大行评级|光大证券国际:香港推稳定币时间表较美国明确 预计牌照公布前仍会炒相关股份

格隆汇
14 Jul

光大证券国际环球市场及外汇策略师汤丽鸿,在稳定币牌照结果公布前,板块气氛短线会继续炽热。她分析,虽然美国加密币市场规模较庞大,本周更审议多项法案,但香港在稳定币推行的时间表较清晰且进度比美国快,预计资金在牌照结果8月1日公布前,仍会持续有追捧,投资者可跟进政策消息和发牌进展选择合适股份,惟牌照结果公布后,资金或出现短线获利情况。 她补充,特朗普次子Eric Trump将于8月底将来港出席Bitcoin Asia 2025论坛,届时或再次利好板块。她预计,Coinbase会最受惠加密货币概念,其次是Circle,亦会利好券商股如Robinhood。

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