稳定币概念股Circle Internet Group Inc.（CRCL）涨超24.4%，报298.99美元，使得美国IPO以来累计涨幅 超过860%，盘中市值大约667亿美元。 ...

Group 1 - The mobile payment sector saw an increase of 3.89%, ranking 6th among concept sectors, with 81 stocks rising, including Youbuxun which hit the daily limit up by 20% [1] - Notable gainers in the mobile payment sector included Jida Zhengyuan, Zhongke Jincai, and Hengbao Co., all reaching the daily limit up, while Huawai Intelligent, China Mobile, and Tuo Wei Information experienced declines [1] - The mobile payment concept attracted a net inflow of 2.379 billion yuan, with 50 stocks receiving net inflows, and 8 stocks exceeding 100 million yuan in net inflow, led by Tianyuan Dike with 613 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Jida Zhengyuan, Hailian Jinhui, and Tianyuan Dike, with net inflow ratios of 51.06%, 43.29%, and 23.67% respectively [3] - The trading performance of key stocks in the mobile payment sector showed significant increases, with Tianyuan Dike rising by 14.56%, Hengbao Co. by 10%, and Hailian Jinhui by 9.99% [3] - The overall market sentiment in the mobile payment sector appears positive, as indicated by the substantial net inflows and the performance of leading stocks [2][3]

Core Insights - The Web3.0 concept has seen a rise of 3.49%, ranking 10th among concept sectors, with 57 stocks increasing in value, including significant gains from companies like Guankang Technology and Zhongke Jincai, which hit the daily limit [1][2] Group 1: Market Performance - The top-performing stocks in the Web3.0 sector include Guankang Technology with a 20% increase, Zhongke Jincai with a 10% increase, and Sifang Jingchuang with a 19.97% increase [1][3] - The sector experienced a net inflow of 620 million yuan, with 30 stocks receiving net inflows, and six stocks attracting over 50 million yuan each [2][3] Group 2: Fund Flow Analysis - The leading stocks by net inflow ratio include Guankang Technology at 18.84%, Zhongke Jincai at 16.86%, and Xinhua Net at 15.82% [3] - Sifang Jingchuang topped the net inflow list with 222 million yuan, followed by Zhongke Jincai with 184 million yuan and Guankang Technology with 150 million yuan [2][3]

中国式现代化的理论体系作为习近平新时代中国特色社会主义思想的重要内容，蕴含着马克思共 同体思想在当代中国现代化建设事业中的回响与升华。作为实现中华民族伟大复兴的必由之路， 中国式现代化是人口规模巨大的现代化、是全体人民共同富裕的现代化、是物质文明和精神文明 相协调的现代化、是人与自然和谐共生的现代化、是走和平发展道路的现代化。这打破了西方现 代化模式的唯一性，为发展中国家提供了新的选择和借鉴，也为构建人类命运共同体贡献了独特 的中国智慧和中国方案。中国式现代化既遵循社会形态演进的基本规律又创造出具有中国特色的 发展路径，既解决本国现代化难题又为人类文明进步提供新选择，通过制度创新、方法创新、价 值创新、动力创新和交往创新，构建起多维度、立体化、先进性的现代化共同体形态。 以中国式现代化构建多维共同体形态 □四川省中国特色社会主义理论体系研究中心 中国式现代化既遵循社会形态演进的基本规律又创造出具有中国特色的发展路径，既解决本国现 代化难题又为人类文明进步提供新选择，通过制度创新、方法创新、价值创新、动力创新和交往 创新，构建起多维度、立体化、先进性的现代化共同体形态 中国式现代化作为人类文明新形态，除了在本质 ...

Core Viewpoint - The emphasis is on fully and accurately implementing the new development concept to promote high-quality development in Zhejiang, focusing on innovation, openness, and safety [1] Group 1: Economic Development - The need to accelerate the cultivation and expansion of new productive forces is highlighted, aiming for sustained high-quality development [1] - There is a call for the implementation of an innovation-driven development strategy, particularly in key core technologies and cutting-edge technology breakthroughs [1] Group 2: Technological Innovation - The promotion of the "Artificial Intelligence +" initiative is essential for deep integration of technological and industrial innovation [1] - Increased protection for innovation entities and outcomes is necessary, along with a cautious regulatory approach to new technologies and business models [1] Group 3: Foreign Investment and Trade - The importance of facilitating efficient, convenient, and secure cross-border data flow is stressed to attract foreign investment [1] - Enhancing customs clearance efficiency and protecting overseas interests are crucial for stabilizing foreign trade growth and promoting openness [1] Group 4: Risk Management - A focus on coordinating development and security is necessary, with higher standards and stricter requirements for risk prevention and stability [1] - Strengthening risk monitoring and early warning in key areas is emphasized to ensure a new security framework supports the new development pattern [1]

蚂蚁集团表示将在中国香港地区和新加坡申请稳定币牌照，涉及旗下两家公司，一家是总部位于新加坡 的蚂蚁国际（Ant International），另一家是海外总部位于中国香港的蚂蚁数科（Ant Digital Technologies）。 京东称，将在中国香港发行基于公共区块链并与港元1∶1挂钩的稳定币。2024年7月京东旗下京东币链科 技就已成为香港金管局公布的首批稳定币发行人"沙盒"参与者。 今年5月以来，在美国及中国香港立法取得进展的驱动下，稳定币赛道在全球范围内迎来热潮。花旗银 行在最新报告中预测，在监管支持与机构广泛采用的双重驱动下，到2030年，稳定币市场规模在乐观情 境下有望触及3.7万亿美元。 稳定币第一股Circle累计涨超675% 随着立法进展、Circle纽交所上市等消息接踵而至，一次次刺激着市场情绪。 美股方面，6月5日，稳定币第一股Circle上市股价即一路狂飙。截至6月21日，短短十余天内其累计涨幅 超过惊人的675%，从每股31美元的发行价一路飙升至240美元，比特币等加密资产更是直接受益。目前 美股的疯狂还在持续。 反观A股和H股的稳定币板块走势正在趋同。港股方面，稳定币指数一路上 ...

Market Overview - The Shanghai Composite Index experienced slight fluctuations, closing down 0.07% at 3359.9 points, while the Shenzhen Component Index fell 0.47% to 10005.03 points, and the ChiNext Index dropped 0.84% to 2009.89 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.0919 trillion yuan, a decrease of nearly 190 billion yuan compared to the previous day [1] Sector Performance - Over 3600 stocks declined, with the previously strong oil sector experiencing a pullback, where Tongyuan Petroleum and Keli Co. fell approximately 13%, and Beiken Energy hit the daily limit down [2][8] - The liquor sector rebounded, with Huangtai Liquor hitting the daily limit up, and Yingjia Gongjiu rising over 7% [2][10] - The banking sector saw significant gains, with banks like Hangzhou Bank, Shanghai Pudong Development Bank, and Nanjing Bank reaching new highs [4] - The shipping sector was strong, with stocks like Ningbo Shipping and Xingtong Co. hitting the daily limit up [2] - The solid-state battery concept was active, with HaiKe New Source and KeHeng Co. both hitting the daily limit up, driven by strong policy support and emerging application demands [5] Banking Sector Insights - Several bank stocks reached new highs, supported by a low base effect from last year and stable growth in social financing in May [4] - The outlook for credit demand remains cautious, with expectations of a credit growth rate of 7%-8% by 2025, contingent on improvements in macroeconomic conditions [4] Solid-State Battery Sector - The solid-state battery sector is gaining momentum, with multiple companies reporting significant stock price increases following the China International Solid-State Battery Technology Conference [5] - The Ministry of Industry and Information Technology is actively promoting the establishment of a solid-state battery standard system, with substantial funding allocated for research and development [5] Liquor Industry Outlook - The liquor industry is currently in an adjustment phase, with recent policies and price pressures affecting market sentiment [7] - Long-term, the new policies are expected to drive transformation and upgrade within the industry, focusing on quality innovation to meet diverse consumer demands [7] Oil Sector Analysis - The oil sector is experiencing a downturn, with significant declines in stocks like Tongyuan Petroleum and Keli Co. [8][10] - Despite recent price drops, the overall global oil supply-demand situation has not significantly deteriorated, with market focus remaining on geopolitical developments [12]

关联阅读： 国泰海通｜稳定币· 合集（一） ·概 要 · 在 《稳定币：如何重塑全球货币和资产》 中，我们详细分析了稳定币市场的发展现状、发展前 景及其对大类资产的影响。本篇专题我们进一步指出当前市场对于稳定币的几个认知误区。 误区一：稳定币的价值绝对稳定。 稳定币本质是锚定资产的信用延伸，其价值既存在技术性脱锚 风险，又受到锚定资产波动影响，因此稳定币的价值并非绝对稳定，而是相对稳定。 误区二：所有法币都可以大量发行稳定币。 并不是所有的货币都能大量发行稳定币，不同法币稳 定币最终的发展取决于法定货币本身的接受度，获得最广泛信任的法币稳定币会出现"赢家通 吃"。 误区三：美元稳定币会弱化美元信用。 美元稳定币的快速发展并不会冲击美元体系，而会进一步 强化美元地位，因为美元稳定币拓宽了美元的功能和使用范围。而美元稳定币对于其他国家尤其 是汇率波动大的经济体的法定货币反而冲击较大。 误区四：美元稳定币是美债的"救命稻草"。 美元稳定币市场仅能稍微缓解美国短债的压力，但短 债市场最终还是由美联储来主导。美元稳定币更不能缓解美国长债的压力，整体上来看，美元稳 定币对美债市场影响较小。 误区五：美元稳定币会大幅增加美 ...

Core Viewpoint - The stablecoin concept is experiencing a partial recovery, with several companies in the sector seeing significant stock price increases [1] Group 1: Market Performance - New Guodu and Huaming Intelligent both saw stock prices rise over 10% [1] - Chutianlong, which had previously hit its lower limit, rebounded with a rise of over 7% [1] - Other companies such as Sifang Jingchuang, Newland, Lakala, Xiongdi Technology, and Hengbao shares also experienced rapid price increases [1] Group 2: Industry Developments - On June 19, a representative from JD.com indicated that the company aims to obtain a stablecoin license by early Q4 of this year [1] - JD.com plans to launch a stablecoin based on a public blockchain [1]

机器人概念震荡下挫 万达轴承跌超10% 智通财经6月20日电，机器人概念盘中震荡下挫，万达轴承跌超10%，浙江荣泰逼近跌停，拓斯达、汉 威科技、北特科技、嵘泰股份等多股跌超5%。 ...