Core Viewpoint - The news highlights the recent surge in the stock price of Yaocai Securities (01428) following the implementation of Hong Kong's Stablecoin Regulation on August 1, with a notable increase of nearly 8% in the afternoon trading session [1] Group 1: Market Reactions - Yaocai Securities' stock price rose by 7.95%, reaching HKD 12.36, with a trading volume of HKD 395 million [1] - Market rumors suggested that major internet companies like JD.com and Ant Group might withdraw from the initial licensing competition due to high compliance thresholds [1] Group 2: Company Responses - JD.com quickly refuted the rumors, 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 Developments - Ant Group previously announced plans to accelerate investments and expand partnerships in global treasury management following the regulation's enactment [1] - In April, Ant Group planned to acquire a 50.55% stake in Yaocai Securities, which could enhance Yaocai's virtual asset business potential [1] - Guotai Junan Securities noted that Ant Group's positioning in web3.0 technology and licensing could significantly benefit Yaocai's virtual asset operations, including potential upgrades to existing licenses for virtual asset trading and management [1]
耀才证券金融午后涨近8% 分析称蚂蚁主动缺席香港稳定币市场的概率极低