当人们谈论维塔金 (VITAKING) 时，话题总离不开57.6吨黄金、全球200多座金矿、顶级审计机构这些 扎实的数字。然而，在这些闪耀的数字背后，还有一群鲜为人知的人——他们常年驻守在印尼的矿场、 穿梭于新加坡的金库、值守在监控屏幕前，用日复一日的专业与坚守，守护着每一克黄金的纯粹与安 全。他们是维塔金背后的"守金人"。 在印尼苏拉威西岛的矿场，工程师阿迪已经在这里工作了八年。每天清晨，他都会戴上安全帽，走进矿 井深处，检查开采设备的运行状况，记录矿石的品位数据。这些数据，最终会成为维塔金链上资产的第 一手源头信息。"我可能永远不会用手机买VTAU，但我知道，我开采的每一克黄金，最终会变成数字 世界里的一份信任。"阿迪说这话时，脸上带着朴实的笑容。 在新加坡某国际金库的监控室里，安保主管陈先生已经连续值守了12个小时。他面前的屏幕上，显示着 金库内外每一个角落的实时画面。激光报警系统、生物识别门禁、震动感应器——每一道防线都在他的 监控之下。"这份工作最大的成就感，就是什么都不会发生。"陈先生打趣道，"如果有一天我上了新 闻，那一定是出事了。" 在香港的客服中心，客服专员阿敏正在回复一位用户的咨询。这位用 ...

智通财经APP获悉，HASHKEY HLDGS(03887)盘中涨超5%，截至发稿，涨4.04%，报6.69港元，成交 额2499.72万港元。 消息面上，恒生指数公司近日宣布季度检讨结果，其中HASHKEY HLDGS获纳入恒生综合指数。变动 将于3月6日收市后实施并于3月9日起生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金 研报，HASHKEY HLDGS有可能被调入港股通。 公开资料显示，HashKey Exchange是中国香港最大的持牌虚拟资产交易所。国泰海通证券此前表示， HASHKEY HLDGS公司拥有香港证监会1/7/9号全牌照，市场份额超75%，合规壁垒突出；机构业务占 比达85.5%，Omnibus客户交易量增长近5倍，2025H1机构收入占比显著提升至68%；数字资产ETF发展 推动机构需求，公司一体化生态交易形成竞争优势。 ...

陈茂波在《预算案》中提出一系列驱动创新科技发展的措施，包括成立"AI+与产业发展策略委员会"、 推进沙岭数据园区项目、推展人工智能(AI)培训及加速政府数智化转型，提速推动AI产业化，并促进AI 与各产业的深度融合，同时亦鼓励AI的广泛应用，达致全民使用、全民善用。香港政府亦将成立"国际 临床试验学院"，贡献国家生物医药技术"引进来、走出去"，助力香港发展成为国际医疗创新枢纽。 为推动新型工业发展，《预算案》预留资源在港建设首个境外的国家制造业创新中心，又推出"新型工 业菁英企业培育计划"。香港政府会通过重点建设，包括河套深港科技创新合作区香港园区和新田科技 城，推动科技创新与产业创新深度融合。 智通财经APP获悉，2月25日，香港财政司司长陈茂波发表2026至2027年度《财政预算案》。陈茂波指 出，金融方面，香港会积极配合国家发展策略，推进人民币国际化，并持续改革证券市场。香港政府亦 会在年内立法优化家族办公室和基金税制，以及订立数字资产交易及托管等服务提供者发牌制度。推动 旅游业方面，为配合"无处不旅游"及推动"城乡共融"，政府推出"北都城乡共融基金"先导计划，鼓励推 展乡郊旅游项目。 他表示，今年是" ...

2026 年全球市场正处于从低息、全球化的稳定格局向货币、财政、地缘政治和科技多领域快速变革的结构性转型阶段，最终新秩序尚未明朗，结构性通 胀、高政府债务、供应链重组等因素重塑全球经济，传统宏观经济关系失效，投资需更注重情境分析与灵活应变。整体而言，报告对 2026 年经济前景持正 面态度，国家主义产业政策、财政支出将推动资本支出周期，发达经济体（英国除外）增长加速，亚洲内需与改革奠定良好基础，各资产类别与区域市场呈 现差异化发展特征。 在焦点主题领域，人工智能领域建议采取 "杠铃策略"，短期布局数据中心价值链的基础设施推动者，长期关注代理式、实体人工智能等新兴领域的应用 者，当前人工智能基建融资方式转变，资本支出将持续增长。数字资产方面，比特币市值突破 2 万亿，价格波幅收窄、机构投资者入场使其逐步具备财富累 积工具属性，小比例配置或能提升投资组合表现，但仍需警惕高波动风险。水资源稀缺成为全球重要风险，人口增长、气候问题加剧供需矛盾，农业、制造 业受显著影响，水务基建、节水科技、循环用水相关领域迎来投资机遇。 资产配置上，股票市场需精选标的，美国科技股受人工智能驱动但估值高企，欧元区盈利预期偏乐观，日本企业 ...

2月19日，步入 2026 年 2 月中旬，全球金融市场呈现出显著的避险特征，比特币（BTC）在美股开盘后 迅速下挫并失守 67000 美元整数关口。NCE 外汇表示，当前数字资产与传统科技股的联动性已达到阶 段性高点，特别是被视为行业风向标的 iShares 科技软件 ETF （IGV） 持续走弱，直接对比特币的短期 估值构成了下行压力。周二 IGV 指数再度录得 3% 的跌幅，这种板块性的资金流出迅速蔓延至数字资 产领域，迫使比特币打破了此前在 68000 美元至 70000 美元区间维持的震荡格局。 从行业深度来看，相关调研认为软件板块的集体挫败主要源于人工智能（AI）技术的颠覆性影响。随 着 AI 工具的快速迭代，传统软件服务商的商业护城河正面临重塑。由于市场认知中常将比特币归类 为"软件属性"资产，这种逻辑关联导致了恐慌情绪的共振。NCE 外汇通过数据监测发现，纳斯达克与 标普 500 指数分别回落 0.8% 和 0.6%，而 MicroStrategy 及各大矿企股票也普遍出现 4% 至 5% 的跌幅。 这表明在宏观不确定性面前，投资者正在重新审视科技类资产的估值逻辑，风险偏好短期内明显收缩。 2 ...

据 Crowdfundinsider，纳斯达克上市公司 Solowin Holdings 旗下的数字资产基础设施公司 AlloyX 与 Bahrain FinTech Bay 签署合作协议，在巴林金融科技生态内开发及测试稳定币用例，包括跨境支付、结 算是及代币化金融服务。AlloyX 正向巴林监管机构申请批准，计划推出受监管稳定币，未披露时间表 及财务条款。 （来源：吴说） ...

Core Viewpoint - ARK Invest identifies four major trends enhancing Bitcoin's value, suggesting it is evolving from an "optional" asset to a strategic asset in institutional portfolios [1] Group 1: 2026 Macroeconomic Background - The macro landscape is changing as the U.S. ends its quantitative tightening (QT) and enters an early stage of interest rate cuts, with over $10 trillion in low-yield money market funds and fixed-income ETFs potentially rotating into risk assets [2] Group 2: Policy and Regulatory Normalization - Regulatory transparency is both a constraint and a catalyst for institutional adoption, with policymakers advancing frameworks to clarify digital asset regulations, custody, trading, and disclosure processes [3] - The U.S. government is addressing Bitcoin-related issues, including discussions on incorporating Bitcoin into national reserves [4] Group 3: Structural Demand: ETFs and DATs - The expansion of spot Bitcoin ETFs is reshaping market supply and demand, with ETFs and Digital Asset Trusts (DATs) projected to hold more Bitcoin than newly mined and dormant Bitcoin combined by the end of 2025 [5] - By the end of 2025, ETFs and DATs are expected to hold over 12% of the circulating Bitcoin supply, despite a price drop influenced by external factors [8] Group 4: Bitcoin and Gold as Value Storage - In 2025, gold prices surged by 64.7% due to inflation concerns, while Bitcoin prices fell by 6.2%, indicating a divergence in their responses to macroeconomic narratives [11] - The cumulative net inflows into Bitcoin ETFs have reached levels that took gold ETFs over 15 years to achieve, suggesting growing recognition of Bitcoin as a value storage and diversification tool [13] Group 5: Market Structure and Investor Behavior - Bitcoin's volatility has decreased over time, with maximum drawdowns not exceeding 50% in the current cycle, indicating a more resilient market due to increased participation and liquidity [16] - Historical data shows that holding period and position size are more critical than timing for Bitcoin investors, with long-term holders benefiting from focusing on Bitcoin's value proposition [19][21] Group 6: Strategic Issues for Bitcoin - In 2026, the narrative around Bitcoin has shifted from survival to its role in diversified portfolios, characterized as a scarce, non-sovereign asset amid evolving global monetary policies [22] - Bitcoin is viewed as a high-beta extension of traditional value storage assets like gold, with regulatory advancements facilitating access to global liquidity [24]

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of December 31, 2025, with HASHKEY HLDGS (03887) being included in the Hang Seng Composite Index [1] - The changes will be implemented after the market closes on March 6, 2026, and will take effect on March 9, 2026, leading to adjustments in the eligible stocks for the Hong Kong Stock Connect [1] - According to CICC research, HASHKEY HLDGS is likely to be included in the Hong Kong Stock Connect due to meeting various criteria, including market capitalization, liquidity, and listing duration [1] Group 2 - HashKey Exchange is the largest licensed virtual asset exchange in Hong Kong, supporting 80 types of digital asset tokens as of September 30, 2025, covering major Layer-1 assets, DeFi tokens, stablecoins, and emerging ecosystem projects [1] - According to Frost & Sullivan, the company is the largest regional onshore platform in Asia by trading volume for 2024 and also the largest digital asset management institution in Asia by assets under management [1] - The company has shown rapid revenue growth, with revenues of HKD 129 million, HKD 208 million, and HKD 721 million for the years 2022, 2023, and 2024, respectively [1]

Stock Performance - The stock of GMM.us experienced significant volatility, with a rapid increase of 5.59% on January 10, 2026, reaching $1.51 per share, following a decline of 6.90% on January 8, 2026, and an increase of 8.45% on January 7, 2026, indicating short-term market sentiment fluctuations [2]. Financial Performance - Recent financial reports indicate that the company generated revenue of $26.73 million, with a net profit of $5.04 million and earnings per share of $1.19, while maintaining a stable gross margin. The 2024 financial report shows a year-over-year revenue growth of 53.8%, with significant growth in digital asset business revenue [3]. Business Development - The company focuses on virtual content production for the metaverse, utilizing the MofyLab technology platform. In 2024, it launched the AI video generation platform Gausspeed and established a vocational education academy, expanding into overseas markets. Industry-level data policies may provide long-term opportunities [4].

吴说获悉，香港立法会议员吴杰庄发文表示，香港监管机构以更开放的态度发布新政策，尤其是向专业 投资者开放永续合约功能。吴杰庄建议，政府应考虑成立专门机构或部门，全盘统筹数字及加密资产的 发展，特别是引入清晰指引和法规，以便去中心化自治组织（DAO）能更合规地在香港落地，并吸引 更多 Level 1 公链项目在香港发展壮大。 （来源：吴说） ...