来源：市场资讯 XBIT去中心化链上交易平台以智能合约为基础，确保与其他代币化资产的交易过程公开透明，为这 种"桥梁作用"提供了技术保障。当前代币化探索已从这类资产延伸至股票、房地产等领域，甚至数据采 集、版税分配等抽象要素也在以其为基准实现链上货币化，后续可在XBIT去中心化交易所快速完成资 产兑换或提现，形成"创作-确权-分润-流转"的完整闭环，避免传统版税结算中存在的延迟、截留等问 题。这类资产的低风险特性让传统金融机构更易接受区块链技术，进一步推动机构参与代币化探索。在 Tom Lee的预测中，这类资产的规模增长并非线性扩张，而是可能引发金融格局变革的"量级跃迁"。作 为数字金融生态的关键组成，稳定币当前流通量约2800亿美元，美国财政部门相关人士预判未来可能突 破4万亿美元，增长超13倍，这源于其在跨境转账等场景的效率优势，能将传统转账周期从3-5天缩短至 分钟级，手续费从1%-3%降至0.1%以下。XBIT去中心化交易所通过优化撮合算法，支持大规模相关交 易实时匹配，避免价格滑点，适配规模增长后的交易需求。 更具颠覆性的是其生态对美债的持有潜力，发行方为维持与美元锚定，常将大量储备资产配置美债，若 ...

各位关注财经的朋友们，想必都对金融市场的跨市场联动充满好奇与探索欲。8月30日，新浪财经特邀 财经圈顶流付鹏老师，在深圳带来"全球市场投资图谱——跨市场联动下的资产配置新逻辑"线下闭门分 享会，深度解码FICC跨市场投资新机遇。 付鹏，有着旅居英国十余年的经历，积累了丰厚的海外对冲基金工作经验，主要研究领域聚焦全球大类 资产联动分析和宏观对冲策略设计。2009年回国后，他曾为多家金融机构担任顾问和首席经济学家，对 全球资产轮动以及宏观经济走势的研判有着深刻认知，尤其在利率和全球资产定价领域见解独到，还著 有《见证逆潮》一书，堪称金融领域极具影响力的领军人物。 从去年到今年，债券、汇率出现波动，海外与国内多个市场联动紧密，商品、权益、汇率、债券等跨市 场关系的变化，都值得我们深入剖析。 此次闭门会，付鹏会闭门解读全球市场投资新逻辑，从利率曲线延伸至商品周期，从汇率波动探寻信用 传导，拆解商品、货币、固收跨市场联动的底层逻辑，助力大家看清未来资产配置的新方向。现场还有 高密度的实战答疑环节，聚焦利率波动对股票、商品策略的影响，汇率传导下外汇与权益市场的联动， 以及FICC工具如何为资产配置"保驾护航"等市场关注的 ...

Group 1 - The core viewpoint of the article highlights that despite a modest performance of the A-share market in 2025, with the Shanghai Composite Index showing a cumulative increase of only 2% and a maximum fluctuation of less than 500 points, the enthusiasm for thematic investments remains high [1] - The article notes a shift in investment style from last year's value-driven approach to a focus on growth themes, indicating a resurgence of growth-oriented investment strategies [1] - It emphasizes the increasing role of quantitative funds in daily trading volumes, leading to rapid rotation of thematic hotspots, showcasing a vibrant market environment similar to previous years [1] Group 2 - The article outlines various hot investment themes that have emerged in the first half of 2025, including technology trends such as Deepseek and humanoid robots, as well as sectors like new consumption and innovative pharmaceuticals that are experiencing significant upward trends [1] - It points out that the A-share market is influenced by cross-market interactions with Hong Kong and US stocks, along with resonance from news events, marking a new characteristic of the market in the first half of the year [1] - The article serves as a recap of the various hot topics and investment themes that have been prevalent in the A-share market during the first half of 2025 [1]