比特币突破12万美元再创新高， 稳定币含量最高的金融科技ETF华夏（516100）回调获资金布局

Group 1 - The three major indices experienced high-level fluctuations, with optical modules and optical communication concepts leading the gains, while the fintech sector continued to decline [1] - The Huaxia Fintech ETF (516100) saw a slight decrease of 0.22%, with most of its holdings declining, including major stocks like Dazhiwei, Geer Software, and Xinyada [1] - The Huaxia Fintech ETF has attracted significant capital, with over 4.2 billion net subscriptions in the last 20 trading days, indicating strong investor interest in stablecoin concepts [1] Group 2 - The upcoming "Crypto Week" in the U.S. Congress will review two key cryptocurrency legislations, including the CLARITY Act and the GENIUS Act, which aims to provide a regulatory framework for stablecoins [1] - The GENIUS Act, already passed by the Senate, focuses on stablecoins pegged to the U.S. dollar, requiring full reserve backing, monthly audits, and anti-money laundering compliance [1] - The development of stablecoins is expected to drive demand for underlying technologies like blockchain, benefiting online brokers, insurance companies, and digital payment systems [1] Group 3 - The Huaxia Fintech ETF (516100) tracks the CSI Fintech Theme Index, covering software development, internet finance, and the digital currency industry chain, with a focus on the stablecoin sector [2] - The ETF's holdings include industry leaders such as Tonghuashun, Dongfang Caifu, and Runhe Software, with a stablecoin content of 23.43%, the highest among all market indices [2] - The ETF also features popular stablecoin stocks like Dongxin Pingan and Yingshisheng, indicating a comprehensive exposure to the stablecoin industry [2]