或将最受益于稳定币的ETF

Core Viewpoint - The rising popularity of stablecoins could potentially reshape the global financial landscape and significantly enhance the efficiency of online shopping [1][2]. Group 1: Efficiency of Stablecoins - Traditional payment processes for cross-border shopping are lengthy and costly, taking 4-5 business days with fees exceeding 5% [1]. - Using stablecoins allows for instant transactions with minimal fees, drastically improving efficiency and potentially making headlines for quick purchases [2][3]. Group 2: China's Push for Stablecoins - Stablecoins are crucial for manufacturing export countries like China, as they can reduce cross-border trade settlement times and costs, enhancing global competitiveness [4]. - Major companies like Ant Group and JD.com are actively seeking stablecoin licenses in Hong Kong, indicating a competitive landscape with over 40 firms vying for a limited number of licenses [5]. Group 3: Regulatory Advantages in Hong Kong - Hong Kong's upcoming Stablecoin Regulation (effective August 2025) offers a comprehensive framework, ensuring stablecoin value is pegged to fiat currencies and includes strict fund custody and anti-money laundering measures [7]. - Chinese companies are already positioning themselves within this regulatory environment, with JD.com testing cross-border payments and Ant Group applying for licenses in Singapore and Luxembourg [7]. Group 4: Investment Opportunities in Stablecoins - The efficiency of stablecoins relies on robust systems, exemplified by Tether's (USDT) significant transaction volume and profitability with a small workforce [8]. - The Financial Technology ETF (159851) is poised to benefit from the stablecoin trend, with a significant portion of its index comprising software development and IT services related to financial settlement systems [9]. Group 5: Performance of Financial Technology ETF - The Financial Technology ETF has shown remarkable performance, with a 128.09% increase over the past year, significantly outperforming the Bank ETF [12]. - Over three years, the Financial Technology ETF has risen by 79.98%, again surpassing the Bank ETF's 63.10% increase [13]. Group 6: Fund Flows and Market Trends - The Financial Technology ETF's shares surged from 400 million to nearly 4 billion in one year, indicating strong investor interest and leading in scale and liquidity among similar products [16]. - The ETF is set to undergo a share split, reducing the trading threshold and potentially attracting more investors interested in the stablecoin sector [16].