Group 1: Company Performance and Earnings - Long Resources (01712) anticipates a significant increase in shareholder profit, projecting between AUD 11.6 million to AUD 13.6 million for the period ending June 30, 2025, compared to AUD 1.97 million for the period ending June 30, 2024, primarily due to higher average gold prices [1] - Tongyuan Kang Pharmaceutical-B (02410) saw a rise of over 4% after announcing that its innovative drug, Aditinib (TY-9591), has had its key Phase II registration trial results accepted for presentation at the 2025 World Lung Cancer Conference [1] - China Antibody-B (03681) rose nearly 5% following the announcement of a three-year strategic cooperation agreement with Sun Yat-sen University for joint research in the biomedical field [2] - Jiufang Zhitu Holdings (09636) reported a turnaround with expected net profit between CNY 830 million to CNY 870 million for the first half of the year, compared to a net loss of CNY 174 million in the same period last year [2] - New秀丽 (01910) reported a net sales of USD 1.662 billion for the six months ending June 30, 2025, a decrease of 6% year-on-year, with a profit attributable to shareholders of USD 118 million, down 30.2% [4] - 惠理集团 (00806) reported a total revenue of HKD 221 million for the six months ending June 30, 2025, a decrease of 6.3%, but a profit attributable to owners of HKD 252 million, an increase of 572.7% [4] Group 2: Market Trends and External Factors - Cryptocurrency-related stocks saw significant gains, with New Fire Technology Holdings (01611) rising over 15% as Bitcoin reached a new high of USD 124,000, driven by favorable legislative conditions and weakening confidence in the US dollar [3] - The travel market is experiencing explosive growth, with Ctrip (TCOM.US) reporting a more than 60% year-on-year increase in domestic travel orders, particularly from third and fourth-tier cities [7] - AI cloud computing company CoreWeave (CRWV.US) experienced a significant drop of 20.83% after reporting a net loss of USD 291 million for the second quarter, which was higher than analyst expectations [8]

这一新的行情里程碑成就，就发生在标普500指数连续第二个交易日收于创纪录水平之后不久，延续了屡创新高的夏季行情。 值得一提的是，随着比特币隔夜再创新高，其总市值目前已达到2.45万亿美元——超过谷歌，跻身了全球资产标的市值榜的前五位，目前仅落后于黄金、英 伟达、微软和苹果。 随着投资者在全球市场上进一步加码风险投资，比特币价格在周三纽约时段进一步创下了历史新高，与美股的上涨趋势几乎同步…… 行情数据显示，比特币在隔夜纽约交易时段一举攻克了123500美元，超过了7月14日创下的123205.12的历史前高纪录，周四亚洲时段则更是一度突破了 124000美元关口。 持币渐成潮流 本周二公布的美国通胀数据大致符合预期——增强了业内对美联储将在9月降息的押注，从而放松了金融条件，并鼓励资本从蓝筹股流向波动性更大的数字 代币。 "加密货币与股票开始呈现正相关，以太坊的这种关联性甚至比比特币更强，"Ergonia研究主管Chris Newhouse表示，"总体情绪看起来是积极的。" | Rank | Asset | Market Cap | | --- | --- | --- | | 1 | Gold | $22.93 ...

Group 1 - Ethereum (ETH) has seen a significant price increase, briefly surpassing $4700, currently trading at $4675.57 with a 24-hour increase of 6.71% [1] - Bitcoin (BTC) also experienced a rise, briefly exceeding $122,000, currently at $121,958 with a 24-hour increase of 2.63% [1] - OKX has completed a strategic upgrade of its X Layer, focusing on DeFi, payments, and RWA scenarios, and has burned 65,256,712.097 OKB tokens, fixing the total supply at 21 million [1] Group 2 - Do Kwon, co-founder of Terraform Labs, has pleaded guilty to federal charges of conspiracy to commit fraud and wire fraud, potentially facing up to 25 years in prison due to the collapse of TerraUSD and Luna, which resulted in approximately $40 billion in losses [2]

继稳定币发行方Circle之后，今年美股上市的又一"币圈"新贵首秀亮眼。 美东时间8月13日周三，知名加密货币行业媒体CoinDesk的母公司、数字资产交易平台Bullish以BLSH为股票交易代码在纽交所上市，上市首日股价盘中翻倍 大涨，成为继"稳定币第一股"Circle之后今年美股又一热门"币圈"新股。 Bullish股票开盘价报90美元，较37美元的IPO发行价大涨143%，随后股价一度触及118美元，涨幅接近219%，公司市值飙升至逾170亿美元。该个股因波动 剧烈多次临时暂停交易，到收盘报68美元，日内涨近84%，市值接近100亿美元。 Bullish此次37美元的发行价意味着，IPO募资规模11亿美元、公司估值由此达到54.1亿美元，而且上市发行价远超指导区间，凸显机构投资者对加密行业制 度化进程的强烈信心。 贝莱德和"木头姐"Cathie Wood的ARK Invest等重量级机构已表态有意认购最高2亿美元股份，为发行提供了坚实基石。 Bullish由前纽交所总裁Tom Farley领导，获科技亿万富翁Peter Thiel支持，专注服务机构投资者。公司旗下拥有加密新闻网站CoinDesk，自2 ...

Group 1: Bitcoin Market Dynamics - Bitcoin has surpassed $124,000 per coin, reaching a new historical high on August 14 [1][3] - In July, Bitcoin first broke the $120,000 mark, indicating increased investor confidence in risk assets globally [4] - Companies in the U.S. have significantly increased their Bitcoin holdings, with Strategy holding approximately 629,000 Bitcoins, and Marathon Digital Holdings owning 50,639 Bitcoins [4][5] Group 2: Market Volatility and Liquidations - Over the last 24 hours, 107,000 traders experienced liquidations, totaling approximately $431 million, with long positions accounting for $149 million and short positions for $283 million [6][7] - The largest single liquidation occurred on Bybit-BTCUSD, valued at $10 million [6] Group 3: Gold Market Response - Spot gold prices surged, reaching over $3,374 per ounce, recovering previous losses [2][9] - The recent decline in the U.S. dollar index has made gold more affordable for overseas buyers, contributing to the price increase [10] - Expectations of a potential interest rate cut by the Federal Reserve in September have further bolstered gold prices, with a projected increase of 28% in gold prices this year [11]

Group 1: Bitcoin Market Dynamics - Bitcoin has surpassed $124,000 per coin, reaching a new historical high, indicating increased investor confidence in risk assets globally [1][3] - In Q2 2025, U.S. listed companies purchased approximately 131,000 bitcoins, an 18% increase from the previous quarter, with Strategy holding the largest amount at about 629,000 bitcoins [3][4] - The recent surge in Bitcoin prices is attributed to favorable legislative conditions for crypto assets under the Trump administration and the growing trend of companies accumulating Bitcoin [6] Group 2: Cryptocurrency Market Performance - Other major cryptocurrencies, including Ethereum (ETH), Dogecoin (DOGE), and Cardano (ADA), have also seen significant price increases, reflecting a broader rally in the digital asset market [4][5] - In the last 24 hours, over 107,000 traders experienced liquidations, totaling approximately $431 million, with long positions accounting for $149 million and short positions for $283 million [5][6] Group 3: Gold Market Trends - Spot gold prices have risen sharply, reaching over $3,374 per ounce, recovering previous losses amid the cryptocurrency rally [2][8] - The decline in the U.S. dollar index and a slight decrease in the 10-year U.S. Treasury yield have provided support for gold prices [9][10] - Market expectations for a potential interest rate cut by the Federal Reserve in September have further bolstered optimism, contributing to the rise in gold prices [10]

Core Insights - The cryptocurrency concept stocks in the Hong Kong market opened collectively higher on August 14, with significant gains observed in various companies [1] - Bitcoin reached a new all-time high of $124,474, surpassing its peak in July, driven by expectations of a more accommodative monetary policy from the Federal Reserve and favorable financial reforms announced in the U.S. [1] Group 1 - Blueport Interactive surged over 14% [1] - New Fire Technology Holdings increased by over 7% [1] - OK Cloud Chain rose by over 3% [1] Group 2 - Boya Interactive saw an increase of nearly 3% [1] - The rise in Bitcoin's price reflects growing market optimism [1] - The overall positive sentiment in the cryptocurrency sector is linked to macroeconomic factors [1]

Core Viewpoint - Bitcoin has reached a new historical high, surpassing $124,000 per coin, indicating a strong bullish sentiment in the market, alongside a significant increase in gold prices [2][5][12]. Bitcoin Market Summary - Bitcoin broke the $120,000 mark for the first time in July, and the recent surge to over $124,000 reflects increased investment in risk assets globally [6]. - In Q2 2025, U.S. listed companies purchased approximately 131,000 bitcoins, an 18% increase from the previous quarter, with Strategy holding about 629,000 bitcoins, making it the largest corporate holder [6][7]. - Other major holders include Marathon Digital Holdings with 50,639 bitcoins and several other companies with significant holdings [7]. Cryptocurrency Market Overview - Besides Bitcoin, major cryptocurrencies like Ethereum (ETH), Dogecoin (DOGE), and Cardano (ADA) have also seen notable price increases [8]. - The overall market sentiment appears positive, correlating with the performance of the U.S. stock market, which has also reached new highs [13]. Liquidation Events - In the last 24 hours, over 107,000 traders were liquidated globally, with a total liquidation amount of $431 million, including $149 million from long positions and $283 million from short positions [10][11]. - The largest single liquidation occurred on Bybit-BTCUSD, valued at $10 million [10]. Gold Market Summary - Spot gold prices surged to over $3,374 per ounce, recovering previous losses amid the rising digital asset market [4][15]. - The decline in the U.S. dollar index and a slight decrease in the 10-year U.S. Treasury yield have provided support for gold prices [17]. - Market expectations for a potential interest rate cut by the Federal Reserve in September have further fueled optimism, contributing to gold's price increase [17]. Regulatory Environment - Analysts attribute Bitcoin's continued rise to favorable legislative conditions for crypto assets under the Trump administration, along with the growing trend of companies accumulating Bitcoin [12].

Group 1 - The cryptocurrency concept stocks in the Hong Kong market opened collectively higher, with notable gains from companies such as Blue Ocean Interactive rising over 14% and New Fire Technology Holdings increasing over 7% [1][3] - Bitcoin reached a new all-time high of $124,474, surpassing its previous peak in July, driven by expectations of a more accommodative monetary policy from the Federal Reserve and favorable financial reforms announced in the U.S. [1][3] - Blue Ocean Interactive disclosed its cryptocurrency holdings and plans to launch a $100 million asset management program to expand its strategic layout in the global crypto assets and Web3 sectors [3] Group 2 - Blue Ocean Interactive (08267.HK) reported a 14.49% increase in stock price, with a latest price of HKD 0.790 and a total market capitalization of HKD 292 million [2] - New Fire Technology Holdings (01611.HK) saw a 7.69% rise, with a latest price of HKD 7.000 and a market cap of HKD 4.102 billion [2] - Okex Cloud Chain (01499.HK) increased by 3.45%, with a latest price of HKD 0.600 and a market cap of HKD 3.222 billion [2] - Boya Interactive (00434.HK) rose by 2.71%, with a latest price of HKD 9.100 and a market cap of HKD 6.47 billion [2]

Group 1 - Cryptocurrency-related concept stocks have shown strong performance, with New Fire Technology Holdings (01611) rising by 22% to HKD 7.93, OK Blockchain (01499) increasing by 12.07% to HKD 0.65, and Blueport Interactive (08267) up by 11.59% to HKD 0.77 [1] - On August 14, Bitcoin briefly surpassed USD 124,000, setting a new historical high, while Ethereum rose to USD 4,735, gaining over 3% in the past 24 hours [1] - The recent rise in cryptocurrency prices is attributed to a favorable legislative environment in Washington, influenced by former President Trump's executive order allowing 401(k) plans to hold cryptocurrencies and other alternative assets, potentially increasing demand for cryptocurrencies [1] Group 2 - Analysts suggest that the current surge in cryptocurrencies is also due to weakening confidence in the US dollar, as expectations for US inflation decline and anticipation of Federal Reserve interest rate cuts increase, benefiting alternative assets like Bitcoin [1]