8月14日，沪指盘中一举突破3700点，盘面上，稳定币概念股强势上涨。 热门ETF中，截至10:30，金融科技ETF华夏（516100）涨3.01%，恒宝股份、中科金财、京北方等涨 停，四方精创涨超16%，数字认证、天阳科技、拉卡拉、东信和平等股领涨，券商ETF基金（515010） 涨1.55%。 金融科技ETF华夏（516100）跟踪中证金融科技主题指数，涵盖软件开发、互联网金融及数字货币产业 链，兼具金融属性与科技属性，指数重仓股包括同花顺、东方财富、恒生电子、润和软件、指南针等行 业龙头股，又不乏拉卡拉、京北方、四方精创等稳定币概念热门个股。Wind数据显示，该ETF稳定币概 念含量超22%。 湘财证券表示，市场交投持续活跃，券商板块业绩和估值持续修复，同时主动权益基金的券商持仓相较 业绩基准仍然处于低配，券商板块有望迎来增量资金配置。维持证券行业"增持"评级，建议关注市场交 投活跃背景下，beta属性较强的互联网券商。 浦银国际表示，长期来看，随着监管框架完善，稳定币在国际支付中的市场份额有望持续提升。 东方财富证券指出，RWA从概念逐渐走向场景化实践。建议关注已获虚拟资产交易相关牌照的机构及 正在布 ...

Core Viewpoint - Jiufang Zhitu Holdings (09636) has experienced a significant stock price increase of over 6%, currently trading at 52.65 HKD, with a transaction volume of 145 million HKD, following the announcement of a profit alert indicating a turnaround from a loss to a profit in the first half of the year [1][1][1] Financial Performance - The company expects a net profit attributable to shareholders between approximately 830 million HKD and 870 million HKD for the first half of the year, compared to a net loss of 174 million HKD in the same period last year [1][1][1] - The company reported a year-end contract liability of 1.489 billion HKD, indicating a strong performance in contract fulfillment during the first half of the year [1][1][1] - The contract liability remains high, with a balance of 809 million HKD expected at the end of the first half of 2025, providing robust support for stable performance in the second half of the year [1][1][1] Strategic Initiatives - In July, the company completed a strategic placement, achieving multiple times oversubscription and raising 100 million USD [1][1][1] - This placement is expected to enhance the company's strategic layout by diversifying its business ecosystem, focusing on RWA underlying assets, digital asset exchanges, and custodial banking in various niche markets [1][1][1] - The company aims to extend its global market reach, particularly in Hong Kong and the Middle East, to broaden its regional coverage and provide more international revenue sources [1][1][1] - The strategy includes creating a closed-loop system encompassing trading, asset management, and investment advisory services [1][1][1]

Key Features & Performance - X Layer upgraded to achieve 5,000 TPS (transactions per second) [1] - X Layer features near-zero gas fees [1] Tokenomics - OKB supply is fixed at 21 million [1] Ecosystem & Vision - X Layer aims to be the most interoperable, accessible, and compliant on-chain ecosystem [1] - X Layer is positioned as the OS (Operating System) powering the on-chain ecosystem [1] - X Layer is building infrastructure to make everything on-chain [1] - X Layer aims to power the future of DeFi (Decentralized Finance), global payments, and RWA (Real World Assets) [1]

Core Viewpoint - Jiufang Zhitu Holdings (09636) has experienced a significant stock price increase of over 6%, attributed to a positive earnings forecast for the first half of the year, indicating a turnaround from a loss in the previous year [1] Financial Performance - The company expects a net profit attributable to shareholders between approximately 830 million to 870 million HKD for the first half of the year, compared to a net loss of 174 million HKD in the same period last year [1] - The company reported a year-end contract liability of 1.489 billion HKD, with a strong performance in contract fulfillment during the first half of the year [1] Market Outlook - According to Cinda Securities, the domestic capital market is expected to improve significantly in the second half of 2024, leading to increased market activity and a rapid rise in new orders for the company [1] - The company maintains a high level of contract liabilities, with a balance of 809 million HKD expected at the end of the first half of 2025, providing robust support for stable performance in the second half of the year [1] Strategic Initiatives - In July, the company completed a strategic placement, raising 100 million USD with multiple times oversubscription, which is expected to enhance its strategic positioning in various markets [1] - The strategic placement aims to enrich the business ecosystem by focusing on RWA underlying assets, digital asset exchanges, and custodial banking, while also extending its global market reach, particularly in Hong Kong and the Middle East [1] - The company is working towards creating a closed-loop system encompassing trading, asset management, and investment advisory services [1]

Top chains based on # of RWAs, according to @RWA_xyz:1. @0xPolygon2. @ethereum3. @base4. @arbitrum5. @plumenetwork https://t.co/UHMviNr95v ...

$TRWA one of comfiest holds right nowMoneyLord (@moneyl0rd):Big Dubai royal family + RWA + UAE Blackrock CEO is the uncle of the founder of that projectI top blasted it, after I confirmed all those stuffProbably easiest 10-20x RWA play on the market ...

Ecosystem Growth & Adoption - Sei ecosystem is gaining significant attention due to focused execution on making markets move faster [1] - Major launches from Circle, Backpack, Etherscan, deBridge, Chainlink data feeds have made the Sei UX frictionless [1] - Stablecoins have created a foundation for this growth, with RWAs & institutional traction signaling a maturing ecosystem [1] - Sei is the 1 EVM chain by MAW, surpassing Base and BNB [2] - Over 1 million DAW and achieved an all-time high in daily transactions [2] - Gaming transactions exceed 100 thousand daily [2] - Native USDC adoption curve is one of the fastest in the industry [2] Transaction Volume & Financial Activity - DEX volume reached $1.53 billion in July, marking an all-time high [2] - Daily stablecoin transaction volume is $5.5 billion, according to artemis [2] - Over $160 million in Native USDC was minted in the first 2 weeks, surpassing multiple industry leaders [2] Institutional Interest & RWA Integration - Ondo's USDY ($685 million in TVL) is set to bring tokenized US Treasuries to Sei [2] - Native RWA exposure is available via fastUSD, backed by BlackRock, Hamilton Lane, Apollo [2] - Canary Capital has filed for a SEI ETF in the U S [2] - CoinShares ETP is live in Europe [2]

$820M+ of fully backed gold is now live on Avalanche.oXAUt from @tethergold brings LBMA-standard gold bars from Swiss vaults, bridged via @chainlink CCIP.Composable, fractional, multichain, and now part of Avalanche’s growing DeFi and RWA ecosystem. https://t.co/J6e5Ym6h5D ...

@multibank_io And the $MBG utility token, used for trading, institutional services and RWA access, has moved 7x since its launch.Results show growth across both MBG’s TradFi and digital asset markets. ...

RWA Tokenization - BlackRock's BUIDL fund on Ethereum is the largest tokenized RWA (Real World Asset) product [1]