Group 1 - The core viewpoint of the article highlights the strong performance of digital currency concept stocks in the A-share market, driven by the People's Bank of China's announcement regarding interest payments on digital yuan wallet balances starting January 1 [1] - Digital currency stocks such as Digital Certification surged by 19%, while others like Cuiwei Co. and Aerospace Information hit the 10% limit up, indicating a significant market reaction to the news [1][2] - Experts suggest that the interest payment on digital yuan balances will enhance user willingness to adopt digital yuan, expanding its usage scenarios and solidifying China's leading position in the global central bank digital currency exploration [1] Group 2 - Specific stock performances include Digital Certification with a market cap of 9.572 billion and a year-to-date increase of 12.94%, Cuiwei Co. with a market cap of 14.1 billion and a year-to-date increase of 119.01%, and Aerospace Information with a market cap of 21.5 billion and a year-to-date increase of 27.22% [2] - Other notable stocks include Feitian Chengxin with an 8.16% increase, Zhongke Jincai with a 6.77% increase, and Lakala with a 5.57% increase, reflecting a broader trend in the digital currency sector [2] - The overall positive sentiment in the digital currency sector is further supported by technical indicators such as the MACD golden cross signal, suggesting continued upward momentum for these stocks [2]

MACD金叉信号形成，这些股涨势不错！ | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 复 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | 10.01 | 52.30亿 | 16.06 | | ന | 603123 | 翠微股份 1 | 9.98 | 141亿 | 119.01 | | 4 | 301330 | 糖泉科技 * | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 1 蓝色光标 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | 3.57 | 181亿 | 43.14 | | 9 | 300674 | 宇 ...

| | | | | Al智能体板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300840 | 酷特智能 | 演 | 16.63 | 45.62亿 | -4.58 | | 2 | 002757 | 南兴股份 | | 10.01 | 52.30亿 | 16.06 | | 3 603123 | | 翠微股份 1 | | 9.98 | 141亿 | 119.01 | | ব | 301330 | 滴基科技 * | | 7.76 | 75.15亿 | 44.83 | | 5 | 603171 | 税友股份 | | 5.50 | 218亿 | 77.11 | | 6 | 002657 | 中科金财 | 海 | 5.15 | 101亿 | 62.77 | | 7 | 300058 | 蓝色光标 | 中 | 4.68 | 337亿 | 41.76 | | 8 | 300170 | 汉得信息 1 | | 3.57 | 181亿 | 43.14 | | 9 | 3006 ...

12月30日早盘，跨境支付、数字货币板块表现活跃。截至10时02分，数字认证20cm涨停，翠微股份、 航天信息涨停，飞天诚信、拉卡拉等涨幅居前。 | (-CRS | 名称 | | FFFT | 涨幅% ↓ | | --- | --- | --- | --- | --- | | 603123 | 幸微股份 | 1 | 17.63 | 9.98 | | 300773 | 拉卡拉 | 1 | 28.50 | 7.18 | | 002152 | 广电运通 | # | 13.54 | 5.95 | | 688201 | 信安世纪 | | 14.32 | 4.91 | | 000997 | 新大陆 | | 28.34 | 4.34 | | 300130 | 新国都 | 事 | 27.98 | 3.36 | | 002987 | 京北方 | 事 | 21.45 | 3.13 | | 代码 | 名称 | | 最新 | 蛋糕帽 1 | | 300579 | 数字认证 | 1 | 35.75 | 20.01 | | 603123 | 幸微股份 | 1 | 17.63 | 9.98 | | 600271 | 航天信息 | 1 | ...

12月30日，指数低开高走，深成指、创指双双翻红；截至9：40，沪指跌0.29%，深成指涨0.27%，创指涨0.53%。 盘面上，数字货币概念领涨两市，翠微股份2连板；半导体、AI智能体等概念涨幅居前。下跌方面，贵金属板块大 面积低开，零售、免税、纺织制造等消费板块调整居前。 光大证券指出，场内资金分歧明显，但考虑到4000点已经近在眼前，多头或将推动沪指继续向4000点震荡上行， 同时，热点轮动的风格大概率将延续。 2、AI智能体概念盘初活跃 早盘AI智能体概念活跃，酷特智能涨超10%，正和生态、立方控股、南兴股份、蓝色光标、鼎捷数智跟涨。 点评：消息面上Meta以数十亿美元收购开发AI应用Manus的公司蝴蝶效应。 热门板块 1、数字货币概念反复活跃 数字货币概念反复活跃，翠微股份2连板，恒宝股份、楚天龙、拉卡拉、数字认证、证通电子跟涨。 点评：消息面上，央行发布数字人民币行动方案，明年1月1日起正式实施。东北证券数经团队认为，发展数字人 民币的意义本质是通过区块链技术将贸易效率转化为战略筹码，其发展节奏将深度绑定国家竞争核心利益。 | | | 数字货币(02061321) 1668.71 +29.47 ...

跨境支付、数字货币板块盘初表现活跃，翠微股份涨停，飞天诚信、拉卡拉涨超4%，京北方、四方精 创、楚天龙跟涨。 ...

王蓬博进一步指出，这一转型对市场将带来深远影响，用户端将获得类似现金的便捷性，比如离线支 付、实时结算和存款的安全性、收益性，数字人民币吸引力大幅提升；银行端获得数字人民币的资产负 债管理权，可通过理财、信贷等业务盘活钱包资金，激发参与积极性；监管端则实现货币体内循环，货 币乘数可控，宏观调控效率提升，反洗钱、反逃税监管更易穿透。 【深圳商报讯】（首席记者 谢惠茜）数字人民币将从数字现金时代迈入数字存款货币时代。中国人民 银行副行长陆磊在《金融时报》发文称，中国人民银行将出台《关于进一步加强数字人民币管理服务体 系和相关金融基础设施建设的行动方案》（以下简称《行动方案》），新一代数字人民币计量框架、管 理体系、运行机制和生态体系将于2026年1月1日正式实施。 《行动方案》提出在DC/EP理论框架下进一步优化了"双层架构"。在顶层中央银行端，数字人民币由中 央银行负责业务规则、技术标准制定，承担相关基础设施的规划、建设和运营。在二层业务运营机构 端，商业银行在自身界面为个人、单位开立数字人民币钱包，负责客户的数字人民币安全，提供流通支 付服务，承担相应的合规和反洗钱责任，纳入存款保险范畴，与存款享有同等安全保 ...

Group 1 - The People's Bank of China will implement a new action plan for the management and service system of digital RMB, with a new framework and ecosystem set to launch on January 1, 2026, marking an upgrade from digital cash to digital deposit currency [1] - As of November 2025, digital RMB has processed 3.48 billion transactions with a total transaction amount of 16.7 trillion yuan, and 230 million personal wallets have been opened through the digital RMB app [1] - The digital RMB concept stocks saw a collective rise on December 29, with notable increases in stocks such as Hengbao Co., Ltd. and Lakala, which rose by 8.31% and 12.57% respectively [1] Group 2 - Seven concept stocks received over 1 billion yuan in net inflows on December 29, with Lakala leading at 371 million yuan [2] - The application scenarios for digital RMB are expanding rapidly from personal consumption to industrial finance, cross-border trade, and public services [2] - The digital RMB is being integrated into various innovative applications, including debt settlement in Hunan and financial products in the poultry industry by Postal Savings Bank [2] Group 3 - Guotai Junan Securities believes that digital RMB will accelerate penetration across the supply chain, with significant growth potential in banking IT and fintech sectors [3] - A total of 64 A-share companies are involved in digital RMB-related businesses, with the computer industry having the highest representation at 43 companies [3] - Eight concept stocks have been heavily favored by institutional investors, with a total market value of 2.939 billion yuan held by social security funds and pension funds [3] Group 4 - Unisoc's third-quarter report indicates that social security funds have newly entered as major shareholders, with a combined holding value of 1.89 billion yuan [4] - The company has made technological advancements in hardware related to digital currency and stablecoins, achieving market results in the digital RMB wallet sector [4] - Eight stocks received significant foreign investment, with a total holding value of 536 million yuan, indicating strong interest from QFII [4]

【深圳商报讯】(首席记者谢惠茜)数字人民币将从数字现金时代迈入数字存款货币时代。中国人民银行 副行长陆磊在《金融时报》发文称，中国人民银行将出台《关于进一步加强数字人民币管理服务体系和 相关金融基础设施建设的行动方案》(以下简称《行动方案》)，新一代数字人民币计量框架、管理体 系、运行机制和生态体系将于2026年1月1日正式实施。 最值得关注的是，在本次《行动方案》里，数字人民币发展定位迎来巨大变化——《行动方案》从机制 上明确了数字人民币将从数字现金时代迈入数字存款货币时代。 《行动方案》提出在DC/EP理论框架下进一步优化了"双层架构"。在顶层中央银行端，数字人民币由中 央银行负责业务规则、技术标准制定，承担相关基础设施的规划、建设和运营。在二层业务运营机构 端，商业银行在自身界面为个人、单位开立数字人民币钱包，负责客户的数字人民币安全，提供流通支 付服务，承担相应的合规和反洗钱责任，纳入存款保险范畴，与存款享有同等安全保障。非银行支付机 构为客户提供的数字人民币由客户以自身的银行存款兑换，属于非银行支付机构负债，依法纳入数字人 民币保证金监管。《行动方案》明确，中国人民银行建立数字人民币管理委员会，统筹 ...

翠微股份(603123)今日涨停，全天换手率24.01%，成交额23.67亿元，振幅16.08%。龙虎榜数据显示，沪股通净买入3365.14万元，营业部席位合计 净买入1.80亿元。 上交所公开信息显示，当日该股因日振幅值达16.08%上榜，沪股通净买入3365.14万元。 （原标题：翠微股份振幅16.08%，沪股通龙虎榜上净买入3365.14万元） 翠微股份12月29日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 10840.43 | | | 买二 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 8843.15 | | | 买三 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 7207.17 | | | 买四 | 沪股通专用 | 3365.14 | | | 买五 | 国金证券股份有限公司成都新都区马超西路证券营业部 | 3300.74 | | | 卖一 | 国泰海通证券股份有限公司总部 | | 2882.18 | | 卖二 ...