计算机周报 20250608：旗帜鲜明看好金融科技

Investment Rating - The report maintains a "Recommended" rating for the financial technology sector, particularly focusing on the stablecoin industry and its related opportunities [4]. Core Insights - The recent enactment of the stablecoin legislation in Hong Kong marks a significant milestone for the development of blockchain and cryptocurrency technologies, reflecting a proactive stance towards financial technology innovation in the region [3][8]. - The IPO of Circle, the second-largest stablecoin issuer globally, saw its stock surge by 168% and 29% in its first two days of trading, indicating strong investor interest in the stablecoin sector [3][8]. - Upcoming financial policies are expected to be announced during the Lujiazui Financial Forum on June 18, 2025, which may further influence the financial technology landscape [3][15]. Summary by Sections Market Review - During the week of June 2-6, 2025, the CSI 300 index rose by 0.88%, the SME index increased by 1.62%, and the ChiNext index saw a rise of 2.32%. The computer sector (CITIC) experienced a growth of 3.26% [24]. Industry News - The stablecoin legislation in Hong Kong officially became law, establishing a licensing system for fiat-backed stablecoin issuers, which is expected to accelerate the development of the stablecoin market [8]. - The U.S. Senate passed the GENIUS Act, which outlines a framework for stablecoin innovation, further positioning the U.S. as a leader in this sector [8]. Company News - Dahua Technology announced a share buyback of 6.4272 million shares, representing 0.19% of its total share capital, with a total transaction amount of approximately 99.99 million yuan [23]. - Yingfang Software reported a reduction in shareholding by its concerted parties, totaling 2,505,000 shares, or 3% of the company's total share capital [23]. Investment Opportunities - The report suggests focusing on several sectors within financial technology, including: 1. Stablecoin industry chain: Zhongke Jincai, Jinzhen Co., Langxin Technology, and others [3]. 2. Securities IT industry chain: Tonghuashun, Guiding Compass, Dongfang Wealth, and others [3]. 3. Cross-border payment industry chain: Newland, New Guodu, Lakala, and others [3][17].