智通财经7月10日电，临近尾盘，稳定币概念股集体跳水，恒宝股份逼近跌停，金一文化、京北方、四 方精创、楚天龙等纷纷大幅走低。 稳定币概念股跳水 恒宝股份逼近跌停 ...

Core Viewpoint - The news highlights that Tether Holdings SA, the largest stablecoin issuer globally, has stored approximately 80 tons of gold in its Swiss vault, valued at around $8 billion, confirming its significant asset backing [1] Company Summary - Tether Holdings SA has confirmed ownership of about 80 tons of gold, with most of it directly owned by the company [1]

Group 1 - The Hang Seng Index rose by 0.09%, gaining 22 points to close at 23,914 points, while the Hang Seng Tech Index fell by 0.44%. The morning trading volume in Hong Kong was HKD 125.7 billion [1] - Bitcoin prices reached a new all-time high, leading to a surge in cryptocurrency ETFs and related stocks. New Fire Technology Holdings (01611) increased by over 10%, Boya Interactive (00434) rose by over 16%, and Huaxia Ether (03046) gained 5.95% [1] - Puxing Energy (00090) surged by 177% after acquiring equity in HashKey Holdings Limited, marking its entry into the digital asset finance sector [2] Group 2 - Derin Holdings (01709) saw its stock price increase by 32% as it plans to tokenize assets valued up to HKD 500 million [3] - Chinese bank stocks rose again, with institutions increasing their holdings in H-shares. Zhengzhou Bank (06196) rose by 6.06%, Minsheng Bank (01988) increased by 3.98%, and Citic Bank (00998) gained 3.11% [3] - Solar stocks generally rose as silicon wafer manufacturers raised prices, indicating a potential acceleration in supply-side reforms in the industry. Xinyi Solar (00968) increased by 4.23%, GCL-Poly Energy (03800) rose by 2.46%, and New Special Energy (01799) gained 5.85% [3] Group 3 - Steel stocks rallied again, with industry production cut plans expected to accelerate, leading institutions to be optimistic about the industry's profitability and valuation recovery. Chongqing Steel (01053) rose by 8.76%, and Ansteel (00347) increased by 4.8% [3] - Jingcheng Electromechanical (00187) rose by over 10% as the hydrogen energy industry received a boost from multiple regions announcing policies to promote hydrogen energy development [4] - Sunny Optical (02382) increased by over 6% as Morgan Stanley indicated that the company is about to enter a new growth cycle, with emerging businesses expected to become a second growth engine [5] - Konica Minolta Optical (02276) rose by over 7%, breaking its previous high, with a projected net profit increase of over 30% year-on-year for the first half of the year, leading institutions to remain optimistic about the company's upward profit trend [6]

Core Viewpoint - The Governor of the Bank of Korea, Lee Chang-yong, expressed concerns that the issuance of Korean won stablecoins by non-bank institutions could lead to market confusion and may conflict with foreign exchange policies [1] Group 1 - The issuance of Korean won stablecoins by non-bank entities is seen as a potential source of market disruption [1] - Allowing stablecoins based on the Korean won without differentiation could create conflicts with existing foreign exchange policies [1]

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 全球最大稳定币的发行公司Tether Holdings SA，据悉在瑞士拥有自己的金库，用来存储价值80亿美元的 黄金储备，并计划进一步增加数量。 这家总部位于萨尔瓦多的加密公司目前持有近80吨黄金，绝大部分由Tether公司直接拥有，使其成为全 球除银行和国家以外最大的黄金持有者之一。根据该公司3月发布的最新报告，贵金属占公司储备的近 5%。 Tether的黄金储备与瑞银集团持有的贵金属和其他商品的总价值相当，后者是为数不多的几家在季度财 报中披露此类信息的大型黄金交易银行之一。 上个月，稳定币的总供应量首次突破2500亿美元。根据DeFiLlama的数据，截至7月9日，稳定币的总市 值已达2553亿美元，过去七天内增加了18.71亿美元。其中，USDT占据了其中超过62%的份额，紧随其 后的竞争对手Circle的USDC占约24%，剩下的267种稳定币则共享剩余的14%。 稳定币的爆炸性增长引发了监管机构和执法机构的关注，Tether因其规模以及过去关于其储备状况的疑 虑而尤其引人注目。主要担忧之一是，随着稳定币的流行，它们可能会允许大量资金在不经 ...

在2025年6月，全球对数字货币的关注度迎来了显著增长。 其中，券商研究领域的热度尤为显著，仅在一周的时间内，即6月15日至21日，国内16家极具影响力的机构纷纷发布超过24份关于稳定币的专题研究报 告，内容涵盖了宏观政策、跨境支付、区块链技术等多个维度的深入分析。 中国人民银行发布了关于《人民币跨境支付系统业务规则（征求意见稿）》的公开征求意见通知，其中明确了CIPS参与者的账户管理、注资、资金结算 等具体流程。 随着香港《稳定币条例》预计于8月生效，蚂蚁、京东等科技巨头加快了牌照申请的步伐。在市场表现方面，一些A股稳定币概念股在一个月内的涨幅超 过了60%，而跨境支付通系统的上线更是进一步促进了数字人民币的国际化进程。 美国参议院以68票赞成、30票反对的结果通过了《GENIUS稳定币法案》，这是美国历史上第一个经过两院审议通过的针对稳定币的专项监管立法，目前 该法案已进入众议院审议阶段。 在我看来，稳定币的内涵既融合了数字货币的便捷性，又继承了传统货币的稳定性，充当着数字资产与实体资产之间桥梁的角色。 目前，稳定币的产业链已相对完善，大致可分为两个层次： 一级市场发行层和二级市场流通层。 在一级市场发行 ...

数字货币板块短线拉升，中科金财（002657）涨停，创识科技（300941）、四方精创（300468）、神州 信息（000555）、长亮科技（300348）、中油资本（000617）等纷纷走高。 ...

打着"迪拜黄金交易所DGCX"旗号的理财平台"鑫慷嘉"爆雷了！ 据北京商报报道，近日，"DGCX鑫慷嘉"在社交平台引发热议，网传这一平台共计200万名 投资者参与其中，涉案金额高达130亿元。网传图片显示，在平台资金无法提现兑付后，公 司创办人黄鑫在会员交流群中高调宣称，其本人已在国外。 图源：社交平台 另据深圳卫视直新闻援引香港《星岛日报》报道，一个名为"鑫慷嘉"的平台，利用迪拜石 油、大数据、USDT稳定币等诸多概念，导致多达200万会员沦为苦主，涉款130亿元人民 币，该平台于6月底爆雷。 号称日息1%高收益 无法兑付后再次"收割" 据金融界报道，鑫慷嘉是盗用迪拜黄金与商品交易所（Dubai Gold & Commodities Exchange, DGCX）名义，谎称自己是DGCX交易所的中国分站。平台以虚拟货币投资为幌 子， 承诺每日1%的高额收益率，通过USDT进行资金结算。投资者需缴纳最低1000USDT 的入门费 ，大部分新人直接将资金转给上级代为操作 。 据北京商报报道，曾经鼓吹鑫慷嘉高收益的话术，在6月25日之后渐渐销声匿迹。就在这一 天，鑫慷嘉出现无法提现的情况，次日确认系统瘫痪。平台方 ...

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]

记者丨 曹媛 编辑丨孙超逸 在当下的外贸生意中，越来越多的商家注意到用稳定币，用来开展跨境支付。 稍早前，21世纪经济报道记者前往"全球最大的小商品集散地"义乌，调查商户使用稳定币情况 发现： 大多数商户表示并未听说过稳定币、不了解；还有商户对其合规性、成本等提出质 疑；仅有个别商户支持稳定币收款。 （→ 详情 ） 而在中国"电子第一街"深圳华强北，这里具有庞大的电子元器件交易市场，同样聚集了众多来 自全球各地的供应商与采购商。 稳定币是指一种价值锚定法币的加密货币，以目前规模最大的稳定币USDT为例（常简称 为"U"），1USDT锚定1美元。今年，在美国及中国香港立法取得进展的驱动下，稳定币赛道 在全球迎来热潮。 中国"电子第一街"深圳华强北（摄/曹媛） 个别商户表态"试水" 在21世纪经济报道记者走访过程中，华强北个别商户表示会使用或尝试使用稳定币进行交易。 一位经营3C电子产品的商家说，"身边有人在用稳定币炒币。我会考虑用稳定币境外收款，但 目前还没有成交过。" 除线下走访外，记者随机在线上平台咨询了20余位华强北商户，其中两家表示可以收稳定币。 另一位稳定币承兑商在线上告诉记者，"一些'老外'会询问是 ...