港股曾升432點 券商股熱炒穩定幣概念 中州證券(01375.HK)飆五成 國泰海通(02611.HK)漲12%
市場觀望外圍關稅消息及中美外交最高級官員今日(11日)下午會晤,港股承上日升勢,今早輕微高開4點後,早段升幅擴大,曾升432點,高見24,460,最新報24,345,升317點或1.3%,成交1,406.29億元。上海市國資委上日(10日)就圍繞加密貨幣與穩定幣發展趨勢及應對策略召開中心組學習會,今早內地券商股集體炒高。
中州證券(01375.HK)今日高開1.5%後升幅急擴,最高見3.47元。現報3.01元,升52.02%,成交13.85億股,涉資41.48億元。
6月下旬獲本港證監會授出虛擬資產交易服務牌照國泰君安國際(01788.HK)現報6.67元,升5.04%,成交9.23億股,涉資62.51億元。。母企國泰海通(02611.HK)現報15.82元,升12.2%,成交1.07億股,涉資16.51億元。
中信建投證券(06066.HK)、東方證券(03958.HK)各漲逾8%。招商證券(06099.HK)、光大證券(06178.HK)各漲逾6%。另廣發證券(01776.HK)、HTSC(06886.HK)、中信證券(06030.HK)及中金公司(03908.HK)則升2%至4%。
此外,國聯民生(01456.HK)今早曾炒高46.4%,高見6.75元。現報5.39元,升16.92%,成交1.92億股,涉資10.88億元,市值現增至近24億元。以已發行股本近4.43億股計,單日換手率暫高逾43%。
上海市國資委上日會議上,邀請國泰海通政策和產業研究院政策組首席李明亮作專題輔導報告,講述了加密貨幣及穩定幣的發展歷史、類型特點,闡釋了全球各地區穩定幣的發展戰略與監管體系,分析了穩定幣發展面臨的機遇和挑戰,並就數碼貨幣發展提出了建議。
另內媒報道,國家金融與發展實驗室副主任楊濤撰文建議,人民幣穩定幣發展應採取「境內離岸+境外離岸」聯動模式,統籌境內上海自貿區與境外香港市場的試點探索。文章指出,當前人民幣穩定幣應由中央監管主導,構建批零結合、鏈上發行機制,並通過技術手段實現「電子圍網」式合規。他同時建議設立CNYC(境內離岸人民幣穩定幣)與CNHC(境外離岸人民幣穩定幣)雙幣體系,支持跨境支付、RWA結算及人民幣國際化,強調應嚴控風險並加快法律框架建設。
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