7月14日周一早盘，金涌投资（01328.HK）股价出现显著上涨，盘中大涨12.19%，引发市场广泛关注。该公司股价的强势表现主要受益于稳定币概念的持续发酵以及公司在该领域的战略布局。
近期，稳定币概念在香港股市掀起了一波热潮。金涌投资此前宣布与亚洲领先的数字货币解决方案提供商AnchorX达成战略合作框架协议，计划探索在跨境支付、稳定币应用场景扩展等领域的合作。特别是，双方将战略性探索离岸人民币稳定币的应用场景，这一举措显然引起了投资者的浓厚兴趣。
值得注意的是，香港即将实施稳定币发牌制度，《稳定币条例》将于8月1日生效，香港金管局将于同日起开始接收稳定币发行人牌照的申请。市场预计今年内将批出首批牌照，这进一步刺激了稳定币概念股的表现。多家机构看好稳定币的未来发展前景，天风证券预测2025年2月全球稳定币供应量将达2140亿美元，而花旗则指出2030年市场规模或达1.6-3.7万亿美元。然而，投资者也需警惕短期炒作风险，充分考虑监管政策的不确定性、储备资产的安全性和流动性风险等因素。
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