她强调，特朗普在1月23日的行政命令中已明确要求禁止CBDC，因此"国会也必须在《GENIUS法案》 中体现这一禁令"。 特朗普周二在其社交平台Truth Social上发文，称"众议院即将投票通过一项重大法案，将使美国在数字 资产领域成为毋庸置疑的世界第一"。 然而，众议院共和党的分歧却让特朗普在"加密周"高调支持的立法行动遭遇打击。 Circle作为USDC稳定币的发行方，占据全球美元挂钩稳定币市场约24%的份额。本轮法案原本被视为推 动稳定币主流化、提升美国数字资产监管清晰度的关键一步，也被认为是加密行业力争"合规上岸"的重 大突破。 智通财经APP获悉，美国总统特朗普力挺的多项加密货币监管法案周二在众议院未能通过关键程序性投 票，令整个加密行业遭遇重大挫折。 此次投票结果为196票赞成、223票反对，其中有13位共和党议员与民主党人站在同一阵线，否决了这项 议案的程序性动议(rule vote)。由于未能通过程序性规则，法案无法进入正式辩论和表决阶段。 此举不仅罕见地显示出众议院共和党议员对特朗普的"反抗"，也令原本被市场广泛预期将顺利通过的法 案陷入停滞。众议院领导层计划最早于周二晚间再次尝试推动投 ...

美国总统特朗普支持的加密货币监管立法草案未能清除国会的关键障碍。 ...

【环球时报报道 记者 王冬】"未来一周的讨论可能会深刻改变美国人的资金使用方式。"美国数字新闻 网站"Axios"13日报道称，在7月14日开启的一周内，美国国会众议院将对《指导与建立美国稳定币国家 创新法案》（又称《天才法案》）进行投票，为与美元挂钩的加密货币创造首个监管框架。该法案已于 上个月在参议院获得两党支持，有望成为美国国会有史以来通过的第一项重大加密货币监管措施。美 国"政客"网站报道认为，该法案最终获总统特朗普签署后，会极大地推动加密货币行业发展，该行业多 年来一直在努力融入金融行业的主流。 莲华资产管理公司管理合伙人、首席信息官洪灏告诉《环球时报》记者，美元稳定币的核心价值之一在 于其应用于跨境支付的潜力，这将有助于维系美元的国际支付主导地位。当前，全球跨境支付体系由环 球银行金融电信协会（SWIFT）等美元清算系统主导，但近年来随着中国跨境电商的迅速发展，基于人 民币的跨境支付系统正在快速成熟，虽然目前还没有达到可以挑战美元跨境支付系统的实力，仍旧令美 国感受到一定冲击力。洪灏分析称，美元稳定币的推广，可以被视作美国为统一替代性支付渠道、巩固 其全球交易结算份额的关键举措。根据SWIFT今年 ...

特朗普对墨西哥和欧盟的输美产品征收30%的关税 据央视新闻报道，美国总统特朗普上周六宣布，自今年8月起对墨西哥和欧盟的输美产品征收 30%的关税。这一决定引发了多个国家和行业的困惑和担忧。 上周，特朗普已经向除欧盟以外的20多个个国家发送了新的关税函，声称对这些国家征收 20%到50%不等的关税，其中巴西被威胁征收50%的关税。其他未收到信函的国家则将被征 收15%至20%不等的关税。 据央视新闻报道，当地时间7月12日，墨西哥外交部和经济部在一份联合声明中表示，鉴于美 国宣布自8月1日起对墨西哥输美产品征收30%的新关税，墨西哥政府认为这是"不公平待 遇"，墨西哥已开始与美国进行谈判，以保护边境企业和就业。 声明称，自7月11日起，墨西哥代表团成立了"常设双边工作组"，以解决与美国的安全、移民 和经济问题。墨西哥政府在谈判中提到，美国对墨加征关税是不公平的，墨西哥不同意。 在谈判时双方一致认为，目前首要任务是在征收关税之前找到"一个能够保护边境两边企业和 就业的替代方案"。 欧盟委员会主席乌尔苏拉 ・ 冯德莱恩表示，欧盟将把针对美国的贸易反制措施暂停期延长至 8月1日，以便开展进一步谈判。 德银："鲍威尔被 ...

稳定币受到关注 智通财经APP获悉，据报道，加密货币公司正在加快进军美国传统银行业，以利用美国总统唐纳德·特 朗普执政期间更为有利的监管环境。包括Ripple、Circle(CRCL.US)和BitGo在内的几家数字资产领域主 要参与者都申请了国家信托银行牌照，这将允许它们提供有限的银行服务，而无需在每个州都获得牌 照。与此同时，加密货币交易所Kraken准备在未来几周推出借记卡和信用卡，这标志着其将更广泛地转 向金融服务领域。 据报道，Kraken联合首席执行官Arjun Sethi表示，该公司推出信用卡是加密货币融入金融体系的自然进 程的一部分，并补充说，该公司预计将在月底前推出该信用卡。 这些举措凸显了一个重大转变。加密货币公司并不抗拒传统的银行体系，而是正在积极寻求更深入的整 合。在特朗普政府时期，加密货币行业的乐观情绪有所增强，这与乔·拜登执政期间更为谨慎或对抗的 立场形成了鲜明对比。 稳定币发行商Circle表示，获得美国货币监理署(OCC)颁发的信托执照将是连接数字资产与现有金融生 态系统的重要里程碑。目前，Anchorage Digital是唯一一家持有此类国家银行牌照的加密货币公司。 法律专 ...

比特币创新高 概念股领涨 随着下周多部加密货币相关法律在美国国会进入审议环节，加密货币再次点燃投资者热情。比特币近两个交易日连续上涨，并在今日盘中创下了11.8万美元 的历史新高。 下周开始，加密货币三大法案——《天才法案》（《GENIUS法案》）、《明确性法案》（《CLARITY法案》）和《反央行数字货币监控国家法案》将在美国 众议院同步进入审议阶段。这一立法"组合拳"标志着美国加密监管进入关键转折期。三大法案同步审议的特殊性在于其系统性：《天才法案》试图将稳定币纳 入美元储备体系，《反央行数字货币监控国家法案》剑指隐私货币与央行数字货币，《明确性法案》则聚焦监管权划分。这种"三位一体"的立法设计，既反映 了共和党推动加密行业合规化的决心，也暴露出两党在监管逻辑上的根本分歧。若立法落地，美国将成为首个为稳定币、隐私币和监管框架同步立法的国 家，其影响将远超国界，成为全球加密监管的标杆。 分析认为，三大法案将极大提升加密货币行业长期以来所要求的监管透明度。 加密货币交易所Bitfinex的衍生品主管贾格・库纳就表示："我们预计，此前因监管不确定性而持观望态度的资金将重新流入。即便最终通过受阻，立法层面 的参与 ...

Market Overview - The Hong Kong stock market showed a volatile upward trend in the morning, with the Hang Seng Index and the Hang Seng China Enterprises Index both rising over 1% at one point. By the close, the Hang Seng Index increased by 0.46% to 24139.57 points, with a total trading volume of 3239.5 billion HKD. For the week, the Hang Seng Index rose by 0.93% [1] - The current dollar index is under pressure due to crowded short positions and cooling interest rate cut expectations, which poses risks to the Hong Kong market. The fundamentals and sentiment indicators for Hong Kong stocks are weakening, with increased competition in the food delivery sector and a weakening AI narrative affecting the Hang Seng Technology Index [1] Blue Chip Performance - WuXi AppTec (02359) led the blue-chip stocks, closing up 10.46% at 88.15 HKD, contributing 4.53 points to the Hang Seng Index. The company issued a profit warning, expecting a revenue of approximately 20.799 billion RMB for the first half of 2025, a year-on-year increase of about 20.64%, and a net profit of 8.561 billion RMB, a year-on-year increase of about 101.92% [2][5] - Other blue-chip stocks included WuXi Biologics (02269) up 3.7%, Hong Kong Exchanges and Clearing (00388) up 2.95%, while China Merchants Bank (03968) and China Resources Mixc Lifestyle (01209) saw declines [2] Sector Highlights - Large technology stocks mostly rose, with Alibaba up 1.84% and Meituan up 1.18%. The biopharmaceutical sector saw significant gains, particularly in the CRO segment, with multiple stocks rising over 10% following WuXi AppTec's positive earnings forecast [3] - Brokerage stocks experienced a collective surge, with South China Financial (00619) up 100.89%, and Zhongzhou Securities (01375) up 47.47%, driven by expectations of virtual asset licenses [3][4] Cryptocurrency and Regulatory Developments - The Hong Kong Special Administrative Region's "Stablecoin Regulation" will take effect on August 1, 2025, allowing certain brokerages to provide virtual asset trading services to professional investors. This has generated significant market interest and may enhance the pricing attractiveness of the securities sector [4] - Bitcoin prices surged over 6%, reaching a new high of 117,919 USD, with other cryptocurrencies also rising. The U.S. House of Representatives has designated the week of July 14 as "Cryptocurrency Week" to discuss new regulatory frameworks [6] Steel and Semiconductor Sectors - The steel sector saw early gains, with Chongqing Steel (01053) up 4.08% and Maanshan Steel (00323) up 3.74%. Analysts suggest that ongoing "anti-involution" policies may improve the supply-demand dynamics in the steel industry [7] - Semiconductor stocks were active, with Hua Hong Semiconductor (01347) up 4.12% and SMIC (00981) up 2.22%. TSMC reported a revenue of 263.71 billion NTD for June, a decrease of 17.7% month-on-month but a 26.9% increase year-on-year [8] Notable Stock Movements - Xirui (02507) reached a new high, closing up 14.01% at 48 HKD, driven by developments in the general aviation sector [9] - NIO-SW (09866) rose 5.98% to 29.25 HKD following the announcement of its new product launch [11] - Gold stocks, particularly Laopu Gold (06181), faced significant declines, dropping 11.42% after a recent high [13][14]

Group 1 - SEC Commissioner Hester Peirce emphasizes that tokenized securities still fall under the category of securities and must comply with federal securities laws, highlighting the need for market participants to assess the legal nature of tokens based on specific circumstances [1] - The SEC has confirmed receipt of Bitwise's amendment regarding the physical redemption method for its spot Bitcoin and Ethereum ETFs [1] Group 2 - Kraken's market share has increased from 19% at the beginning of the year to 29%, with an average monthly trading volume exceeding $20 billion over the past five months, driven by the launch of innovative products like xStocks and Krak [2] - UK cryptocurrency users will be required to submit personal information to service providers starting January 1, 2026, or face fines of up to £300 (approximately $408), aimed at linking crypto activities to tax records [2] Group 3 - UK crypto bank Ziglu has entered special administration due to severe financial difficulties, with reports indicating losses exceeding £20 million over two consecutive years and a significant loss from the Celsius Network bankruptcy [3] - The UK Financial Conduct Authority (FCA) has ordered Ziglu to cease its e-money issuance and crypto custody services [3] Group 4 - The U.S. House of Representatives will hold a hearing on July 16 to discuss digital asset tax policies, with a focus on creating a framework for cryptocurrency taxation [4] - The House is expected to vote on a stablecoin regulatory bill next week, indicating that cryptocurrency taxation will be a major legislative focus [4] Group 5 - Emirates Airlines has signed a memorandum of understanding with Crypto.com to explore integrating cryptocurrency payment capabilities into its payment system, expected to launch next year [5] - Greece has executed its first cryptocurrency asset freeze related to the $1.5 billion Bybit hacking incident, with approximately $72 million of the stolen funds currently frozen [5] Group 6 - Japanese company Remixpoint has raised approximately ¥31.5 billion (around $2.15 billion) to purchase Bitcoin, aiming to increase its holdings from 1,051 BTC to 3,000 BTC based on a strong belief in Bitcoin's future [6] Group 7 - Greenland Holdings has revealed that its subsidiary, Greenland Jinchuang, holds licenses from the Hong Kong Securities and Futures Commission to support virtual asset-related businesses [7] Group 8 - A key U.S. Senate committee is debating proposed digital asset regulations, with Republicans advocating for a "soft" regulatory approach while Democrats warn of potential loopholes and conflicts of interest [8] - SEC's cryptocurrency task force head reiterates that tokenization of stocks and other assets does not change their nature, and they remain subject to federal securities laws [9]

Core Viewpoint - Bitcoin price surged to a historical high of $112,052.24, driven by a strong rebound in technology stocks led by Nvidia, with a closing price around $110,947.49 [1][2] Group 1: Bitcoin Market Dynamics - Bitcoin's price is closely tied to overall market sentiment, often rising when investors show increased risk appetite and invest in growth assets [2] - In Q2, the number of companies purchasing Bitcoin exceeded the net inflow of Bitcoin ETFs, indicating strong institutional interest [1] - Despite a narrow trading range in recent weeks, Bitcoin's cumulative increase over the past month was approximately 2% [1] Group 2: Future Outlook - There is widespread expectation that Bitcoin will continue to reach new highs in the second half of 2024, as more companies incorporate Bitcoin into their financial reserves and U.S. Congress moves closer to passing cryptocurrency regulatory legislation [2] - The upcoming "Cryptocurrency Week" in Washington and a generally optimistic market sentiment could push Bitcoin prices to $120,000 or higher [2] - The current open interest in call options significantly exceeds that of put options, suggesting a bullish sentiment among traders [2]

Group 1 - The U.S. Senate Banking Committee is engaged in intense debates over digital asset regulation proposals, with Republicans advocating for a moderate regulatory framework while Democrats warn of potential regulatory loopholes and conflicts of interest [1] - The hearing aims to advance cryptocurrency market structure legislation before the September 30 deadline, with the House set to review related bills next week [1] - Senate Banking Committee Chairman Tim Scott emphasizes the need for a clear and flexible regulatory framework that protects investors and allows for responsible innovation, specifically calling for a clear definition of security tokens and robust mechanisms to prevent illegal financial activities [1] Group 2 - Democratic Senator Raphael Warnock criticizes the current proposal for failing to effectively address conflicts of interest within the administration, referencing the recent launch of a meme coin by the Trump family and their support for an upcoming crypto token project [1] - Concerns are raised by Democratic lawmakers regarding provisions that allow cryptocurrency firms to self-certify as decentralized platforms, questioning whether this could enable companies to evade registration requirements from the CFTC or SEC [2] - Republican Senators Cynthia Lummis, Tom Tillis, Bill Hagerty, and Scott recently released market structure principles advocating for clear legal definitions and regulatory authority delineation for digital assets, aligning closely with the CLARITY Act promoted by the House committee in June [2]