Group 1 - The core viewpoint of the news highlights a significant pullback in the stablecoin sector, impacting the financial technology index, with the Huaxia ETF (516100) experiencing a notable decline of 3.3% [1] - The market capitalization of Guotai Junan International has surpassed HKD 60 billion, peaking at HKD 67.3 billion last week, driven by the stablecoin market, with a maximum increase of HKD 55.5 billion [1] - The mid-year report of Guotai Junan International is expected to show a net profit between HKD 515 million and HKD 595 million, reflecting a year-on-year growth of 161% to 202%, indicating a doubling of profits [1] Group 2 - The Huaxia Financial Technology ETF (516100) is the most direct beneficiary of the stablecoin concept, actively tracking the CSI Financial Technology Theme Index, which covers software development, internet finance, and the digital currency industry chain [2] - The ETF has a stablecoin content of 23.43%, the highest among all market indices, with major holdings in industry leaders such as Tonghuashun, Dongfang Caifu, and Hengsheng Electronics [2] - With the Shanghai State-owned Assets Supervision and Administration Commission showing heightened interest in stablecoin development, financial technology companies with blockchain and cryptocurrency technology reserves are likely to receive more policy support and market opportunities [2]
国泰君安国际中报利润翻倍，稳定币含量最高的金融科技ETF华夏（516100）回调获资金抢筹