异动解读 | 连连数字盘中暴跌37.55%,稳定币概念股全线回调

异动解读
03 Jun

6月3日盘中,港股稳定币概念股全线回调,其中连连数字(02598.HK)跌幅最为显著,截至15:47,该股跌幅达37.55%,报10.34港元。

连连数字此前连续三个交易日大涨,累计涨幅超过120%。上涨主要受香港特别行政区政府于5月30日正式实施《稳定币条例》的刺激。该条例被视为香港在数字资产监管方面的重要一步,曾引发市场对稳定币概念股的热捧。

然而,今日稳定币概念股普遍出现回调。除连连数字外,众安在线(06060.HK)跌超6%,OSL集团(00863.HK)跌超3%。分析人士指出,前期涨幅过大可能引发获利回吐,同时市场也在重新评估相关公司的实际价值。

中信证券表示,香港和美国推进稳定币相关法案有望激发RWA(真实世界资产)交易活跃度。但也有市场人士认为,目前市场对稳定币概念的炒作可能还处于早期阶段,投资者应谨慎评估相关风险。

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