Group 1 - The concept of stablecoins has gained significant attention, with notable stock price increases for companies like Victory Securities (up 113.17%), China Everbright Holdings (up 33.92%), Yika (up 13.29%), and Huaxing Capital Holdings (up 13.04%) [1] - The surge in interest since May is attributed to accelerated legislative processes in Hong Kong and the U.S., major players like Ant Group actively entering the market, and the soaring stock price of Circle, dubbed the "first stablecoin stock" [1] - Guotai Junan International has received approval from the Hong Kong Securities and Futures Commission to upgrade its virtual asset trading license, becoming the first Chinese brokerage to offer comprehensive virtual asset services [1] Group 2 - Citic Securities recently highlighted the uncertainties surrounding the development of stablecoins but emphasized the importance of seizing opportunities in the context of U.S.-China competition and the AIGC technology wave [2] - Companies actively applying for participation in stablecoin issuance, trading, and RWA asset tokenization are recommended for investment consideration [2] - Cross-border payment companies are identified as potential future service providers in the stablecoin space, along with financial IT companies expected to participate in future technological services [2]
港股异动 | 稳定币概念股多数爆发 胜利证券(08540)股价翻倍 中国光大控股(00165)大涨近34%