Group 1 - The popularity of stablecoin-related stocks remains high in both A and H share markets, with significant price increases observed for companies such as OSL Group, Hengsheng Electronics, and others [1] - Guotai Junan International Holdings has received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to provide virtual asset trading services, allowing direct trading of cryptocurrencies and stablecoins on its platform [1] - The People's Bank of China and the Hong Kong Monetary Authority have launched a cross-border payment system, enhancing online payment capabilities between mainland China and Hong Kong [1] Group 2 - Stablecoins bridge the gap between traditional financial systems and the cryptocurrency ecosystem, enhancing transaction stability and cross-border payment capabilities [2] - The emergence of stablecoins is not intended to replace fiat currencies but to provide a digital and efficient means of cross-border circulation, posing challenges such as the blurring of sovereign currency boundaries [2] - With the introduction of stablecoin regulations in Hong Kong and the U.S., regulatory clarity is expected to accelerate the development of the stablecoin industry, benefiting compliant issuers [2] - Companies like Hengsheng Electronics, Sifang Chuangxin, and Lakala are strategically positioning themselves in the stablecoin sector through technology and service offerings [2]

截至6月25日收盘，互联网金融概念上涨3.70%，位居概念板块涨幅第5，板块内，175股上涨，联迪信 息、同辉信息等30%涨停，汇金股份、天利科技、指南针等20%涨停，京北方、大智慧、瑞达期货等涨 停，财富趋势、银之杰、志晟信息等涨幅居前，分别上涨17.84%、15.92%、15.06%。跌幅居前的有ST 中迪、*ST建艺、恒宝股份等，分别下跌3.60%、3.12%、2.63%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 8.60 | 可燃冰 | -1.25 | | 互联网保险 | 4.17 | 草甘膦 | -0.78 | | 期货概念 | 4.12 | 俄乌冲突概念 | -0.69 | | 国产航母 | 3.92 | 页岩气 | -0.62 | | 互联网金融 | 3.70 | CRO概念 | -0.53 | | 信托概念 | 3.19 | 阿尔茨海默概念 | -0.51 | | 数字货币 | 3.12 | 仿制药一致性评价 | -0.35 | | 蚂蚁金服概念 | 2.97 | 重 ...

截至6月25日收盘，蚂蚁金服概念上涨2.97%，位居概念板块涨幅第8，板块内，69股上涨，翠微股份、 吉大正元、永安行等涨停，华信永道、恒生电子、新大陆等涨幅居前，分别上涨13.93%、7.34%、 7.33%。跌幅居前的有安妮股份、协鑫集成、ST易联众等，分别下跌3.98%、0.78%、0.48%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 8.60 | 可燃冰 | -1.25 | | 互联网保险 | 4.17 | 草甘膦 | -0.78 | | 期货概念 | 4.12 | 俄乌冲突概念 | -0.69 | | 国产航母 | 3.92 | 页岩气 | -0.62 | | 互联网金融 | 3.70 | CRO概念 | -0.53 | | 信托概念 | 3.19 | 阿尔茨海默概念 | -0.51 | | 数字货币 | 3.12 | 仿制药一致性评价 | -0.35 | | 蚂蚁金服概念 | 2.97 | 重组蛋白 | -0.32 | | 军民融合 | 2.90 | 减肥药 | -0.3 ...

Market Overview - The Shanghai Composite Index rose by 1.04% on June 25, with 28 out of 31 sectors experiencing gains. The top-performing sectors were non-bank financials and defense industries, with increases of 4.46% and 3.36% respectively. The computer industry ranked third in terms of growth [1] - The coal, oil and petrochemical, and transportation sectors were the worst performers, with declines of 1.00%, 0.57%, and 0.21% respectively [1] Capital Flow - The net inflow of capital in the two markets was 7.138 billion yuan, with 10 sectors seeing net inflows. The non-bank financial sector led with a net inflow of 12.313 billion yuan, followed by the computer sector with a net inflow of 6.793 billion yuan and a daily increase of 2.99% [1] - A total of 21 sectors experienced net outflows, with the pharmaceutical and biological sector seeing the largest outflow of 2.326 billion yuan, followed by the power equipment sector with an outflow of 2.287 billion yuan [1] Computer Industry Performance - The computer industry saw a daily increase of 2.99%, with a total net inflow of 6.793 billion yuan. Out of 336 stocks in this sector, 305 stocks rose, 8 stocks hit the daily limit, and 27 stocks declined [2] - Among the stocks with net inflows, 177 stocks experienced capital inflows, with 24 stocks receiving over 100 million yuan. The stock with the highest net inflow was Zhina Zhen, with 673 million yuan, followed by Xinguodu and Hengsheng Electronics with inflows of 439 million yuan and 420 million yuan respectively [2] Computer Industry Capital Inflow and Outflow - The top stocks in terms of capital inflow included Zhina Zhen (20.00% increase), Xinguodu (14.42% increase), and Hengsheng Electronics (7.34% increase) [2] - The stocks with the highest capital outflows included Sifang Precision (1.11% increase), Huaming Intelligent (-4.59% decrease), and Yanshan Technology (0.37% increase) [3]

截至6月25日收盘，数字货币概念上涨3.12%，位居概念板块涨幅第7，板块内，80股上涨，翠微股份、 京北方、吉大正元等涨停，银之杰、新国都、艾融软件等涨幅居前，分别上涨15.92%、14.42%、 12.78%。跌幅居前的有楚天龙、东信和平、华铭智能等，分别下跌6.31%、4.61%、4.59%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 兵装重组概念 | 8.60 | 可燃冰 | -1.25 | | 互联网保险 | 4.17 | 草甘膦 | -0.78 | | 期货概念 | 4.12 | 俄乌冲突概念 | -0.69 | | 国产航母 | 3.92 | 页岩气 | -0.62 | | 互联网金融 | 3.70 | CRO概念 | -0.53 | | 信托概念 | 3.19 | 阿尔茨海默概念 | -0.51 | | 数字货币 | 3.12 | 仿制药一致性评价 | -0.35 | | 蚂蚁金服概念 | 2.97 | 重组蛋白 | -0.32 | | 军民融合 | 2.90 | 减肥药 | -0.31 ...

Group 1 - The China Data Industry Index (930902) has seen a strong increase of 1.43%, with constituent stocks such as Hengsheng Electronics rising by 7.01%, Tax Friend Co. by 4.57%, and Deepin Technology by 4.56% [1] - The National Bureau of Statistics held a press conference on June 24, revealing that a three-year action plan has achieved significant results, particularly in the financial sector, where the People's Bank of China will formulate a new financial technology plan and the China Securities Regulatory Commission will promote the deep integration of data elements with the capital market [1] - Minsheng Securities indicates that the software revolution led by AI Agents is at a pivotal point, with AI applications being a core theme for the future, while a new wave of financial technology innovation opportunities is emerging [1] Group 2 - Efficient scheduling and integration of computing power inject strong momentum into various industry segments, optimizing storage architecture and significantly enhancing data storage efficiency and capacity [2] - The assurance of computing power is driving the implementation of innovative applications in demanding scenarios such as financial investment and intelligent driving, overcoming technical bottlenecks and expanding the boundaries of the big data industry [2] - The Data ETF (516000) closely tracks the China Data Industry Index, covering the entire industry chain of big data storage, analysis, and application, serving as a "barometer" for the development of the big data industry [1][2]

今日（6月25日），A股三大指数集体走强上涨，金融科技ETF (516860)拉涨超5%，最新价报1.39元，成 交额超2亿元。拉长时间看，截至2025年6月24日，金融科技ETF近1年累计上涨超96%。 截至当前，金融科技ETF（516860）标的指数成分股多数上涨，指南针涨超18%，新国都涨超15%，京 北方、翠微股份涨停，财富趋势、银之杰、艾融软件、同花顺、兆日科技、赢时胜等纷纷跟涨。 近期，稳定币消息密集释放。 央行行长在陆家嘴论坛首提稳定币，强调其"大幅缩短跨境支付链条"的价值，市场对稳定币的讨论推向 新高峰，互联网巨头也纷纷下场抢占先机。 稳定币也成为机构研究与调研的热门赛道。机构观点认为，稳定币作为"数字现金"或"数字黄金"，在全 球金融体系中的地位有望持续提高。同时，在稳定币运行过程中，潜在风险需要引起足够的重视。 国泰君安国际最新获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以及在提 供虚拟资产交易服务的基础上提供意见。牌照升级后，客户将可在国泰君安国际平台直接交易加密货币 (如比特币、以太币等)、稳定币(如泰达币等)等虚拟资产。至此，国泰君安国际成为首家可提供全方位 虚 ...

截至2025年6月24日 10:57，中证软件服务指数强势上涨2.19%，成分股指南针上涨12.82%，财富趋势上涨6.27%，同花顺上涨4.82%，中科创达、光环新网等 个股跟涨。软件ETF(159852)上涨2.13%。拉长时间看，截至2025年6月23日，软件ETF近1年累计上涨31.01%。 场外投资者还可以通过软件ETF联接基金（012620）布局AI软件投资机遇。 截至6月23日，软件ETF近1年净值上涨31.38%，指数股票型基金排名396/2869，居于前13.80%。从收益能力看，截至2025年6月23日，软件ETF自成立以来， 最高单月回报为39.35%，最长连涨月数为3个月，最长连涨涨幅为69.40%，上涨月份平均收益率为10.18%。 国金证券指出，当下计算机和软件开发行业处于基本面相对混沌期，产品仍需等待大模型突破及继续打磨。投资维度上更多体现为风险偏好驱动的类主题投 资，短期不能证伪，长期有落地普及可能性，可能向景气投资转化。预计6-7月随着二季度业绩披露，基本面关注度提升；下半年在基数效应、新技术/产品 及政策加持下，经营表现或优于上半年。 中原证券表示，预计短期市场以稳步震荡上 ...

Market Overview - The Shanghai Composite Index closed at 3381.58 points, above the six-month moving average, with an increase of 0.65% [1] - The total trading volume of A-shares reached 1,146.922 billion yuan [1] Stocks Performance - A total of 377 A-shares have surpassed the six-month moving average today [1] - Stocks with significant deviation rates include: - Haixin Energy Technology (300072) with a deviation rate of 15.52% and a daily increase of 20.06% [1] - Tengyuan Cobalt (301219) with a deviation rate of 15.16% and a daily increase of 15.42% [1] - Liandi Information (839790) with a deviation rate of 11.67% and a daily increase of 14.76% [1] - Stocks with smaller deviation rates that just crossed the six-month line include: - JG Development (300323) with a deviation rate of 8.11% and a daily increase of 9.15% [1] - HST Electronics (600570) with a deviation rate of 6.13% and a daily increase of 6.35% [1]

华西证券认为，稳定币具备锚定资产、波动低、清算效率高等特性，已逐步成为链上支付与跨境结算的 重要工具。当前正处于政策加速与合规体系搭建的关键期，监管试点与立法进程加快推动稳定币从灰色 地带迈向制度化发展。凭借在合规性与可扩展性之间的平衡优势，未来有望形成多元稳定币生态共存格 局。 6月23日，三大指数涨跌不一，科技板块相对强势，稳定币概念午后直线拉升，截至13点20分，金融科 技ETF华夏（516100）涨3.04%，持仓股集体上涨，中科金财、神州信息涨停，四方精创、拉卡拉涨超 10%，新金属条、数字认证、长亮科技等股纷纷异动走强，赛道涨幅居全市场首位。 根据券商中国不完全统计，上周有至少16家券商发布24篇研报全面研究稳定币；近半个月，券商举办的 以稳定币为主题的电话会议就超过30场，覆盖了政策解读、产业链分析和投资策略等多个维度。 稳定币的本质是一种与特定稳定资产（如法币、商品或证券）挂钩的加密货币。核心机制在于通过价值 锚定，赋能数字金融，显著提升支付效率、资产流动性，并促进金融创新与传统金融融合。 金融科技ETF华夏 （516100），被动跟踪中证金融科技主题指数，涵盖软件开发、互联网金融及数字 货币 ...