Group 1 - The core viewpoint of the article highlights the continued decline of cryptocurrency-related stocks in the Hong Kong market as of October 13 [1] Group 2 - OSL Group (00863.HK) experienced a drop of 6.65%, trading at 15.45 HKD [1] - Yunfeng Financial (00376.HK) fell by 6.12%, with a current price of 5.52 HKD [1] - OK Blockchain (01499.HK) decreased by 4.35%, now priced at 0.33 HKD [1] - Blue Ocean Interactive (08267.HK) saw a decline of 1.59%, trading at 0.62 HKD [1] - Boyaa Interactive (00434.HK) dropped by 1.35%, with a price of 6.6 HKD [1]

加密货币概念股延续跌势，截至发稿，OSL集团(00863)跌6.65%，报15.45港元；云峰金融(00376)跌 6.12%，报5.52港元；欧科云链(01499)跌4.35%，报0.33港元；蓝港互动(08267)跌1.59%，报0.62港元； 博雅互动(00434)跌1.35%，报6.6港元。 消息面上，截至10月13日，比特币盘中向上升破115000美元，过去24小时内上涨4.25%，短线拉升近 1000美元。据CoinGlass数据显示，最近24小时，全网加密货币全球共有183988人被爆仓，爆仓总金额 为6.30亿美元。市场暴跌源于特朗普关税威胁，引发投资者涌向黄金和美国国债等避险资产。曾精准预 测2022年加密货币崩盘的交易员警告称，加密货币市场可能正面临新的"黑天鹅"事件，下行风险依然显 著。这位交易员强调，比特币虽坚守10万美元关口，但远未达到"6万至7万美元的充分调整区间"，意味 着在市场构筑坚实底部前"下行风险依然显著"。 据了解，2025年以来，比特币价格经历多次震荡，在年初9.5万美元关口附近波动上涨。2025年4月，比 特币一度下跌至8万美元下方，随后连月上行，接连突破10万、11 ...

Group 1 - Cryptocurrency concept stocks continue to decline, with OSL Group down 6.65% to HKD 15.45, Yunfeng Financial down 6.12% to HKD 5.52, OKLink down 4.35% to HKD 0.33, and others also experiencing losses [1] - As of October 13, Bitcoin briefly rose above USD 115,000, increasing by 4.25% in the last 24 hours, with a short-term surge of nearly USD 1,000 [1] - A total of 183,988 individuals were liquidated in the last 24 hours, with a total liquidation amount of USD 630 million, indicating significant market volatility [1] Group 2 - Since 2025, Bitcoin has experienced multiple fluctuations, starting the year around USD 95,000, dropping below USD 80,000 in April, and subsequently breaking through several key price levels [2] - Market uncertainty has led to a sharp decline in risk assets, with a surge in demand for downside protection in the derivatives market [2] - The dynamics of the options market may have a greater impact on the price movements of the underlying market than ever before [2]

Core Viewpoint - Circle's Vice President for Asia-Pacific, Chen Qinqi, expresses an open attitude towards future collaboration with Hong Kong dollar stablecoins, indicating ongoing discussions with multiple companies to share expertise and experience [1] Group 1: Market Trends - Currently, stablecoins pegged to the US dollar account for 98% of the market, highlighting the dominance of dollar-linked stablecoins [1] - Chen anticipates a future increase in stablecoins denominated in various currencies, although he acknowledges that this transition will take time [1] Group 2: Collaboration and Operations - The collaboration model proposed resembles how banks operate in different regions, where companies make payments in local currencies and then transact in different currencies across jurisdictions, with the US dollar often serving as the reference currency [1]

Important Market News - Bitcoin has surged above $115,000, increasing by 4.25% in the last 24 hours, while Ethereum has risen over 11% to $4,147.5 [1] - The State Administration for Market Regulation has initiated an antitrust investigation into Qualcomm for its acquisition of Autotalks without prior notification or communication, which is a violation of the Anti-Monopoly Law [1] Industry Insights - The Ministry of Industry and Information Technology (MIIT) has issued a notice to promote service-oriented manufacturing innovation from 2025 to 2028, focusing on the integration of 5G and industrial internet, enhancing computing power infrastructure, and applying AI technologies in various sectors [2] - The MIIT is seeking public opinion on a draft notice for commercial trials of satellite IoT services, aiming to enrich the satellite communication market and support the development of new industries like commercial aerospace and low-altitude economy [2] - The commercial aerospace sector in China is experiencing rapid growth, with the market size projected to increase from 9.2 billion yuan in 2020 to 310 billion yuan by 2024, reflecting a compound annual growth rate exceeding 100% [4] - Neuralink has demonstrated a brain-computer interface enabling a patient with ALS to control a robotic arm, showcasing advancements in medical applications of brain-machine interfaces [3][5] - The global market for brain-computer interface medical applications is expected to reach $40 billion by 2030 and $145 billion by 2040, indicating significant growth potential in various sectors [5] Company Updates - EasyRebio announced plans for its major shareholders to reduce their holdings by up to 12.15 million shares, representing 3% of the total share capital [6] - Shanghai Hejing's major shareholder intends to reduce its stake by up to 6.65 million shares, or 1% of the total share capital [6] - Zhongrong Electric's actual controller's associates plan to reduce their holdings by up to 979,600 shares, accounting for approximately 1% of the total share capital [6] - Wentai Technology reported that its subsidiary has been restricted by a court ruling from making any adjustments to its global operations for one year, although the economic rights of the company remain unaffected [6]

Core Insights - The recent tweet by President Trump regarding tariff threats triggered a significant sell-off in the cryptocurrency market, leading to a loss of nearly $800 billion in market capitalization and marking one of the largest liquidation events in crypto history [1][2][3] Market Reaction - Bitcoin's price fell from over $126,000 to below $110,000, experiencing a drop of 13.5% in one day, while Ethereum dropped over 17% and other altcoins like Ripple and Dogecoin saw declines exceeding 30% [1][2] - Over $20 billion in leveraged positions were liquidated, with more than $5.5 billion disappearing in just a few minutes [1][7] Centralized Exchange Issues - During the market turmoil, several centralized exchanges (CEX), including Binance, faced severe system delays and outages, preventing users from executing orders or managing positions, which exacerbated losses [1][8][13] - Users expressed anger on social media, accusing Binance of failing to provide necessary liquidity and stability during critical moments [2][13] Market Structure and Risks - The cryptocurrency market was characterized by high leverage and a significant amount of open contracts, creating a precarious environment that was susceptible to external shocks like Trump's tweet [3][5] - The cascading effect of forced liquidations led to a "waterfall effect," where one liquidation triggered another, further driving down prices [9] Decentralized Finance (DeFi) Performance - In contrast to centralized exchanges, decentralized finance (DeFi) platforms like Uniswap and Aave managed to operate smoothly during the crisis, handling significant volumes without technical issues [10] - Aave processed $180 million in liquidations without human intervention, highlighting the resilience of DeFi compared to centralized platforms [10] Allegations of Market Manipulation - There are theories suggesting that the crash was not merely a market reaction but a coordinated attack exploiting vulnerabilities in Binance's unified margin system, which allowed for the mixing of various assets as collateral [11][13] - The global third-largest stablecoin, USDe, experienced severe de-pegging on Binance, dropping to $0.65 while maintaining a price of $0.90 on other platforms, raising concerns about potential market manipulation [11][13] Regulatory Implications - The incident has reignited discussions about the risks associated with centralized versus decentralized financial systems, with calls for regulatory scrutiny of centralized exchanges like Binance [15][17] - Binance acknowledged the issues caused by "extreme market activity" and assured users that their funds were safe, but the trust in centralized platforms remains shaken [15][17]

记者 | 金珊 编辑 | 曾静娇 经历两天前黑天鹅事件暴跌后，币圈止跌强势反弹。 10月13日，现货黄金开盘快速拉升，一度涨破4060美元，刷历史新高。截至7时30分左右，涨幅略微收 窄，最新报4049.16美元/盎司。 美股股指期货开盘上涨。截至北京时间13日7时15分左右，标普500指数期货涨超0.9%，纳斯达克100指 数期货涨超1.2%，道琼斯指数期货涨超0.9%。 据CME"美联储观察"最新数据，美联储10月维持利率不变的概率为2.2%，降息25个基点的概率为 97.8%。美联储12月维持利率不变概率为0%，累计降息25个基点的概率为2.2%，累计降息50个基点的概 率为96.7%。 | 排名 | 市种 | 价格 | 价格(24h%) | 资金费率 | 24小时成交额 | 成交额(24h%) | | --- | --- | --- | --- | --- | --- | --- | | 1 | B BTC | $114835 | +3.64% | 0.0028% | $1109.01亿 | +4.91% | | 2 | + ETH | $4115.64 | +10.14% | -0.0069% | ...

Core Viewpoint - The cryptocurrency market has rebounded strongly after a significant drop, with Bitcoin and other major cryptocurrencies experiencing notable price increases following a recent "black swan" event [1]. Cryptocurrency Market Summary - Bitcoin's price rose to $114,835, reflecting a 3.64% increase in the last 24 hours, with a trading volume of $110.9 billion, up by 4.91% [2]. - Ethereum saw a price increase of 10.14%, reaching $4,115.64, with a trading volume of $126.4 billion, which is a 33.28% rise [2]. - Other cryptocurrencies like Solana, XRP, BNB, and Dogecoin also experienced significant gains, with Solana up by 10.49% to $195.77 and BNB up by 12.89% to $1,289.45 [2]. - Over the past 24 hours, more than 180,000 liquidations occurred across the cryptocurrency market, with total liquidations amounting to $632 million [2][3]. Market Reactions and Trends - The market's reaction to U.S. President Trump's tariff comments has shown signs of weakening compared to earlier in the year, indicating a degree of market immunity to such news [3]. - Gold prices surged, reaching a historical high of $4,060 per ounce before slightly retracting to $4,049.16 [3]. U.S. Stock Market Futures - U.S. stock index futures opened higher, with the S&P 500 futures up over 0.9%, and the Nasdaq 100 futures rising more than 1.2% [4]. - The probability of the Federal Reserve maintaining interest rates in October is at 2.2%, while the likelihood of a 25 basis point rate cut in December stands at 96.7% [4].

Market Overview - Market sentiment regarding trade issues has eased, leading to a rise in US stock futures, with S&P 500 and Nasdaq futures up over 1% [1] - Bitcoin rebounded to over $115,000, gaining more than 6% from its daily low, while Ethereum approached $4,200, rebounding over 10% [1] Key News - The Chinese Ministry of Commerce responded to the US's 301 investigation into Chinese shipbuilding, stating that China's export controls on rare earths are not prohibitions and urging the US to correct its mistakes [10][11] - Qualcomm is under investigation by China's market regulator for alleged antitrust violations related to its acquisition of Autotalks [12] - The Dutch government has taken action against the semiconductor company Nexperia, limiting Chinese ownership and control [18] Market Performance - US stock markets saw significant declines, with the S&P 500 down 2.71% and the Nasdaq down 3.56% for the week [5] - In the commodities market, WTI crude oil futures fell 4.24% to $58.90 per barrel, while Brent crude dropped 3.82% to $62.73 per barrel [5] Company Developments - HashKey Group, Hong Kong's largest licensed cryptocurrency exchange, is considering an IPO with a valuation of up to $500 million [20] - Figure 03, a robot capable of performing various household tasks, aims to produce 100,000 units in four years, leveraging advanced AI technology [21] Industry Trends - Shanghai is accelerating the development of industries such as silicon photonics, 6G, and fourth-generation semiconductors [12] - The Chinese government is promoting the deployment of AI models in the public sector to enhance service capabilities and data governance [19]

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 上周五： 周日，市场围绕贸易问题的担忧情绪有所缓和。周一亚市盘初，美股期货高开，标普500和纳指期货涨超1%，布油涨超1%；纽铜涨超2%；比特币周日凌晨 重新站上11.5万美元关口，较日低涨逾6%，以太坊曾逼近4200美元，较日低反弹超10%。 《付鹏说 要闻 商务部新闻发言人就中方宣布针对美对华造船等行业301调查限制措施实施反制答记者问。中国商务部回应：中方依法对稀土等物项出口管制， 不是禁止出口；希望美方正视自身错误，与中方相向而行，回到对话协商的正确轨道上来。 高通公司涉嫌违反反垄断法，市场监管总局依法决定立案调查，称相关事实清楚、证据确凿，将继续推进相关调查工作。 上海：加快培育硅光、6G、第四代半导体、类脑智能等产业。 美国现代史上首次，白宫"管家"宣布特朗普政府开始永久性裁员。 美国9月CPI报告发布时间定于10月24日，比原定晚9天。 达利欧：美国债务增长过快，正在酝酿一种"非常类似"二战前的氛围。 日本执政联盟破裂，公明党宣布不再与自民党联合执政，拒绝支持高市早苗任首相。 法国总统马克龙再次任命勒科尔尼担任总理 ...