比特币失守93000美元/枚，日内跌幅0.81%。 ...

近年来，跨境支付行业在全球范围内迎来了显著的发展机遇。特别是自 2020 年疫情爆发以来，随着互联网的普及和消费理念的变化，跨境支付市场呈现出 蓬勃发展的趋势。全球跨境支付市场规模在 2024 年已超过 2.4 万亿美元，并 且每年的增幅保持在 10%到 15%之间。中国的跨境支付市场规模在 2024 年 也已超过 7.5 万亿元人民币，并预计在 2025 年继续增长。这一增长主要得益 于国家鼓励创收外汇政策以及 B2B 外贸和跨境电商的发展。 当前全球和中国的跨境支付市场格局如何？ 从全球角度来看，欧美市场仍然占据主要地位，但新兴市场如东南亚、拉美、 中东和非洲等地区也开始崛起。例如巴西、墨西哥等拉美国家，以及中东和非 洲地区，这些区域因互联网普及和消费理念变化而呈现出爆发式增长。在中国， • SWIFT 系统仍占全球交易系统约 80%份额，新兴体系如 CIPS 和金砖国家 支付系统旨在弱化对 SWIFT 的管控，但短期内难以抗衡，未来十年内 SWIFT 仍将保持主导地位。 • 中国政府提高出口退税率，设立专项贷款支持外贸企业，推动保税仓与海 外仓联动，推广人民币跨境结算系统（CIPS），鼓励市场多元化发展 ...

- The report introduces a "Total Heat Index" as a proxy variable for tracking market sentiment, which aggregates the browsing, watchlist, and click counts of individual stocks, normalized as a percentage of the total market and multiplied by 10,000, with a range of [0,10000][7] - A simple rotation strategy is constructed based on the weekly heat change rate (MA2) of broad-based indices, where the index with the highest heat change rate is bought at the end of each week, and if the "Others" group has the highest rate, the portfolio remains in cash. This strategy achieved an annualized return of 8.74% since 2017, with a maximum drawdown of 23.5%, and a 2025 return of 7.5%[13][16] - The report also constructs two concept-based portfolios: a "TOP" portfolio selecting the top 10 stocks with the highest total heat within the top 5 concepts with the largest heat change, and a "BOTTOM" portfolio selecting the bottom 10 stocks with the lowest total heat within the same concepts. The "BOTTOM" portfolio historically achieved an annualized return of 15.71%, with a maximum drawdown of 28.89%, and a 2025 return of 17%[30][32]

比特币向上升破95000美元，过去24小时内上涨0.13%。 ...

值得注意的三点，首先是上周积极活跃的国家队今天休息了，其次据传今天大户 S 限制被解除了，再次今天科技成长方向迎来难得的资金活 跃。整体看来，今天游资量化和机构干活是更出力了，而作为重回交易正常化的首日表现当属利好。 一 、 GJD 休息，游资量化干活更出力 今天市场全天低开高走，三大指数集体收涨，沪指录得 7 连阳，逼近 3300 点关口，深成指、创业板指均涨超 1% 。两市成交额重回万亿级 别，达 1.04 万亿元，较上一交易日放量 1267 亿元，市场情绪明显回暖。周末翻车的机器人不弱反强，前面回调较多的 AI 应用和算力也十分 活跃，我们连推一周多的跨境支付也是持续走强。个股呈现普涨格局，沪深京三市超 4300 只个股上涨， 114 只个股涨停，仅 818 只个股下 跌，赚钱效应较强。 二、 行业板块与题材热度：黄金 & 大消费仍强， AI 与机器人齐飞 首先是黄金股才休息不到 3 天（美元指数盘中跌破 98 了）今天又全线爆发，受国际金价上涨及避险情绪推动，四川黄金、赤峰黄金、西部黄 金等近 10 股涨停，晓程科技更是 20cm 涨停，板块整体领涨市场。另一个中长期推荐配置的大消费持续活跃，国芳集团 ...

比特币突破86000美元/枚，日内涨0.97%。 ...

比特币站上85000美元/枚，日内涨0.63%。 ...

比特币向上触及85000美元，日内上涨0.8%。 ...

Core Viewpoint - The rapid development of the digital economy has led to the vigorous promotion of the digital renminbi, supported by national and local government initiatives, resulting in an increasing number of application scenarios for its use [1][2]. Group 1: Digital Renminbi Promotion - The digital renminbi is being integrated into various aspects of daily life, including online shopping, public transportation, and government services [1]. - Public enthusiasm for the digital renminbi is growing due to the issuance of digital renminbi red envelopes and the improvement of payment infrastructure [1]. Group 2: Fraudulent Activities - There has been a rise in fraudulent activities utilizing the digital renminbi, with criminals spreading false information about the establishment of digital renminbi banks and recruitment of promoters [2]. - Scammers have been using social media and online meetings to lure individuals into providing personal information under the guise of offering high returns for exchanging digital renminbi [2][3]. Group 3: Types of Scams - Common scams include fake promotional activities, high-return investment schemes, and impersonation of authoritative institutions [6]. - Fraudsters have created counterfeit digital renminbi apps that mimic official ones, making it difficult for users to distinguish between real and fake [4][5]. Group 4: User Precautions - Users are advised to be cautious and adhere to the "three no" principles: do not click on unknown links, do not scan unknown QR codes, and do not browse unfamiliar websites [7]. - The public is reminded that the digital renminbi is a legal currency and any claims of profit or return from its use should be treated as potential scams [7].

数字货币板块持续走高，中油资本（000617）涨停，海联金汇（002537）、飞天诚信（300386）此前封 板,四方精创（300468）、拉卡拉（300773）、新国都（300130）涨超10%，华峰超纤（300180）、雄 帝科技（300546）、高伟达（300465）、京北方（002987）、中亦科技（301208）等跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...