Core Viewpoint - The news highlights the recent developments in the Hong Kong stablecoin market following the enactment of the Stablecoin Regulation on August 1, with significant interest from major internet companies like JD.com and Ant Group regarding license applications [1] Group 1: Market Reactions - Yao Cai Securities (01428) saw a nearly 8% increase in stock price, reaching HKD 12.36 with a trading volume of HKD 395 million [1] Group 2: Company Developments - JD.com has denied rumors of withdrawing from the stablecoin license competition, stating that it is preparing to apply for a stablecoin license [1] - Ant Group has not officially responded to inquiries but is expected to submit its application soon, indicating a low probability of both companies missing out on the Hong Kong stablecoin market [1] Group 3: Strategic Implications - Ant Group plans to accelerate investments and expand partnerships in global treasury management following the regulation's enactment [1] - The potential acquisition of a 50.55% stake in Yao Cai Securities by Ant Group could enhance Yao Cai's capabilities in virtual asset business, including stablecoin trading and investment management [1] - Yao Cai may consider applying for a Virtual Asset Trading Platform (VATP) license, depending on its existing licenses and regulatory upgrades [1]
港股异动 | 耀才证券金融(01428)午后涨近8% 分析称蚂蚁主动缺席香港稳定币市场的概率极低