纳斯达克中国金龙指数一度涨近2%， 热门中概股集体大涨。 美国总统特朗普的新关税政策让美股周一（7月7日）大幅下挫。但周二（7月8日）亚洲和欧洲市场的平稳表现，让市场憧憬特朗普的关税大棒只会高高举 起，轻轻放下。周二美股开盘后，三大指数表现平稳，中概股表现亮眼。 多国态度强硬 反对美国关税政策 周一，14个国家收到了特朗普的信函，信中列出了将于8月1日起对其商品征收的高额关税税率。虽然美股周一大幅回调，但亚太和欧洲股市周二均未出现剧 烈波动。分析认为，其中一个原因可能是特朗普在新政策上似乎采取了更灵活的态度。他向记者表示，8月1日的截止日期 "是确定的，但并非100%不可更 改"。 与此同时，也有不少国家对特朗普的关税政策展现出强硬姿态。 其中，泰国财政部长披猜周二表示，泰国预计将与美国举行会谈，争取在新的贸易提案下， 将特朗普宣布的36%关税税率降至更低水平。但他同时强调，谈判团队一直在战斗，且会继续战斗下去。他们将坚持战斗到底，为泰国争取到最好的方案。 美国重要贸易伙伴日本更多的是无奈。针对特朗普公布的将对来自日本的进口产品征收25%关税的信息，日本首相石破茂表示，此举令人遗憾。此外，石破 茂做出指示，继 ...

Core Viewpoint - Trump Media Technology Group's stock rose nearly 5% in pre-market trading after the company submitted a preliminary registration statement for the "Truth Social Cryptocurrency Blue Chip ETF" to the U.S. Securities and Exchange Commission (SEC) [1] Company Summary - Trump Media Technology Group has taken a significant step by filing for a cryptocurrency ETF, indicating a strategic move to expand its financial products [1] - The submission to the SEC reflects the company's ambition to enter the cryptocurrency market, potentially attracting new investors and diversifying its offerings [1] Industry Summary - The filing for a cryptocurrency ETF aligns with the growing trend of traditional companies exploring digital assets, highlighting the increasing integration of cryptocurrency within mainstream finance [1] - This move may signal a shift in investor sentiment towards cryptocurrency-related investments, as more companies seek to capitalize on the digital asset boom [1]

Core Viewpoint - Trump Media Technology Group has submitted an initial registration statement to the SEC for the launch of the "Truth Social Cryptocurrency Blue-Chip ETF" which will directly hold major cryptocurrencies [1] Group 1: ETF Details - The ETF will allocate assets as follows: 70% Bitcoin, 15% Ethereum, 8% Solana, 5% Cronos, and 2% Ripple [1] - Crypto.com will serve as the exclusive digital asset custodian and primary executing agent for the ETF, providing staking services and liquidity support [1] Group 2: Regulatory Approval - The official launch of the ETF is contingent upon the approval of the registration statement by the SEC and the review of the 19b-4 filing [1] - Once approved, the fund is set to be listed and traded on the NYSE Arca exchange [1]

金十数据7月8日讯，德意志银行6月进行的一项调查显示，美国消费者是加密货币最大的使用群体，其 中以男性和年轻、富裕人群为主。上个月，美国的加密货币采用率为17%，高于英国的11%和欧盟的 10%。在美国18-34岁的年轻群体中，加密货币的采用率从1月的24%上升至6月的29%，这主要归因于市 场对特朗普支持加密货币政策前景的乐观情绪。在美国受访者中，富裕人群占加密货币采用者的32%。 此外，23%的美国男性表示他们将加密货币用于支付或个人投资，而女性这一比例为13%。男性消费者 普遍认为自己对比女性对加密货币的理解更为深入。 德银调查：特朗普政策加持，美国加密货币采用率有所增长 ...

美国证交会（SEC）文件显示，Truth Social加密货币蓝筹ETF首次配置比例为比特币70%、以太坊 15%、Solana 8%、Cronos 5%、瑞波币2%。 比特币/美元 以太坊 瑞波币 ...

Response welcomes progress but calls for more inclusive, globally aligned framework London, 8 July 2025 – 21Shares, one of the world’s leading issuers of crypto exchange-traded products (ETPs), has submitted its official response to the UK Financial Conduct Authority’s (FCA) Consultation Paper CP25/16, which proposes lifting the current ban on the sale, marketing, and distribution of crypto exchange-traded notes (cETNs) to retail clients admitted to UK recognised investment exchanges (UK RIEs). While 21Shar ...

（原标题：应该为人民币稳定币立规则） 随着国际上一些经济体就稳定币展开立法进程，各界对稳定币的发展有了各种憧憬和讨论，同时也对人 民币稳定币如何发展进行探讨。本文认为，稳定币作为一种支付结算领域的辅助工具，在金融领域的应 用是有效的，同时，对货币发行、货币流通和货币政策有一定的正面和负面影响，需要加以规范和监 管。因此，应该尽快制定有关人民币稳定币的法规，确保相关业务的有序开展，防范可能的风险。 一、 关于稳定币相关观念的辨误 稳定币是在以比特币为代表的各类加密货币基础上出现的一种与真实资产锚定的支付工具，其中锚定法 定货币的稳定币与其他加密货币在金融功能上具有不同的性质和特点。但目前在叙述锚定法定货币的稳 定币中，往往与其他加密货币相混淆，同时，也如前些年互联网金融一样，以技术特性代替金融本质， 造成很多误解，干扰了稳定币的正常发展。 1、香港、美国等经济体为稳定币立法，不是稳定币的合法化，而是加强对稳定币的监管。 按普通法系的原则，法律没有明确禁止的行为，都不是非法行为。因此，可以说，在没有稳定币立法的 情况下，稳定币、稳定币支付结算是合法的。之所以立法，说明两个问题：一是稳定币支付在经济生活 中是有良好 ...

Core Viewpoint - The global economic governance paradigm is undergoing profound evolution, characterized by the shift from a single power structure to a more collaborative and shared governance model, emphasizing multilateral participation and institutional restructuring [6][10]. Group 1: Global Economic Governance Changes - The current global economic governance is influenced by geopolitical conflicts, rising protectionism, and the acceleration of digital and green transformations, leading to a weakening of global growth momentum [6][12]. - The restructuring of financial order is a significant manifestation of adjustments in global governance, highlighting the need for a diversified sovereign currency coexistence and orderly competition [7][12]. - The role of the International Monetary Fund (IMF) and Special Drawing Rights (SDR) is evolving from crisis response to regular operation, enhancing their integration into trade, financing, and reserve systems [7][21]. Group 2: China's Role in Global Governance - China is transitioning from a rule-taker to a rule-maker in global economic governance, promoting high-level opening-up and aligning with international high-standard trade rules [8][12]. - The country is developing a comprehensive policy framework around digital payments, green finance, and data regulation, aiming to create replicable international governance solutions [8][12]. - China's commitment to multilateralism and shared development is evident in its efforts to enhance institutional compatibility and participation depth within the global governance system [7][8]. Group 3: Future Governance Paradigms - The future of global economic governance remains undefined, with key variables including the restructuring of multilateral mechanisms, the rule-based advancement of technological governance, and the diversification of the international monetary system [8][10]. - Balancing national sovereignty with global cooperation, efficiency with fairness, and risk prevention with innovation will be crucial for the effectiveness and sustainability of future governance frameworks [8][12].

Group 1 - The Hang Seng Index rose by 1.09%, the Hang Seng Tech Index increased by 1.84%, and the National Enterprises Index gained 1.16% [1] - Cryptocurrency-related stocks continued to rise, with Guotai Junan International (01788.HK) surging over 28% [1] - The photovoltaic sector saw gains, with GCL-Poly Energy (03800.HK) rising more than 10% [1] Group 2 - The internet healthcare sector experienced a midday surge, led by JD Health (06618.HK) [1] - Other sectors such as new consumption, education, Chinese brokerage firms, and Apple-related stocks also saw increases [1] - Conversely, sectors like port transportation, logistics, environmental protection, and electricity experienced declines [1] Group 3 - Individual stock performance included Jinyong Investment (01328.HK) which surged by 533%, surpassing a market capitalization of 3 billion HKD [1]

Group 1 - Cryptocurrency concept stocks are performing strongly, with Guotai Junan International rising over 16% [2][3] - The Hong Kong Stablecoin Regulation came into effect in August, with the Financial Secretary indicating that the Monetary Authority is consulting the market on the implementation guidelines, which will be released this month [2] - The number of stablecoin licenses issued is expected to be in single digits, with hopes to receive applications and issue licenses within this year [2] Group 2 - The Hang Seng Index rose by 0.78% to 24073.04 points, while the Hang Seng Tech Index increased by 1.29% and the State-Owned Enterprises Index rose by 0.84% [3] - Solar energy stocks saw significant gains, with Shunfeng Clean Energy rising over 25%, driven by increased policy support and recognition of the industry's challenges [4] - Steel stocks also performed well, with Chongqing Steel rising over 12%, as the central government emphasizes reducing excessive competition in the industry [5][6] Group 3 - The new consumption concept is gaining traction, with Laopu Gold reaching a historical high, indicating a potential growth driver for the economy in 2025 [7] - The company expects that under the backdrop of increasing external uncertainties, consumption will continue to emerge as a new driving force for economic growth, supported by policy stimuli [7]