稳定币大消息，香港金管局、香港证监会出手，向遭到资金爆炒的稳定币概念股“泼冷水”，牌照审批标准门槛甚高，在初期仅会批出数个

Core Viewpoint - The Hong Kong Monetary Authority (HKMA) and the Securities and Futures Commission (SFC) issued a joint statement addressing the recent volatility in the stablecoin market, emphasizing the need for caution amid speculative trading and the high standards for stablecoin issuer license applications [1][2]. Group 1: Regulatory Environment - The HKMA and SFC are closely monitoring market fluctuations related to stablecoins, which appear to be driven by announcements and speculation regarding potential stablecoin issuer licenses in Hong Kong [1]. - The HKMA reiterated that the process of expressing interest or submitting applications for stablecoin licenses does not guarantee approval, and that a prudent approach will be taken with high entry barriers for applicants [2]. - The "Stablecoin Regulation" officially became law on August 1, 2023, establishing a licensing regime for stablecoin activities in Hong Kong [8]. Group 2: Market Reactions - Following the approval of a license upgrade for Guotai Junan International to provide virtual asset trading services, its stock surged by 198% on June 25, 2023, significantly impacting the Hong Kong stock market [2]. - Other stocks related to stablecoins, such as Jinyong Investment, experienced extreme volatility, with a peak increase of over 650% on July 8, 2023, highlighting the speculative nature of the market [3]. - On August 12, 2023, news of Fosun International's engagement in stablecoin initiatives led to a stock price increase of over 20% [3]. Group 3: Industry Developments - Stablecoins are recognized for their advantages in cross-border payments and on-chain transactions, with Binance data indicating that stablecoins account for over 90% of trading as intermediaries [7]. - Hong Kong aims to establish itself as a global hub for virtual assets, with strategic initiatives including the issuance of tokenized green bonds and the approval of the first virtual asset spot ETFs in Asia [7]. - The development of stablecoins and Real World Assets (RWA) is expected to significantly transform the global monetary and financial systems, potentially creating a decentralized financial ecosystem [9].