数字人民币与香港稳定币融合

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2万亿金额清算霸主!稳定币+京东+5元,或成第三次牛市旗手!
Sou Hu Cai Jing· 2025-06-26 10:04
Group 1 - The upcoming bull market in the A-share market is expected to be stronger than the previous bull markets in 2006-2007 and 2014-2015, driven by financial reforms [1] - Historical bull markets were initiated by significant financial reforms, such as the stock split reform in 2006-2007 and the explosive growth of internet finance in 2014-2015 [1] - The current market is anticipated to provide opportunities for retail investors to not only recover losses but also achieve substantial profits [1] Group 2 - The stablecoin market represents a significant transformation with a market size in the trillions, influencing global wealth dynamics for the next century [3] - The U.S. is legislating to tie stablecoins to dollar assets, creating a closed loop that strengthens the dollar's dominance in the digital age [3] - China is integrating digital yuan with Hong Kong's stablecoin technology, aiming to establish a global digital payment network centered in Hong Kong [3] Group 3 - The competition over stablecoins is seen as a struggle for national financial sovereignty, with potential for significant market movements exceeding previous stock performances [4] - Companies involved in stablecoin technology are expected to benefit from government backing and strategic positioning in the market [4] Group 4 - The first company highlighted is Electric Science and Technology Network Security, which is involved in setting standards for financial distributed ledger security and has a strong technological barrier [4] - The second company is Shenzhou Information, which participates in both CIPS and SWIFT standard development and provides technical support for stablecoin projects [5] - The third company is Guangdian Yuntong, a leader in digital yuan hardware, providing compliance solutions for stablecoin issuers [5] - The fourth company is Digital Certification, which supports compliance for stablecoin projects and has a full license for electronic certification services [6] - The last company mentioned has a low stock price and strong backing from state-owned enterprises, focusing on blockchain cross-border payment solutions [7]