稳定币概念尾盘拉升，关注计算机ETF（512720）、软件ETF（515230）

Group 1 - The core viewpoint is that the stablecoin sector is experiencing a surge, particularly with news that Fosun International is reportedly applying for a stablecoin license in Hong Kong, which has led to a collective rise in stablecoin-related stocks [1] - The Hong Kong Stablecoin Regulation has officially come into effect as of August 1, with the Hong Kong Monetary Authority releasing guidelines for licensed stablecoin issuers, outlining requirements such as financial conditions, personnel qualifications, reserve assets, and custody redemption [1] - Institutions wishing to apply for a stablecoin issuer license must submit their applications by September 30, indicating a structured regulatory framework aimed at maintaining financial stability and promoting innovation in virtual asset activities in Hong Kong [1] Group 2 - The Chinese government is increasingly focused on stablecoins, as evidenced by a recent meeting held by the Shanghai State-owned Assets Supervision and Administration Commission to discuss the development trends and strategies for cryptocurrencies and stablecoins [1] - Traditional international payments are slower and more complex compared to stablecoin transactions, which offer a simplified account system that enhances the speed and reduces the cost of cross-border payments, potentially aiding the internationalization of the Renminbi [2] - Investors are encouraged to consider related ETFs, such as the Computer ETF (512720) and Software ETF (515230), as potential investment opportunities in light of the growing stablecoin market [2]