定币以主权货币为锚定基础，实为法币功能的延伸与扩散，无法颠覆其赖以生存的体系。 在这一背景下，稳定币重构全球货币体系的预期升温。上海发展研究基金会副会长兼秘书乔依德对第一 财经记者表示，稳定币所能提升的跨境支付效率可能并没有大家预想的高。有研究指出实际成本可能接 近1%，而非宣传的极低水平。同时，稳定币以主权货币为锚定基础，实为法币功能的延伸与扩散，无 法颠覆其赖以生存的体系。 香港稳定币牌照竞争激烈 科技企业和传统金融公司高度关注稳定币，除京东币链、圆币创新、渣打-安拟-HKT联合体外，蚂蚁国 际、蚂蚁数科亦明确表达业务拓展意愿。 数字资产托管与钱包平台Cobo高级副总裁、支付业务负责人左常柏（Alex Zuo）对记者表示："香港的 稳定币牌照还是比较稀缺的，明面上有40多家企业提交了申请，律所反馈还有几十家有意向申请，竞争 十分激烈，对手基本都是中国最大的金融机构和互联网公司，很多中小机构甚至没有资格递交申请。但 最终预计牌照可能仅为个位数。" 据记者了解，除了当前官宣的公司，仍有一些从事供应链相关的大型中国企业在积极招聘，尤其是区块 链方面的人才，备战稳定币牌照的申请。 左常柏提及，从去年开始，主要有两 ...

板块行情回顾：本周（2025/6/30至2025/7/4）纳指再创新高。本周恒生科技收于 5216.3，指数下跌2.3%，跑输恒生指数0.8pct；费城半导体指数收于5647.1，指数上涨 1.8%，跑赢纳斯达克100、标普500指数。本周 UUUU发布六月产量数据，超市场预期。相关标的涨幅TOP5的公司分别为甲骨文 （+13%）、ENERGYFUELS（+11%）、恩智浦半导体（+7%）、安森美半导体（+7%）、 苹果（+6%）；跌幅TOP5的公司分别为金山软件（-15%）、美团-W（-7%）、ARM （-6%）、阿里巴巴-SW（-6%）、理想汽车-W（-6%）。 华源证券近日发布海外科技周报：近本周美国领先的铀、稀土元素及其他关键矿物生产 商EnergyFuelsInc.（纽约证券交易所代码：UUUU）在7月1日宣布，其位于亚利桑那州的 PinyonPlain铀矿产量持续大幅超出此前的产量预估。2025年6月，公司在PinyonPlain矿山开 采了230,661磅八氧化三铀（U3O8），使得2025年第二季度总产量达到638,700磅。此外，公 司二季度在现货市场上以每磅77.00美元的平均价格售出了5 ...

推特：https://x.com/victalk6886 币安链接：https://www.binance.com/activity/referral-entry/CPA?ref=CPA_00AJKYPKEA 电报群：https://t.me/joinchat/EN6OG4vXZLw4MDg1 Telegram :victalk2021 #web3 #binance #eth #btc #crypto #币安 # #meme #川普 #比特币 #trump #$TRUMP #川普币 #马斯克 #gork ...

作者团队的权威性为本书奠定了扎实基础。 领衔作者杜雨博士是中国社会科学院技术经济学博士，曾任职于腾讯和红杉资本，并主导 多项国家级AI课题；张孜铭副院长拥有跨学科背景，参与制定了《生成式人工智能数据应用合规指南》；喻堂轩则作为AI讲师，积累 了丰富的实战教学经验。书中融合了团队在"AI+X"领域的多年探索成果，从原理认知到行业落地，形成了一条清晰的学习路径。 近日，未可知人工智能研究院院长 杜雨 博士携副院长 张孜铭 、讲师 喻堂轩 ，正式发布新书 《一本书学会Manus：AI智能体实战指 南》 。该书以Manus为范例，系统讲解通用AI智能体的核心原理、设计哲学与实战应用，旨在帮助读者从 "被动使用AI"进阶为"主动 驾驭AI智能体" 。 在人工智能技术飞速发展的当下，传统聊天机器人已无法满足复杂任务的需求。本书指出，Manus等通用AI智能体的核心价值在于 其"行动力"——它们能像人类助手一样拆解需求、调用工具并交付完整成果。 为降低学习门槛，书中不仅详细解析了Manus的 18个官方经典用例 ，还针对商业经营、教育学习、内容创作和个人生活四大领域， 提供了 100余个即学即用的提示词模板 及3 0多个高 ...

Group 1: Web3 Companies and Market Trends - Antalpha and Circle successfully listed on Nasdaq and NYSE, with first-day stock price increases of 70% and 168%, indicating high investor confidence in Web3 infrastructure and stablecoin businesses [1] - Coinbase's upcoming inclusion in the S&P 500 index marks a significant step in integrating Web3 into mainstream financial asset allocation, likely driving capital inflow and enhancing valuation stability [1] - The trend suggests that leading Web3 companies are increasingly meeting the transparency, profitability, and regulatory compliance required for public companies, potentially attracting traditional financial institutions and institutional investors [1] - Guotai Junan International became the first to receive approval from the Hong Kong Securities and Futures Commission, significantly expanding its business scope and achieving a nearly 200% stock price surge [1] - Investors should focus on the future product deployment and customer expansion capabilities of brokerage firms involved in virtual asset businesses [1] - Companies like Coinbase and Ripple are exploring banking licenses to standardize their stablecoin, custody, and payment capabilities into traditional financial services [1] - Web3 companies are evolving from mere technology providers to new financial infrastructure operators in the digital economy, opening up greater commercial model and valuation opportunities [1] - The U.S. has incorporated digital assets into its national financial development plan, with regulatory bodies restructuring rules to balance innovation encouragement and risk control [1] - This trend indicates a reduction in policy risks for Web3 companies, with mid-to-long-term valuations likely receiving institutional support, especially for compliant leading firms [1] Group 2: Stablecoin Market Dynamics - Stablecoins have evolved from tools for hedging and on-chain payments in the crypto ecosystem to a new infrastructure for global cross-border payments, settlements, and digital finance [2] - The total market capitalization of stablecoins surged from $650 million to over $250 billion in six years, a growth of over 380 times, with projected transaction volumes reaching $27 trillion in 2024, surpassing Visa and Mastercard [2] - The stablecoin industry is undergoing a structural shift from being "Web3 native" to being dominated by "Web2 giants," reshaping the entire payment market landscape [2] - Mastercard is actively participating in building infrastructure rather than just collaborating with crypto companies, co-developing compliant on-chain card purchase processes with Chainlink, Zerohash, and Swapper [2] - By integrating stablecoins like FIUSD into its global payment network, Mastercard is addressing the conversion pain points between fiat and on-chain assets, enhancing user experience and capital efficiency [2] - Mastercard's support for merchants to choose stablecoins as settlement currencies breaks the long-standing fiat payment monopoly, significantly optimizing cross-border settlement experiences [2] - Companies like JD.com, Ant Group, and Fiserv are not just using existing stablecoins but are applying for regulatory licenses to create their own stablecoins for core business services [2] - Fiserv's FIUSD is designed for financial institutions and merchants, aligning with the current demand for "programmable dollars," while JD.com aims to reduce cross-border logistics payment costs by 90% [2] - Monitoring whether these companies can shift their revenue structure from "platform fees" to "settlement fees" and "clearing service fees" is crucial, as this may represent new profit growth points [2] Group 3: Regulatory Developments and Market Implications - The U.S. GENIUS Act, the EU's MiCA, and regulatory sandboxes in Singapore and Hong Kong have opened compliance pathways for stablecoin issuance, making "licenses" a scarce financial resource for the next phase [3] - Meta plans to integrate stablecoins into WhatsApp and Instagram, enabling "chat-to-transfer" functionalities, while eight major banks in South Korea have formed a stablecoin alliance to provide lower-threshold international financial services for SMEs [3] - These cases indicate a trend where stablecoins are becoming the preferred pathway for Web2 products to enter the Web3 space, serving as the most compliant and lowest user-threshold "on-chain entry" [3] Group 4: Investment Opportunities in Traditional Financial Institutions - Guotai Junan Securities (Hong Kong) partnered with HashKey to issue tokenized securities "GF Token," creating a fusion path between digital assets and traditional securities [4] - The Hong Kong stock market has formed a closed-loop cooperation between "compliant brokerages" and "on-chain issuance platforms," indicating that the traditional financial system is opening interfaces to the virtual asset system [4] - Chinese brokerages with first-mover advantages are expected to receive structural valuation reassessment opportunities, with virtual asset-related revenues (custody, trading, issuance) likely becoming new profit sources [4] - The combination of fundamental turning points and increased policy support is expected to drive Chinese brokerages from "cyclical valuation recovery" to "structural profit improvement," leading to a more sustained performance-driven market [4]

1、有消息称美方恢复EDA软件、乙烷、飞机发动机等产品对华出口。商务部回应表示，中美伦敦经贸会谈后，双方于近期确认了落实两国元首6月5日通 话重要共识和巩固日内瓦经贸会谈成果的具体细节。目前， 双方团队正在加紧落实伦敦框架有关成果。中方正依法依规审批符合条件的管制物项出口许 可申请。美方也采取相应行动，取消对华采取的一系列限制性措施 ，有关情况已向中方作了通报。 2、据玉渊谭天，目前， 中欧电动汽车谈判的技术部分已经基本完成，只欠临门一脚 ，关键在于欧方能否展现出相应的政治意愿推动问题的解决。另外， 商务部公告，自7月5日起，对原产于欧盟的进口相关白兰地征收反倾销税，实施期限为5年。 3、 住建部调研组近日赴广东、浙江两省调研 。调研组表示，各地要切实扛起责任，充分用好房地产调控政策自主权，因城施策、精准施策，提升政策实 施的系统性有效性，持续巩固房地产市场稳定态势。要多管齐下稳定预期、激活需求、优化供给、化解风险，更大力度推动房地产市场止跌回稳。 1、周五A股冲高回落，上证指数一度涨逾1%逼近3500点， 大金融领涨，银行、稳定币方向涨幅居前，固态电池概念股集体下挫 。截至收盘，上证指数 涨0.32%报34 ...

📱 Chapter 4 of 4 is live!SIM swap attacks are on the rise—do you know how to protect your digital assets? Find out how to secure your accounts and stay ahead of scammers.Let’s celebrate your newfound Web3 security skills! 🎉 https://t.co/mrKHdFfJvz ...

日本近年来加快了对加密货币行业的监管步伐，已有多家大型金融机构开始自主开发稳定币解决方案。 日本第二大银行集团三井住友金融集团（SMFG）也正与Avalanche开发商Ava Labs、Fireblocks及TIS合 作，筹备开展稳定币试点。据《日本经济新闻》4月报道，SMBC的试点预计将于2025年底或2026年初 启动，并计划于当年晚些时候全面发行。 在全球范围内，随着各国政府和金融机构纷纷探索稳定币在支付、结算和贸易中的应用，稳定币的普及 度正在不断提升。 在欧洲，稳定币已在加密支付中发挥重要作用。一份来自Oobit的6月报告显示，该平台上超过75%的加 密交易涉及稳定币，其中零售和旅行支出在波兰、立陶宛和德国等国领先。 韩国多家银行也通过合规渠道推出了稳定币项目，而在美国，随着美元支持的稳定币持续主导全球使 用，立法者正推动敲定联邦监管框架。 根据数字资产基础设施公司Fireblocks于7月4日在X（前Twitter）上的一则帖子，Minna银行正与 Fireblocks、Solana Japan 以及日本科技公司TIS合作，开展一项评估稳定币在日常金融服务中可行性的 联合研究。 在分享给Decry ...

（以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 作者：港股君 截至7月4日收盘，新火科技控股（01611.HK）报3.080港元，较上个交易日下跌4.64%，当日盘中最高价 触及3.500港元，创近一年新高。 资金流向方面，当日主力流入NaN万港元，流出NaN万港元，净流出300.79万港元。 新火科技控股有限公司(简称"新火科技",又称'SINOHOPE',股票代码:1611HK)专注数字资产托管,多种托 管解决方案,帮助每一个企业安全、便捷的使用数字资产。公司核心产品MPC自托管平台SINOHOPE通 过采用MPC-CMP技术支持用户分布式管理私钥分片与协同签名,解决私钥单点风险,有效增加透明性和 易用性。新火科技致力于打造新一代安全合规托管平台,让用户以Web2的体验做到完全控制、恢复私钥, 在降低用户操作门槛的同时实现底层安全,杜绝黑客入侵、盗窃、黑地址转账等风险,用Web3.0的技术为 社会创造包容性价值。新火科技的管理团队涵盖来自数字资产及传统金融行业的人才,拥有丰富行业经 验及独到的业务见解。公司秉承着安全、合规、专业、多元的服务原则,提供简 ...

维多利亚，塞舌尔, July 04, 2025 (GLOBE NEWSWIRE) -- 全球领先的加密货币交易所和 Web3 公司 Bitget 成功结束了 2025 年反诈骗月 (2025 Anti-Scam Month)，该全球倡议旨在提升用户对 Web3 诈骗的防范意识与抵御能力。 整个 6 月期间，Bitget 推出了一系列游戏化教育工具、专家合作项目和行业研究，以应对整个加密货币生态系统中日益严峻的 AI 驱动诈骗和安全漏洞威胁。 该活动的核心是“慧眼识骗挑战”(Smarter Eyes Challenge)，这是一个基于漫画的互动小游戏，模拟现实生活中的诈骗场景——从网络钓鱼和社交工程到虚假代币授权。 虽然只有 8.60% 的参与者在在首次尝试时识破所有陷阱，但引人注目的是，最终有 65.41% 的参与者在获得安全提示引导后成功通过全部三个关卡，这既凸显了安全意识存在显著差距，也证明了此次活动的实际成效。 Bitget 发布了六篇深度博文，探讨了短信欺骗、虚假应用程序和高风险代币等常见攻击媒介。 超过 80% 的用户在后续的安全测验中获得满分，这表明在该活动的教育内容引导下，用户的诈骗识别能力得 ...