随着监管框架确立，PayPal、苹果等科技巨头可能加速布局稳定币业务。美联储理事沃勒表示："在确保金融稳定的前提下，将支持私营部门创新。"市场预 计，未来12个月全球稳定币市场规模有望从当前1500亿美元扩张至3000亿美元。 美联储同日公布6月货币政策会议纪要，显示多数官员认为"通胀持续降温"，为降息铺平道路。CME利率期货显示，9月降息概率已升至85%，年内或累计降 息50个基点。受此影响，比特币突破6.3万美元，以太坊站上3400美元，加密货币总市值单日增长逾800亿美元。 市场反应热烈： 专家指出，稳定币监管落地将显著降低加密货币市场波动，而美联储转向宽松政策可能引发新一轮全球资金轮动。值得注意的是，法案特别要求发行方定期 披露储备金构成，这或对部分透明度不足的稳定币构成压力。 美国国会正式通过《稳定币监管法案》，为加密货币市场确立首个联邦级监管框架。与此同时，美联储释放强烈降息信号，双重利好刺激全球风险资产集体 走高。 此次通过的稳定币法案明确要求发行方必须保持1:1储备金，并接受美联储和财政部双重监管。法案还规定，非银行机构发行稳定币需获得特许执照，而银 行机构可直接开展业务。分析认为，该法案将大 ...

Group 1: Company News - Alibaba's founder Jack Ma was spotted riding a bicycle around West Lake, which sparked discussions among netizens about his past experiences in the area [2][4][5] - A woman in Beijing has raised concerns about her cancer diagnosis after undergoing health check-ups at iKang Guobin for ten years without any alerts, leading to allegations of misdiagnosis [6][7] - Reports of a salary leak at Bosera Asset Management revealed exaggerated figures, including a year-end bonus of 6.1 million yuan, which the company has denied and reported to the authorities [6][7] Group 2: Industry Developments - JD.com has distanced itself from the recent aggressive subsidy wars in the food delivery sector, emphasizing a focus on sustainable business practices rather than competition through discounts [11] - The recent announcement of a maintenance fee for visitors to Lijiang Ancient Town has sparked discussions, with the fee set at 50 yuan per person, effective from August 2025 [11] - Amazon confirmed layoffs in its cloud computing division, AWS, citing a need to streamline operations rather than a direct result of AI investments [15] Group 3: Market Reactions - Following the lawsuit against Wahaha's chairman, sales reportedly dropped significantly, with daily sales on e-commerce platforms falling from 10,000-12,000 units to 5,000-7,500 units [17] - Good Products, a snack giant, announced a significant change in its ownership structure, with the Wuhan State-owned Assets Supervision and Administration Commission set to become the actual controller after a share transfer [17]

Market Performance - The S&P 500 and Nasdaq indices reached new all-time highs, driven by strong retail data and a decrease in initial jobless claims [1] - The Dow Jones Industrial Average rose by 0.52% to 44,484.49 points, while the Nasdaq increased by 0.75% to 20,885.65 points, and the S&P 500 gained 0.54% to 6,297.36 points [1] Economic Data - U.S. retail sales increased by 0.6% month-over-month in June, surpassing market expectations of 0.1% and reversing a 0.9% decline in May [2] - Core retail sales, excluding automobiles, gasoline, building materials, and food services, grew by 0.5% in June, up from a downwardly revised 0.2% in May [2] - Ten out of thirteen major retail categories experienced growth, with auto sales rebounding after two months of decline [2] Inflation and Employment - The Consumer Price Index (CPI) rose by 0.3% month-over-month and 2.7% year-over-year in June, aligning with market expectations [3] - Initial jobless claims fell to 221,000, marking a decrease of 7,000 and the lowest level since mid-April, indicating a resilient job market [3] Cryptocurrency Legislation - The U.S. House of Representatives passed three significant cryptocurrency bills, including the "Genius Act" aimed at major regulatory reforms for cryptocurrencies [4] - The "Clarity Act" was also passed, which seeks to establish a broader regulatory framework for digital assets [4] - President Trump is expected to sign an executive order to open alternative investments, including cryptocurrencies, to the $9 trillion U.S. retirement market [4] Commodity Prices - International oil prices rose due to positive U.S. economic data and ongoing geopolitical risks in the Middle East, with WTI crude oil futures increasing by $1.16 to $67.54 per barrel [5] - Gold futures fell by 0.41% to $3,345.40 per ounce, while silver futures rose by 0.83% to $38.44 per ounce [5]

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Group 1: Legislative Developments - The U.S. House of Representatives passed the GENIUS Act, a significant step for stablecoin regulation, with 308 votes in favor and 122 against, indicating strong bipartisan support [1] - The CLARITY Act, which aims to establish a regulatory framework for cryptocurrencies, has also been passed by the House and will be sent to the Senate for review [2] - The CBDC Anti-Surveillance State Act was approved with a narrow margin of 219 votes for and 217 against, aimed at preventing the Federal Reserve from issuing or testing central bank digital currencies without Congressional approval [2] Group 2: Market Reactions and Company Responses - Following the passage of the GENIUS Act, Circle's stock price remained stable, while Bitcoin experienced a slight increase from $118,500 to $119,300 [1] - Huobi Technology, now known as New Fire Technology Holdings, announced the issuance of 166 million subscription shares, representing a 22.08% increase in share capital, to fund operations and compliance upgrades in various jurisdictions [4] - China San San Media plans to apply for a stablecoin license in Hong Kong, viewing it as a strategic opportunity to enter the cryptocurrency sector and enhance its business [5] Group 3: Industry Initiatives - Huaxia Fund (Hong Kong) launched two tokenized money market funds, marking a significant development in the tokenization space, with the RMB tokenized fund being the first of its kind globally [3] - The establishment of LK Crypto by Blueport Interactive aims to integrate the group's crypto assets and Web3 resources, focusing on mainstream crypto asset management and real-world asset (RWA) sectors [5]

智通财经7月18日电，以太坊突破3500美元，日内上涨2.7%。 ...

以太坊向上触及3500美元/枚，为今年1月以来首次，日内涨3.81%。 ...

Market Overview - Strong US retail sales data and a decrease in initial jobless claims led to a rise in the US dollar and stock markets, with the S&P 500 and Nasdaq closing at record highs [2] - TSMC reported better-than-expected earnings, with ADR rising 3.38% for three consecutive days at historical highs [2][14] - Netflix's stock fell 2% after its earnings report, despite a strong performance [2][14] - The 2-year US Treasury yield rose over 3 basis points, while the dollar gained 0.33% [2] - Gold prices fell over 1.1% before rebounding, closing down 0.28% [2] - Oil prices fluctuated, with WTI crude oil rising nearly 2% from its daily low [2] Key News - TSMC's Q2 net profit surged 61% year-on-year, exceeding expectations, with a projected sales growth of about 30% for the year [3][14] - Netflix's Q2 profit increased over 40%, leading to an upward revision of its annual guidance [3][14] - The US House of Representatives passed three cryptocurrency bills, with overwhelming support [3][11] - The EU is drafting a tariff list against US services, preparing for a potential trade war escalation [10] - Japan's exports to the US fell 11.4% in June, marking the largest decline since 2020, primarily due to automotive sector pressures [10] Company Insights - Morgan Stanley is optimistic about Pop Mart, raising its target price from 302 HKD to 365 HKD, citing strong sales and profit growth [17] - High demand for AI chips is driving TSMC's growth, with a significant contribution from 3nm process technology [14] - Anthropic's valuation has exceeded $100 billion, with a fourfold revenue increase and a gross margin over 60% [21] - Perplexity, an AI search startup, saw its valuation rise to $18 billion within two months [21] Industry Trends - The data center industry is experiencing significant growth due to the digitalization wave and AI development [24] - The disposable glove market is expected to see price increases due to tariff impacts and rising demand [24] - The short drama market is projected to grow explosively, with revenues expected to reach $1.5 billion in 2024 [24]

智通财经APP获悉，周四，三大指数上涨，纳指与标普500再创新高。英伟达亦创新高且市值突破4.2万 亿美元。 【美股】截至收盘，道指涨229.71点，涨幅为0.52%，报44484.49点；纳指涨153.78点，涨幅为0.74%， 报20884.27点；标普500指数涨33.68点，涨幅为0.54%，报6297.38点。英伟达(NVDA.US)涨近1%，收盘 市值超4.2万亿美元，再创新高。纳斯达克中国金龙指数收涨1.2%，理想汽车(LI.US)涨6.6%。 【欧股】德国DAX30指数涨288.65点，涨幅1.20%，报24365.75点；英国富时100指数涨47.06点，涨幅 0.53%，报8973.61点；法国CAC40指数涨99.41点，涨幅1.29%，报7821.50点；欧洲斯托克50指数涨 78.48点，涨幅1.48%，报5376.55点；西班牙IBEX35指数涨89.36点，涨幅0.64%，报13997.56点；意大利 富时MIB指数涨373.48点，涨幅0.94%，报40136.00点。 【亚太股市】日经225指数涨0.6%，韩国KOSPI指数涨0.19%，印尼综合指数涨1.32%。 【外汇】衡 ...

Core Viewpoint - The SEC is accelerating the development of solutions for cryptocurrency regulation and is exploring clear regulatory frameworks for digital assets [1] Group 1 - SEC Chairman Paul Atkins emphasized the need for legislative proposals regarding stablecoins [1] - The SEC has requested its staff to investigate the establishment of a clear regulatory system for digital assets [1] - There is consideration for providing innovative tax exemption schemes for digital asset companies [1]