影响市场重大事件：香港金管局即将公布稳定币牌照监管细则；浙江拟探索建立“科技企业培育板”

Group 1 - Hong Kong Monetary Authority (HKMA) will announce regulatory guidelines for stablecoin issuers, focusing on anti-money laundering and customer identification [1] - The first batch of stablecoin licenses will be strictly limited to single digits and is expected to be issued within the year [1] Group 2 - UBS reports that international investors are increasingly confident in the Chinese market, particularly in A-shares and Hong Kong stocks, due to positive macroeconomic policy changes since September last year [2] - The attractiveness of Hong Kong stocks is enhanced by their valuation recovery and the peg of the Hong Kong dollar to the US dollar [2] Group 3 - Beijing's Changping District is promoting innovation in brain-computer interface technology, supporting the development of related products and core components [3] - The initiative includes the development of flexible neural electrodes and advanced monitoring equipment [3] Group 4 - A seminar on the performance standards framework for large model integrated machines will be held on August 1, aiming to establish unified evaluation benchmarks for the industry [4] - The framework has been developed in collaboration with over twenty enterprises [4] Group 5 - Zhejiang Province is encouraging compliance in cross-border investments by foreign venture capital institutions and promoting the use of Qualified Foreign Limited Partner (QFLP) pilot policies [5] - The province supports pilot projects for cross-border financing for high-tech and specialized small and medium enterprises [6] Group 6 - Zhejiang Province is exploring the establishment of a "Technology Enterprise Cultivation Board" to facilitate equity investment and support the listing of high-quality technology companies [6] - The initiative aims to enhance cooperation with major stock exchanges to assist technology firms in going public [6] Group 7 - The price increase effect of DDR4 DRAM is expected to last until the end of 2025, driven by production cuts and strong demand from terminal customers [7] - DDR5 usage is projected to grow gradually, with a slowdown in DDR4 price momentum anticipated starting in the first quarter of 2026 [7] Group 8 - Zhejiang Province is encouraging government investment funds to establish private equity secondary market funds to facilitate project exits [8] - The province aims to support technology innovation through various financing mechanisms, including mergers and acquisitions [8] Group 9 - Hubei Province is advancing the construction of the Wuhan Science and Technology Financial Center, aiming to attract financial institutions and resources to foster innovation [9] - The initiative emphasizes the importance of modern financial and technological innovation regulations [9] Group 10 - The Ministry of Agriculture and Rural Affairs is intensifying efforts to cultivate agricultural brands and enhance consumer confidence [10] - The focus includes developing management standards for agricultural brand cultivation and improving marketing services [10]