智通财经APP获悉，加密货币概念股普涨，截至发稿，欧科云链(01499)涨3.6%，报0.144港元；雄岸科技(01647)涨2.7%，报0.076港元；博雅互动(00434)涨2.26%，报4.98港元；OSL集团(00863)涨2.03%，报11.06港元；新火科技控股(01611)涨1.18%，报1.71港元。
消息面上，美国最大加密货币交易所Coinbase(COIN.US)周二股价飙升24%，创下自去年11月美国大选次日以来的最大单日涨幅。此次异动源于标普全球公司周一盘后宣布，Coinbase正式取代发现金融(DFS.US)纳入标普500指数，该调整于周二开盘前生效。作为全球追踪规模最广的基准指数，标普500的成分股变动往往引发被动资金配置潮。对Coinbase而言，此次晋级标志着其在特朗普政府上台后动荡的加密政策环境中，再度迎来关键转折点。
此外，有市场分析称，贸易协议的最终敲定可能成为推动股市上涨的利好因素，进而带动比特币价格走高。一旦美国与其他国家达成实质性贸易协议，市场的不确定性将得以消除。近期的例子是2025年5月8日美国与英国达成的协议。当贸易协议落地后，企业就能按需进行必要调整，推动业务发展。未来，中美贸易协议一旦敲定，很可能对市场产生重大影响。
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