2亿股民请注意！ 又一超级新风口来袭，或将是超越可控核聚变、DeepSeek又一热门板块，没错，它就是稳定币概念！ 尤其是这家被社保基金抢筹、背靠国资委且近期有大股东增持的这只潜力股，或将迎来10倍上涨机会！ 这可不是夸大其词！ 5月30日，香港特别行政区政府在宪报刊登《稳定币条例》，这意味着其正式成为法例，为挂钩法定货币的稳定币构筑坚实的监管框 架。 其在实体经济尤其是跨境贸易中的使用需求旺盛，因其相比传统银行结算有优势且满足合规要求。 要知道稳定币是基于信用背书产生的挂钩法定货币的加密货币，具有一般等价物的性质，稳定币的出现有利于推动交易的进行。 与之相关概念公司必将迎来一波或更持久的投资行情！ 为此帮大家精选出两家该领域相关潜力公司，尤其是最后一家，集多重优势于一身，（籁，肱盅薅，顽美市界)更值得重点关注！ 第二家：翠微股份 其控股子公司海科融通深度参与数字人民币场景建设，接入工商银行数字人民币服务体系并探索伞形账户创新应用，支持稳定币与数 字人民币互通场景开发。 在跨境贸易中，稳定币的应用既有外部普及、信用卡发展等因素，也有自身优势。 从全球来看，稳定币作为连接传统金融和加密生态的核心组件，其战略地位 ...

21世纪经济报道记者易妍君广州报道随着美国和中国香港稳定币(Stablecoin)立法推进，叠加稳定币巨头 Circle上市预期，意外点燃了A股金融科技板块。 5月28日—6月5日期间，御银股份（002177）走出五连板，翠微股份（603123）、中科金财 （002657）、恒宝股份（002104）等数字货币、区块链概念股频频涨停。同时，港股相关个股也出现异 动。 招商宏观张静静团队指出，近期，美国和中国香港相继推出稳定币监管法案，代表着监管层对稳定币合 法化和规范化的正式接纳，为稳定币发展带来了生机，打开了全新的投资窗口。 不过，从国内二级市场来看，投资者也需要警惕相关风险。 受访人士向21世纪经济报道记者指出，当前多数(稳定币)概念企业仅停留在支付技术应用层，尚未触及 发行权或储备管理等核心环节。在这种"题材先行、实质滞后"的结构性错配特征下，投资者需警惕短期 情绪透支与实质业务进展脱节的风险。概念股猛涨背后 近期，稳定币立法迎来实质性进展：先是美国参议院于5月下旬投票通过《引导和建立美国稳定币国家 创新法案》(简称《GENIUS法案》)；紧接着，中国香港《稳定币条例草案》获得香港立法会通过，并 于5月3 ...

Core Viewpoint - The market experienced a rebound with the ChiNext Index leading the gains, reflecting a mixed performance across various sectors and stocks [1] Group 1: Market Performance - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion, an increase of 137.4 billion compared to the previous trading day [1] - The ChiNext Index rose by 1.17%, while the Shanghai Composite Index increased by 0.23% and the Shenzhen Component Index rose by 0.58% [1] Group 2: Sector Performance - The computing power concept stocks saw a collective rebound, with CPO and other related sectors leading the gains, and Shenghong Technology reaching a historical high [1] - Stablecoin concept stocks showed strong performance, with Cuiwei Co., Ltd. hitting the daily limit [1] - Virtual power plant concept stocks were active, with Zhongdian Xinlong and others reaching the daily limit [1] - Consumer stocks experienced a collective adjustment, with Chao Hong Ji hitting the daily limit down [1] Group 3: Sector Gains and Losses - The sectors with the highest gains included CPO, football concept, power IoT, and stablecoin concepts [1] - The sectors with the largest declines included beauty care, food processing, beverage manufacturing, and CRO [1]

Market Overview - A-shares experienced slight adjustments with the three major indices showing minor increases, while the stablecoin sector rebounded [1] - The Hang Seng Index and Hang Seng Tech Index opened higher and maintained their upward trend [2][3] - The A-share market saw the Shanghai Composite Index down 0.04%, Shenzhen Component Index down 0.01%, and ChiNext Index down 0.08% at the time of reporting [1] Sector Performance - In the stablecoin sector, stocks like Zhongjia Bochuang and Yuxin Technology surged over 5%, with Zhongjia Bochuang rising by 10.10% [8][9] - New consumption stocks, including Pop Mart and Mixue Group, collectively declined, with Pop Mart dropping over 1% after reaching a new high [5][6] - Commodity markets saw coking coal prices increase by over 1% [1] Bond Market - The bond market showed mixed results, with the 10-year treasury futures contract rising by 0.02% and the 30-year contract falling by 0.01% [4][13] Economic Indicators - The Caixin Services PMI for May rose to 51.1 from the previous value of 50.7, indicating an acceleration in service sector expansion [4]

地址：北京市朝阳区朝阳门外大街甲6号万通中心D座20层（100020） 总机：010-8535 6666 资讯早间报 制作日期： 2025/06/04 隔夜夜盘市场走势 1. 国际贵金属期货普遍收跌，COMEX 黄金期货跌 0.60%报 3376.90 美元/盎司， COMEX 白银期货跌 0.05%报 34.68 美元/盎司。美国关税政策调整带来的不确定 性使市场对未来经济增长的预期更加复杂，推动避险资产需求。全球重要经济 体如欧盟对美国关税政策表示担忧，进一步加剧了国际贸易的不确定性。 2. 国际油价全线上涨，美油主力合约合约涨 1.31%，报 63.34 美元/桶。布油主 力合约涨 1.47%，报 65.58 美元/桶。分析认为，由于地缘紧张局势，以及强劲 的劳动力市场信号，推动原油价格上涨。 重要资讯 【宏观资讯】 1. 据财新，6 月 3 日公布的 5 月财新中国制造业采购经理指数（PMI）录得 48.3， 较 4 月下降 2.1 个百分点，2024 年 10 月来首次跌至临界点以下。 投资有风险，入市需谨慎。 本公司具备期货交易咨询业务资格，请务必阅读最后一页免责声明。 3. 伦敦基本金属收盘多数 ...

Group 1 - The Hong Kong stock market experienced a positive trading day, with the Hang Seng Index rising by 0.6%, the Hang Seng Tech Index increasing by 0.57%, and the National Enterprises Index up by 0.67% [1] - The total trading volume for the Hang Seng Index reached 212.687 billion HKD [1] - Notable gains were observed in the stablecoin sector, with Lianyi Rong Technology (09959.HK) rising by 10% and China Everbright Holdings (00165.HK) increasing by over 11% [1] Group 2 - Technology stocks continued to perform well, with Meituan (03690.HK) up by over 3%, Horizon Robotics (09660.HK) rising by over 2%, and Xpeng Motors (09868.HK) also increasing by over 2% [1] - The pharmaceutical sector, Chinese brokerage stocks, and the consumer goods sector were notably active, with Innovent Biologics (01801.HK) rising by over 14%, Hongye Futures (03678.HK) increasing by over 5%, and Mixue Group (02097.HK) also up by over 5%, reaching a historical high [1] - Conversely, Alibaba concept stocks, insurance stocks, and logistics stocks showed weak performance, with China Pacific Insurance (02328.HK) declining by over 4% and Trip.com Group-S (09961.HK) dropping nearly 4% [1]

Market Overview - The Hang Seng Index closed at 23,512, up 1.53% for the day and 17.21% year-to-date[4] - The Hang Seng China Enterprises Index rose 1.92% to 8,520, with a year-to-date increase of 16.87%[4] - The Hang Seng Tech Index increased by 1.08%, reaching 5,189, and has gained 16.15% this year[4] U.S. Market Performance - The Dow Jones Industrial Average closed at 42,520, up 0.51%, with a slight year-to-date decline of 0.06%[4] - The S&P 500 Index finished at 5,970, rising 0.58% and up 1.51% year-to-date[4] - The Nasdaq Composite Index increased by 0.81% to 19,399, with a year-to-date gain of 0.46%[4] Japanese Market Performance - The Nikkei 225 Index closed at 37,447, down 0.06% and has decreased by 6.14% year-to-date[7] - The Tokyo Stock Exchange Index fell by 0.22%[9] Sector Highlights - Major tech stocks in Hong Kong saw significant gains, with Xiaomi up over 3% and Tencent rising 1.32%[9] - Wind energy stocks surged, with Goldwind Technology increasing by over 13%[9] - Biopharmaceuticals performed well, with Junshi Biosciences rising over 9%[9] Notable Stock Movements - Nvidia rose by 2.8% and Microsoft by 0.22% in the U.S. market, while Apple gained 0.78%[9] - Chinese electric vehicle manufacturer Li Auto saw a 6.07% increase in stock price, with May deliveries up 16.7% year-on-year[9] Economic Indicators - The U.S. job openings report showed nearly 7.4 million available positions, exceeding market expectations[9] - OECD downgraded the U.S. economic growth forecast from 2.8% to 1.6% for the year[11]

Group 1 - The Hang Seng Index increased by 0.72%, while the Hang Seng Tech Index rose by 1.01% [1] - The total trading volume reached 1190.3 million HKD by midday [1] - Technology stocks led the market, with Meituan rising over 4%, Horizon Robotics increasing over 3%, Xiaopeng Motors up nearly 3%, and Xiaomi Group gaining over 1% [1] Group 2 - Stablecoin concept stocks experienced significant gains, with Lianyi Rong Technology surging by 17% and China Everbright Holdings increasing by over 15% [1] - Pharmaceutical stocks, Chinese brokerage stocks, and military industry stocks showed strong performance, while Alibaba concept stocks, insurance stocks, and home appliance stocks faced declines [1] - Innovent Biologics rose by over 15%, and Hongye Futures increased by over 9%, while China Pacific Insurance fell by over 3% [1]

Group 1: Market Overview - The Hang Seng Index rose by 0.72%, gaining 168 points to close at 23,680 points, while the Hang Seng Tech Index increased by 1.01% [1] - The early trading volume in Hong Kong reached 119 billion HKD [1] Group 2: Stablecoin Sector - The stablecoin concept stocks experienced a broad rally following the formal enactment of the "Stablecoin Regulation" in Hong Kong, with Standard Chartered predicting a global market size reaching trillions in the next three years [1] - OSL Group (00863) rose by 4%, Standard Chartered Group (02888) increased by 2.60%, and Lianlian Digital (02598) surged by 6.2% [1] Group 3: Nuclear Energy Sector - China Everbright Holdings (00165) saw a rise of over 15% as US stablecoin giant Circle is set to go public, with the company having previously invested in it [2] - China General Nuclear Power Corporation (CGN) Mining signed a new agreement for natural uranium sales with annual sales caps of 3.944 billion HKD, 4.396 billion HKD, and 4.561 billion HKD over three years [2] - CGN Mining (01164) surged by 24%, while China Nuclear International (02302.HK) rose by 10% [2] Group 4: Biotechnology Sector - Innovent Biologics (01801) increased by over 15% following the release of clinical PoC research data for IBI363, a treatment for advanced non-small cell lung cancer [3] Group 5: Investment and Technology Sector - Jiufang Zhitu Holdings (09636) rose by over 6%, with market activity boosting the company's performance and stock price, as institutions remain optimistic about continued profit growth this year [4] Group 6: Beverage and Lithium Sector - Gu Ming (01364) increased by 7%, reaching a new high, with expectations of being included in the Hong Kong Stock Connect next week, as Goldman Sachs is optimistic about the ready-to-drink beverage benefiting from delivery platform subsidies [5] - Tianqi Lithium (002466) (09696) and Ganfeng Lithium (002460) (01772) both rose by over 5%, with Citigroup noting that the accelerating decline in lithium prices may trigger supply cuts [5] Group 7: Competitive Advantage in Cosmetics - Mao Ge Ping (01318) rose by 6.89%, reaching a new high since its listing, with Citigroup expressing confidence in the company's competitive advantages [6] Group 8: Rare Earth and Technology Sector - Jinli Permanent Magnet (300748) (06680) surged by 10%, with expectations of both volume and price growth for the year, while the impact of rare earth export controls is manageable [7] - Longpan Technology (603906) (02465) increased by 5.93%, with its subsidiary signing a long-term agreement with a related company of EVE Energy (300014), projecting sales exceeding 5 billion HKD [7] Group 9: Pharmaceutical Sector - Fuhong Hanlin (02696) rose by over 6%, with the company presenting multiple research results at the ASCO annual meeting [8]

转自：新华财经 新华财经北京6月4日电（胡晨曦）沪深两市三大股指6月4日早盘高开高走，创业板指领涨。盘面上，算 力概念股展开反弹，华脉科技、得润电子涨停，太辰光等涨超10%；食品饮料等消费股再度走强，香飘 飘、嘉美包装、乐惠国际等涨停；稀土永磁板块再度走高，科恒股份、广晟有色涨停。下跌方面，稳定 币概念迎来调整，霍普股份跌超10%。 至午间收盘时，上证指数报3376.58点，涨幅0.43%，成交额约2764亿元；深证成指报10148.98点，涨幅 0.91%，成交额约4506亿元；创业板指报2027.16点，涨幅1.22%，成交额约2049亿元。 消息面上 深圳：探索建立深圳证券交易所与香港联合交易所会员互联互通机制 近日，深圳市商务局、市发展改革委联合印发《深圳市推动服务贸易和数字贸易高质量发展实施方 案》。其中提出，大力发展跨境金融保险服务。探索建立深圳证券交易所与香港联合交易所会员互联互 通机制。支持港澳银行内地分行开办外币银行卡业务以及对除中国境内公民以外客户的人民币银行卡业 务。支持符合条件的香港保险公司在深设立子公司。探索在前海开展私募股权和创业投资份额转让试 点。支持符合条件的银行和非银行支付机 ...