特朗普：加密货币周快乐！将努力与参议院和众议院合作，通过更多立法。 ...

Group 1 - The core viewpoint is that the Trump administration is seeking to ban Central Bank Digital Currencies (CBDCs) in the United States [1] Group 2 - The White House's AI and cryptocurrency director, Sacks, is a key figure in this initiative [1] - The move reflects a broader skepticism towards CBDCs within the current administration [1] - The potential implications of this ban could affect the future development and adoption of digital currencies in the U.S. [1]

Core Viewpoint - The Trump administration aims to prohibit central bank digital currencies (CBDCs) according to White House AI and cryptocurrency director Sacks [1] Group 1 - The Trump administration's stance reflects a broader skepticism towards CBDCs, indicating potential regulatory challenges for their implementation in the U.S. [1]

Core Viewpoint - The Trump administration is planning to prohibit the issuance of Central Bank Digital Currencies (CBDCs) in the United States [1] Group 1 - David Sacks, the White House's supervisor for artificial intelligence and cryptocurrency, is a key figure in this initiative [1]

Core Viewpoint - The cryptocurrency market experienced significant volatility, with major cryptocurrencies like Bitcoin and Ethereum witnessing sharp declines after reaching historical highs, primarily due to profit-taking, inflation data concerns, and new tariff threats from the U.S. government [1][2][8]. Market Performance - On July 14, cryptocurrencies surged, with Bitcoin reaching a new high of over $123,000. However, on July 15, Bitcoin's price dropped by over 5%, hitting a low of approximately $116,300. Other cryptocurrencies like Dogecoin and Chainlink also saw declines exceeding 6% and 5%, respectively [2][4]. - Over the past 24 hours, more than 130,000 traders were liquidated in the cryptocurrency market, with a total liquidation amount of $493 million, predominantly from long positions [3]. Economic Indicators - The U.S. Consumer Price Index (CPI) for June showed a year-on-year increase of 2.7%, surpassing expectations of 2.6%. The month-on-month increase was 0.3%, aligning with market predictions [5][6]. - The core CPI, excluding food and energy, rose by 2.9% year-on-year, matching expectations but slightly higher than the previous value of 2.8% [6][7]. Tariff Developments - President Trump threatened to impose a 100% tariff on Russia if an agreement is not reached within 50 days, which has heightened investor caution in the cryptocurrency market [8][9]. - The European Union is preparing to impose additional tariffs on $84 billion worth of U.S. imports if trade negotiations fail, indicating potential trade tensions that could impact market sentiment [9][10].

Core Viewpoint - The U.S. government has concluded its investigations into the cryptocurrency betting platform Polymarket, which were initiated during the Biden administration, amidst efforts to promote the cryptocurrency gambling industry under the Trump administration [1] Group 1 - The investigations by the U.S. Department of Justice and the Commodity Futures Trading Commission into Polymarket have officially ended [1] - The investigations were reported to be in a halt phase as of earlier this month [1]

智通财经7月15日电，比特币跌破116000美元，现报115988.01美元，24小时跌幅达到4.16%。 ...

Group 1: Fixed Income Market Insights - The domestic economic recovery shows continued differentiation, with resilient consumer market recovery and ongoing growth in logistics volume [2][7] - As of July 11, the average duration of long-term government bonds has risen to approximately 5.4 years, while the average duration of credit bonds remains stable at about 2.2 years [8][9] - The report suggests a narrow fluctuation in interest rate bonds for Q3 2025, with a bullish outlook on long-term municipal and capital bonds [9][14] Group 2: Financial Data Overview - In June 2025, new loans amounted to 2.24 trillion yuan, and social financing reached 4.2 trillion yuan, with M2 growing by 8.3% year-on-year [11][13] - The report indicates a significant increase in social financing growth, with a year-on-year increase of 8.9% [12][13] - The report anticipates a slight increase in new loans for 2025, driven by government bond financing and credit [11][13] Group 3: Company-Specific Insights - China Shengmu (01432.HK) - China Shengmu is the first organic raw milk brand to obtain dual certification from China and the EU, and it is the largest organic raw milk producer in China [22][23] - The company is expected to benefit from the expansion of the high-end organic milk market as consumer demand for healthy food increases [23][24] - The report forecasts a significant recovery in profits due to the anticipated stabilization of milk and beef prices, which have previously negatively impacted the company's financial performance [23][24] Group 4: Company-Specific Insights - Crystal Technology (603005.SH) - Crystal Technology is a leading supplier of WLCSP advanced packaging, focusing on CMOS image sensor chips and expanding into new fields such as optical devices and GaN devices [25][26] - The company is expected to see revenue growth driven by the increasing demand for automotive CIS, with a projected revenue of 1.13 billion yuan in 2024, representing a year-on-year growth of 23.72% [25][26] - The report highlights the company's strong competitive advantage with a gross margin of 43.28%, which is significantly higher than its peers [26][28]

金十数据7月15日讯，Hargreaves Lansdown分析师Matt Britzman表示，在比特币最近飙升至历史新高之 后，比特币被广泛采用还有很长的路要走。他说，关键的风险是波动性。在交易变得更加稳定之前，它 作为一种主流财富储存手段的用途将永远受到质疑。此外，作为风险资产的加密货币还可能面临地缘政 治冲突的压力。其他风险包括比特币的大量持有者（被称为比特币鲸鱼）抛售资产的可能性，以及监管 方面的不确定性。 比特币/美元 机构：比特币被广泛采用仍有一段路要走 ...

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