（原标题：和讯投顾黄儒琛：市场情绪偏弱，退潮期谨慎操作） 从板块表现来看，固态电池是题材端表现最强的板块，通常在老周期衔接新周期的混沌阶段出现。固态 电池的活跃表明其他题材也可能有机会，但其内部也较为割裂，只有部分品种走强。弹性金融与数字货 币方面，楚天龙完成第一天修复，但整体板块缺乏明确的带队效应。529老批次品种更多是给予修复和 离场机会，若要参与，建议关注较新的品种，如蚂蚁金融和京东稳定币相关概念。其他板块如光伏、航 运、化工、水利等日内虽有异动，但应视为轮动对待，缺乏持续性。AI硬件端因机构布局中报业绩预 期，下周需进一步观察。退潮中继阶段，筹码尚未出清完毕，上证指数可能还需一根中阴K线来确认， 预计下周二左右较为关键。 多体现在局部板块和个股上，整体市场情绪依然偏弱，缩量明显，市场整体仍处于退潮阶段。从盘面来 看，部分弹性金融板块个股如楚天龙表现活跃，但油气等板块尾盘再度回落，显示出市场资金的犹豫和 分歧。 在这种情况下，投资者应保持谨慎，避免盲目追高或抄底。市场整体处于退潮阶段，操作难度较大，建 议空仓或轻仓观望，等待市场明确信号。如果周末冲突局势缓和，市场可能延续回调；若冲突持续，可 能会出现少 ...

Market Sentiment - Overall market sentiment is low, with short-term sentiment at a "double freezing point" for two consecutive days, resulting in only over 700 stocks closing in the green [1] - The market is likely in an adjustment phase, requiring investors to remain cautious [1] Sector Performance - The oil sector showed strong performance, outperforming the military industry sector, which in turn outperformed the nuclear pollution prevention sector [1] - The strength of the oil sector is attributed to unexpected performance in crude oil prices and active performance of related stocks [1] - However, the oil sector is entering a high-level elimination phase, making future performance challenging [1] Stock Trends - The market is focusing on core leading stocks, with the oil sector potentially exhibiting a "one wave flow" trend, where main stocks may lack strong recovery after a decline [1] - The number of stocks hitting the 20% limit down has increased, primarily among older high-priced stocks, indicating a gradual clearing of these stocks [1] Digital Currency and Other Sectors - The digital currency sector performed poorly, with significant differentiation among stocks, and some core stocks experiencing a pullback after a rise [2] - The PCB sector, which had just started, showed average performance with insufficient volume to form a clear strengthening trend [2] - The solid-state battery sector showed signs of attack in the morning but failed to break through effectively, indicating a lack of collective strength [2] New Themes - A new theme related to a short drama has emerged, with some stocks performing actively; however, these new themes are primarily driven by news stimuli, and their sustainability is uncertain [2] - Investors are advised to adopt a speculative approach towards these newly emerging themes, focusing on intraday performance without blindly chasing [2] Conclusion - The market is in a phase of new and old transitions, with investors advised to wait patiently for opportunities and avoid impulsive actions [3] - The overall market sentiment remains low, and while certain sectors have shown performance, future challenges are anticipated [3] - Investors should remain patient and wait for clear signals of market sentiment recovery before making moves [3]

6月5日，被称为"稳定币第一股"的稳定币USDC发行商圆环公司（Circle）正式在纽交所上市，首日涨幅 接近170%，市值高达240亿美元。 USDC以600亿美元的市值，占据了全球稳定币市场约26%的份额，仅次于Tether（USDT）的1538亿美 元市值。USDC的链上交易量更是高达25万亿美元（截至2025年3月），仅2025年第一季度就贡献了6万 亿美元的交易量。 齐鲁晚报·齐鲁壹点 王赟 这个6月，"稳定币"三个字和"拉布布（labubu）"三个字一样热。 6月20日，蚂蚁数科发布声明，就市场上有关于蚂蚁数科与海南华铁就RWA（真实世界资产代币化）及 稳定币探讨合作的传闻做出回应。蚂蚁数科表示，双方仅就RWA进行了非常初步的、探索性的交流， 未达成任何形式的正式合作协议、商业安排或实质性项目落地。海南华铁也在互动平台表示，公司不涉 及稳定币业务。 6月18日，中国人民银行行长潘功胜在2025陆家嘴论坛上，首次提及稳定币，"新型技术在跨境支付领域 加速应用，区块链和分布式账本等新型技术，推动央行数字货币稳定币的蓬勃发展。" 日前，京东集团董事局主席刘强东表示，"京东希望在全球所有主要的货币国家申请 ...

智通财经6月20日电，稳定币概念股开盘走低，楚天龙、东信和平跌超9%，四方精创、翠微股份、朗新 集团、吉大正元、宇信科技、天阳科技等跌超5%。 稳定币概念股开盘下挫 楚天龙等多股大跌 ...

数字货币板块短线走低，东信和平（002017）跌超8%，正元智慧（300645）、宇信科技（300674）、 吉大正元（003029）、天阳科技（300872）等跟跌。 ...

Group 1 - The core viewpoint of the articles highlights the increasing global attention and regulatory developments surrounding stablecoins, with significant legislative actions in regions like the US, UK, and Hong Kong aimed at establishing frameworks for their issuance and use [1][2][4] - Stablecoins have evolved over the past decade, with a market size of approximately $247.4 billion as of late May, where Tether (USDT) holds a 62% market share and USD Coin (USDC) accounts for 24% [1][4] - The classification of stablecoins is primarily based on their reserve assets, with fiat-collateralized stablecoins dominating the market, making up about 90% of the total [1][2] Group 2 - Stablecoins are defined as digital assets with payment and settlement functionalities, characterized by their programmability, cross-border transferability, and stability in value, distinguishing them from traditional cryptocurrencies [2][3] - The US "GENIUS Act" aims to bolster the dominance of the US dollar and address issues related to US Treasury bonds, projecting that stablecoins could significantly increase demand for short-term government debt [4][5] - The potential for stablecoins to impact the US Treasury market is notable, with estimates suggesting that by the end of 2024, stablecoins could hold around $120 billion in short-term government bonds, potentially expanding to $1 trillion by 2028 [4] Group 3 - Despite their advantages, the rapid growth of stablecoins raises concerns regarding their stability and the risks associated with potential runs on these assets, which could exert pressure on issuing institutions and the broader financial market [5][6] - The regulatory landscape for stablecoins is still developing, with challenges related to anti-money laundering and the need for transparency in the operations of issuing entities [5][6] - The emergence of stablecoins presents both challenges and opportunities for traditional payment systems, particularly in cross-border transactions, necessitating a careful evaluation of their role in the evolving digital economy [6]

因此短期这个方向仍存在想象空间，但由于题材已经经历过一轮炒作，所以往后大概率也是核心的名牌 博弈。从今日盘面走势来看，准油高开后率先晋级，自然仍是板块内容易。其次墨龙作为同身位换手晋 级，卡掉了贝壳强度上来说是弱于准，但历来换手就更有持续性。最后就是创业板的通源，从油气板块 爆发以来就一路走高，板块强势仍是资金套利的最好标的，至于贝肯今日虽被卡位没能成功走强，但从 盘中承接力度来说仍有反复的机会。当然除了油气以外，仍有部分资金对稳定币不死心，特别是今日再 度出现新的低位首板，电科和金桥，而且东信回落之后，尾盘还出现近8,000万资金抢筹，这从资金选 择来说就是在博弈明日资金再度回流，但大概率也只会是核心几个标的的修复。而且这次的修复也是资 金边打边撤的选择，因为本该在东信带动回流修复的恒宝全天两次冲高回落，这从本质上来说资金已经 在考虑撤退，而恒宝作为这一轮稳定币的核心，很多资金都是锚定恒宝强势而选择套利其他的后排标 的，而当下恒宝也有转弱向下的趋势，可能所以像谐星金石这种大概率会延续走弱，当然由于稳定币方 向是有大量资金参与今日的时代，电科又硬顶高位分歧，因此两者主动晋级就会再次激活资金回流，像 安妮东信都 ...

（原标题：和讯投顾何兵：冰点来临，明天地天反核？） 和讯投顾何兵分析，主力你太牛了，突然有一只无形的手，真的顽强的守住了3360。3360不能破3360不 能破，今天盘中破了马上拉回去了。收盘3362，留下了一线生机，把悬念留给了明天。我们说今天的盘 面,说实话有四五千多只股票下跌是吧？跌幅榜也很惨烈，但是我们的上证指数还是留住了一点点的悬 念，当然我们说整个市场目前看下来感觉肯定肯定是下降趋势，那么现在就是阴跌还是还是急跌的，然 后上证指数因为3360守住了，那么那么有可能继续横盘，这也有可能说又横盘，反正指数现在说实话就 是鸡肋，短线的日子不好过，今天不好过是吧？今天很把拉伸下午跳水，是吧？极强拉升下午跳水，今 天下午什么军军拉了石油拉了是吧？数字呢昨天昨天杀稀土，前天杀创新药，今天杀那个核电和那个数 字货币是吧？明天杀谁啊明天杀谁，明天会不会杀？花烧那个石油天然气，啊所有板块轮流杀，是吧？ 所有板块轮流杀。啊所以短线不好搞，啊但是我们说像这种退潮的时候是吧？这个时候只有一种，只有 一种买点性价比最划算，那就是怎么样？地天板饭盒，是吧？今天下午已经有人开始拿先手了，东信和 平尾盘集合竞价，将近抢了多少钱， ...

Group 1 - The concept of stablecoins is experiencing a rebound, with Longxin Group rising over 10% [1] - Dongxin Peace has achieved six consecutive trading limits in nine days, while other companies like Electric Science Cybersecurity and Beixin Source also saw significant gains [1] - Circle, the first stablecoin stock in the US, surged over 33% to close at $199.59, which is more than 540% increase from its issuance price of $31 [1]

美股收盘：三大股指涨跌不一 Circle大涨34% 金十数据6月19日讯，美股周三收盘，道指初步收跌0.1%，标普500指数跌0.03%，纳指涨0.13%。 Circle(CRCL.N)大幅收涨34.2%，Coinbase(COIN.O)涨16%，纳斯达克中国金龙指数跌0.8%，京东(JD.O) 跌2%，阿里巴巴(BABA.N)跌1.3%。 ...