial, has initiated the application for a stablecoin license in Hong Kong and has engaged in multiple rounds of communication with regulators [2][6]. - The stablecoin market is projected to support a transaction volume of $27.6 trillion in 2024, surpassing the combined transaction volume of Visa and Mastercard [3]. Group 2: Market Implications and Strategic Partnerships - Stablecoins are expected to play a significant role in cross-border payments, e-commerce, and asset management, aligning well with Ant Group's existing business model [4][5]. - Ant Group has established a strategic partnership with Deutsche Bank to explore innovative cross-border payment solutions, including stablecoins [6]. - The legal recognition of stablecoins in Hong Kong is anticipated to facilitate the development of tokenized assets, with projections indicating that the value of tokenized assets could reach $16 trillion by 2030 [7][8]. Group 3: Competitive Landscape - Other companies, such as JD.com, are also entering the stablecoin space, with JD's stablecoin already in the second phase of sandbox testing for various payment scenarios [9].