Group 1 - The core viewpoint of the news is that Hong Kong's stablecoin concept stocks, led by Guotai Junan International, are experiencing significant price increases ahead of the implementation of the Stablecoin Regulation on August 1, which will allow for the licensing of virtual asset trading services [1][4] - As of July 8, Guotai Junan International's stock rose by 25.54%, with a year-to-date increase of 452.7%. Other Chinese brokerage stocks also saw gains, indicating a broader positive trend in the sector [3][5] - The upcoming Stablecoin Regulation is expected to enhance the valuation, pricing, and trading of stablecoins and other virtual assets, thereby increasing business and scale for brokerages [4][6] Group 2 - The Hong Kong Monetary Authority will begin accepting license applications for virtual asset trading services, with expectations that the number of approved licenses will be in single digits [4][5] - The recent rise in stablecoin concept stocks is attributed to the establishment of regulatory frameworks in various markets, including Hong Kong, which supports the stablecoin market's development [4][6] - The approval of virtual asset trading licenses is seen as a critical move for companies to capture market opportunities in the digital asset era, potentially leading to increased business volume and efficiency in payment systems [5][6]
稳定币概念股延续涨势！国泰君安国际年内已涨超450%