1、道指历史首次站上5万点！中概股指数涨超3%，白银、比特币集体暴涨 类型：市场 情绪影响：正面 上周五全球资产集体爆发，标普500指数迎来自去年5月以来的最大单日涨幅，道指也历史性地站上了5 万点关口。英伟达单日涨超7%，市值增加超3200亿美元，纳斯达克中国金龙指数大涨3.71%。代表着极 致风险偏好的现货白银周五反弹近10%，比特币也涨近12%。 2、商业航天突传大消息！我国成功发射可重复使用试验航天器 类型：行业 盘前要闻 情绪影响：正面 2月7日，我国在酒泉卫星发射中心使用长征二号F运载火箭，成功发射一型可重复使用试验航天器。试 验航天器将按计划开展可重复使用试验航天器技术验证，为和平利用太空提供技术支撑。有分析指出， 随着2026年我国可重复使用试验航天器技术验证的成功，商业航天有望步入高频发射常态化阶段。 3、国常会研究促进有效投资政策措施，深入谋划实施一批重大举措、重大项目 类型：宏观 情绪影响：正面 上周五晚间国常会提出，促进有效投资对于稳定经济增长、增强发展后劲具有重要作用。在基础设施、 城市更新、公共服务、新兴产业和未来产业等重点领域，深入谋划推动一批重大项目、重大工程。要更 好发挥央国 ...

机构认为，当前A股市场趋势下，"轻仓持股过节"是一种审慎且符合历史规律的合理策略。 【财经日历】 澜起科技在港交所挂牌上市 新股申购：通宝光电 ►►2月6日，国务院总理李强主持召开国务院常务会议。会议指出，促进有效投资对于稳定经济增长、增强发展后劲具有重要作用。要创新完善政策措施， 加力提效用好中央预算内投资、超长期特别国债、地方政府专项债券等资金和新型政策性金融工具。要结合制定实施"十五五"规划，着眼于长远发展需要和 构筑未来竞争优势，在基础设施、城市更新、公共服务、新兴产业和未来产业等重点领域，深入谋划推动一批重大项目、重大工程。要更好发挥央国企扩投 资作用，加大力度支持民间投资发展，形成促进有效投资的合力。 ►►央行公告，中国2026年1月末黄金储备报7419万盎司，2025年12月末为7415万盎司，为连续第15个月增持黄金。 ►►中国人民银行等八部门发布关于进一步防范和处置虚拟货币等相关风险的通知。《通知》重申境内对虚拟货币坚持禁止性政策，明确虚拟货币不具有法 定货币地位，相关业务活动属于非法金融活动。同时，重申境内对于虚拟货币"挖矿"的禁止性政策等。《通知》还强调，未经相关部门依法依规同意，境内 ...

Core Viewpoint - The regulatory authorities in China have issued a comprehensive notification to strengthen the supervision of virtual currencies and related activities, emphasizing that virtual currencies do not hold the same legal status as fiat currencies and should not circulate as money in the market [1][2]. Regulatory Measures - The notification categorizes various virtual currency-related activities as "illegal financial activities," including exchanges between fiat and virtual currencies, exchanges between virtual currencies, and token issuance financing, all of which are strictly prohibited [1][2]. - A clear prohibition has been established against the issuance of stablecoins pegged to the Renminbi without approval, addressing potential threats to monetary sovereignty [1][2]. Comprehensive Coverage - The regulatory approach features "full-chain coverage" and "penetrating supervision," prohibiting financial institutions and non-bank payment entities from providing any services related to virtual currencies, while also restricting internet companies from offering support [2]. - The notification enhances cross-border regulatory efforts, explicitly stating that foreign entities and individuals cannot illegally provide virtual currency services to domestic subjects, and domestic entities are restricted from issuing virtual currencies abroad without approval [2]. Emerging Trends - The notification proactively includes the regulation of "Real World Asset Tokenization" (RWA) businesses, requiring domestic financial institutions and intermediaries to refrain from supporting unauthorized RWA activities [3]. - A strict approval or filing regulatory mechanism has been established for domestic entities engaging in RWA activities abroad, ensuring that all related operations fall under regulatory oversight to prevent regulatory arbitrage [3]. Industry Outlook - Experts believe that the notification reflects a necessary response to the global trend of cautious and strict regulation of virtual currencies, aiming to protect financial stability and public asset security [3]. - The implementation of the notification is expected to significantly reduce the space for illegal virtual currency activities domestically and effectively control cross-border risk channels, guiding financial resources and technological innovation to support high-quality development of the real economy [3].

据介绍，虚拟货币现阶段无法有效满足客户身份识别、反洗钱等方面的要求，存在被用于洗钱、集资诈 骗、违规跨境转移资金等非法活动的风险。《通知》明确，境内对虚拟货币坚持禁止性政策，相关业务 活动属于非法金融活动，一律严格禁止，坚决依法取缔。 虚拟货币依托区块链技术，支持点对点交易，突破了物理上的"国境"概念，相关风险极易跨境传导，国 际金融组织和中央银行等金融管理部门对此普遍持审慎态度。为切实防范风险，《通知》明确提出，未 经相关部门依法依规同意，境内主体及其控制的境外主体不得在境外发行虚拟货币。 本报北京2月8日电(记者徐佩玉)近日，中国人民银行、国家发展改革委、工业和信息化部、公安部、市 场监管总局、金融监管总局、中国证监会、国家外汇局等八部门联合发布《关于进一步防范和处置虚拟 货币等相关风险的通知》(以下简称《通知》)，明确虚拟货币相关业务活动属于非法金融活动，境内一 律严格禁止。 中国人民银行、中国证监会有关负责人表示，长期以来，中国境内始终对虚拟货币相关业务活动保持禁 止性的政策立场。2013年，中国人民银行等五部门联合印发《关于防范比特币风险的通知》，明确比特 币是一种特定的虚拟商品，不能且不应作为货币 ...

Core Viewpoint - The joint notice issued by eight Chinese regulatory bodies aims to further prevent and address risks associated with virtual currencies and tokenization of real-world assets, emphasizing that such activities are illegal financial activities and do not hold the same legal status as fiat currencies [1][2]. Group 1: Regulatory Framework - The notice reiterates that virtual currencies do not have the same legal status as fiat currencies and that any related business activities are considered illegal financial activities [1]. - It prohibits foreign entities and individuals from providing virtual currency-related services to domestic entities in any form [1]. - The notice emphasizes that tokenization of real-world assets is also illegal unless approved by relevant authorities, and foreign entities cannot provide related services to domestic entities [1]. Group 2: Specific Measures - Three specific measures are outlined: 1. Establishing a collaborative work structure between central and local governments to enhance risk prevention and management [3]. 2. Strengthening risk prevention and response through cross-departmental cooperation, including monitoring risks, managing funds and information flows, and regulating virtual currency mining [3]. 3. Enhancing organizational implementation by clarifying responsibilities among departments and regions, and promoting public awareness of risks associated with virtual currencies and tokenization [4]. Group 3: Importance of the Notice - The notice is significant for maintaining national financial sovereignty and ecological stability by enforcing strict regulations and combating illegal cross-border arbitrage [4]. - It aims to protect investor rights by implementing thorough regulatory measures to eliminate illegal financial bubbles [4]. - The notice also seeks to define the boundaries of financial innovation, discouraging fraudulent innovations while supporting compliant development of blockchain technology and data assets [4].

中国人民银行、国家发展改革委、工业和信息化部、公安部、市场监管总局、金融监管总局、中国证监 会、国家外汇局等八部门近日联合发布《关于进一步防范和处置虚拟货币等相关风险的通知》（以下简 称《通知》）。日前，中国人民银行、中国证监会有关负责人就《通知》相关问题回答了记者提问。 结合新的风险特征发布此《通知》 当有记者问《通知》的出台背景时，两部门相关负责人回答说，2021年，虚拟货币交易炒作活动盛行， 严重扰乱经济金融秩序，危害人民群众财产安全。按照党中央、国务院决策部署，中国人民银行联合有 关部门发布《关于进一步防范和处置虚拟货币交易炒作风险的通知》，坚决打击相关炒作行为，整顿行 业乱象，取得明显成效。 近期，受多种因素影响，虚拟货币交易炒作死灰复燃，现实世界资产代币化相关投机活动也时有发生， 风险防控面临新形势、新挑战。为进一步完善监管政策体系，防范化解相关风险，切实维护国家安全和 社会稳定，八部门会同中央网信办、最高人民法院、最高人民检察院，在总结前期工作经验的基础上， 结合新的风险特征，对原文件进行修订完善，形成了本次发布的《通知》。 首次明确"现实世界资产代币化"定义 记者问《通知》对虚拟货币、现实世界 ...

刷短视频弹出"投资稳定币保本保息"的诱人广告,亲友群里转发"海外理财捷径",朋友圈看到"资产代币化 能躺着赚钱"……近年来,虚拟货币等炒作交易活动变换马甲、更新套路,不断将黑手伸向百姓"钱袋子"。 2月6日,中国人民银行等8部门联合发文,明确在境内虚拟货币相关业务活动属于非法金融活动,禁止境内 开展现实世界资产(RWA)代币化活动,进一步防范和处置虚拟货币等相关风险,合力保障人民群众财产安 全。 涉及虚拟货币的 业务活动坚决取缔 如今,虚拟货币市场"过山车"行情已呈常态:2025年10月创出每枚超12万美元价格高点的比特币,2026年2 月已跌破每枚7万美元,部分"空气币"更是单日波动幅度超20%。这期间引发多次大规模杠杆交易爆仓,数 百亿美元在一夜间"灰飞烟灭"。 此次发布的政策和此前一以贯之。兑换业务、信息中介、定价服务、代币发行融资……这些涉及虚拟货 币的业务活动被严格禁止、坚决取缔,监管力度只紧不松。 近年来,稳定币成为全球市场关注重点。近期,虚拟货币价格波动较大,一些稳定币也出现暴跌、脱钩,让市 场看到稳定币其实并不"稳定"。 此次通知对稳定币作出了清晰判断:挂钩法定货币的稳定币在流通使用中变相履行 ...

Core Viewpoint - The recent regulatory upgrade in China regarding virtual currencies is described as the most stringent ever, aiming to completely block domestic virtual currency activities and extend control to overseas issuance, particularly concerning stablecoins linked to the Renminbi [1][3][4]. Regulatory Overview - The joint notice issued by eight departments, including the People's Bank of China and the China Securities Regulatory Commission, reiterates that virtual currency-related activities are illegal financial activities and strictly prohibited [3][4]. - The notice emphasizes that no domestic entity or individual is allowed to issue Renminbi-linked stablecoins abroad without proper authorization [4][5]. Impact on the Industry - The new regulations are expected to have a comprehensive impact on the virtual currency industry chain, particularly affecting the issuance and circulation of stablecoins [5][6]. - The notice aims to cut off the overseas issuance channels for domestic entities, thereby preventing the illegal issuance and circulation of tokens [5][6]. Mining Regulations - The notice also targets virtual currency mining, mandating strict control and prohibition of new mining projects, while requiring local governments to shut down existing operations [7][9]. - Mining activities are criticized for their high energy consumption and potential to facilitate illegal activities, including money laundering [9]. RWA Tokenization - The notice introduces clear boundaries for the tokenization of Real World Assets (RWA), prohibiting illegal issuance and trading while allowing for compliance under specific conditions [10][11]. - The China Securities Regulatory Commission has issued guidelines requiring domestic entities to file for approval before issuing asset-backed securities tokens abroad, thus creating a pathway for compliant operations [11][12]. Market Reactions - Following the announcement, the cryptocurrency market experienced volatility, with Bitcoin prices fluctuating and significant liquidation events occurring [4][12]. - Analysts predict a deep freeze in the domestic virtual currency market, with a clear shift towards compliance and a reduction in decentralized financial activities [16].

Group 1 - Bitcoin reached a peak of $71,000 on February 8, with a 3.4% increase in the past 24 hours, alongside rises in Ethereum and Tether [1] - Bitcoin's price significantly dropped, falling below $80,000 on January 31 and below $70,000 on February 5, marking a near 50% decline from its historical high of $125,000 on October 12 of the previous year [3] - The People's Bank of China and other regulatory bodies have implemented strict measures against cryptocurrency trading, declaring all related activities illegal within the country [4] Group 2 - The regulations prohibit any domestic or foreign entities from issuing stablecoins linked to the Chinese yuan without proper authorization [3] - Domestic entities and their controlled offshore entities are also banned from issuing cryptocurrencies abroad without approval [4] - All cryptocurrency exchange, trading, and information intermediary activities conducted within the country are classified as illegal financial activities and are subject to strict prohibition and enforcement [4]

Group 1 - The core viewpoint of the article highlights the significant fluctuations in Bitcoin prices, with a recent rise to $71,300 after a sharp decline that saw it drop below $80,000 and then $70,000 earlier in February [3]. - Bitcoin's market value has nearly halved compared to its historical high of $125,000 on October 12 of the previous year [3]. - Regulatory actions have intensified, with eight government departments, including the central bank and the securities regulatory commission, implementing strict measures against cryptocurrency trading and issuance within the country [3]. Group 2 - The article mentions that all virtual currency exchange, trading, and financing activities conducted within the country are deemed illegal financial activities and are strictly prohibited [3]. - There is a notable increase in the prices of other cryptocurrencies such as Ethereum and Tether, indicating a broader market trend alongside Bitcoin's movements [2].