来源：市场资讯 （来源：辰珵） 在全球金融市场加速数字化转型的浪潮中，现实世界资产（RWA）代币化正以惊人速度重塑投资格 局。据最新行业预测，RWA市场规模预计将在2034年达到30万亿美元，这一数字正在引发传统金融与 加密世界的深度碰撞。在这一趋势下，XBIT去中心化交易所凭借其创新的交易架构，为稳定币与RWA 资产的深度融合提供了重要基础设施支持。 机构级基础设施完善催生RWA生态繁荣 稳定币成为RWA生态系统的核心结算层 在RWA市场快速扩张的背景下，稳定币展现出惊人的增长潜力。最新数据显示，以美元计价的稳定币 USDT市值已达1750亿美元，USDC市值也达到750亿美元，这些稳定币正逐渐取代SWIFT进行中小型转 账，实现近乎即时且低成本的全球资金流动。 XBIT去中心化交易所观察到，稳定币在RWA生态中正扮演着三重关键角色：首先是价值锚定工具，为 代币化资产提供价格参照；其次是流动性媒介，实现不同资产类别间的快速转换；最后是结算层基础设 施，确保交易效率与安全性。XBIT平台通过优化稳定币的交易对和流动性池，为RWA资产的定价和流 转提供了更加完善的市场机制。 监管框架与市场环境同步演进 今日早间 ...

Mantle, a blockchain platform backed by crypto exchange Bybit, is expanding to the fast-growing real-world asset (RWA) sector with a new tokenization service designed to bring traditional finance on blockchain rails The protocol's Tokenization-as-a-Service platform, unveiled on Thursday at the Token2049 event in Singapore, offers a set of compliance services like licensing, know-your-customer (KYC) tools, legal structuring and smart contract deployment, alongside security monitoring and decentralized fina ...

Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling 40.69 billion HKD on September 23, with notable net selling in both Shanghai and Shenzhen stock connects [1] Group 1: Northbound Capital Activity - Northbound capital had a net selling of 40.69 billion HKD, with 23.22 billion HKD from Shanghai Stock Connect and 17.47 billion HKD from Shenzhen Stock Connect [1] - The most bought stocks by northbound capital included Alibaba-W (09988), SMIC (00981), and Kangfang Biotech (09926) [1] - The most sold stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Huahong Semiconductor (01347) [1] Group 2: Individual Stock Performance - Alibaba-W saw a net inflow of 7.12 billion HKD, with a total transaction volume of 76.09 billion HKD, driven by promotional activities and support for merchants [2][4] - SMIC recorded a net inflow of 5.73 billion HKD, while Huahong Semiconductor faced a net outflow of 2.33 billion HKD [5] - Kangfang Biotech received a net inflow of 2.19 billion HKD, supported by its participation in a significant clinical study [5] Group 3: ETF and Sector Trends - The Tracker Fund of Hong Kong (02800) and Hang Seng China Enterprises (02828) faced net outflows of 32.71 billion HKD and 9.93 billion HKD, respectively [7] - The technology sector in Hong Kong has seen a rebound, with indices rising nearly 20% since July, indicating potential for further improvement in market sentiment [7]

Group 1 - Kaisa Capital's stock price surged over 380% during trading on September 18, closing at HKD 0.51 per share, with a total market capitalization of HKD 541 million [1] - The company announced a strategic transformation on September 17, focusing on digital financial innovation in the Web3.0 space, leveraging shareholder resources and regional advantages [1] - Kaisa Capital has partnered with a licensed virtual asset trading platform to promote the tokenization of real-world assets (RWA) under Hong Kong's regulatory framework, aiming for long-term value creation [1] Group 2 - The potential market size for RWA tokenization is significant, with predictions from the Hong Kong RWA Global Industry Alliance estimating the global digital asset market could reach USD 20-30 trillion by 2030, with RWA tokenization potentially exceeding USD 10 trillion [2] - Kaisa Capital, established in 2010 and headquartered in Hong Kong, operates in traditional infrastructure, property development, and digital financial innovation, reporting revenues of HKD 118 million and a net profit of HKD 4.46 million for the first half of 2025 [2]

#行情 佳兆业资本港股一度大涨330%。此前集团宣布启动战略转型，布局现实世界资产（RWA）代币化业务。 ...

Group 1 - Yunfeng Financial (00376) experienced a significant stock price increase, rising over 7% and closing nearly 28% higher, with a current price of 5.83 HKD and a trading volume of 271 million HKD [1] - The company announced that its wholly-owned subsidiary, Yunfeng Securities Limited, has received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to include virtual asset trading services [1] - Following this upgrade, Yunfeng Financial will be able to offer virtual asset trading services to both retail and professional investors, allowing clients to trade digital assets such as Bitcoin and Ethereum directly on its trading platform [1] Group 2 - On September 2, Yunfeng Financial disclosed that its board approved the purchase of Ethereum (ETH) as a reserve asset, accumulating a total of 10,000 ETH with an investment amount of 44 million USD, funded entirely from the company's internal cash reserves [1] - The company has entered into a strategic cooperation agreement with Ant Group's Ant Financial Services, and has made a strategic investment in Pharos Network Technology Limited [1] - Through the partnership with Pharos, the two entities aim to jointly explore the tokenization of real-world assets (RWA) and advancements in the next generation of the internet (Web3) using Pharos' high-performance blockchain platform [1]

此前9月2日，云锋金融公布，董事会已批准在公开市场购买ETH作为公司储备资产。集团已累计购入1 万枚ETH，总投资金额为4400万美元(含费用及开支)，资金全部来自集团内部现金储备。此前，云锋金 融与蚂蚁数科达成战略合作协议。同时，云锋金融集团对Pharos Network Technology Limited进行战略投 资。双方将通过Pharos高性能公链平台，共同合规拓展现实世界资产（RWA）代币化及下一代互联网 （Web3）等领域。 智通财经APP获悉，云锋金融(00376)再涨超7%，昨日收涨近28%。截至发稿，涨7.56%，报5.83港元， 成交额2.71亿港元。 消息面上，云锋金融日前发布公告称，旗下全资证券子公司云锋证券有限公司正式获得香港证监会批 准，现有证券交易牌照(一号牌)将升级为可提供虚拟资产交易服务。此次升级后，云锋金融将可为零售 及专业投资者提供虚拟资产交易服务，客户可在云锋金融的交易平台直接交易数字资产(如比特币、以 太币等)。 ...

Core Viewpoint - Yunfeng Financial has approved the purchase of Ethereum (ETH) as a reserve asset, indicating a strategic shift towards digital assets [1] Group 1: Investment in Digital Assets - Yunfeng Financial has invested approximately 3.14 billion RMB (4400 million USD) to acquire a total of 10,000 ETH, funded entirely from internal cash reserves [1] - The company plans to continue increasing its investment in digital assets in the future [1] Group 2: Strategic Partnerships - On September 1, Yunfeng Financial entered into a strategic cooperation agreement with Ant Group's Ant Financial Technology [1] - The company has also made a strategic investment in Pharos Network Technology Limited, aiming to explore tokenization of real-world assets (RWA) and next-generation internet (Web3) through Pharos' high-performance blockchain platform [1] Group 3: Ownership Structure - Shanghai Yunfeng Investment Management Co., Ltd. is represented by Yu Feng, with Jack Ma holding a 40% stake in the company [1]

Group 1 - Company has approved the purchase of ETH as a reserve asset, with a total acquisition of 10,000 ETH and an investment amount of $44 million (approximately 314 million RMB) sourced entirely from internal cash reserves [1] - The company plans to continue increasing its investment in digital assets in the future [1] Group 2 - Company has entered into a strategic cooperation agreement with Ant Group's Ant Financial and made a strategic investment in Pharos Network Technology Limited [3] - The collaboration aims to expand into the tokenization of real-world assets (RWA) and next-generation internet (Web3) through the Pharos high-performance public chain platform [3] Group 3 - Shanghai Yunfeng Investment Management Co., Ltd. is represented by Yu Feng, with Jack Ma holding a 40% stake in the company [4]

Strategic Developments - Yunfeng Financial Group signed a cooperation agreement with Ant Group's Ant Financial on September 1, and announced a strategic investment in Pharos Network Technology Limited. The collaboration aims to explore the compliant development path of tokenizing real-world assets (RWA) and Web3 through Pharos's high-performance public chain platform [2] - These initiatives indicate Yunfeng Financial's proactive positioning in blockchain technology and digital asset applications [2] Market Performance - Yunfeng Financial's stock price has shown strong performance this year, with a cumulative increase of nearly 277% as of the market close on September 5, making it one of the most notable stocks in the secondary market [2] - The virtual currency market has experienced volatility recently, with major cryptocurrencies like Bitcoin and Ethereum seeing significant price drops. As of September 7, Ethereum's price slightly rebounded but was still down 0.19% from the previous trading day, with trading volume decreasing by nearly 40% in the last 24 hours [2] - Market analysts suggest that the price fluctuations in virtual currencies are influenced by multiple factors, advising investors to remain cautious [2]