这个周末的消息面呈现出科技领域利好与利空交织的局面，对下周市场的影响值得深入分析。首先，国 家数据局发布消息，将引导金融机构支持数据科技创新，推动长期、耐心和优质资本更多地投向数据科 研领域。同时，强调加快全国一体化算力网络建设，打造高性能算力体系，培育科技领军企业。这一政 策导向明显利好算力科技等相关领域，为相关企业提供了资金支持和政策倾斜的机会。 紧接着，工信部强调要系统推进6G技术研发、标准制定和应用培育，并统筹推动算力布局和结构优 化。此外，工信部还召开全国信息通信监管会议，强调严处不正当竞争，抓紧人工智能发展机遇。这一 系列措施同样利好6G技术、算力等相关方向，为相关企业的发展提供了政策保障。 综合来看，本周的利好消息主要集中在科技领域，尤其是算力、6G技术、人工智能、区块链等方向。 这些领域在政策支持下有望迎来快速发展，相关企业可能会受益于资金流入和技术突破。尽管商业航天 长期潜力巨大，但短期来看，受美股跳水和国内龙头公司利空影响，下周初可能会面临一定的回调压 力。不过，上交所的降费让利措施有助于稳定市场情绪，提升市场活跃度，对市场起到一定的支撑作 用。 下周市场可能会在利好与利空消息的交织中出现 ...

当京杭运河上的船队穿梭于"北煤南运"黄金通道，济宁港正以一场数字化革命改写内河航运的历史。全 省内河首家供应链平台"融汇数易"的落地运行，不仅为这座新晋亿吨大港注入技术动能，更助推其向千 亿级大宗货物交易中心加速迈进。 齐鲁晚报·齐鲁壹点 孔茜 通讯员 臧盛博 支撑这一生态的平台采用"1+3+5N"的架构，深度整合大宗商品交易、多式联运、港口系统及供应链金 融系统，构建全链路数字化体系，依托控制中心实现业务数据、单据数据与风险管控一体化闭环。 "数据安全方面，我们建立了'传输-存储-使用'全链路安全保障体系：数据传输采用加密技术，存储层面 有多重备份和灾备机制，使用过程中设置了严格的权限分级管理，只有授权人员才能查看相关数 据。"融汇物产物流事业部调度中心平台主任臧健介绍，与此同时，平台也通过了国家信息安全等级保 护等多项合规认证，确保客户的交易数据、资金信息、物流轨迹等核心信息绝对安全。 后续的迭代优化，将主要聚焦深化AI赋能、拓展场景适配、强化生态协同三个方向。深化AI赋能上， 将引入智能调度算法，根据港口作业效率、路况等因素，自动优化物流路线和作业计划。拓展场景适配 上，针对不同品类大宗商品的运输特点， ...

Core Insights - Beijing has been recognized as the "unicorn city" of digital finance, with over 40% of the digital finance enterprises listed in the "China Digital Finance Unicorn List (2025)" originating from the city [1][3]. Group 1: Overview of the Unicorn List - The "China Digital Finance Unicorn List" was organized by the Beijing Financial Street Research Institute for three consecutive years, featuring 50 selected enterprises across five categories [1]. - The five categories include Comprehensive Technology Platforms, Regulatory Technology and Security Technology, Blockchain and Payment Technology, Artificial Intelligence and Big Data, and Green Financial Technology, with 10 companies selected in each category [1]. Group 2: Distribution and Characteristics of Listed Enterprises - Over 60% of the companies in the Artificial Intelligence and Big Data category are based in Beijing, while over 50% in the Green Financial Technology category are also located there [3]. - 72% of the listed companies were established between 2 to 10 years ago, indicating a relatively young industry [3]. - In terms of valuation, 46% of the companies are valued at over 700 million yuan, and 38% are valued between 100 million to 700 million yuan, showcasing significant market potential [3]. Group 3: Trends in Digital Finance Development - Key trends identified include the deep integration of large models into financial services, accelerated development of multimodal technology, and a growing emphasis on data security and privacy protection [3]. - The competitive landscape is evolving with differentiated competition, deeper integration of digital finance with the real economy, and increasing attention to stablecoins [3].

Core Viewpoint - The Chinese government plans to implement nine significant measures to revitalize the art market by 2030, which could enhance the value of existing art collections and create new investment opportunities for collectors and investors [1]. Group 1: Establishing Trading Infrastructure - The government aims to establish 1,000 art trading centers across the country, making it easier for individuals to buy and sell art locally, with services including authentication and online-offline transaction support [3][5]. - These centers will help mitigate the risks of counterfeit art and high intermediary fees, providing a more secure environment for transactions [5]. Group 2: Technological Integration - Each artwork will be assigned a "digital ID" on a blockchain, detailing its provenance, ownership history, and other relevant characteristics, making it easier for buyers to verify authenticity [6]. - Banks will be encouraged to offer "art quality pledge loans," allowing collectors to use their art as collateral for loans, with cash available based on the artwork's blockchain ID valuation [6]. Group 3: Investment Accessibility - The government plans to support the creation of art funds that allow individuals to invest in fractional shares of high-value artworks, lowering the entry barrier for art investment [7][9]. - This initiative aims to democratize art investment, enabling more people to participate in the art market [9]. Group 4: Tax Incentives - Tax reductions will be introduced for art transactions, potentially allowing individuals to avoid capital gains tax on certain sales and providing tax deductions for businesses purchasing art for cultural promotion [12]. Group 5: Cultural Engagement - Museums will be encouraged to collect private artworks, allowing collectors to donate or rent their pieces for exhibitions, thus increasing public access to art and enhancing the visibility of private collections [14]. Group 6: Market Regulation - The government will implement strict penalties for counterfeit art, including a blacklist for offenders and promoting "genuine transaction" guarantees [16]. - Regulations will also be established for the digital art market, ensuring that digital artworks are treated similarly to traditional art in terms of rights and protections [17]. Group 7: International Trade Facilitation - The process for importing and exporting art will be simplified, with reduced tariffs and the establishment of "Chinese Art Centers" abroad to facilitate the sale of Chinese artworks in international markets [18][20].

Core Viewpoint - The company has signed a Memorandum of Understanding (MOU) with Conflux Hong Kong Management Limited to explore cooperation in the digitalization of global cultural and tourism assets, aiming to enhance the company's digital transformation and innovative development in the tourism sector [1] Group 1: Cooperation Details - The collaboration will focus on the following areas: 1. Digitalization of cultural and tourism assets by building a platform based on Conflux blockchain for asset rights confirmation [1] 2. Application of stablecoins in tourism transactions to create a compliant payment and settlement framework [1] 3. Global market promotion utilizing both parties' resources to advance digital assets and blockchain applications in the tourism sector [1] Group 2: Strategic Implications - This partnership aligns with the company's digital transformation strategy and is expected to improve operational efficiency and expand innovative business models, which is beneficial for long-term development [1] - The board expresses optimism about the collaboration with Conflux, believing it will bring long-term benefits to the company and its shareholders [1]

Group 1: IPO Market Overview - The upcoming fall season is expected to feature a significant number of high-profile IPOs, including Klarna and Gemini, marking a crucial test for the U.S. IPO market [1][5] - As of the end of August, IPOs have raised $23 billion in 2023, aligning with the same period in 2024, indicating a potential rebound in the market [2] - Analysts suggest that if the IPOs proceed as planned, it will be the busiest week for sizable IPOs since 2021 [5] Group 2: Klarna's IPO Details - Klarna aims to raise up to $1.27 billion in its IPO, with an implied valuation between $12.5 billion and $14 billion, following delays due to tariff uncertainties [3] - The company is attempting to shift its business model from short-term lending to becoming a digital bank, which will be a key focus for investors during the IPO [4] Group 3: Other Companies Going Public - Other notable firms going public include Gemini, Figure Technology, Black Rock Coffee Bar, Legence, and Via Transportation, reflecting a diverse range of industries [4][6] - The listings for companies like Gemini will test investor sentiment towards crypto in a more favorable regulatory environment [6] Group 4: Market Sentiment and Trends - A turning point in June saw several IPOs priced above their range and opening more than 20% higher on their first day, boosting confidence among bankers for the fall season [7]

Group 1 - Stripe Inc. and Paradigm are collaborating to launch a new blockchain project called Tempo, specifically designed for stablecoin payments [1] - Tempo aims to support global payments, payroll, cross-border remittances, tokenized deposits, and other financial flows, operated by a 15-member independent team led by Matt Huang [1] - The project is in partnership with technology companies like Shopify and Anthropic, as well as financial institutions such as Lead Bank, Deutsche Bank, and Standard Chartered [1] Group 2 - Stripe's CEO Patrick Collison noted that existing blockchains are not optimized for mainstream financial applications, emphasizing the practicality of charging fees in traditional currencies rather than specific blockchain tokens [2] - Tempo will allow users to pay fees using any stablecoin and aims for a processing capacity of over 100,000 transactions per second to facilitate real-time global payments [2] - The project promises predictable low fees and built-in privacy features, similar to Circle's recently launched blockchain Arc, which also focuses on stablecoin payments and offers low fees and near-instant finality [2]

Core Viewpoint - EDA Group Holdings (02505) experienced a significant stock increase of over 11% following the announcement of a partnership with UTCPAY Limited to enhance digital asset payment solutions for cross-border e-commerce clients [1] Group 1: Partnership Details - On August 27, EDA Group Holdings entered into a partnership agreement with UTCPAY Limited to collaborate in the fields of digital asset trading, Web3 technology, and blockchain applications [1] - The partnership aims to leverage both parties' expertise and resources to provide advanced digital asset payment service solutions for EDA Group's cross-border e-commerce clients [1] Group 2: Technical Collaboration - UTCPAY will provide EDA Group with access to its digital asset payment solution technology, while not participating in the fund settlement business for EDA Group's clients [1] - EDA Group will utilize UTCPAY's technology to facilitate digital asset transactions for its clients and will have full control over the fund settlement service needs of clients using UTCPAY's solutions [1] Group 3: Service Offerings - The collaboration will include the launch of technology services such as stablecoin payments, aimed at optimizing payment solutions and enhancing customer experience [1] - The partnership seeks to promote the widespread application of stablecoins in payment scenarios within the cross-border e-commerce logistics industry [1]

Group 1 - EDA Group Holdings (02505) experienced a significant stock increase of over 11%, reaching a price of 3.17 HKD with a trading volume of 3.49 million HKD [1] - The company announced a partnership agreement with UTCPAY Limited on August 27, focusing on collaboration in digital asset trading, Web3 technology, and blockchain applications [1] - The partnership aims to leverage both parties' expertise and resources to provide advanced digital asset payment service solutions for EDA Group's cross-border e-commerce clients [1] Group 2 - UTCPAY will provide EDA Group with access to its digital asset payment solution technology but will not be involved in the settlement of funds for EDA Group's clients [1] - EDA Group will utilize UTCPAY's technology to facilitate digital asset transactions for its clients and will maintain full control over the settlement service needs of clients using UTCPAY's solutions [1] - The collaboration will include the launch of technology services such as stablecoin payments, optimizing payment solutions, enhancing customer experience, and promoting the use of stablecoins in cross-border e-commerce logistics payment scenarios [1]

Core Viewpoint - EDA Group Holdings has entered into a partnership agreement with UTCPAY Limited to collaborate on digital asset trading, Web3 technology, and blockchain applications, effective August 27, 2025 [1] Group 1: Partnership Details - The partnership will focus on deep collaboration in the fields of digital asset trading, Web3 technology, and blockchain applications [1] - UTCPAY will provide EDA Group with access to its digital asset payment solution technology but will not participate in the fund settlement business for EDA Group's clients [1] - EDA Group will utilize UTCPAY's technology to support its clients in completing digital asset transactions and will have full control over the fund settlement service needs of clients using UTCPAY's solutions [1]