咱再唠两个真事儿，都是这两年散户踩过的同款坑，比说大道理实在。前两年元宇宙火的时候，有家做传统印刷的公司，突然宣布要搞"元宇宙数字藏品平 台"，还发了个概念图，股价连着3天涨停，不少散户追进去，结果呢？三个月后再看，平台没上线，连个具体的技术合作方都没公布，股价慢慢跌回原点， 有人套了大半年才解套——这就是典型的"热点搭车"，主业跟新概念八竿子打不着，纯属拿个PPT讲故事。 还有个更坑的，是做机械零件的公司，去年说签了2个亿的新能源充电桩订单，公告里写得"板上钉钉"，不少人觉得"沾了新能源风口，稳了"。结果过了俩 月，有细心的散户翻公告发现，订单里写的"交货时间""付款比例"全是模糊的，再追问，公司才说"还在协商细节"，又过了俩月，直接说"对方资金没到 位，订单暂缓"——这跟海南华铁的37亿大单是不是一个路子？光画饼，不落地，等散户反应过来，早就被挂在高位了。 咱小散最容易栽的坑，其实就是"听故事、追热点"。海南华铁这公司，主业明明是租高空作业平台、叉车这些工程设备的，结果这两年跟踩了油门似的蹭热 点：前阵子赶算力的风口，接着发什么"黄蜂哥NFT"，说锁定就能当"推广大使"，拿股票分红收益，转头又搞个1000 ...

Core Viewpoint - Faraday Future (FF) announced a strategic investment of $41 million in Nasdaq-listed QLGN, marking a significant step in its "dual flywheel and dual bridge strategy" to integrate Web2 and Web3, as well as AI and Crypto, aiming to create the first stock in the U.S. that combines these elements [1][3][4]. Investment Details - FF will invest approximately $30 million to acquire about 55% of QLGN, while founder Jia Yueting will invest $4 million for around 7% ownership, resulting in FF and Jia collectively holding about 62% of QLGN post-transaction [5]. - The investment is expected to create the fastest spin-off listing in Nasdaq history, with the strategic investment initiated on August 16 and the announcement of the spin-off on September 13 [4][5]. Strategic Significance - The investment signifies three major implications: 1. Enhanced independent operation and mutual empowerment of FF's EAI and Crypto businesses, maximizing value for shareholders and blockchain community [3]. 2. A focused approach on EAI business, with Crypto providing access to Web3 and creating new value through RWA [3]. 3. Independent financing for CXC10, preventing dilution of FF's shares while integrating CXC10's core value into FF's listing structure [3]. Future Developments - Following the completion of necessary approvals, QLGN will be renamed CXC10, with the goal of becoming the leading stock in the U.S. that integrates Web2, Web3, EAI, and Crypto [5]. - FF plans to deploy a management team to oversee operations at QLGN, with Jia Yueting serving as Chief Advisor and FF's global president Jerry Wang as Co-CEO [5]. Product Launches - During the event, FF unveiled the FX Super One MPV, showcasing its EAI Space features, which support multi-modal interactions [8]. - CXC10 introduced six major products under its Crypto "three-horse carriage" strategy, including C10 Treasury, C10 Index, C10 ETF, BestTrade DeAI Agent, and a Crypto ecosystem token system [9]. Commitment to Debt Repayment - Jia Yueting announced the establishment of a second creditor trust, committing to use half of the equity incentives from his Co-CEO position and profits from his $4 million investment to repay debts under Chinese law and support vehicle production [11].

Core Viewpoint - The company New City Development is accelerating its transformation by establishing a digital asset research institute and launching the "New Chain" business blueprint to integrate online digital assets with offline commercial operations [2][8]. Group 1: Digital Asset Initiatives - New City Development plans to establish a digital asset management company to promote the tokenization of quality IP resources and asset revenues [2]. - The company aims to issue NFT digital collectibles based on the unique IP of its shopping centers and explore RWA products based on asset revenues [5][6]. - The global RWA asset total is projected to reach $26.7 billion by August 2025, indicating rapid market growth [4]. Group 2: Policy and Market Context - The push into digital assets is supported by favorable policies from the central and local governments aimed at promoting the digital economy and consumption [3]. - Hong Kong is positioning itself as a global digital asset center, with recent policy declarations aimed at fostering innovation in this sector [3]. Group 3: Business Model Transformation - New City Development's business model transformation is closely linked to its performance and asset base, with a focus on enhancing cash flow through its shopping centers [6][7]. - The company anticipates that once all its shopping centers are operational, they could generate annual merchant sales of 150 billion yuan, contributing significantly to stable cash flow [7]. - The integration of NFT and RWA products is expected to unlock substantial potential value from traditional financial assets [7].

Core Viewpoint - New City Development Holdings Limited has established a Digital Asset Research Institute to integrate online digital assets with offline physical businesses, aiming to drive business transformation and upgrade in response to national policy directions and the digital economy era [1][2]. Group 1: Establishment of Digital Asset Research Institute - The Digital Asset Research Institute was inaugurated on August 29, 2023, with the theme "Set Sail on a New Journey, Chain Towards the Future" [2]. - The institute is led by Executive Director and President Lv Xiaoping, with a high-level professional team including legal and blockchain experts [2][3]. - The institute aims to continuously research the digital asset market and policy changes to provide decision-making support for the company's digital business layout [2][3]. Group 2: Business Development Plans - New City Development plans to establish a Digital Asset Management Company to promote the tokenization of quality IP resources and asset revenues, focusing on three main business areas [3][4]. - The first area involves issuing NFT digital collectibles based on the unique IP of "Wuyue Plaza," which has a total asset value exceeding 120 billion RMB and has attracted over 17.6 billion visitors annually [3][4]. - The second area explores issuing RWA products based on the asset revenues of Wuyue Plaza, leveraging the Hong Kong government's supportive policies for digital assets [4][5]. - The third area focuses on issuing RWA products based on the financial asset rights of the listed company, aiming to broaden financing channels and support business transformation [4][5]. Group 3: Offline Business Strategy - The company plans to enhance its offline business through "self-operated incubation" and "national agency" models, creating proprietary brands and acting as agents for new brands entering Wuyue Plaza [5]. - The goal is to achieve an annual merchant sales volume of 150 billion RMB once all 200 Wuyue Plazas are operational, contributing 20% to the company's revenue [5]. - The establishment of the Digital Asset Research Institute marks the first step in the company's business transformation, with expectations of stable cash flow from both offline and digital asset initiatives [5][6]. Group 4: Future Outlook - The company aims to leverage the WEB 3.0 technology wave to fully explore the digital asset value of Wuyue Plaza's IP resources and asset revenues, creating a new business model that connects online digital assets with offline physical commerce [6].

Core Viewpoint - The establishment of the Digital Asset Research Institute by the company marks a strategic move to embrace the digital economy and transform its business model, aiming to integrate online digital assets with offline commercial activities [2][3][7] Group 1: Digital Asset Research Institute - The Digital Asset Research Institute is led by the company's Executive Director and President, with a team of experts from various fields to provide insights on digital asset market trends and policy changes [3][4] - The institute aims to develop a roadmap for the company's digital business and implement strategies for asset tokenization [3][5] Group 2: Business Transformation Initiatives - The company plans to establish a digital asset management company to promote the tokenization of its quality IP resources and asset revenues, focusing on three main business areas: NFT digital collectibles, RWA products based on asset revenues, and financial RWA products [4][5][6] - The company expects to complete the registration and platform construction for the digital asset management company by the end of 2025, with the first batch of NFT digital collectibles to be launched [5][6] Group 3: Offline Business Development - The company intends to enhance its offline business through self-operated incubation and national agency models, aiming to create proprietary brands and enhance the diversity of its offerings at the "Wuyue Plaza" [6] - The company projects that once all 200 Wuyue Plazas are operational, the annual merchant sales could reach 150 billion RMB, contributing significantly to the company's cash flow [6] Group 4: Future Outlook - The company aims to leverage the WEB 3.0 technology wave and capitalize on the policy opportunities in the digital asset sector to unlock the value of its IP resources and asset revenues [7]

Core Viewpoint - New City Development Holdings Limited has established a Digital Asset Research Institute to integrate online digital assets with offline physical commerce, aiming to drive business transformation and upgrade in response to national policies and the digital economy era [1][5]. Group 1: Establishment of Digital Asset Research Institute - The Digital Asset Research Institute is led by Executive Director and President Lv Xiaoping, with a team of experts from various fields to provide strategic guidance and decision-making support for the company's digital business [2]. - The institute aims to continuously research the digital asset market and policy changes, developing relevant business strategies and implementation paths [2]. Group 2: Business Focus Areas - New City Development plans to establish a digital asset management company to promote the tokenization of quality IP resources and asset revenues, focusing on three main business areas: 1. Issuing NFT digital collectibles based on the unique IP of Wuyue Plaza, which has a total asset value exceeding 120 billion yuan and attracts over 1.76 billion visitors annually [2][3]. 2. Exploring the issuance of RWA products based on the asset revenues of Wuyue Plaza, leveraging the Hong Kong government's supportive policies for the digital asset industry [3][4]. 3. Issuing financial RWA products based on the company's listed financial assets to broaden financing channels and support business transformation [4]. Group 3: Offline Business Strategy - The company plans to enhance its offline business through self-operated incubation and national agency models, aiming to create proprietary brands in various sectors and improve the richness of Wuyue Plaza's offerings [4]. - The company anticipates that once all 200 Wuyue Plazas are operational, the annual merchant sales will reach 150 billion yuan, contributing 20% to the company's revenue, thus providing stable cash flow and transforming the existing profit model [4]. Group 4: Future Outlook - The establishment of the Digital Asset Research Institute marks the first step in the company's business transformation, with expectations for continuous stable operating cash flow from its offline business and significant potential value release from NFT and RWA products [5]. - The company aims to leverage the WEB3.0 technology wave and capitalize on the policy window for the digital asset industry to enhance the value of its IP resources and asset revenues, facilitating the interconnection of online digital assets and offline physical commerce [5].

Core Viewpoint - New City Development Holdings Limited has established a Digital Asset Research Institute to integrate online digital assets with offline physical businesses, aiming to drive business transformation and upgrade [2][3] Group 1: Establishment of Digital Asset Research Institute - The Digital Asset Research Institute was launched on August 29, with the theme "Set Sail for a New Journey, Chain Towards the Future" [3] - The institute is led by Executive Director and President Lv Xiaoping, with a team of experts from various fields to provide strategic insights into the digital asset market [3][5] Group 2: Business Transformation Strategy - The company plans to create a Digital Asset Management Company to promote the tokenization of quality IP resources and asset revenues, focusing on three main business areas [3][5] - The first area involves issuing NFT digital collectibles based on the unique IP of Wu Yue Plaza, which has a presence in 141 cities and over 17.6 billion annual visitors [3][5] - The second area explores issuing RWA products based on the asset revenues of Wu Yue Plaza, which has a total asset value exceeding 120 billion RMB [5][6] - The third area aims to issue financial RWA products based on the company's listed financial assets, enhancing financing channels [6] Group 3: Offline Business Development - The company intends to establish self-operated and national agency models to incubate the content ecosystem of Wu Yue Plaza, enhancing brand control and diversity [6][7] - The goal is to achieve an annual merchant sales volume of 150 billion RMB once all 200 Wu Yue Plazas are operational, contributing 20% to the company's revenue [6][7] Group 4: Future Outlook - The establishment of the Digital Asset Research Institute marks the first step in the company's business transformation, with expectations of stable cash flow from both offline and digital asset initiatives [7] - The company aims to leverage WEB 3.0 technologies to unlock the potential value of digital assets, enhancing the synergy between online and offline businesses [7]

Core Viewpoint - New City Development Holdings Limited has established a Digital Asset Research Institute to integrate online digital assets with offline commercial activities, marking a strategic shift towards digital economy engagement [1][2] Group 1: Establishment of Digital Asset Research Institute - The Digital Asset Research Institute aims to provide decision-making support for the company's digital business layout and strategy formulation [2][3] - The institute is led by senior executives and includes a team of experts from various fields, enhancing its global perspective and professional capabilities [2][3] Group 2: Business Transformation and Growth Opportunities - New City Development plans to establish a digital asset management company to promote the tokenization of quality IP resources and asset revenues, focusing on three main business areas [2][3] - The first area involves issuing NFT digital collectibles based on the unique IP of its shopping centers, with over 17.6 billion annual visitors and 50 million members [2][3] - The second area explores the issuance of RWA products based on the asset revenues of its shopping centers, with total asset value exceeding 120 billion RMB [3][4] Group 3: Financial Innovations and Market Strategies - The third area focuses on issuing financial RWA products based on the company's listed financial assets, aiming to broaden financing channels and support business transformation [4][5] - The company anticipates that once all 200 shopping centers are operational, annual merchant sales could reach 150 billion RMB, contributing significantly to stable cash flow [5] Group 4: Future Outlook and Digital Economy Engagement - The establishment of the Digital Asset Research Institute signifies the company's first step towards business transformation, leveraging WEB 3.0 technologies to unlock the potential value of digital assets [5] - The company aims to create a seamless connection between online digital assets and offline commercial activities, enhancing the growth of the real economy and activating new momentum in the digital economy [5]

Core Viewpoint - The company, 驴跡科技 (01745.HK), has announced a potential framework cooperation agreement with a Hong Kong-based technology firm to develop projects related to the tokenization of cultural and creative intellectual property as real-world assets (RWA) and other digital assets [1]. Group 1: Cooperation Details - The initial discussions indicate that both parties aim to collaborate on RWA products and other digital asset projects [1]. - The company will leverage its strengths in global geographical and cultural education and digital content in scenic areas to support the development of related assets and provide technical support for the foundational platform [1]. - The cooperation partner will work with qualified financial institutions to develop RWA products and provide professional services for the launch of these products, fundraising through digital and fiat currencies, and asset appreciation through trading [1]. Group 2: Infrastructure and Strategic Partnership - Both parties plan to jointly invest and operate a data center in Hong Kong as the infrastructure for the projects [1]. - The cooperation partner is a supplier of Kingsoft Cloud solutions, distributing products in the Hong Kong financial sector and closely linked with resources in data operations, financial markets, and web3 [1]. - The partner has collaborated with a Chinese financial institution that is regulated by the Hong Kong Securities and Futures Commission to enhance its license for virtual asset portfolio management services [1].

Core Viewpoint - The company, 驴迹科技 (01745.HK), is in discussions to establish a framework cooperation agreement with a Hong Kong-based technology company that specializes in cloud solutions and has connections in the financial sector, particularly in virtual asset management [1] Group 1 - The cooperation aims to develop Real World Asset (RWA) tokenization products and other digital asset projects, leveraging the company's strengths in cultural and creative intellectual property [1] - The company will provide relevant assets and technical support for the development of these projects, particularly in the field of digital content related to geography and cultural education [1] - The partner will collaborate with qualified financial institutions to develop RWA products and offer professional services for fundraising through digital and fiat currencies, as well as asset appreciation through trading [1] Group 2 - Both parties plan to jointly invest and operate a data center in Hong Kong, which will serve as the infrastructure for the projects [1] - The successful establishment of the framework cooperation agreement will act as a memorandum of understanding for strategic collaboration between the company and the partner [1]