Core Viewpoint - The market has seen a breakthrough above 3500 points, which is generally positive, but investors may not be profiting due to various factors affecting their strategies [1]. Group 1: Market Dynamics - The index is experiencing a volatile upward trend, with significant movements in heavyweight stocks, particularly in the banking sector, which may attract funds away from other sectors [2]. - There are signs of capital outflow from high-performing sectors, such as the digital currency concept, indicating potential downward trends despite some stocks showing resilience [2]. - The innovative drug sector is undergoing a rotation, with many stocks at the bottom starting to see upward movement, but overall adjustments are expected due to high profit-taking levels [2]. Group 2: Sector Analysis - The domestic computing sector, particularly Jiangnan, remains a favorable investment opportunity, while the semiconductor industry is also viewed positively, although performance may be delayed until mid to late July [2].

Core Viewpoint - The Hong Kong stock market is witnessing a surge in interest towards companies announcing involvement in the stablecoin sector, driven by the upcoming implementation of the Stablecoin Regulation on August 1, which provides a clear regulatory framework for issuers [1][2]. Group 1: Market Dynamics - Companies announcing their entry into the stablecoin or digital currency space have seen their stock prices soar, with some experiencing multiple-fold increases in a single trading day [1]. - The hype around stablecoins is largely fueled by the regulatory changes in Hong Kong, which are perceived as a policy boon for the market [1][2]. - Despite the excitement, there is a risk that some companies are merely capitalizing on the trend without substantial business developments or profitability in the stablecoin area [1][2]. Group 2: Investor Caution - Investors should be wary of companies that are not genuinely involved in the stablecoin sector but are instead using announcements to attract market attention and inflate stock prices [2]. - The Financial Secretary of Hong Kong has indicated that the first batch of stablecoin licenses will be strictly limited, with high barriers to approval, emphasizing the risks associated with this emerging product [2]. - Historical instances show that companies attempting to ride the hype often see their stock prices revert to fundamental values, leading to potential losses for investors who buy in at inflated prices [2][3]. Group 3: Investment Strategy - Investors are advised to focus on the fundamental aspects of companies, assessing their actual business connections to the stablecoin sector and the potential benefits it may bring [3]. - Companies entering the stablecoin market should provide clear disclosures regarding their technological capabilities, partner qualifications, and profit models to avoid misleading investors [3].

Group 1 - Major banks in Guangdong are investigating their cooperation with loan intermediaries as part of risk control measures amid the crackdown on "financial black and gray industries" [1] - The price of polysilicon in the photovoltaic industry is expected to rise, with manufacturers raising prices to a range of 45,000 to 50,000 yuan per ton, although actual transactions at this price range have not yet been observed [2] - The global PC shipment volume increased by 7.4% year-on-year in Q2 2025, reaching 67.6 million units, with laptops accounting for 53.9 million units shipped [3] Group 2 - Amazon is considering a multi-billion dollar investment in AI company Anthropic, having already invested $8 billion previously [4] - Legal & General has entered into a private credit partnership with Blackstone, focusing on the U.S. market and aiming for long-term investments of several billion pounds [6] - Evergrande's Guangzhou land of 437,441 square meters has been reclaimed by the government due to being classified as idle land since June 2021 [7] Group 3 - Card payment service provider Card Friend was fined 7.5 million yuan for violating clearing management regulations [7] - Xie Jian, co-founder of Baichuan Intelligent Technology, is reportedly leaving the company amid a wave of executive departures [9] - Dongfang Electric Group has undergone a leadership change, with Luo Qianyi taking over as chairman [10] Group 4 - Liansheng Technology plans to raise 60 million yuan through a capital increase to optimize its capital structure for its photovoltaic business [11] - Xizi Clean Energy reported new orders of 1.214 billion yuan in Q2 2025, with a total order backlog of 6.119 billion yuan [12] - Aisheng Co. expects a net loss of 170 million to 280 million yuan for the first half of 2025 [13] Group 5 - Changyuan Donggu expects a net profit increase of 62.65% to 88.88% for the first half of 2025, projecting a profit of 155 million to 180 million yuan [14] - Xizi Clean Energy anticipates a net profit decline of 47.40% to 62.01% for the first half of 2025 [15] - Tianbao Infrastructure expects a significant net profit increase of 1581.80% to 2329.27% for the first half of 2025 [16] Group 6 - Xibu Chuangye expects a net profit increase of 88.99% for the first half of 2025, projecting around 295 million yuan [17] - Hailide expects a net profit increase of 47.65% to 63.47% for the first half of 2025 [18] - Longyuan Technology anticipates a net profit increase of 116.61% to 158.26% for the first half of 2025 [19] Group 7 - The Shanghai Composite Index rose by 0.48%, returning above 3500 points, with real estate and urbanization concept stocks experiencing significant gains [20]

In early June, Circle Internet Group (CRCL -1.64%) went public. It represents a new and exciting way to invest in crypto, with Circle having its own stablecoin, USDC (pegged to the U.S. dollar). It's one of the most popular stablecoins in circulation. And the money people pay for the coin enables Circle to then use those deposits to generate interest income. Not only is it a growth play in crypto, but its business model is also fairly safe -- Circle posted a profit last year.As a result, investors have been ...

这一合作正值稳定币获得更广泛接受的关键时刻。今年6月美国参议院通过立法为与美元挂钩的加密货 币制定规则，Circle是少数几家发行自有稳定币的上市公司之一。公司4月表示将推出支付网络，帮助金 融机构使用代币结算跨境交易。 蚂蚁集团去年处理了超过1万亿美元的全球交易，其中三分之一通过其区块链平台处理。此次布局稳定 币业务，预计将进一步提升蚂蚁国际在全球金融科技领域的竞争力。 得益于为阿里巴巴集团电商平台及外部客户处理的大量交易，蚂蚁国际业务部门的资金管理业务增长潜 力日益显现。 与此同时，蚂蚁国际还在制定全面的稳定币牌照申请战略。公司已经确认，将在8月香港稳定币条例生 效后，立即申请稳定币发行商牌照。公司同时计划在新加坡和卢森堡寻求相关许可。 蚂蚁集团国际业务部门正与Circle Internet合作，在其区块链平台上引入Circle的USDC稳定币，以推动其 跨境支付和资金管理业务发展。 这一举措凸显了传统金融科技巨头对稳定币业务的重视，特别是在美国参议院6月通过设立美元锚定加 密货币规则的立法后，稳定币正获得更多认可。 媒体报道称，蚂蚁国际计划在Circle的USDC稳定币在美国合规后，将其纳入自家区块链平 ...

最近几天，在港股市场上，多家上市公司的股价因涉足"稳定币概念"而大涨。7月10日盘中，港股普星 能量一度暴涨超280%。该公司稍早前宣布，已认购由HashKey Holdings发行的A系列优先股，后者专注 于投资区块链技术、数字资产的全球化资产管理及提供合规数字资产场外交易服务。同时异动的港股还 有德林控股，该股早盘一度上涨超70%。公司股价拉升的原因，也跟数字货币有关。德林控股昨日盘后 宣布，拟代币化整体价值最高为5亿港元资产。不过，有业内人士提醒，部分稳定币概念股短期炒作过 热，需要注意回调风险。(人民财讯) ...

智通财经7月10日电，美股加密货币概念盘前多数上扬，SharpLink Gaming涨超7%， Bakkt Holdings涨 超5%。 ...

截至7月10日收盘，数字货币概念下跌1.11%，位居概念板块跌幅榜前列，板块内，中亦科技、四方精 创、金一文化等跌幅居前，股价上涨的有32只，涨幅居前的有中科金财、中油资本、翠微股份等，分别 上涨10.00%、6.15%、4.26%。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300468 | 四方精创 | -8.46 | 28.22 | -57260.80 | | 002721 | 金一文化 | -8.16 | 26.57 | -36692.81 | | 002987 | 京北方 | -7.11 | 19.07 | -34388.34 | | 300130 | 新国都 | -5.08 | 17.28 | -26238.64 | | 600446 | 金证股份 | -4.56 | 11.79 | -25699.35 | | 603300 | 海南华铁 | -1.69 | 6.89 | -19703.45 | | 300180 | 华峰超纤 | -2.86 | 14.73 | -17856.6 ...

硅能源板块也挺强势，京运通、晨光新材这些涨停了。新能源这条赛道，我跟了快十年，硅能源作为其中的关键一环，技术在进步，需求也在跟着光伏、储 能这些领域往上走。短期涨得猛，背后其实是资金认可它的长期逻辑——只要新能源的大方向不变，硅能源的机会就不会只停在今天。 还有个容易被忽略的，银行股。工、农、中、建四大行今天都创了历史新高，是不是有点意外？其实做中长线的老股民都知道，银行股看着慢，但架不住估 值低、股息稳。市场一稳，资金就爱往这种"压舱石"里钻，这种踏实的上涨，比追热点靠谱多了。 各位朋友，我是帮主郑重，做财经记者这二十年，每天扒拉盘面、跟行业里的人聊，慢慢也琢磨出些中长线投资的道道。今天这盘面，看着就挺舒心——沪 指涨了0.48%，还顺带创了年内新高，是不是觉得手里的票也跟着踏实了点？ 先整体瞅瞅，全市场超2900只股票在涨，虽说成交额比昨天少了120多亿，但1.5万亿的量能摆在那儿，不算差。这说明啥？资金没瞎跑，整体还是稳的，这 种稳劲儿，对咱们做中长线的来说，比啥都重要。 再说说今天冒头的板块。房地产和房屋检测午后突然发力，华夏幸福、光大嘉宝这些都封了涨停。很多人可能觉得这是短期炒作，我倒觉得可以往长了 ...

数字货币概念股短线跳水，中亦科技（301208）跌超10%，金一文化（002721）接近跌停，京北方 （002987）、雄帝科技（300546）、楚天龙（003040）、四方精创（300468）纷纷下挫。 ...