2026年1月底的支持资产总额增加289亿港元至22,798亿港元，增幅为1.3%。支持资产增加，主要是因为 发行负债证明书、来自投资的利息收入及投资按市价重估。支持比率由2025年12月底的110.34%，上升 至2026年1月底的110.74%。 智通财经APP获悉，2月27日，香港金管局公布，截至2026年1月31日，外汇基金总资产为42,856亿港 元，较2025年12月底增加1,342亿港元，其中外币资产增加1,070亿港元，港元资产增加272亿港元。 货币发行局帐目显示，2026年1月底的货币基础为20,587亿港元，较2025年12月底增长187亿港元，增幅 为0.9%。货币基础增长，主要是由于农历新年期间银行纸币的季节性需求带动下令负债证明书总额增 加，及已发行外汇基金票据及债券的折价摊销。 外币资产增加，主要是因为已购入但未结算证券的月底余额增加、利息收入及投资按市价重估，以及发 行负债证明书。港元资产增加，主要是因为银行存款增加及香港股票按市价重估。 ...

Core Insights - The Hong Kong Monetary Authority (HKMA) announced the "FinTech 2030" initiative, focusing on four key areas and over 40 specific projects aimed at enhancing the financial technology landscape in Hong Kong [1][2] Group 1: Data and Payment Infrastructure - HKMA plans to develop a robust and future-oriented infrastructure to support secure, efficient, and scalable data sharing, enhancing cross-border payment connectivity [1] - The initiative aims to create new opportunities for businesses, such as expanding credit channels and promoting trade financing, while providing citizens with personalized financial services and convenient cross-border remittances [1] Group 2: Artificial Intelligence Application - HKMA will introduce a new AI² strategy to promote the comprehensive and responsible application of artificial intelligence in the financial sector [1] - The authority aims to collaborate with the industry to build a shareable and scalable AI infrastructure and specialized financial models, enhancing the accessibility, convenience, and personalization of banking services while maintaining transparency and accountability [1] Group 3: Resilience and Quantum Computing - HKMA will implement measures to strengthen business and technological resilience, including a new certification framework for fintech cybersecurity and a real-time analysis-based early warning system [2] - The authority is preparing the financial sector for post-quantum cryptography (PQC) and will develop quantum-resistant infrastructure to ensure the security of financial services [2] Group 4: Tokenization Promotion - HKMA aims to advance the tokenization ecosystem in Hong Kong by promoting the tokenization of real-world assets, including financial assets [2] - The authority will lead by example, making the issuance of tokenized government bonds a regular practice and exploring the feasibility of tokenizing foreign exchange fund notes and bonds [2] - The settlement of these assets on the blockchain will be facilitated through new digital currencies, including the digital Hong Kong dollar, tokenized deposits, and regulated stablecoins [2]

Core Insights - The total assets of the Exchange Fund reached HKD 42,971 billion as of June 30, 2025, an increase of HKD 1,377 billion from the end of May 2025, with HKD assets rising by HKD 885 billion and foreign currency assets increasing by HKD 492 billion [1] Group 1: Exchange Fund Assets - The increase in HKD assets was primarily due to the month-end balance of Exchange Fund notes and bonds that were subscribed but not settled [1] - The rise in foreign currency assets was mainly attributed to interest income, market value revaluation of investments, and proceeds from the issuance of government green bonds, although this increase was partially offset by the sale of US dollars under the Currency Board system [1] Group 2: Currency Issuance Accounts - As of June 30, 2025, the monetary base was HKD 21,202 billion, a decrease of HKD 47 billion or 0.2% from the end of May 2025, primarily due to the purchase of HKD under the Currency Board system [1] - The decrease in the monetary base was partially offset by an increase in the total amount of liability certificates and the amortization of discounts on issued Exchange Fund notes and bonds [1] Group 3: Supporting Assets - The total amount of supporting assets increased by HKD 86 billion to HKD 23,648 billion, representing a growth of 0.4%, driven by interest income, market value revaluation of investments, and the issuance of liability certificates [1] - The supporting ratio rose from 110.88% at the end of May 2025 to 111.54% at the end of June 2025 [1]