金吾财讯 | OSL集团(00863)股价走高，截至发稿，报19.1港元，涨9.77%，成交额1.75亿港元。消息面上，大和发表研究报告指出，用例仍是香港稳定币成功的关键因素，并淡化本地加密交易及RWA的总可及市场(TAM)，因投资者基础有限。在香港稳定币牌照方面，该行认为首批牌照将发给具港元稳定币用例的民营企业(POEs)，而人民币稳定币牌照可能授予国有企业(SOEs)，旨在提升人民币在跨境贸易的采用。大和维持对全球区块链和加密货币行业“正面”评级，并对Coinbase(COIN US)和OSL集团维持“买入”评级。虽然长期看好美国和香港的监管进展将推动加密货币价格和交易量，但提醒部分公司（如香港部分传统券商）的商业化机会仍不明朗，可能面临短期波动。
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