--- title: "Hot Trades in Hong Kong Stocks (7.28)｜Cryptocurrency, Innovative Drugs, Insurance, and Gaming Sectors Shine, Hengrui Pharmaceuticals Soars 15% at Midday" type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/32282095.md" description: "Hong Kong stocks continued their upward trend on July 28, with the cryptocurrency, innovative drug, gaming, and insurance sectors performing well. Hong Kong's "Stablecoin Ordinance" will officially take effect on August 1, marking the countdown to stablecoin issuance; the innovative drug sector was boosted by Hengrui Pharmaceuticals securing a $12 billion order; insurance stocks extended their gains as industry anti-internal competition and interest rate cuts improved profit prospects; gaming stocks benefited from Macau's July gaming revenue exceeding expectations and Thailand's withdrawal of the casino bill." datetime: "2025-07-28T05:28:16.000Z" locales: - [en](https://longbridge.com/en/topics/32282095.md) - [zh-CN](https://longbridge.com/zh-CN/topics/32282095.md) - [zh-HK](https://longbridge.com/zh-HK/topics/32282095.md) author: "[热点君](https://longbridge.com/zh-CN/profiles/1450684.md)" --- > 支持的语言: [English](https://longbridge.com/en/topics/32282095.md) | [繁體中文](https://longbridge.com/zh-HK/topics/32282095.md) # Hot Trades in Hong Kong Stocks (7.28)｜Cryptocurrency, Innovative Drugs, Insurance, and Gaming Sectors Shine, Hengrui Pharmaceuticals Soars 15% at Midday On July 28, Hong Kong stocks continued to rise, with bright performances in cryptocurrency, innovative drugs, gambling, and insurance sectors. Hong Kong's 'Stablecoin Ordinance' will officially take effect on August 1, marking the countdown to stablecoin issuance; innovative drugs were boosted by Hengrui Medicine's $12 billion deal; insurance stocks continued to rise, benefiting from anti-involution in the industry and favorable profit prospects due to interest rate cuts; gambling stocks benefited from Macau's July gaming revenue exceeding expectations and Thailand's withdrawal of the casino legalization bill. **Hot trading industry dynamics and related Hong Kong stocks** **Stablecoin concept stocks:** Hong Kong stablecoin concept stocks rose, Hong Kong's 'Stablecoin Ordinance' will officially take effect on August 1, marking the countdown to stablecoin issuance, and Everbright Securities believes stablecoins are expected to become a driving force for RMB internationalization. **Related Hong Kong stocks:**$CR HOLDINGS(01911.HK) 、$GUOTAI JUNAN I(01788.HK) 、$OSL GROUP(00863.HK) **Insurance stocks:** The insurance sector led the market, and on July 25, the Insurance Industry Association lowered the predetermined interest rate to 1.99%. Goldman Sachs believes new business will marginally improve and upgraded the insurance sector to overweight; JP Morgan believes China Life is the top stock in the industry; AIA received a target price upgrade to HK$96 from Morgan Stanley, mainly supported by strong growth in the Hong Kong market. **Related Hong Kong stocks:**$NCI(01336.HK) 、$CHINA LIFE(02628.HK) 、$CPIC(02601.HK) 、$AIA(01299.HK) 、$SUNSHINE INS(06963.HK) **Innovative drugs:** Hengrui Medicine reached a potential $12 billion agreement with GSK, boosting confidence in the sector. **Related Hong Kong stocks:** $HENGRUI PHARMA(01276.HK) 、$INNOVENT BIO(01801.HK) 、$SINO BIOPHARM(01177.HK)、$3SBIO(01530.HK) 、$CSPC PHARMA(01093.HK) **Gambling stocks:** Macau's July gaming revenue exceeded expectations, and Thailand recently withdrew the casino legalization bill, potentially redirecting gambling and tourism revenue to neighboring countries. **Related Hong Kong stocks:**$SJM HOLDINGS(00880.HK) 、$MELCO INT'L DEV(00200.HK) 、$SANDS CHINA LTD(01928.HK) 、$WYNN MACAU(01128.HK) ### 相关股票 - [HENGRUI PHARMA (01276.HK)](https://longbridge.com/zh-CN/quote/01276.HK.md) - [Hengrui Pharma (600276.CN)](https://longbridge.com/zh-CN/quote/600276.CN.md) - [INNOVENT BIO (01801.HK)](https://longbridge.com/zh-CN/quote/01801.HK.md) - [3SBIO (01530.HK)](https://longbridge.com/zh-CN/quote/01530.HK.md) - [CSPC PHARMA (01093.HK)](https://longbridge.com/zh-CN/quote/01093.HK.md) - [OSL GROUP (00863.HK)](https://longbridge.com/zh-CN/quote/00863.HK.md) - [NCI (01336.HK)](https://longbridge.com/zh-CN/quote/01336.HK.md) - [NCI (601336.CN)](https://longbridge.com/zh-CN/quote/601336.CN.md) - [CPIC (02601.HK)](https://longbridge.com/zh-CN/quote/02601.HK.md) - [CPIC (601601.CN)](https://longbridge.com/zh-CN/quote/601601.CN.md) - [SUNSHINE INS (06963.HK)](https://longbridge.com/zh-CN/quote/06963.HK.md) - [SANDS CHINA LTD (01928.HK)](https://longbridge.com/zh-CN/quote/01928.HK.md) - [Sands China (SCHYY.US)](https://longbridge.com/zh-CN/quote/SCHYY.US.md) - [WYNN MACAU (01128.HK)](https://longbridge.com/zh-CN/quote/01128.HK.md) - [CR HOLDINGS (01911.HK)](https://longbridge.com/zh-CN/quote/01911.HK.md) - [CHINA LIFE (02628.HK)](https://longbridge.com/zh-CN/quote/02628.HK.md) - [China Life (601628.CN)](https://longbridge.com/zh-CN/quote/601628.CN.md) - [SINO BIOPHARM (01177.HK)](https://longbridge.com/zh-CN/quote/01177.HK.md) - [MELCO INT'L DEV (00200.HK)](https://longbridge.com/zh-CN/quote/00200.HK.md) - [GUOTAI JUNAN I (01788.HK)](https://longbridge.com/zh-CN/quote/01788.HK.md) - [AIA (01299.HK)](https://longbridge.com/zh-CN/quote/01299.HK.md) - [AIA-R (81299.HK)](https://longbridge.com/zh-CN/quote/81299.HK.md) - [AIA Group (AAGIY.US)](https://longbridge.com/zh-CN/quote/AAGIY.US.md) - [SJM HOLDINGS (00880.HK)](https://longbridge.com/zh-CN/quote/00880.HK.md) ## 评论 (1) - **g6 · 2025-08-19T02:20:47.000Z**: Stablecoin