国富量子(00290)再涨超6%，11月6日至今累计涨幅已超80%。截至发稿，涨6.05%，报2.98港元，成交 额1316.17万港元。 据悉，国富量子是一家跨境跨界科技创新投资平台，立足香港、背靠大湾区、面向国际，拥有香港证监 会颁发的1、4、6、9号牌及跨境的OF1、CIBM、QDIE、QFLP及债券通业务资格，构建起科创+金融 +艺术+贸易的四大业务版块生态闭环，在量子科技、数字资产等前沿科技领域有大量战略布局。 消息面上，国富量子近期宣布完成贷款资本化，合共4.59亿股资本化股份已按每股1.28港元发行予贷款 人柳志伟，代价约5.87亿港元，将通过抵销还款金额约5.87亿港元的方式结算。紧随配发及发行资本化 股份完成后，柳志伟在国富量子的持股由17.49%升至21.46%。 ...

据悉，国富量子是一家跨境跨界科技创新投资平台，立足香港、背靠大湾区、面向国际，拥有香港证监 会颁发的1、4、6、9号牌及跨境的OF1、CIBM、QDIE、QFLP及债券通业务资格，构建起科创+金融 +艺术+贸易的四大业务版块生态闭环，在量子科技、数字资产等前沿科技领域有大量战略布局。 智通财经APP获悉，国富量子(00290)再涨超6%，11月6日至今累计涨幅已超80%。截至发稿，涨 6.05%，报2.98港元，成交额1316.17万港元。 消息面上，国富量子近期宣布完成贷款资本化，合共4.59亿股资本化股份已按每股1.28港元发行予贷款 人柳志伟，代价约5.87亿港元，将通过抵销还款金额约5.87亿港元的方式结算。紧随配发及发行资本化 股份完成后，柳志伟在国富量子的持股由17.49%升至21.46%。 ...

1月5日，在全球金融体系加速数字化的背景下，传统专业服务机构对加密资产态度的转变具有明显的风 向标意义。监管环境逐步明朗后，普华永道选择扩大相关业务，这一变化在CWG Markets外汇看来，反 映出机构资金与专业资源正在向合规化、制度化的数字资产领域集中。 从市场结构角度分析，稳定币立法与监管规则的推进，为加密资产提供了更清晰的风险边界和使用场 景。这类变化并不仅限于加密行业本身，也正在影响外汇、支付清算及跨境资金流动等传统领域。 CWG Markets外汇认为，稳定币与现实资产代币化的发展，将成为连接传统金融与数字金融的重要桥 梁。 值得关注的是，普华永道并非单一业务试点，而是从审计、咨询到合规管理进行全面布局。这种"全链 条式"参与方式，显示出大型机构已将数字资产视为长期业务方向，而非短期市场机会。在这一过程 中，专业能力、合规经验以及风险控制体系，正在成为数字资产能否被主流市场接受的核心要素。 从行业层面来看，"四大"机构集体进入加密相关服务领域，意味着数字资产正在被纳入全球主流金融服 务框架。CWG Markets外汇表示，这种趋势有助于降低机构参与门槛，同时提升市场整体透明度，为更 多传统金融参与 ...

Digital Assets and Crypto - The Trump administration aimed to establish the U.S. as the "crypto capital of the planet" through a Digital Financial Technology executive order, creating a national digital asset stockpile and a federal framework for stablecoins [2] - Bitcoin reached record highs above $100,000, leading to significant inflows into crypto-linked stocks like Coinbase Global, Inc. and Strategy, Inc. as the regulatory environment improved [3] Drones - The signing of two executive orders on June 6, 2025, promoted the drone sector by enforcing a "buy American" policy for federal drone procurement and banning foreign-manufactured drones in critical infrastructure, particularly targeting Chinese competitors [4] - The FAA was directed to fast-track beyond visual line of sight (BVLOS) regulations, unlocking economic potential for long-range delivery and industrial inspection [5] - Investors showed strong interest in drone stocks, with companies like AeroVironment, Inc. and Red Cat Holdings, Inc. experiencing sustained rallies, while tech-integrated firms like Axon Enterprise, Inc. reached all-time highs [6] - The administration announced plans to procure 300,000 low-cost attritable drones for the Pentagon, positioning the drone sector as a high-growth defense and logistics powerhouse [7] Health Care - The healthcare sector faced volatility due to executive orders aimed at lowering drug costs and reshuffling supply chains, including regulatory relief for domestic medicine production [8] - The "most-favored nation" pricing executive order linked U.S. prescription prices to the lowest costs in other developed nations, impacting stocks like Eli Lilly And Co. and Novo Nordisk A/S following deals to offer GLP-1 medications [9] - Health insurance companies like UnitedHealth Group Inc. experienced significant pressure, with stock prices dropping nearly 10% in December after a mandate to ease premiums was signaled [10]

交易数据同样拉响警报：比特币与以太坊的24小时交易额几近腰斩，市场流动性急剧萎缩。投资者从狂热追高转向观望甚至撤离，杠杆资金更是如惊弓之鸟 ——稍有风吹草动便引发连锁平仓。这已非单纯的价格回调，而是 高杠杆、高预期与现实脱节后的必然出清。 回溯两个月，比特币从2025年10月创下的 12.6万美元历史高点一路滑落，累计跌幅近30%；仅2025年12月单月就暴跌22%，创下自2018年熊市以来最惨烈的 月度表现。以太坊更是在去年第四季度重挫28.07%。更值得警惕的是，每当币价试图重返关键阻力位，便遭遇猛烈抛压，显示多头信心严重不足。 分析指出，多重利空叠加导致此轮崩盘：美联储降息预期反复摇摆、现货ETF资金流入放缓、巨鲸地址持续减持，以及部分项目方在高位套现离场。而散户 在FOMO（错失恐惧）情绪驱动下盲目加仓，最终成为爆仓主力。 2026年元旦深夜，全球加密货币市场遭遇惊魂一跳。比特币价格从8.9万美元高位急速下挫至8.7万美元附近，短短数小时内引发 超16.4万人爆仓，单日爆仓 金额高达 1.21亿美元。尽管次日早间价格小幅反弹至8.86万美元，但这场"新年巨震"已彻底暴露市场脆弱性——曾经高歌猛进的数字 ...

Core Viewpoint - The 2026 Responsible Financial Innovation Act will allow large banks to offer digital asset custody, staking, and payment services under appropriate regulation, recognizing digital assets as an important part of the financial system [1] Group 1 - The act aims to protect consumers by integrating digital assets into the regulated banking system [1] - Incorporating digital assets into the banking framework is expected to unlock growth potential for the industry [1]

Group 1 - The "2025 Top Ten潮商 Annual Figures" list was announced, highlighting outstanding潮商 leaders who drive global潮商 development with exceptional business strategies and leadership qualities [1][4][9] - The潮商 leaders are recognized for their innovative achievements and their commitment to national sentiments and responsibilities, marking a significant impact on global business culture [1][4] Group 2 - 加华银行 partnered with Alibaba's Taobao to launch a dedicated payment solution, reinforcing its position as Cambodia's largest commercial bank [3] - 方侨生, as the president of the Cambodian Chinese Association, promotes investment cooperation between China and Cambodia in various sectors, including industrial parks and medical equipment [3] Group 3 - 玉湖集团, led by 黄向墨, is expanding its cold chain logistics operations, with significant projects in Wuhan and眉山 expected to generate over 20 billion yuan in annual transactions [7][8] - The company is also implementing AI algorithms to enhance warehouse scheduling efficiency by 40% and has established a digital platform for trading services [7] Group 4 - 彭云鹏, founder of 印尼巴里多太平洋集团, has seen his wealth rise to $39.8 billion, with significant growth in the energy and infrastructure sectors, including a 3565% increase in net profit for his petrochemical division [11][12] - His company is also expanding geothermal energy projects, aiming to make Indonesia a global leader in geothermal power generation [11][12] Group 5 - 三环集团, under 张万镇, reported a revenue of 6.508 billion yuan in the first three quarters of 2025, a year-on-year increase of 20.96%, and a net profit of 1.959 billion yuan, up 22.16% [19][20] - The company is advancing its technology in high-end MLCCs and plans to launch an IPO to raise funds for global expansion [19][20] Group 6 - 马时亨, chairman of the Hong Kong Trade Development Council, is implementing a dual strategy to enhance the council's global presence and support SMEs in adopting digital technologies [22][23] - Under his leadership, 富卫集团 completed a significant IPO, raising 3.611 billion HKD, and reported a 38% increase in new business sales in the first half of the year [23] Group 7 - 周六福, founded by 李伟桂, has rapidly expanded its store count to over 4,100, achieving a compound annual growth rate of 35.8% from 2022 to 2024, significantly outpacing the industry average [30][31] - The company is also venturing into the digital asset space through a strategic investment in a Hong Kong securities firm, marking a significant shift for traditional jewelry businesses [31]

Group 1 - Gold prices reached inflation-adjusted levels not seen since the Carter administration, indicating a strong demand for safe-haven assets amid economic uncertainties [1][2] - Silver surged by 146%, leading all major asset classes, driven by demand from solar panels, data centers, and electric vehicles [1][3] - The VIX, a measure of market volatility, decreased by 16%, suggesting that Wall Street remained relatively unfazed by geopolitical tensions and economic challenges [2] Group 2 - The performance of hard assets, such as gold, silver, and copper, was favored over digital assets due to factors like AI developments, tariff issues, and a weaker dollar [3] - Energy prices initially held steady despite geopolitical conflicts but later declined due to concerns over oversupply [2] - The demand for copper and silver is expected to continue, supported by their essential roles in technology and renewable energy sectors [3]

全球货币政策迈向宽松：机遇与挑战 货币政策转向后的全球经济：稳定经济增长是关键 文/清华大学五道口金融学院特聘教授黄海洲 一个国家的经济在面临高、中、低三条增长路径时，该如何选择？这似乎是一个简单问题，但答案可能并不简单。当一个国家面临有良好回报的发展机遇 时，如果因为政策发力不足、协调不完善，尤其是财政政策和货币政策端发力协调不够，而错过了新投资机会带来的经济增长，错失繁荣，那将非常可惜。 美国经济增长的韧性源于其面对危机和挑战时宏观政策层面的积极和协调。每当面临重大危机时，政策发力充足，力争迈向高增长之路。 美国经济韧性的根源，也在于善用科技创新和资本市场两个经济增长发动机协同发力。反映到资本市场上，美国从应对2008年金融危机开始，到应对2020年 疫情危机期间，培育出7个市值超万亿美元的科技公司。这背后的深层次原因是资本市场对风险投资的积极态度。只有科技创新和资本市场两个经济增长发 动机协同发力，才能实现高质量、高速度增长。可以说，无金融，不科技。 随着通胀的大幅回落，全球的央行2024年都改变了紧缩的货币政策立场，进入降息周期——日本除外。宽松的货币政策和积极的财政政策有利于提升投资风 险偏好，培育 ...

2025年12月30日，由全球商报联盟、香港商报、香港经济导报联合主办的2025年度上市公司卓越ESG价值榜颁奖盛典在港举行。来自香港特区政府、行业 协会、上市公司、投资机构等上百位与会嘉宾出席。香港商报董事总经理戴杰、香港特区政府财经事务及库务局副局长陈浩濂等多位领导参会并致辞。 会上公布了2025年度上市公司卓越ESG价值榜获奖公司及企业家名单。国富量子（00290.HK）凭借其在环境、社会及管治领域的卓越实践与长期价值创造 能力，在一众参选公司中脱颖而出，最终斩获"ESG卓越影响力企业"大奖；联席首席执行官张华晨先生获评"ESG卓越领军人物"。 秉持"根植香港、反馈社会"的企业责任理念，为向参与大埔火灾救援的香港消防救援人员致以崇高敬意，今年12月1日，国富量子（00290.HK）联合旗下华 科智能投资（01140.HK）向殉职英雄何伟豪家属及香港消防处福利基金合共捐赠200万港元，以实际行动践行企业社会责任。 荣膺卓越ESG价值榜双项殊荣，展现可持续发展领导力与创新精神 2025年度上市公司卓越ESG价值榜系列活动将"以责任为锚，赴价值蓝海"作为主题，聚焦企业在环境、社会与治理领域的卓越实践，遴选把负 ...