每经编辑｜陈鹏程 王晓波 1 李强签署国务院令 公布《国务院关于修改〈中华人民共和国外国人入境出境管理条例〉的决定》 国际油价走高，美油主力合约涨2.04%，报63.93美元/桶；布伦特原油主力合约涨1.87%，报66.86美元/桶。 欧洲三大股指收盘全线上涨，德国DAX指数涨0.79%报24377.5点，法国CAC40指数涨0.84%报7870.34点，英国富时100指数涨0.13%报9177.24点。 国务院总理李强日前签署国务院令，公布《国务院关于修改〈中华人民共和国外国人入境出境管理条例〉的决定》（以下简称《决定》），自2025年10月1 日起施行。《决定》共2条，规定了以下内容。一是规定在普通签证类别中新增K字签证，发给入境的外国青年科技人才。二是规定申请K字签证，应当符 合中国政府有关主管部门规定的外国青年科技人才的条件和要求，并提交相应的证明材料。（新华社） 2 隔夜市场 美股三大指数接近平收，标普500指数涨0.03%，纳指跌0.01%，道指跌0.02%，其中，标普500指数连续三个交易日续创历史收盘新高；大型科技股多数上 涨，英特尔大涨超7%，亚马逊、奈飞涨超2%，微软、英伟达、谷歌、Met ...

为维护市场廉洁稳健并保障投资者，证监会设有专责市场监察团队以及先进且经过验证的系统，以密切 监察香港的交易活动。针对任何可能损害市场廉洁稳健的操纵或欺诈行为，证监会将采取严厉行动。 金管局总裁余伟文表示，金管局采取严格及审慎的态度审批稳定币发行人牌照申请。审批标准门槛甚 高，在初期仅会批出数个牌照。 证监会行政总裁梁凤仪称，近期与稳定币概念相关的股价波动，突显投资者必须清楚了解相关投资所涉 及的风险及可能招致的财务损失。除自行进行深入分析外，投资者亦应时刻警惕短期价格波动带来的诱 人回报假象，并对未经证实的声称保持谨慎，尤其是社交媒体上出现的言论。(完) 金管局重申，在考虑稳定币发行人牌照申请时将采取稳健及审慎方式，并设立较高的门槛。表达意向或 提交稳定币牌照申请，以及金管局与相关机构的沟通，只是申请牌照的过程，最终获发牌照与否将视乎 申请是否符合发牌条件。 金管局与证监会呼吁公众应保持谨慎，深入分析相关资讯，避免只基于市场炒作或价格势头作出非理性 投资决策。市场参与者在进行公众沟通时应负责任，避免发表可能误导投资者或造成不切实际期望的言 论。 中新社香港8月14日电鉴于近期出现与稳定币概念相关的市场波动，香 ...

Core Viewpoint - The Hong Kong Monetary Authority (HKMA) and the Securities and Futures Commission (SFC) issued a joint statement urging the public to exercise caution regarding recent market volatility related to stablecoins, emphasizing the importance of making informed investment decisions rather than reacting to market speculation [1][2]. Group 1: Market Volatility and Regulatory Response - The HKMA and SFC noted that recent market fluctuations related to stablecoins appear to stem from announcements regarding the application for stablecoin issuer licenses in Hong Kong, as well as speculation in news and social media [2]. - The HKMA reiterated that it will adopt a prudent approach when considering applications for stablecoin issuer licenses, setting high standards for approval [2][3]. - The statement highlighted the significant uncertainty surrounding these plans or application outcomes, underscoring the need for vigilance during market exuberance to avoid irrational decision-making [2]. Group 2: Investor Guidance and Market Integrity - The HKMA and SFC called on the public to conduct thorough analyses of relevant information and to avoid making irrational investment decisions based solely on market hype or price momentum [2]. - The SFC emphasized the importance of understanding the risks associated with investments in stablecoins and warned investors to be cautious of unverified claims, particularly those circulating on social media [3]. - The SFC has a dedicated market surveillance team and advanced systems in place to monitor trading activities in Hong Kong, committing to take strict action against any manipulative or fraudulent behavior that could undermine market integrity [3]. Group 3: Market Performance Data - According to Wind data, the Hong Kong stablecoin index has seen a continuous increase since April 8, with daily fluctuations exceeding 10% and a cumulative increase of over 130% [3].

声明呼吁公众对近期与稳定币相关的市场波动保持谨慎，避免只基于市场炒作或价格势头作出非理性投资决策。 8月14日，香港金融管理局（金管局）和证券及期货事务监察委员会（证监会）就近期稳定币相关市场波动发表联合声明。 香港证监会强调，为维护市场廉洁稳健及保障投资者，证监会设有专责市场监察团队及先进且经过验证的系统以密切监察香港的交易活动。针对任何可能损害市场 廉洁稳健的操纵或欺诈行为，证监会将采取严厉行动。 香港金管局总裁余伟文表示："金管局采取严格及审慎的态度审批稳定币发行人牌照申请。审批标准门槛甚高，在初期仅会批出数个牌照。作为正常的市场沟通，至 今我们已与多家机构就稳定币牌照进行初步沟通。这些沟通及对牌照的意向表达和申请，并不构成对任何机构的批准，也并非对其获批牌照前景的任何认可。" 香港证监会行政总裁梁凤仪表示："近期与稳定币概念相关的股价波动，突显投资者必须清楚了解相关投资所涉及的风险及可能招致的财务损失。除自行进行深入分 析外，投资者亦应时刻警惕短期价格波动带来的诱人回报假象，并对未经证实的声称保持谨慎，尤其是社交媒体上出现的言论。证监会将继续密切监察市场活动， 并会毫不犹豫地采取有力的行动，以维护市场 ...

Core Viewpoint - The A-share market experienced a significant fluctuation on August 14, with the Shanghai Composite Index briefly surpassing the 3700-point mark before closing down 0.46% at 3666.44 points, indicating a mixed market sentiment despite increased trading volume [1][3][7]. Market Performance - The Shanghai Composite Index closed at 3666.44, down 0.46%, while the Shenzhen Component Index and the ChiNext Index fell by 0.87% and 1.08%, respectively [2][3]. - A total of 4600 stocks declined throughout the day, reflecting a broad market pullback [1][3]. Trading Volume - The total trading volume reached 2.31 trillion yuan, marking a year-to-date high and an increase of over 130 billion yuan compared to August 13 [3][7]. - This surge in trading volume indicates heightened market activity and investor interest [10]. Sector Performance - There was a notable divergence in sector performance, with sectors like humanoid robots and optical modules experiencing declines, while financial leaders showed resilience [3][8]. - Specific sectors such as stablecoins, insurance, digital currencies, and GPU indices saw gains of 4.21%, 2.64%, 1.66%, and 1.50%, respectively [7]. Market Sentiment and Future Outlook - Analysts suggest that the market may have entered a "slow bull" phase, driven by improved liquidity and a positive feedback loop from capital market policies [10][14]. - Institutions are divided on strategies, with some focusing on increasing exposure to undervalued sectors like consumption and technology, while others maintain a full or near-full position in growth stocks [12][13]. Investment Strategies - Investment strategies are evolving, with some institutions recommending a balanced approach to manage rapid sector rotations, particularly in high-growth areas like AI and innovative pharmaceuticals [18]. - The focus is on sectors with high earnings elasticity and those benefiting from increased retail participation, such as brokerage and insurance [18].

据香港金管局官网，8月14日，香港金管局和香港证监会联合发表声明。香港金管局重申，在考虑稳定 币发行人牌照申请时将采取稳健、审慎的方式，设立较高的门槛。机构表达意向、提交稳定币牌照申 请、与金管局沟通是申请牌照的必要过程，最终能否获批牌照存在较大不确定性。 香港证监会行政总裁梁凤仪表示，香港证监会将继续密切监察市场活动，将毫不犹豫地采取有力的行 动，以维护市场廉洁稳健及保障投资者免受不必要的风险。 联合声明指出，香港金管局和香港证监会留意到，近期市场出现与稳定币概念相关的波动。波动似乎源 于拟在香港申请稳定币发行人牌照、从事相关活动或探讨此类计划可行性等相关的公告、新闻、社交媒 体帖文或市场揣测。部分内容亦提及近期曾与香港金融监管机构接触。 香港金管局与香港证监会呼吁公众保持谨慎，深入分析相关信息。 【导读】香港金管局、香港证监会再给稳定币降温 梁凤仪表示，近期与稳定币概念相关的股价波动，凸显理解投资风险的重要性。投资者需了解投资所涉 及的风险及可能面临的财务损失，亦应警惕短期价格波动带来的回报假象，对未经证实的声音保持谨 慎，尤其是社交媒体上的言论。香港证监会将继续密切监察市场活动，并将毫不犹豫地采取有力的 ...

香港金管局总裁 余伟文表示，香港稳定币发行人牌照审批标准门槛较高，在初期将仅批出数张 牌照。作为正常的市场沟通，香港金管局与多家机构就稳定币牌照进行初步沟通。但是，这 些沟通不构成对任何机构的批准，也并非对其获批牌照前景的任何认可。 梁凤仪表示，近期与稳定币概念相关的股价波动，凸显理解投资风险的重要性。投资者需了 解投资所涉及的风险及可能面临的财务损失，亦应警惕短期价格波动带来的回报假象，对未 经证实的声音保持谨慎，尤其是社交媒体上的言论。香港证监会将继续密切监察市场活动， 并将毫不犹豫地采取有力的行动，以维护市场廉洁稳健及保障投资者免遭不必要的风险。 【导读】香港金管局、香港证监会再给稳定币降温 中国基金报记者 吴娟娟 据香港金管局官网， 8月14日，香港金管局和香港证监会联合发表声明 。香港金管局重申， 在考虑稳定币发行人牌照申请时将采取稳健、审慎的方式，设立较高的门槛。机构表达意 向、提交稳定币牌照申请、与金管局沟通是申请牌照的必要过程，最终能否获批牌照存在较 大不确定性。 香港证监会行政总裁梁凤仪表示，香港证监会将继续密切监察市场活动，将毫不犹豫地采取 有力的行动，以维护市场廉洁稳健及保障投资者免受不 ...

【导读】香港金管局、香港证监会再给稳定币降温 梁凤仪表示，近期与稳定币概念相关的股价波动，凸显理解投资风险的重要性。投资者需了解投资所涉 及的风险及可能面临的财务损失，亦应警惕短期价格波动带来的回报假象，对未经证实的声音保持谨 慎，尤其是社交媒体上的言论。香港证监会将继续密切监察市场活动，并将毫不犹豫地采取有力的行 动，以维护市场廉洁稳健及保障投资者免遭不必要的风险。 据香港金管局官网，8月14日，香港金管局和香港证监会联合发表声明。香港金管局重申，在考虑稳定 币发行人牌照申请时将采取稳健、审慎的方式，设立较高的门槛。机构表达意向、提交稳定币牌照申 请、与金管局沟通是申请牌照的必要过程，最终能否获批牌照存在较大不确定性。 联合声明亦指出，市场参与者在进行公众沟通时应负责任行事，避免发表可能误导投资者或造成不切实 际期望的言论。 香港证监会行政总裁梁凤仪表示，香港证监会将继续密切监察市场活动，将毫不犹豫地采取有力的行 动，以维护市场廉洁稳健及保障投资者免受不必要的风险。 香港证监会设有专门的市场监察团队及经过验证的系统，密切监察香港的交易活动。针对任何可能损害 市场廉洁稳健的操纵或欺诈行为，香港证监会将采取严厉 ...

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Group 1: Central Bank and Economic Policies - The People's Bank of China will conduct a 500 billion yuan reverse repurchase operation on August 15 to maintain liquidity in the banking system, with a term of 6 months [1] - The National Development and Reform Commission is working on the "14th Five-Year" marine economy development plan, focusing on innovation-driven development and promoting emerging industries like offshore wind power and marine biomedicine [1] Group 2: Market Trends and Investor Behavior - The number of investors participating in margin trading reached a new high for the year at 523,400 on August 13, marking a 9.67% increase from the previous trading day [1] Group 3: Company News and Developments - Xi'an Yiswei Materials Technology Co., Ltd. became the first unprofitable company to pass the IPO review on the Sci-Tech Innovation Board after the "New National Nine Articles" and "Science Eight Articles" were released, indicating increased acceptance of unprofitable "hard tech" companies [3] - The China Chemical and Physical Power Industry Association reported that 152 companies have joined an initiative to promote fair competition in the energy storage industry, indicating strong support for self-regulation within the sector [4] - Chipsea Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [6] - Recurrent Bio's controlling shareholder intends to reduce their stake by no more than 1.08% [6] - Huagong Technology reported a net profit of 911 million yuan for the first half of the year, a 44.87% increase year-on-year [6] - JD Group's second-quarter revenue reached 356.7 billion yuan, a 22.4% year-on-year increase [6]