巨头纷纷加速布局稳定币

Group 1 - The core viewpoint of the articles highlights the resurgence of stablecoin-related stocks in the market, driven by legislative developments in Hong Kong and the U.S. that are paving the way for a new era of compliance and growth in the stablecoin sector [1][3][4] - The Hong Kong Legislative Council's approval of the Stablecoin Regulation, effective August 1, has sparked interest among major financial institutions and tech giants, with over 40 companies preparing to apply for stablecoin licenses [1][2] - The global stablecoin market is projected to exceed $3.7 trillion by 2026, with cross-border payments and tokenization of real-world assets (RWA) identified as key growth drivers [3] Group 2 - Major internet companies and traditional financial institutions are accelerating their stablecoin strategies, with Ant Group planning to apply for licenses in Hong Kong and Singapore, indicating a competitive landscape for stablecoin issuance [2][3] - Retail giants like Walmart and Amazon are exploring the possibility of issuing proprietary tokens for payment and loyalty systems, reflecting a broader trend of integration between digital assets and traditional retail [3]