6月26日，中国光大控股（00165.HK）股价在盘中大涨25.81%，引发市场广泛关注。该股价格异动与近期港股市场稳定币概念股的普遍走强密切相关。
消息面上，中国光大控股作为稳定币概念股的代表之一，其投资布局成为推动股价上涨的关键因素。据悉，早在2016年，中国光大控股就与IDG资本共同成立"光际资本产业基金"，并投资于美国稳定币发行商Circle，成为后者的核心战略股东。随着Circle最近在美国上市，其股价的飙升也带动了投资者对中国光大控股的热情。
值得注意的是，近期香港金融监管机构加速推进虚拟资产交易相关立法，多家券商获批升级虚拟资产交易牌照，进一步刺激了市场对稳定币概念的关注。分析师指出，在中美金融科技博弈和AIGC技术浪潮的背景下，稳定币相关业务可能成为未来金融领域的重要发展方向。投资者普遍看好在港申请参与稳定币发行、交易、资产上链等业务的公司，以及有望参与相关技术服务的金融IT企业。中国光大控股作为早期布局相关领域的公司，受到资金青睐，推动其股价大幅上涨。
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