数字货币

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和讯投顾颜胜:油气、天然气、稳定币,谁能突围?
He Xun Cai Jing· 2025-06-19 11:00
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 ...
和讯投顾何兵:冰点来临,明天地天反核?
He Xun Cai Jing· 2025-06-19 09:36
Core Viewpoint - The market is currently in a downward trend, with the Shanghai Composite Index struggling to maintain the 3360 level, which is seen as a critical support point [1] Market Analysis - A significant number of stocks, approximately four to five thousand, experienced declines, indicating a broad market weakness despite the index holding above 3360 [1] - The index closed at 3362, leaving some uncertainty for the following trading day [1] - The market is characterized by a "chicken rib" situation, suggesting that short-term trading conditions are challenging [1] Sector Performance - Various sectors are experiencing volatility, with recent sell-offs in rare earths, innovative pharmaceuticals, nuclear power, and digital currencies [1] - There is speculation about which sector will be targeted next for declines, indicating a rotation of selling pressure across different industries [1] Investment Opportunities - In the current market environment, the only viable investment strategy appears to be focusing on high-value opportunities, referred to as "地天板饭盒" [1] - There is evidence of aggressive buying activity, with approximately 70 million being invested in the closing auction, suggesting that some investors are looking to capitalize on potential rebounds [1]
稳定币概念震荡回升 朗新集团涨超10%
news flash· 2025-06-19 02:41
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%
news flash· 2025-06-18 20:02
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%。 ...
稳定币,其实是一种落后的制度安排
虎嗅APP· 2025-06-18 13:48
Core Viewpoint - The article discusses the recent regulatory developments regarding stablecoins in the US, EU, and Hong Kong, highlighting that stablecoins represent a relatively outdated monetary system characterized by rigid reserves, fixed prices, and strict regulatory constraints [2][15]. Group 1: Definition and Purpose of Stablecoins - Stablecoins are not a new concept, with existing examples like USDT and USDC, and they serve as a stable medium for trading digital assets due to the volatility of cryptocurrencies [4][6]. - Governments are motivated to regulate stablecoins to incorporate them into the financial system, embrace technological advancements, and increase the reserve of US dollars and US Treasury bonds, which currently amount to approximately $1.8 trillion in stablecoin holdings [5][6]. Group 2: Characteristics of Stablecoins - Stablecoins are defined by several common characteristics: they are pegged to fiat currencies, require 1:1 reserves of fiat or short-term government bonds, are subject to strict regulatory oversight, and cannot pay interest to holders [6][7]. - They are seen as a form of currency with asset properties, primarily used for payment and settlement [7]. Group 3: Historical Context and Evolution - The evolution of currency has seen a shift from physical commodities like gold to more efficient forms of money, such as banknotes, which were initially backed by gold reserves [8][9]. - The introduction of central banks and the end of the gold standard led to the current fiat currency system, where the stability of currency value is maintained through government intervention [10][12]. Group 4: Critique of Stablecoin Regulations - The article argues that the current regulatory framework for stablecoins is flawed, as it imposes strict asset reserve requirements that may not be sustainable in the long term, potentially leading to liquidity issues [20][21]. - Fixed pricing mechanisms in stablecoins are criticized for being unable to adapt to market demands, which could lead to systemic risks similar to those seen during the collapse of the Bretton Woods system [22][23]. Group 5: Future Prospects for Stablecoins - The introduction of stablecoin regulations marks a significant acknowledgment of the legitimacy of private currency issuance, which could lead to increased market participation and liquidity [29][30]. - However, the long-term viability of stablecoins will be constrained by current regulatory frameworks, which may hinder their ability to compete with traditional fiat currencies [31][34].
刘强东盯上这个万亿级新市场
财富FORTUNE· 2025-06-18 10:27
图片来源:视觉中国 有这样一种数字资产,既能媲美法币的稳定性,也能搭上区块链的"高速列车"。它的价值与美元等法币 紧紧挂钩,所以不太会像比特币那样大起大落。同时,它利用了区块链技术安全、快速转账的优势,不 受银行上下班或国界的限制。而且它还能被"编程",预设一些规则,让付款、转账等操作在满足条件时 自动完成,让金融服务变得更聪明、更高效。 这种资产就是最近爆火的稳定币。继新加坡和欧盟推出针对稳定币的监管框架之后,中国香港和美国近 期都紧锣密鼓地对其予以"收编":中国香港的《稳定币条例》5月30日正式刊宪,为法币稳定币发行人 设立发牌制度,并将在8月1日生效,而在十天前的5月20日,美国参议院通过了《引导和建立美国稳定 币国家创新法案》(GENIUS Act)。 抢在美国之前,中国香港成为全球首个对法币稳定币实施全链条监管的司法管辖区,宣告一场新的围绕 数字货币世界话语权的全球竞赛正式开始。同时,商业层面的机会也初露峥嵘。 在6月17日的一场分享会上,京东创始人刘强东谈及京东的六个创新项目,其中之一就是稳定币。他表 示,希望在全球主要货币国家都申请稳定币牌照,借此实现全球企业之间的汇兑,能把全球的跨境支付 成本 ...
和讯投顾何兵:今晚有大瓜,黑色周四有没有?
He Xun Cai Jing· 2025-06-18 09:43
Group 1 - The market is experiencing volatility with significant movements in technology stocks, particularly in CPU, AI robots, chips, and semiconductors, while other sectors like oil, military, and digital currency are also showing activity [1] - The trading volume is reported at 1.2 trillion, indicating a focus on existing stocks rather than new investments, leading to a "stock game" environment [1] - Certain sectors such as pharmaceuticals, rare earths, and new retail are showing weakness, while some stocks have performed well, with notable gains in specific stocks reaching around 10% [2][3] Group 2 - There is a notable presence of luck in stock selection, with some investors experiencing significant gains while others face losses, particularly in sectors like rare earths [3] - The market sentiment is mixed, with some stocks achieving substantial returns, while others are struggling, indicating a challenging environment for investors [3]
数字货币板块短线拉升 翠微股份涨停
news flash· 2025-06-18 05:08
数字货币板块短线拉升,翠微股份(603123)涨停,楚天龙(003040)此前封板,海联金汇 (002537)、四方精创(300468)、京北方(002987)、广电运通(002152)、高伟达(300465)等跟 涨。 这几只票暗盘资金正在偷偷流入,立即查看>> ...
数字人民币App改版亮相
第一财经· 2025-06-18 02:38
2025.06. 18 本文字数:2776,阅读时长大约4.5分钟 作者 | 第一财经 杜川 近日,数字人民币App1.2版本全新亮相。用户打开App发现首页"焕然一新":主要功能布局以及交互 方式调整。同时,多钱包用户的管理体验优化,数字人民币硬钱包的注销功能也进一步完善。 自2022年1月应用市场公开上架,数字人民币App共推出45个版本,背后是数字人民币建设者和运营 者持续打造符合"人民性"原则的数字人民币产品体系,落地创新应用,不断提升产品服务能力。 从1.0.1到1.2.0 用户体验不断提升 2022年1月4日,数字人民币App在应用市场公开上架,版本号为1.0.1。此后,数字人民币App保持 了月均迭代一次的更新频率:从推出消费红包到"钱包快付"一键推送,从"元管家"上线到SIM卡硬钱 包亮相,从无网无电应用开启到首创鸿蒙系统的组件化服务……每一次改版亮相,对应着的是数字人 民币多元化和智能化服务体系不断完善。 本次App改版围绕功能触达与钱包管理进行深度体验优化,通过核心功能升级,实现用户操作效率与 使用便捷性的双重提升。 同时,钱包背面也升级为业务运营机构在数字人民币App内的运营阵地,用户管 ...