HashKey Group 宣布推出 RWA 一站式发行解决方案，旨在连接传统金融与 Web3。此前，该公司已与博 时基金、广发证券及信达国际开展合作。该方案面向资产发行方及专业中介机构：企业和金融机构在获 批后可将流动性资产代币化；律所、审计及券商等可基于其基础设施提供相关服务，参与 RWA 生态发 展。 （来源：吴说） ...

国泰海通指出，AI大模型营销力度加大，提高AI普及率，共同强化AI在金融IT开发与场景落地能力。 数字人民币正以关键基础设施身份拓宽场景边界，智能合约已在农民工工资发放等新场景落地。境外 RWA监管框架明晰落地，境内虚拟货币属非法金融活动，资金向合规金融科技板块转移。金融信息服 务行业监管趋紧，再融资一揽子措施优化，利好优质高研发企业融资发展。第三方支付行业牌照加速集 中，市场资源向头部靠拢。消费金融行业需精准赋能内需释放，头部效应进一步凸显，监管对合规风控 与股东资质的审核将持续趋严。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供参 考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构成 投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产品 要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 港股互联网ETF国泰（513720）跟踪的是港股通互联网指数（931637），该指数从港股通范围内选取涉 及软件开发、家庭娱乐、互联网零售及服务等互联网相关业务的上市公司证券作为指 ...

RWA 监管更加明晰，金融信息服务监管趋严 [Table_Industry] 综合金融 ——金融科技行业双周报第二十三期 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 刘欣琦(分析师) | 021-38676647 | liuxinqi@gtht.com | S0880515050001 | | 孙坤(分析师) | 021-38038260 | sunkun@gtht.com | S0880523030001 | 本报告导读： 国内大模型产品与营销均有亮点，带动金融科技相关标的受益，境外 RWA 监管明 细，金融信息监管趋严。合规金融机构更加受益。 投资要点： [Table_Report] 相关报告 综合金融《权益市场火热，居民边际配置权益资 产》2026.02.09 综合金融《境内虚拟货币违法，境外 RWA 监管 明晰》2026.02.08 综合金融《支付牌照缩减，多家投资咨询公司暂 停新增》2026.02.01 综合金融《消金监管趋严，行业加速出清》 2026.01.25 综合金融《业绩基准新规落地，助推行业长期发 展 ...

Investment Rating - The report assigns an "Overweight" rating for the financial technology sector [4]. Core Insights - The domestic large model products and marketing have shown highlights, benefiting related financial technology stocks. The overseas RWA regulation has become clearer, and financial information regulation is tightening. Compliant financial institutions are expected to benefit more [2]. Summary by Sections 1. AI - From February 2 to February 20, 2026, the financial technology index decreased from 3116.08 to 3093.77, with a return of -0.72%. The Hong Kong financial technology index fell by 3.48% during the same period. Financial IT and third-party payment sectors performed well due to increased marketing efforts of major AI models and new regulations on virtual currencies [7][8]. 2. Overseas RWA Regulation - **2.1 Financial IT**: On February 6, the People's Bank of China and eight departments issued a notice to prevent risks related to virtual currencies and clarified the RWA regulatory framework for overseas issuance [12][13]. - **2.2 Financial Information Services**: On February 9, the Shanghai and Shenzhen Stock Exchanges announced optimized refinancing measures, benefiting high-quality R&D enterprises [14]. - **2.3 Third-party Payment**: New scenarios for digital currency have emerged, and the concentration of licenses in the third-party payment sector is accelerating [16]. - **2.4 Consumer Finance**: The head effect is evident, with a focus on promoting domestic demand through consumer finance [18]. 3. Individual Company News and Announcements - **3.1** Lakala is accelerating the development of intelligent payment through MOSS, while Tonghuashun's vertical model has gained high usage rates among brokers [19]. - **3.2** ST Rendo's net assets are expected to turn positive, and Jiufang Zhitu has initiated a stock buyback [21]. 4. Investment Recommendations - Digital RMB is expanding its application scenarios, indicating significant growth potential. AI is driving the upgrade of financial services, presenting new investment opportunities. Recommended core companies include: 1. Financial IT firms benefiting from digital currency upgrades: Changliang Technology, Yuxin Technology, Zhongke Software, and New Zhiyuan Software [24][28]. 2. Financial information service companies focusing on intelligent investment research: Jiufang Zhitu, Tonghuashun, and Dongfang Caifu [24][28]. 3. Payment institutions adapting to digital currency functionalities: Lakala, Yika, and Lianlian Digital [24][28]. 4. Consumer finance companies leveraging intelligent customer service and marketing: Yixin Group and Qifu Technology [24][28].

RT Mantle (@Mantle_Official)The Mantle Ecosystem Bi-Weekly Roundup.DeFi is winning. CeFi is expanding. MoMNTum keeps accelerating.The CeDeFi flywheel found its home, and it's on Mantle. Here's what flowed across the distribution layer over the past weeks 👇📰 Breaking News:• @aave v3 went live on Mantle, along with the Incentive Program.• Aave crossed $400 million in deposits on Mantle in just one week.• ERC-8004, @ethereum's new AI agent standard, deployed on Mantle.📰 Key MoMNTum:• Mantle RWA Day takeover at ...

blackrock BUIDL on solana up 200% in one week to $255m. $376m minted in a 30-minute window. ethereum RWAs sit in wallets. solana RWAs move through kamino and meteora. the difference isn't TVL. it's velocity. if solana BUIDL hits 30% of ethereum deployment, the settlement layer debate is over. ...

The US is all in on 'tokenized assets' for economic reasons.All other governments will be similarly.A global race to tokenize all asset classes is on.Can't ask for better macro tailwinds for the winning RWA-focused blockchains.A development to follow 👇 https://t.co/P8O3GSK3tU ...

RT Zeus (@ZeusRWA)RWA’s looking not too shabby. ...

WuBlockchain Weekly: MicroStrategy Says It Can Withstand Bitcoin Drop to $8,000, Altcoin Selling Pressure Hits Five-Year High, Ethereum Foundation Releases 2026 Plan, RWA Scale on Ethereum Mainnet Surpasses $17 Billion, etc https://t.co/RWfbvQLVZQ https://t.co/inkuoJLmUv ...

Top 10 fastest growing RWA deployments:1. PYUSD on @arbitrum2. syrupUSDC on @base3. USDY on @StellarOrg4. CRCLon on @ethereum5. jupUSD on @solana6. USD1 on Solana7. wstUSR on @BNBCHAIN8. COINon on BNB Chain9. ONDSon on BNB Chain10. BUIDL on Solana https://t.co/eHCZDqcAJA ...