格隆汇10月8日｜预测平台Polymarket表示，洲际交易所（ICE）正在对公司进行20亿美元的战略投资， 融资后估值为90亿美元。 ...

Core Insights - Ondo Finance has completed the acquisition of Oasis Pro, gaining licenses for a digital asset broker, alternative trading system (ATS), and transfer agent (TA) registered with the SEC [1] - This acquisition enables Ondo to launch a compliant tokenized securities market, covering areas such as RWA issuance, secondary trading, private placements, and underwriting [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不會就因本公佈全部或 任何部分內容而產生或因倚賴該等內容而引起之任何損失承擔任何責任。 滙盈控股有限公司 （於香港註冊成立之有限公司） （股票代號：821） 網址：http://www.vcgroup.com.hk 有關成立合營公司的自願公佈 本公佈乃由本公司自願性作出。本公佈旨在讓本公司股東及潛在投資者知悉本集 團的最新業務發展。 合營協議 董事會欣然宣佈，於二零二五年十月六日（交易時段結束後），滙盈金融科技、深 圳高歌及深圳峰霖滙訂立合營協議，據此各方同意共同成立一家合營公司，其中 滙盈金融科技持有34%權益、深圳高歌持有33%權益及深圳峰霖滙持有33%權益。 根據合營協議，合營公司擬根據中國法律註冊成立為私人股份有限公司。合營公 司將主要從事提供以RWA範疇的培訓、專業諮詢服務及高端會議業務。 滙盈金融科技有限公司，一間根據香港法律註冊成立的有限公司。滙盈金融科技 為本公司直接全資附屬公司，主要從事投資控股業務。 關於深圳高歌的資訊 據董事所知、所悉及所信，並經作出一切合理查詢後， ...

Core Insights - The recent uptick in US-listed initial public offerings (IPOs) includes notable companies like Klarna, StubHub, and Netskope, indicating potential optimism for the fall IPO market [1] - However, the IPO market is unlikely to return to the exuberance seen in 1999, as a prolonged slump in listings has been influenced by high interest rates, inflation, and tariff uncertainties [2] - The number of US companies listed on stock exchanges has halved since the late 1990s, with regulatory burdens often cited as a reason for this decline [3] Regulatory Impact - Research from Columbia Business School indicates that regulatory costs account for only 7.3% of the decline in IPOs, suggesting that the impact of regulations is overstated [4] - Even if all post-2000 regulatory costs were eliminated, the decline in publicly listed companies would remain largely unchanged [4] Private Funding Dynamics - The significant increase in available private funding from venture capital and private equity is a primary reason companies are choosing to stay private longer [4] - Analysts predict that private equity will outperform public markets, with Bain & Company forecasting private market assets to grow at more than twice the rate of public ones, potentially reaching $65 trillion globally by 2032 [4] - The trend of high-growth companies remaining private could limit public investors' access to gains typically reserved for venture capital and private equity investors [4]

Group 1 - The core viewpoint of the article emphasizes the rapid growth and potential of Prediction Markets, particularly in the context of the upcoming 2024 U.S. elections, highlighting their ability to provide real-time insights into public sentiment and event probabilities [2][10][29] - Altimeter Capital, a leading tech investment fund, has recognized the disruptive potential of Prediction Markets, which are gaining traction in Silicon Valley and beyond, with significant valuations for platforms like Polymarket and Kalshi [2][16][21] - The article outlines the characteristics of successful disruptive companies, noting that Prediction Markets exhibit user growth, a vast total addressable market (TAM), and alignment with current social and regulatory trends [6][7][12] Group 2 - Prediction Markets are defined as platforms where users can bet on the outcomes of various events, with prices reflecting the market consensus on probabilities, thus providing a more accurate gauge than traditional polls [8][9] - The rise of Prediction Markets is attributed to several factors, including the decline of mainstream media trust, the desire for tools that reveal truth, and the increasing participation of retail investors in the market [25][22] - The article compares Prediction Markets to traditional sports betting, highlighting their broader scope, regulatory advantages, and innovative pricing mechanisms that enhance user engagement [26][29] Group 3 - The article discusses the differences between Polymarket and Kalshi, noting their distinct approaches to market structure and regulatory compliance, with Polymarket being more decentralized and Kalshi focusing on compliance and partnerships with established platforms like Robinhood [21][24] - It highlights the significant growth in trading volumes for Prediction Markets, with Kalshi experiencing an 80% quarter-over-quarter increase, indicating a shift towards mainstream acceptance [16][20] - The introduction of new features, such as the Parlay function by Kalshi, is seen as a strategic move to compete with established sports betting platforms, further blurring the lines between different types of betting and trading [27][28]

Group 1 - The Federal Reserve unexpectedly cut interest rates by 25 basis points in September, leading to a 0.5% drop in the US dollar index, while foreign investors reduced their holdings of US Treasuries from 35% to 23%, with China selling off $25.7 billion [1] - 95% of global central banks are increasing their gold reserves, with spot gold prices rising to $3,840 per ounce, a 41% increase over the year, indicating a shift towards de-dollarization [1] - The share of the US dollar in global foreign exchange reserves has fallen to 38%, while the share of BRICS countries' local currency settlements has increased to 4.6%, highlighting a significant trend in currency diversification [1] Group 2 - Silver is being recognized as an undervalued asset, with Russia investing $535 million in silver and Saudi Arabia entering the silver trust market, while the US Mint has faced a six-year shortage of silver coins, with a gap of 117.6 million ounces this year [3] - Silver's dual attributes as a safe-haven asset and its industrial demand, particularly in solar panels and electric vehicles, are driving its price up to $44.98, surpassing gold's price increase by 8% [3] - Investors are advised to focus on physical silver bars rather than commemorative coins due to lower premiums, making it more accessible for ordinary investors [3] Group 3 - The internationalization of the Renminbi (RMB) is gaining momentum, with Shanghai piloting digital RMB for cross-border payments and supporting 400 export-oriented enterprises in sectors like renewable energy and high-end manufacturing [5] - Two types of companies are expected to benefit: cross-border financial service providers involved in digital currency projects and high-end manufacturing firms that can save on exchange rate costs by using RMB for transactions [5] - An investor reported a 22% gain from a cross-border payment-themed ETF, reflecting the positive outlook on RMB internationalization [5] Group 4 - Commodity funds are expected to rise as the US dollar depreciates, with ordinary investors advised to buy corresponding funds instead of directly trading futures [7] - For example, copper funds are anticipated to perform well due to high demand from the electric vehicle and power grid sectors, while oil funds can hedge against dollar depreciation [7] - A diversified investment strategy is recommended, allocating portions to gold, silver, and RMB internationalization funds to mitigate risks [7] Group 5 - Long-term holding of silver and commodities is advised, as the process of de-dollarization is gradual, and short-term volatility should not deter investors from the long-term trend [8] - The trend of de-dollarization is difficult to reverse once established, and assets like gold, silver, and RMB-related stocks can provide dual protection against dollar depreciation and benefit from industry growth [8] - The current market presents an opportunity for investors to diversify beyond gold, as many are still focused solely on it, potentially missing out on other valuable assets [8]

Core Insights - The article emphasizes the importance of transforming mobile phones into efficient stock monitoring tools to capitalize on fleeting market opportunities [3][4] - It highlights the need for proper interface settings on mobile applications to enhance stock tracking capabilities [4][5] Group 1: Mobile Stock Monitoring Techniques - Users can create dynamic groups in stock monitoring apps to track key stocks and market indices effectively [5][6] - The article suggests creating two essential groups: "Today's First Board" to identify stocks that hit the daily limit up and "Sector Indices" to monitor various market sectors [5][6] - Customizing the information displayed in the app, such as adding "Auction Amount" and "Transaction Volume," is crucial for making informed trading decisions [9][10] Group 2: Advanced Features and Tools - The "Multi-Stock Display" feature allows users to view multiple stocks' performance simultaneously, enhancing the ability to identify trends and market movements quickly [14][15] - Additional features like "Limit Up Focus" and "Capital Flow" provide insights into market strength and where funds are flowing, aiding in strategic decision-making [17][19] - The article encourages users to leverage these mobile features to gain a comprehensive view of the market rather than focusing solely on individual stocks [19][20]

Group 1: Core Perspectives - The integration of technology and finance is a hot topic, emphasizing that finance should support the entire lifecycle of technology development, while technological advancements should empower finance for greater efficiency and accuracy [1] - The Chinese venture capital industry is at a historic turning point, shifting from a focus on consumer internet to "hard technology," driven by policy support and market opportunities [2][3] - The government is building a comprehensive policy support system for venture capital, focusing on the construction of a patient capital system and diversifying exit channels for investments [3] Group 2: Financial Support for Technology - Financial backing is crucial for the growth of technology enterprises, especially in the early stages that require significant capital investment [2] - The electronic information sector leads the market with 1,569 investments totaling 144.448 billion yuan, followed by advanced manufacturing and healthcare [2] Group 3: Technological Empowerment of Finance - New technologies like AI, big data, and blockchain are reshaping the financial industry, expanding service boundaries and creating new financial business models [5][7] - The digital finance landscape in China is rapidly evolving, with mobile payment users exceeding 1 billion and a projected 88% usage rate for personal mobile banking by 2024 [7] Group 4: Risk Management in Financial Technology - While technology can enhance risk management capabilities, it also introduces new risks, such as data privacy and security concerns [8][9] - Financial institutions must ensure the reliability and security of AI applications, maintaining high accuracy and compliance with regulations [8][9]

据悉，认购人为一间在英属维尔京群岛注册成立之公司，其全部已发行股本由金鑫持有。认购人主要从 事投资活动。 金鑫为Antalpha Platform Holding Company(纳斯达克：ANTA)的创办人兼行政总裁，该公司为一间专注 于为数字资产行业之机构提供融资、技术及风险管理解决方案之领先金融科技公司，而金鑫自2024年起 担任Antalpha的董事。在Antalpha短暂之发展历史中，金鑫从零开始将该公司发展成管理超过16亿美元 资产之公司。金鑫在加密挖矿行业耕耘多年，为矿工提供挖矿机器、低电价数据中心及其他服务。彼与 挖矿及加密行业之领袖紧密合作，并在此两个行业中拥有高知名度。于创办Antalpha之前，金鑫于2018 年1月至2021年5月担任点算信息科技总经理，该公司为一间线上购物伺服器软件供应商公司，同时提供 挖矿机分销及管理服务。在此之前，金鑫于2012年3月至2017年十月担任持创科技的总经理，该公司为 一间配对自由职业开发者与企业编程需求的技术平台公司。 格隆汇10月5日丨中国金融租赁(02312.HK)宣布，于2025年10月5日，认购人与公司订立认购协议，据 此，公司拟向认购人配发 ...

Group 1: Market Overview - Major global assets have mostly risen, with the South Korean Composite Index leading with a 3.64% increase as of October 3 [2] - Key commodities also saw gains, with LME copper rising by 4.20% [2] Group 2: Significant Events - OpenAI's new AI video generation app, Sora, reached the top of the Apple App Store's free app chart within four days of its launch [4] - Major chip manufacturers, including Samsung and SanDisk, have raised product prices due to a sustained increase in storage chip prices over the past six months, with Micron's stock rising approximately 60% in the last month [5][6] - Berkshire Hathaway announced a $9.7 billion cash acquisition of Occidental Petroleum's chemical business, marking a significant investment in the chemical sector [8] - A $1 billion investment fund is being established by Brazil's National Bank for Economic and Social Development and the Export-Import Bank of China, targeting sectors like energy transition and artificial intelligence [9] - The Chinese National Bureau of Statistics reported that the box office for the National Day holiday exceeded 1 billion yuan, with top films including "The Volunteer Army: Blood and Peace" [10] Group 3: Economic Indicators - The U.S. non-farm payroll report for September was delayed due to a government shutdown, impacting economic data availability [11] - OPEC+ is expected to approve an increase in oil production by at least 137,000 barrels per day in their upcoming meeting [12] - As of October 4, market expectations indicate a 94.6% probability of a 25 basis point rate cut by the Federal Reserve in October [14]