（图片来源：摄图网） 日本长期以来以"现金为王"的理念著称，但近年来无现金支付的比例正在逐步上升。该国政府最新数据显 示，日本的无现金支付比例已从2010年的13.2%增长至2024年的42.8%，首次突破40%，提前一年实现了政 府设定的2025年目标。增长主要得益于二维码支付的快速普及以及信用卡支付的持续增长。其中，二维码支 付(如PayPay)正在崛起，但信用卡支付仍然是主流，2024年信用卡支付总额达到116.9万亿日元。 尽管日本长期以来以"现金为王"著称，但随着无现金支付比例的快速上升，央行数字货币(CBDC)的开发和 测试已成为日本金融体系数字化转型的重要组成部分。 2023年起，日本央行正式启动数字日元的试点项目，与私营企业合作，测试CBDC在实际支付场景中的应 用。 从数字货币布局来看，过去几年，各国/地区央行也纷纷开启了对央行数字货币的可行性讨论、研发或实证 实验，但仍有部分国家尚未发行数字货币。各国发行或计划发行的央行数字货币具备不同特征，差异性来源 于应用领域、所采用的技术等。 香港大学亚洲全球研究院杰出研究员沈联涛指出，随着全球数字服务贸易持续增长，使用数字货币正成为趋 势，央行数字 ...

今天（6月12日）上午A股市场整体窄幅震荡，主要指数波动不大，TMT赛道走强，赛道内多个行业板块大幅上涨，多只相关个股涨停。 港股市场上午表现相对平淡，恒生指数盘中多数时间小幅下跌。不过，港股市场医药股集体大涨，成为上午港股市场最大亮点之一。 TMT赛道走强 今天上午A股市场整体窄幅震荡，主要指数波动不大。截至中午收盘，上证指数上涨0.07%，深证成指上涨0.05%，创业板指上涨0.50%。 | 内地股票 △ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3404.66 | 10250.68 | 1422.51 | | +2.34 +0.07% +4.66 +0.05% | | -5.40 -0.38% | | 科创50 | 创业板指 | 万得全A | | 979.74 | 2072.16 | 5203.09 | | -1.20 -0.12% +10.30 +0.50% +9.86 +0.19% | | | | 沪深300 | 中证500 | 中证A500 | | 3895.98 | 5801.97 | 457 ...

TMT赛道迎风口。 今天（6月12日）上午A股市场整体窄幅震荡，主要指数波动不大，TMT赛道走强，赛道内多个行业板块大幅上涨，多只相关个股涨停。 港股市场上午表现相对平淡，恒生指数盘中多数时间小幅下跌。不过，港股市场医药股集体大涨，成为上午港股市场最大亮点之一。 TMT赛道走强 今天上午A股市场整体窄幅震荡，主要指数波动不大。截至中午收盘，上证指数上涨0.07%，深证成指上涨0.05%，创业板指上涨0.50%。 | 内地股票 △ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 北证50 | | 3404.66 | 10250.68 | 1422.51 | | +2.34 +0.07% +4.66 +0.05% | | -5.40 -0.38% | | 科创50 | 创业板指 | 万得全A | | 979.74 | 2072.16 | 5203.09 | | -1.20 -0.12% +10.30 +0.50% +9.86 +0.19% | | | | 沪深300 | 中证500 | 中证A500 | | 3895.98 | 580 ...

Market Overview - The three major stock indices rose across the board, with the ChiNext Index increasing by over 1% [1] - The Shanghai Composite Index closed up 0.52% at 3402.32 points, the Shenzhen Component Index rose 0.83% to 10246.02 points, and the ChiNext Index gained 1.21% to 2061.87 points [1] - Total trading volume in the Shanghai and Shenzhen markets was 128.69 billion yuan, a decrease of over 16 billion yuan from the previous day [1] Sector Performance - Sectors such as insurance, brokerage, and automotive saw significant gains, while non-ferrous metals, agriculture, real estate, coal, and steel also experienced upward movement [1] - The rare earth concept showed strong performance, and sectors related to digital currency, online gaming, and short video games were active [1] Investment Opportunities - Huazhong Securities indicated that positive factors continue to accumulate in the current market volatility, with opportunities emerging in the new consumption sector [1] - The banking and insurance sectors are highlighted as having strong short-term allocation demand and long-term strategic investment value [1] Silver Market Insights - Global industrial demand for silver is expected to account for approximately 58.5% in 2024, with a year-on-year growth of 3.6%, driven primarily by photovoltaic demand [2] - Despite a marginal decline in silver paste consumption, the demand for silver in photovoltaics is expected to remain resilient due to ongoing increases in installed capacity and component structure optimization [2] - A global silver shortage is anticipated to persist into 2025, with a gradual increase in price levels expected [2] Hydrogen Energy Development - The National Energy Administration has officially launched hydrogen energy pilot projects to promote innovative management models and explore diversified development paths for the hydrogen industry [3] - The pilot projects aim to develop a comprehensive hydrogen energy supply chain, including production, storage, transportation, and utilization [3] - The focus on hydrogen energy aligns with national strategies for enhancing safety capabilities in key sectors [3] Waterway Construction Opportunities - China's natural water transport resources provide significant advantages, with major projects like the Grand Canal and Pinglu Canal showcasing impressive results [4] - Water transport is highlighted for its strong capacity, low energy consumption, and cost advantages compared to land transport [4] - National strategic plans have opened up development space for canal engineering, with substantial funding support for related projects [4] Gaming Industry Support - Zhejiang Province has introduced measures to support the international expansion of gaming companies, including a tiered cultivation plan for digital cultural enterprises [6][7] - The initiative encourages the development of high-quality games and the creation of independent cultural IPs, aiming to enhance the international competitiveness of local gaming firms [6][7] Bio-Manufacturing Initiatives - The Ministry of Industry and Information Technology and the National Development and Reform Commission have announced plans to cultivate pilot platforms for bio-manufacturing [8] - The goal is to establish over 20 pilot platforms by 2027, serving more than 200 enterprises and incubating over 400 products [8] New Energy Vehicle Sales Growth - In May, the production and sales of new energy vehicles reached 1.27 million and 1.307 million units, respectively, representing year-on-year growth of 35% and 36.9% [9] - New energy vehicles accounted for 48.7% of total new car sales in May, with cumulative production and sales from January to May showing growth rates of 45.2% and 44% [9] Automotive Certification Initiatives - The National Market Supervision Administration has initiated a pilot program for mandatory product certification in the automotive sector to enhance quality infrastructure for vehicle exports [10]

Group 1 - The A-share market opened with a decline, with the Shanghai Composite Index down 0.13% at 3397.97 points, the Shenzhen Component down 0.37% at 10208.3 points, and the ChiNext Index down 0.23% at 2057.2 points [3][4] - The sectors experiencing significant declines include departure tax refunds, digital currency, millet economy, and biotechnology breeding concept stocks, while precious metals, chemicals, and photolithography factory themes showed strength [3][4] - The AI glasses concept saw initial activity with Bi Yi Co., Ltd. hitting the daily limit, alongside other companies like Doctor Glasses and Mingyue Lens opening higher [2][3] Group 2 - New stock N Haiyang opened nearly 187% higher, focusing on the research, production, and sales of nylon 6 series products [5] - The Hong Kong stock market opened lower, with the Hang Seng Index down 0.59% and Alibaba leading the decline among blue chips, dropping nearly 2% [6] - The People's Bank of China conducted a 7-day reverse repurchase operation of 119.3 billion yuan at an interest rate of 1.40% [7]

Group 1 - The market experienced a significant increase, with the index stabilizing above 3400 points, despite a notable decrease in trading volume to 1.6 trillion [1] - The securities sector remains crucial for market performance, acting as a bridge between heavyweight and small-cap stocks, with its index showing fluctuations after breaking through the six-month line [2] - There is a potential for interest rate cuts due to a significant drop in consumer inflation expectations in the US, which could influence market dynamics in the coming weeks [3] Group 2 - The market sentiment remains optimistic despite the reduced trading volume, as evidenced by the continuous net buying from speculative funds over the past week [1] - The upcoming CPI data release is critical, as a lower-than-expected result could increase the likelihood of interest rate cuts next week [3] - The digital currency and pharmaceutical sectors are expected to continue advancing, while new retail and infant products may emerge as potential new market leaders [3]

具体来看，A股三大股指盘中全线走高，创业板指涨超1%。截至收盘，沪指涨0.52%报3402.32点，深证 成指涨0.83%报10246.02点，创业板指涨1.21%报2061.87点，上证50指数涨0.59%，沪深北三市合计成交 12869亿元，较此前一日减少超1600亿元。 A股今日（6月11日）强势上扬，沪指重返3400点上方，创业板指涨超1%；港股亦拉升，恒生科技指数 涨超1%；富时中国A50指数期货盘中亦涨超1%。 场内超3400股飘红，券商、保险板块联袂拉升，兴业证券、信达证券一度涨停，新华保险、中国人寿涨 超3%；汽车产业链股爆发，同心传动、欣锐科技、金麒麟等均涨停；稀土板块再度活跃，中科磁业连 续两日涨停创出新高；数字货币概念强势，雄帝科技涨约15%，兆日科技、星辉娱乐涨约13%。值得注 意的是，今日登陆科创板的影石创新收盘大涨274.4%报177元/股，盘中最高至187.99元/股，涨幅接近 300%，以收盘价计算，该股单签盈利近6.5万元；以盘中最高价计算，该股单签盈利超7万元。 港股方面，截至收盘，恒生指数涨0.84%，恒生科技指数涨1.09%。个股方面，哔哩哔哩涨近10%，中国 人寿涨超 ...

A股今日（6月11日）强势上扬，沪指重返3400点上方，创业板指涨超1%；港股亦拉升，恒生科技指数涨 超1%；富时中国A50指数期货盘中亦涨超1%。 具体来看，A股三大股指盘中全线走高，创业板指涨超1%。截至收盘，沪指涨0.52%报3402.32点，深证成指涨 0.83%报10246.02点，创业板指涨1.21%报2061.87点，上证50指数涨0.59%，沪深北三市合计成交12869亿元， 较此前一日减少超1600亿元。 场内超3400股飘红，券商、保险板块联袂拉升，兴业证券、信达证券一度涨停，新华保险、中国人寿涨超 3%；汽车产业链股爆发，同心传动、欣锐科技、金麒麟等均涨停；稀土板块再度活跃，中科磁业连续两日涨 停创出新高；数字货币概念强势，雄帝科技涨约15%，兆日科技、星辉娱乐涨约13%。值得注意的是，今日登 陆科创板的影石创新收盘大涨274.4%报177元/股，盘中最高至187.99元/股，涨幅接近300%，以收盘价计算， 该股单签盈利近6.5万元；以盘中最高价计算，该股单签盈利超7万元。 港股方面，截至收盘，恒生指数涨0.84%，恒生科技指数涨1.09%。个股方面，哔哩哔哩涨近10%，中国人寿涨 超 ...

Group 1 - The ChiNext 50 Index has shown a strong increase of 1.43%, with notable gains from constituent stocks such as Guide Infrared (up 4.14%), CATL (up 3.23%), and Yangjie Technology (up 3.17%) [1][4] - The ChiNext 50 ETF managed by Harvest has seen a trading volume of 14.55 million yuan, with a turnover rate of 3.89% [4] - Over the past three months, the ChiNext 50 ETF has experienced a significant growth in scale, increasing by 254 million yuan, ranking among the top two in comparable funds [4] Group 2 - The latest price-to-book ratio (PB) for the ChiNext 50 Index is 4.2 times, which is lower than 81.33% of the time over the past five years, indicating a favorable valuation [4] - The top ten weighted stocks in the ChiNext 50 Index account for 65.6% of the index, with major players including CATL, Dongfang Wealth, and Mindray [4] - The market has shown a strong performance in June, with leading sectors including telecommunications, electronics, and non-ferrous metals, reflecting a recovery in market sentiment driven by growth styles [4][5] Group 3 - The market style in June is expected to lean towards large-cap stocks, with a balanced approach between growth and value [5] - Investment opportunities are suggested to focus on traditional capacity clearance, the rise of new consumption, and sectors with high industry prosperity [5] - Investors are encouraged to consider the ChiNext 50 ETF linked fund to capitalize on these investment opportunities [5]

周三早盘，A股三大指数集体高开，创业板指领涨。截至午间收盘，上证指数涨0.54%，报3403.00 点；深证成指、创业板指分别涨0.89%、1.29%。全市场半日成交额8099亿元。 盘面上，稀土永磁概念股爆发，中科磁业连续两日以20%幅度涨停，股价创历史新高；汽车零部 件、汽车整车等方向集体走强，美晨科技、欣锐科技以20%幅度涨停；猪肉股震荡反弹，正虹科技 涨停。 | < V | N影石 0 | | | ra Q | | --- | --- | --- | --- | --- | | 688775 科创板 ■ | | | | | | 178.00 今年 182.00 最高 | | 187.99 最低 165.11 | | | | 56.56% 总手 | 276.56% 130.73 换手 | 17.2万 金额 | | 30.36亿 | | 总值 713.8亿 流值 54.29亿 市盈型 101.19 | | | | 車 求 | | 分时 園Ｋ | 五日 日 K | 月Ｋ 297.69% 卖1 177.01 3.00 | | 更多, | | | | | 买1 175.81 58.39 | | | | | | ...