港股國泰君安國際(01788.HK)漲超20%，雲鋒金融(00376.HK)漲近12%，申萬宏源香港(06806.HK)漲超11.5%，消息面，上香港首批穩定幣牌照今天下午公佈。

President Trump rejected the Pentagon's portrayal of China as America's top security threat during briefings on the National Defense Strategy last fall. He ordered a rewrite, and the final document, released in January, shifted to a more conciliatory tone, stating Trump “seeks a stable peace, fair trade, and respectful relations with China.” This marks a dramatic reversal from his first term's aggressive stance, which included trade tariffs and sanctions. In essence, Trump 2.0 is adopting a “Don’t rock the boat” approach, prioritizing stability over aggressive moves.

A股創業板指午後漲超4%，深證成指漲近3%，上證指數漲0.74%，兩市超4300家個股上漲。