Core Insights - Hong Kong is positioning itself as a global financial, trade, and innovation hub by leveraging digital finance, AI, and blockchain technologies, as well as restructuring the international gold trading system [1][3]. Group 1: Digital Finance and Technology Integration - The integration of finance and technology is seen as a key driver for economic transformation, with AI and blockchain leading to significant industry changes [3]. - Hong Kong has adopted a principle of "same activity, same risk, same regulation" to promote responsible and sustainable development in the digital asset market, having issued licenses to 11 virtual asset trading platforms and planning to issue stablecoin licenses later this year [3]. - The government has issued three batches of tokenized green bonds totaling approximately $2.1 billion and established a regulatory sandbox to encourage innovation in asset tokenization [3]. Group 2: International Trade and Gold Trading - In response to rising demand for diversified asset allocation and gold trading platforms in Asia, Hong Kong is accelerating its development as an international gold trading center, with plans to enhance its central clearing system for gold [4]. - The upcoming signing of a memorandum of cooperation with the Shanghai Gold Exchange aims to prepare for future connectivity with the mainland market [4]. Group 3: Trade Ecosystem Upgrade - To address the reshaping of global supply chains, Hong Kong is set to announce a new roadmap for CargoX, focusing on "data, infrastructure, and connectivity" as three strategic pillars to optimize the digital trade financing ecosystem [5]. Group 4: International Cooperation and Market Positioning - During the World Economic Forum, Hong Kong's Financial Secretary engaged in discussions with officials from multiple countries and international organizations, emphasizing Hong Kong's role as a bridge linking mainland China and global markets [7]. - The commitment to free trade and multilateralism was reiterated, with support for necessary reforms in the World Trade Organization to adapt to new international trade challenges [7]. Group 5: AI and Market Dynamics - The transformative impact of AI on various sectors, including technology, media, and telecommunications, was highlighted, with a shift in focus from AI model performance to profitability and application scenarios [9][10]. - The financial sector in Hong Kong is exploring innovations in digital services to enhance transparency, efficiency, inclusivity, and risk management, thereby improving capital allocation to the real economy [10]. Group 6: Regional Collaboration - Hong Kong's development in innovative technology is not isolated but is part of a collaborative effort with the other 10 cities in the Guangdong-Hong Kong-Macao Greater Bay Area, leveraging collective strengths for regional technological advancement [11].

据香港特区政府新闻处消息，香港特区政府财政司司长陈茂波20日在瑞士达沃斯参加世界经济论坛2026 年年会时表示，香港作为国际金融中心，采取积极且稳慎的态度发展数字资产，以"相同活动、相同风 险、相同监管"的原则促进市场负责任及可持续发展。 （文章来源：新华网） 陈茂波说，金融与科技能相互促进，金融也是支持和赋能科技发展的关键力量。数字资产作为一项金融 创新，不仅提升金融服务的透明度、效率、包容性和风险管理，也能更有效将资本引导至实体经济领 域。 陈茂波在参加论坛年会期间，与世界贸易组织总干事伊维拉会面。陈茂波表示，中国香港坚定支持自由 贸易和多边主义，并支持世贸组织因应当前面对的挑战而进行改革，以更大的灵活性应对国际贸易中出 现的新问题。他还与多国官员、国际组织和商界领袖会面交流，介绍中国香港的最新情况和独特优势。 陈茂波表示，自2023年起，香港已向11家虚拟资产交易平台发牌，并将于今年发出稳定币牌照。此外， 特区政府也以身作则推动代币化发展，发行了三批代币化绿色债券，总额约21亿美元。 ...

Group 1 - The Hong Kong government, represented by Financial Secretary Paul Chan, is adopting a proactive and prudent approach to the development of digital assets, emphasizing the importance of transparency, efficiency, inclusivity, and risk management in financial services [3][4] - Since 2023, Hong Kong has issued licenses to 11 virtual asset trading platforms and plans to issue stablecoin licenses this year, demonstrating its commitment to responsible and sustainable market development [3] - The Hong Kong government has issued three batches of tokenized green bonds totaling approximately $2.1 billion and has launched a regulatory sandbox to encourage innovative applications in the digital asset space [3] Group 2 - Paul Chan engaged in discussions with various international officials at the World Economic Forum, focusing on international economic and trade issues, and emphasized the need for cooperation in trade, finance, industrial development, and digital transformation [3] - Chan met with WTO Director-General Ngozi Okonjo-Iweala to discuss the current international trade landscape, reaffirming Hong Kong's support for free trade and multilateralism, and advocating for reforms within the WTO to address emerging challenges in global trade [4]

消息面上，达沃斯时间1月20日，香港财政司司长陈茂波在世界经济论坛年会上称，香港作为国际金融 中心，采取积极且稳慎的态度发展数字资产，并以"相同活动、相同风险、相同监管"的原则促进市场负 责任及可持续发展。自2023年起，香港已向11家虚拟资产交易台发牌，并预计于今年稍后发出稳定币牌 照。 此前，根据德林控股规划，旗下全资子公司德林证券(香港)正积极推进与证监会认可持牌虚拟资产交易 平台的系统对接与测试工作，预计将于2026年2月全面启动虚拟资产交易服务。近日，德林证券已获证 监会有条件批准提供虚拟资产咨询服务，但须待德林证券接纳其现有第4类(就证券提供意见)受规管活 动牌照的若干条件方可作实。 德林控股(01709)涨超7%，截至发稿，涨6.77%，报2.05港元，成交额9225.56万港元。 ...

Core Viewpoint - Hong Kong is actively and prudently developing digital assets as an international financial center, promoting responsible and sustainable market development under the principle of "same activity, same risk, same regulation" [1] Group 1: Regulatory Developments - Since 2023, Hong Kong has issued licenses to 11 virtual asset trading platforms and plans to issue stablecoin licenses later this year [1] - The Hong Kong government is leading by example in promoting tokenization, having issued three batches of tokenized green bonds totaling approximately $2.1 billion [1] Group 2: Financial and Technological Synergy - The integration of finance and technology is emphasized, with digital assets enhancing transparency, efficiency, inclusivity, and risk management in financial services [1] - Financial systems are identified as key enablers of technological development, effectively directing capital into the real economy [1]

吴说获悉，特朗普家族加密项目 World Liberty Financial（WLFI）宣布将于 2026 年 2 月 18 日在美国佛 罗里达州海湖庄园（Mar-a-Lago）举办首届 World Liberty Forum，聚焦金融、科技与政策的未来发展。 与会嘉宾包括高盛 CEO David Solomon、富兰克林邓普顿 CEO Jenny Johnson、美国 CFTC 主席 Michael Selig、FIFA 主席 Gianni Infantino 等政商领袖。WLFI 表示，论坛将重点讨论数字资产、AI、全球金融 市场变革及地缘政治风险，并透露将在会上发布新的重要进展。 （来源：吴说） ...

Core Insights - Greenland Jinchuang Technology Co., Ltd. launched China's first carbon credit-linked digital asset on January 20, which sold out within ten minutes, indicating strong public recognition of carbon credit assets [1][2] - Each digital asset corresponds to one ton of verified greenhouse gas voluntary emission reductions, sourced from the energy-saving renovation project of the Xuzhou Greenland Platinum Hotel, which achieved a verified reduction of 1,301 tons of CO2 [1][2] Summary by Sections Product Launch - The digital asset has a total issuance of 500 units, priced at 88 yuan per unit, with a phased release mechanism [1] - The priority purchase phase sold 109 units, with the remaining 91 units available for public purchase, which sold out in under ten minutes [2] Market Reception - The rapid sell-out of the digital asset reflects high market demand and enthusiasm for quality carbon credit digital assets [2] - The digital asset can be traded on the "Guowen Digital Asset" trading platform under the Jiangsu Provincial Cultural Exchange Center [2] Additional Benefits - Successful purchasers will receive a membership card for the Greenland G-Care program, offering discounts and benefits at Greenland hotels, enhancing the value proposition of the digital asset [2] - The product combines carbon credit rights with cultural and consumption rights, establishing a new benchmark for ESG practices in the industry [2]

智通财经APP获悉，汇丰银行(HSBC.US)企业及投资银行部门负责人迈克尔·罗伯茨称，继其市值历史性 地首次突破2000亿英镑(2680亿美元)数周后，该行目前的市值有望突破3000亿英镑。 尽管地缘政治危机正在酝酿，罗伯茨在接受采访时表示，这家欧洲最大的银行可能会变得更加庞大，并 展望了公司股价在目前接近历史高位的基础上再上涨超过50%的前景。 汇丰企业及机构银行CEO罗伯茨表示，"从2000亿英镑到我们今天的位置……达到3000亿无疑是触手可 及的，""在我们看来，鉴于我们认为能够产生利润的领域，确实值得更高的估值。" 汇丰银行的股价——最新交易价格约为1223便士——持续走高，使其目前的估值达到约2100亿英镑，这 也使其稳居欧洲最大金融机构的宝座，领先于西班牙桑坦德银行、瑞士瑞银集团和法国巴黎银行等同 行。 汇丰在过去一年里对其全球业务进行了大规模重组，作为首席执行官乔治·埃尔赫德里简化银行架构和 削减成本行动的一部分，该行裁减了数千个工作岗位，合并并关闭了一些业务线，同时出售了其他业 务。罗伯茨表示，重组阶段现已基本完成，银行正在寻找推动增长的方法。 他说，"我们真的在展望未来，"同时他也警告称， ...

Core Viewpoint - Kazakhstan's President Tokayev has signed a new version of the "Law on Banks and Banking Activities" which includes regulations for digital financial assets (DFA) to promote the development of fintech and the cryptocurrency industry [1] Regulatory Framework - The new law categorizes digital assets into three types of secured DFA: stablecoins backed by fiat currency, asset tokenization supported by financial instruments, assets, property rights, or commodities, and financial instruments issued electronically on digital platforms [1] - The legislation formally regulates unsecured digital assets, such as Bitcoin, and allows for the establishment of cryptocurrency exchanges licensed by the central bank [1] Central Bank's Role - The central bank will create a list of tradable crypto assets and enhance anti-money laundering measures along with investor protection [1]

Core Viewpoint - The U.S. government will not liquidate the digital assets seized from Samourai Wallet, and these assets will remain on the government's balance sheet as part of a strategic Bitcoin reserve (SBR) [1] Group 1 - The digital assets seized from Samourai Wallet have been confirmed by the U.S. Department of Justice as not being liquidated [1] - The handling of these assets will be conducted in accordance with Executive Order 14233 [1] - The assets will continue to be retained as part of the U.S. government's strategic Bitcoin reserve [1]