更具前瞻性的是，双方不仅在极光自有体系中落地稳定币支付，还计划携手打造面向市场的联合稳定币 支付解决方案，为中国出海企业及全球客户提供合规、安全、高效的数字支付与清算基础设施。未来将 重点探索包括数字广告、内容出海、应用内经济以及SaaS 订阅场景下的稳定币支付方案，共同推动数 字资产在跨境业务及新兴市场的规模化应用。 同时，基于香港在全球数字金融和稳定币监管体系中的先发优势，双方还将以香港为重要枢纽，探索与 持牌稳定币项目及当地金融清算网络的深度合作，推动形成更具透明度与安全合规性的资金流转体系， 助力香港巩固其作为国际金融中心及数字资产创新高地的地位。 极光创始人、董事长兼CEO 罗伟东 表示："HashNut在链上透明支付与智能合约托管领域的技术能力， 让我们能为全球客户提供极具竞争力的数字支付体验。未来，我们还将联合HashNut 打造开放可用的稳 定币解决方案，服务更多中国出海及全球客户，共同加速数字经济的繁荣。" 2025年7月，中国香港 —— 近日，极光(Aurora Mobile，NASDAQ: JG)宣布与领先的加密支付解决方案 提供商HashNut 达成战略合作。双方将围绕稳定币在Web3 ...

Investment Rating - The report assigns a "Buy" rating for stocks, indicating an expected relative return of over 20% within the next six months [29]. Core Insights - Southbound capital continues to flow into Hong Kong stocks, with a net purchase of 12.68 billion yuan over the past week, totaling 692.1 billion yuan year-to-date, which is 93.02% of the total net purchase for 2024 [1]. - The report highlights the low valuation of internet companies, with projected P/E ratios for 2025 for major players like Alibaba at 11, Tencent at 16, and Meituan at 14 [1][3]. - In the AI sector, Kuaishou has launched a multimodal language model, achieving a score of 140 in the national math exam, while Ant Group has introduced an AI health application connecting over 5,000 hospitals [1]. - In the smart driving sector, Tesla has initiated public trial operations, while domestic companies like Li Auto and Xpeng are reaching critical milestones in high-level autonomous driving [2]. - The report emphasizes the potential of the IP economy in Hong Kong, with new consumer companies preparing for IPOs, suggesting structural opportunities during the summer consumption peak and earnings report windows [2]. Summary by Sections Southbound Capital - Southbound capital has shown a consistent inflow, with significant net purchases in key stocks such as China Construction Bank and SMIC [1][24]. AI Developments - Kuaishou's new AI model and Ant Group's health application are expected to enhance commercial applications in AI [1]. Smart Driving - The report notes the advancements in smart driving technologies and the expected market impact from new vehicle releases [2]. IP Economy - The report suggests focusing on high-growth IP-related companies as they prepare for IPOs and capitalize on seasonal demand [2].

Core Viewpoint - Huachuang Securities maintains a "recommended" rating for ZhongAn Online, highlighting the company's clear four ecological strategies driving premium growth and its deep involvement in the Hong Kong Web3.0 ecosystem [1] Group 1: Business Strategy - ZhongAn Online's insurance business is supported by four clear ecological strategies that are expected to drive premium growth [1] - The company is actively participating in the Hong Kong Web3.0 ecosystem, indicating a forward-looking approach to innovation and technology integration [1] Group 2: International Business - ZhongAn International holds approximately 20% equity in Yuanbi Technology, positioning itself as one of the first three institutions to enter the sandbox testing for stablecoin issuance by the Hong Kong Monetary Authority [1] Group 3: Investment Rating - Huachuang Securities maintains a target price range for ZhongAn Online between 18.78 and 21.45 HKD, reflecting confidence in the company's growth potential [1]

Core Viewpoint - Blockchain technology is recognized as a disruptive foundational technology and is included in China's "14th Five-Year Plan" as one of the seven key industries in the digital economy, with encouragement from financial regulatory authorities for its application in the banking and insurance sectors [1] Blockchain Application in Insurance - The application of blockchain in the insurance industry is still limited compared to the banking sector, with various innovative use cases emerging since 2016, including AXA's flight delay insurance and China People's Insurance Company's agricultural insurance platform [5][6][7] Classification of Blockchain Applications - Blockchain applications can be categorized into three main types: 1. **Evidence and Traceability**: This includes judicial evidence storage and product traceability, ensuring the authenticity and integrity of information [3] 2. **Multi-party Collaboration**: This type facilitates efficient collaboration among different organizations, reducing trust costs and enhancing operational efficiency [4] 3. **Value Sharing**: This application fosters innovation and creates new business models by lowering mutual trust costs among participants [4] China Pacific Insurance's Blockchain Strategy - China Pacific Insurance aims to leverage blockchain for digital transformation, focusing on alliance chains and prioritizing scenarios like evidence storage and data collaboration [8][9] - The company plans to build a blockchain platform, "Taibao Chain," with core functionalities including evidence storage, data collaboration, and privacy computing [9] Innovative Use Cases by China Pacific Insurance - China Pacific Insurance has initiated several innovative applications based on the Taibao Chain, including: 1. **Smart Claims in Medical Insurance**: This application enhances the claims process by enabling proactive service and improving customer experience [9][10] 2. **Digital Safe Services**: This service allows secure storage of digital documents, with over 65,000 documents stored by the end of 2024 [10] 3. **Agricultural Insurance Service Chain**: This initiative aims to trace high-quality agricultural products throughout the supply chain [10] Future Outlook for Blockchain in Insurance - The insurance industry is expected to utilize blockchain to enhance data flow and collaboration, both within the industry and across sectors, improving operational efficiency and service quality [11][12] - The development of Web3 technologies presents new opportunities for the insurance sector, including risk management for decentralized infrastructure and insurance for real-world assets [12][13][14]

近日，港股稳定币概念股持续受资金追捧。 7月8日，金涌投资翻倍上涨，国泰君安国际、新火科技控股、欧科云链等多股大涨。 目前，稳定币在全球范围内已成为金融监管的重要议题。分析人士指出，全球主要经济体普遍趋向将稳定币纳入现有金融 监管体系之下，将推动其在安全可控前提下参与支付和结算等实际场景。不过，监管政策不确定性、储备资产安全与流动 性风险、技术安全与系统风险等问题也需要注意。 稳定币的火热，引起监管机构关注。 金涌投资翻倍 7月8日，港股金涌投资开盘后持续走高，一度涨近170%，截至发稿，报5.22港元/股，涨幅162.31%。 在金涌投资大涨带动下，稳定币概念股再次大涨，新火科技控股、国泰君安国际等上涨超10%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅▼ | | --- | --- | --- | --- | --- | | 1788 | 国泰君安国际 | 5.530 | 0.800 | 16.91% | | 1611 | 新火科技控股 | 3.800 | 0.500 | 15.15% | | 0863 | OSL集团 | 17.400 | 1.680 | 10.69% | | 8540 | 胜 ...

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Just in: My partners at Gunzilla, the team behind the number one Web3 game Off The Grid, just announced that they will expand their token to Solana on July 10th.Users will be able bridge their $GUN tokens from the GUNZ L1 or Avalanche to Solana if they choose to.Off The Grid reached millions of players this year ...

RT OSL (@osldotcom)📢 OSL AMA #19｜链上世界高速扩张，最后一公里的支付挑战Web3基础设施飞速发展，但要实现大规模采用，支付通道和法币接入仍是关键。本期AMA，我們邀请到了多位行业嘉宾共同探讨如何打破这“最后一公里”障碍，推动数字金融未来💡🎙️主持人：Jack｜CMO of OSL @jackderong🎙️嘉宾阵容：Xavier｜BD Director of OSL Pay @0xklexos @OSLPayLawliet ｜Co-Founder of Tabi @Lfuckjpg @TabichainLarry｜Global Partnerships Lead of Kaia Foundation @ImSmolpotato @KaiaChainLacie｜Researcher of Bitget Wallet @Laaaaacieee @BitgetWalletBeryl｜Regional Growth Manager of Infini @Infini_Beryl @0xinfiniOscar｜Head of Investment Research of 0xU @Chi ...

Group 1 - Top Win International Limited, through its subsidiary AsiaStrategy, intends to make a tender offer for the securities of DV8 Public Company Limited, a company listed on The Stock Exchange of Thailand [1][2] - AsiaStrategy plans to acquire up to 152,842,577 ordinary shares, representing 11.58% of DV8's total issued and paid-up share capital, at an offer price of THB 0.56 per share and THB 0.01 per warrant [2] - The offer period is expected to close on August 20, 2025, and is subject to acceptance by DV8's security holders [2] Group 2 - The transaction is supported by a coalition of Bitcoin visionaries and strategic investors, marking a significant moment for Thailand's capital markets [3] - This alliance includes leaders from Bitcoin treasury companies across multiple stock exchanges and institutional investors from various regions [3] Group 3 - Top Win International Limited specializes in the trading, distribution, and retail of luxury watches and is expanding into the Web3 ecosystem to focus on digital assets [4] - The company has been operational since 2001 and is headquartered in Wan Chai, Hong Kong [4]

Core Viewpoint - The article discusses the ongoing competition for stablecoin licenses in Hong Kong, highlighting the limited availability of these licenses and the intense interest from major financial institutions and tech companies. It emphasizes that while stablecoins are expected to enhance cross-border payment efficiency, their actual impact may be overstated, as they fundamentally extend the functions of fiat currencies rather than disrupt the existing monetary system [1][6]. Group 1: Stablecoin License Competition - The stablecoin license in Hong Kong is scarce and highly sought after, with only a few licenses expected to be granted despite over 40 companies preparing applications [1][2]. - Major players in the market include JD.com, Standard Chartered, and Circle, while many smaller firms face challenges in qualifying for applications [2][3]. - The competition is primarily among China's largest financial institutions and internet companies, indicating a significant interest in stablecoin operations [2][3]. Group 2: Market Expectations and Realities - There is a growing expectation that stablecoins could reconstruct the global monetary system, but experts caution that this view is exaggerated [6]. - Stablecoins are anchored to sovereign currencies and serve as an extension of fiat currency functions, lacking the ability to disrupt the existing financial framework [6][7]. - Research indicates that the actual cost of cross-border payments using stablecoins may approach 1%, contrary to the low-cost narrative often promoted [6][7]. Group 3: Industry Dynamics and Challenges - Companies exploring stablecoin applications fall into two main categories: those involved in cross-border payments and those focused on issuing and circulating stablecoins [3][5]. - Traditional payment institutions face challenges in adapting to blockchain technology and require "chain abstraction" to lower the barriers for using stablecoin products [4][5]. - The stablecoin business demands interdisciplinary collaboration, necessitating knowledge in finance, technology, and crypto assets [5]. Group 4: Future of Stablecoins - The potential for offshore RMB stablecoins is being discussed, with a focus on leveraging Hong Kong as a testing ground for international financial systems [8]. - The development of a RMB stablecoin could enhance cross-border payment capabilities and support the internationalization of the RMB [8]. - A pragmatic approach is needed to balance the development of stablecoins with actual market demands and avoid overextending beyond current capabilities [8].