Core Viewpoint - Cryptocurrency-related stocks have shown significant strength, with notable increases in share prices for companies such as New Fire Technology Holdings, OK Blockchain Chain, and Blueport Interactive, driven by a surge in Bitcoin and Ethereum prices [1][1][1] Group 1: Stock Performance - New Fire Technology Holdings (01611) increased by 22%, reaching 7.93 HKD [1] - OK Blockchain Chain (01499) rose by 12.07%, reaching 0.65 HKD [1] - Blueport Interactive (08267) saw an increase of 11.59%, reaching 0.77 HKD [1] Group 2: Market Drivers - On August 14, Bitcoin briefly surpassed 124,000 USD, setting a new historical high [1] - Ethereum rose to 4,735 USD, with over a 3% increase in the past 24 hours [1] - The bullish trend in cryptocurrencies has been attributed to a favorable legislative environment under former President Trump, who issued an executive order allowing exploration of cryptocurrency holdings in 401(k) plans, potentially increasing demand [1] Group 3: Economic Context - The recent rise in cryptocurrency prices is also linked to a weakening confidence in the US dollar, influenced by declining inflation expectations and increasing predictions of interest rate cuts by the Federal Reserve [1] - This shift has benefitted alternative assets like Bitcoin, as the dollar's control in global markets appears to be diminishing [1]

每经AI快讯，8月14日，比特币突破12.4万美元，再创历史新高，日内涨超2.5%。 （文章来源：每日经济新闻） ...

每经记者｜曾子建 每经编辑｜肖芮冬 焦点个股方面，腾讯控股早盘最高报600港元，时隔4年再次突破这一重要整数关。消息面，昨晚腾讯公布二季度财报。二季报显示，腾讯当季实现营收1845 亿元，同比增长15%，经营利润为692.5亿元，同比增长18%。2025年上半年，实现营收3645.26亿元，同比增长14%；非国际财务报告准则公司权益持有人应 占盈利为1243.81亿元，同比增长16%。 在核心业务坚实增长的同时，腾讯持续加码AI战略投入：二季度研发投入同比增长17%至202.5亿元，资本开支同比增长119%至191.1亿元。 其他方面，科网股涨多跌少，哔哩哔哩、美团、小米、快手涨超1%；加密货币概念股高开，蓝港互动涨超14%；创新药概念延续涨势，百济神州涨超3%； 内资券商股普涨，国联民生涨超1%；黄金股普遍高开，潼关黄金涨超2%；汽车股活跃，吉利汽车涨超1%。 跨境ETF方面，标普生物科技ETF涨超2%，港股通非银ETF、港股通金融ETF、港股通创新药ETF等涨超1%。 8月14日早盘，港股市场小幅高开，恒生指数再创年内新高。截至发稿时，恒生指数最高报25766点，上涨0.60%；恒生科技指数最高报5669 ...

Group 1 - The core viewpoint of the news is that cryptocurrency-related stocks in the Hong Kong market experienced significant gains, driven by a surge in Bitcoin prices reaching a new historical high of $124,474, influenced by expectations of a more accommodative monetary policy from the Federal Reserve and favorable financial reforms in the U.S. [1][2][3] Group 2 - Blueport Interactive saw a rise of 14.49%, with a latest price of $0.790 and a total market capitalization of 292 million [2][3] - New Fire Technology Holdings increased by 7.69%, with a latest price of $7.000 and a total market capitalization of 4.102 billion [2][3] - OK Blockchain Chain rose by 3.45%, with a latest price of $0.600 and a total market capitalization of 3.222 billion [2][3] - Boya Interactive experienced a gain of 2.71%, with a latest price of $9.100 and a total market capitalization of 6.47 billion [2][3]

金融界8月14日消息，周四港股小幅高开，恒生指数涨0.6%报25766.62点，恒生科技指数涨0.69%报 5669.47点，国企指数涨0.69%报9213.03点，红筹指数涨0.23%报4389.59点。 康宁杰瑞制药-B(09966.HK)：发布盈喜，预计中期净利润超2000万元，同比转亏为盈。 来凯医药-B(02105.HK)：计划寻求战略合作伙伴，加速候选药物的开发和商业化，其他收入为人民币 1990万元，同比增长41.1%，主要是由于政府补助增加所致；净亏损较上年同比减少。 盘面上，大型科技股中多数走高，阿里巴巴涨0.89%，腾讯控股涨2.39%，京东集团跌0.24%，小米集团 涨1.31%，网易跌1.58%，美团涨1.53%，快手涨1.6%，哔哩哔哩涨1.11%。加密货币概念股高开，蓝港 互动涨超14%；创新药概念延续涨势，百济神州涨超3%；中资券商股普涨，国联民生涨超1%；黄金股 普遍高开，潼关黄金涨超2%；汽车股活跃，吉利汽车涨超1%。 企业新闻 中国太保(02601.HK)：太平寿险前7个月原保险保费收入1859.62亿元，同比增长9.0%；同期太平洋财险 原保险保费收入1286.28亿元， ...

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。 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。 作者：李丹，华尔街见闻 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。 为防止股价过度波动，Bullish将约20%的发行份额分配给个人投资者，高于通常不到10%的比例。公司 在发行前已获得贝莱德和ARK Invest等知名机构总计2亿美元的认购意向，展现了华尔街对加密交易平 台的浓厚兴趣。 加密企业IPO热潮持续升温 Bullish ...

Group 1 - The company holds a total of 193.08 Bitcoins with an average cost of $73,015 per unit [2] - The company and its affiliates own 1,707.63 Ethereum with an average cost of $3,155 per unit [2] - The company possesses 14,057 units of Solana (SOL) at an average cost of $165 per unit [2] Group 2 - The company plans to initiate a $100 million asset management and fundraising program through LK Crypto to attract external investors [2] - The fundraising plan will focus on high-quality cryptocurrency assets with long-term growth potential, Web3 ecosystem infrastructure projects, and globally relevant equity assets aligned with the company's strategy [2]

Group 1 - Bitcoin reached a new all-time high of over $124,000, reflecting a growing interest in risk investments in global markets [1] - The S&P 500 index has also been on an upward trend, closing at record highs for two consecutive trading days [3] - Year-to-date, Bitcoin has increased by 31% and has risen 60% since its market low in April [4] Group 2 - President Trump's recent executive order may increase demand for cryptocurrencies by allowing 401(k) plans to hold them [5] - Companies are adopting a strategy of accumulating cryptocurrencies, which has boosted demand for Bitcoin and Ethereum [5] - The correlation between cryptocurrencies and stock markets has been positive, with Ethereum showing a stronger relationship with the stock market than Bitcoin [7] Group 3 - Recent U.S. inflation data met expectations, reinforcing market bets on a potential interest rate cut by the Federal Reserve [6] - This environment is encouraging capital to flow from blue-chip stocks to more volatile digital tokens [6] - The current market rally is characterized by structural buying from asset management firms, corporations, and sovereign entities, rather than just retail enthusiasm [7]

比特币周三携手美股创下历史新高，显示投资者在全球风险资产狂欢中进一步加码押注。 这一同步走势凸显了投机性市场领域与主流股市在同一乐观情绪的推动下齐头并进。本周公布的美国通 胀数据符合预期，加强了市场对于美联储9月降息的押注。金融环境的放松将鼓励资金从蓝筹股流向波 动性更高的加密货币。 "加密货币与股市呈正相关关系，其中以太币与股市的关联性强于比特币"，Ergonia研究主管Chris Newhouse表示，"整体市场情绪看起来积极。" 来源：金融界 比特币在周三纽约晚间交易时段升破12.35万美元，超过了7月14日创下的123,205.12美元的历史纪录。 标普500指数周三收盘连续第二个交易日创下新高，延续了整个夏季的强劲走势。 比特币持续上涨，得益于特朗普政府为加密资产营造的有利立法环境。并且Strategy等公司"囤积比特 币"的策略日益流行，这一企业策略近期也蔓延到以太币等其他加密货币，带动数字资产整体上涨。 ...

Core Viewpoint - Bullish's IPO has significantly outperformed expectations, reflecting strong institutional interest in the cryptocurrency sector, with a notable increase in stock price on its debut [2][5][10]. Group 1: IPO Performance - Bullish's IPO raised $1.1 billion with an initial offering price of $37, which was 12.1% to 15.6% higher than the revised guidance range of $32 to $33 [5][8]. - The stock opened at $90, a 143% increase from the IPO price, and reached a peak of $118, marking a 219% increase during trading [2][3]. - The closing price was $68, reflecting an 84% increase on the first day, with the company's market capitalization nearing $10 billion [2][3]. Group 2: Institutional Interest - Major institutional investors, including BlackRock and ARK Invest, expressed interest in purchasing up to $200 million in shares, indicating strong confidence in the cryptocurrency market [6][9]. - The allocation of approximately 20% of shares to retail investors was higher than the typical allocation of less than 10%, aimed at stabilizing stock price volatility [9]. Group 3: Market Context - Bullish is part of a growing trend of cryptocurrency companies going public, following the successful IPO of Circle, which raised over $1 billion and saw a 168% increase on its first day [10]. - The overall IPO market in the U.S. has shown robust performance, with a 58% year-on-year increase in the number of IPOs valued over $50 million [10]. Group 4: Company Background - Bullish, led by former NYSE president Tom Farley and backed by billionaire Peter Thiel, focuses on serving institutional investors and has a trading volume exceeding $1.25 trillion since its launch in 2021 [7][13]. - The company acquired CoinDesk in 2023, enhancing its position in the digital asset space [12][13].