Tesla(US:TSLA) Changjiang Securities·2025-07-01 23:30Investment Rating - The report maintains a "Positive" investment rating for the industry [7]. Core Insights - The computer sector experienced a significant increase of 8.18% last week, outperforming the overall market, which rose by 1.91% [2][4]. - The report highlights the active interest in stablecoins and financial IT concepts, particularly following regulatory developments in Hong Kong [6][49]. - Key recommendations include focusing on companies with issuance qualifications, those with technological expertise in blockchain, and firms holding relevant licenses [6][49]. Summary by Sections Market Performance - The computer sector ranked first among major industries, with a trading volume accounting for 12.44% of the total market [4][12]. - Notable stocks in the sector included Tianli Technology (+58.40%), Jingbeifang (+39.90%), and others, reflecting strong performance in financial IT and stablecoin-related themes [14][15]. Stablecoin Focus - The Hong Kong government has approved regulations to enhance the trading of virtual assets, including stablecoins, which are expected to grow rapidly [6][38]. - As of May 1, 2025, the total market size of stablecoins reached approximately $227.37 billion, marking a year-on-year growth of 46.5% [38][40]. - Stablecoins are increasingly being utilized in cross-border remittances, offering faster and cheaper transactions compared to traditional methods [44]. Technological Developments - Tesla's Robotaxi service has launched, potentially accelerating the commercialization of autonomous taxi services [17][25]. - Neuralink has made significant advancements in brain-machine interface technology, showcasing its potential to improve the quality of life for individuals with disabilities [26][35].