1、行情 虽然指数下跌，但市场整体还是涨多跌少。 题材方面，饮料、蜜雪冰城概念等集体高开或走强，佳禾食品一字板（炸），海融科技、家联科技、恒鑫生活集体20CM涨停，南王科技、东 贝集团、恒达新材等均大幅高开； 电力板块迎来大面积上涨，华银电力5天4板，华光环能3连板，深南电A、新中港、韶能股份等集体2连板，世茂能源、豫能控股、华电辽能、 华电能源、乐山电力等纷纷涨停； 跨境支付局部走强，信雅达、京北方双双2连板，青岛金王、中亦科技（20CM）、海联金汇、浔兴股份、石基信息先后涨停，华峰超纤涨超 10%； 玻纤、电子布概念大幅冲高回落，金安国纪3连板，九鼎新材、宏和科技涨停，长海股份、中材科技、再升科技、国际复材等冲高回落； 此外，医疗器械、RWA、核聚变、虚拟电厂、冷链等均有局部强势表现，CPO、脑科学、创新药等回落。 截至收盘，沪指微涨0.02%，深成指、创业板指分别收跌0.7%、1.21%，市场超3200股上涨，1900余股下跌。 2、电力 上周电力连续局部走强。 火电板块全天高开高走，最终逆势大涨超3.9%。 除了电力外，概念炒作还衍生至制冷设备、空调等领域。 中科美菱、雪人集团、中泰股份、英华特、长虹 ...

多只科创债ETF仅半日售罄 机构资金提前锁定 首批10只科创债ETF今日发行，智通财经记者获悉，截至今日下午2点，多只科创债ETF已售罄。根据 公告，10只产品募集上限均为30亿元，富国、招商、易方达、广发、博时、鹏华、华夏旗下7只募集期 仅为今日一天，其余3只产品募集安排相对宽松，景顺长城、嘉实旗下科创债ETF计划募集截止日是7月 11日，南方科创债ETF稍晚，计划至7月18日截止。业内指出，科创债ETF主要投资者来自机构，不少 产品资金早已锁定，不排除剩余3只产品也将提前结募。（智通财经） 自6月28日起，旅客被明确禁止携带无3C标识、标识模糊或属于官方召回范围的充电宝登乘国内航班。 记者调查发现，禁令之下，线上线下的销售渠道中无3C标识的充电宝产品并未绝迹，而线上平台部分 带3C标识产品的售价甚至较往年翻倍。 在越秀区万菱广场的一家数码产品店，面对顾客"充电宝能否带 上飞机？有3C标识吗？"的担忧，商家口头承诺"产品都是合格的"，但该店内部分充电宝并无3C标识。 当记者追问为何该产品没有3C标识时，商家仅重申"产品合格"，未予正面回应。二手平台上，商家打 出"超便宜""批发"等促销语吸引消费者。这些二手 ...

Core Insights - GTCR, a Chicago-based private equity firm, achieved a significant exit by selling Worldpay for $24.25 billion, marking the largest private equity exit of 2025 so far [2][3] - The firm has managed to navigate a challenging market environment, completing notable transactions while many in the industry struggle to find buyers for their businesses [4][5] Group 1: Company Performance - GTCR manages $45 billion in assets, which is relatively small compared to major players like Blackstone and KKR, yet it has executed a remarkable transaction [3] - The firm sold Worldpay less than two years after acquiring a 55% stake from FIS for $18.5 billion, effectively doubling its investment [3] - GTCR is expected to return over $5 billion to investors this year, continuing a strong performance record for its flagship funds [4][5] Group 2: Historical Context and Leadership - Founded in 1980, GTCR has a long history in the private equity sector, with its founders being pioneers in the industry [5] - The current co-CEOs, Collin Roche and Dean Mihas, represent the second generation of leadership, with Roche having joined in 1996 and Mihas in 2001 [6] Group 3: Recent Transactions - Prior to the Worldpay sale, GTCR sold AssuredPartners for $13.45 billion and has also divested smaller companies like Antylia Scientific and Itel for over $1 billion each [4][5] - The Worldpay deal involved a complex asset swap with Global Payments, which acquired Worldpay while selling its card issuing solutions to FIS for $13.5 billion [7] Group 4: Future Strategy - GTCR is focusing on identifying new acquisition opportunities, having raised a new flagship fund of $11.5 billion and a strategic growth fund of $3.6 billion [8] - The firm currently has over $10 billion available for deployment, indicating a strong position to capitalize on market uncertainties [8]

Core Viewpoint - The Hong Kong government aims to issue stablecoin licenses by the end of the year, with the regulatory framework set to take effect in August 2023, which is expected to boost the digital asset market and cross-border payment solutions [1][2]. Regulatory Developments - The Hong Kong Legislative Council passed the Stablecoin Ordinance on May 21, 2023, establishing a licensing system for stablecoin issuers, which requires them to apply for licenses from the Hong Kong Monetary Authority (HKMA) [2]. - The HKMA is currently consulting the market on the specific guidelines for the ordinance, which will include anti-money laundering and other related requirements [1][2]. Market Reactions - Following the announcement of the stablecoin licensing, stocks related to cross-border payments and stablecoins surged in both A-share and Hong Kong markets, with several stocks hitting their daily price limits [3][4]. - Notable stock performances include: - Zhongyi Technology (涨停) at 51.22 CNY, up 20.01% - Huafeng Super Fiber (涨超10%) at 9.85 CNY, up 10.44% - Guotai Junan International (国泰君安国际) in Hong Kong, which saw its stock price rise over 9% [4]. Stablecoin Applications - The HK government emphasizes that stablecoins should address challenges in the real economy, particularly in cross-border payments where local currency risks are high [1]. - The potential for stablecoins to serve as effective payment tools in regions with unstable financial systems is highlighted, especially in cases of severe inflation or currency depreciation [1]. Industry Interest - At least nine institutions have expressed interest in applying for stablecoin licenses, including three that are part of the HKMA's stablecoin issuance sandbox, all planning to issue Hong Kong dollar-pegged stablecoins [2].

今天，A股市场震荡调整，三大指数涨跌不一，中船系概念股领涨，跨境支付相关概念股受消息面催化 再度走强。午后，沪指翻红，电力、稀土永磁板块拉升。 受业绩预喜影响，2025中报预增板块表现强势，板块内个股多数飘红。中信建投研报称，中报业绩预告 进一步验证新经济领域增长动能，中期预计市场震荡中枢将不断抬升。 截至收盘，上证指数涨0.02%，深证成指跌0.7%，创业板指跌1.21%，全天成交额约1.23万亿元，3255只 个股飘红。 个股方面，电力股华光环能（600475）午后直线拉升涨停，走出3连板；可控核聚变龙头股融发核电涨 停；跨境支付概念股京北方走出两连板，青岛金王、信雅达等股涨停。 中金公司研报表示，结合中报业绩关注三条投资主线：一是中报业绩亮点领域，受益于以旧换新的消费 领域、科技硬件等。二是与经济周期和外部风险关联度不高的高景气机会，例如AI产业链，以及白色 家电、工程机械和电网设备等。三是经济复苏环境下率先实现供给侧出清的行业，包括工业金属、锂电 池、创新药、商用车、轨交设备和铁路公路等。 电力股集体拉升 电力股午后持续走高，电力、生物质能发电、电网设备、虚拟电厂等多板块涨幅居前。电力板块掀起涨 停潮 ...

【导读】A股震荡，充电桩板块盘中迎来利好 中国基金报记者 泰勒 大家好，简单回顾下今天市场发生了什么。 A股震荡 7月7日，沪指全天窄幅震荡，创业板指跌超1%。截至 收盘沪指涨0.02%，深成指跌0.7%，创业板指跌1.21%。 市场共3255只个股上涨，76只个股涨停，1978只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 其中 涨停 | | 76 | | 涨幅 | > 7% | 122 | | 涨幅 | 5-7% | 90 | | 涨幅 3-5% | | 285 | | 涨幅 0-3% | | 2758 | | 跌幅 | 0-3% | 1808 | | 跌幅 | 3-5% | 119 | | 跌幅 | 5-7% | 32 | | 跌幅 > 7% | | 1 ਰ | | 其中 跌停 | | 4 | | 上涨家数 | | 3255 | | 下跌家数 | | 1978 | | 平盘停牌 | | 186 | | 总品种数 | | 5418 | | 总成交额 | | 12270.67亿 | | 总成交量 | | 102364.2 / | | 涨家增减 | | 546 ...

7月7日涨停分析 今日共67股涨停，连板股总数12只，10股封板未遂，封板率为87%（不含ST股、退市股）。焦点股方面，柳钢股份一度跌停，塞力医疗断板，市场连板高度 降至3连板。电力股华银电力5天4板，核电板块长城电工6天4板，稳定币概念股金一文化7天4板。 | 股票名称 | 板数 | 涨跌幅 | 涨停时间 | 上涨逻辑 | | --- | --- | --- | --- | --- | | 华光环能 | 3天3板 | 10.02% | 14:17 | 电力 | | 600475 | | | | | | 韶能股份 | 2天2板 | 10.07% | 09:25 | 实控人变 | | 000601 | | | | 更+电力 | | 新中港 | 2天2板 | 9.95% | 09:30 | 电力 | | 605162 | | | | | | 深南电 A | 2天2板 | 10.00% | 11:20 | 电力 | | 000037 | | | | | | 世茂能源 | 首板 | 10.01% | 10:02 | 电力 | | 605028 | | | | | | 豫能控股 | 首板 | 10.00% | 10:2 ...

1，整体走势：沪指全天窄幅震荡，创业板指跌超1%。个股涨多跌少，沪深京三市超3200股飘红，今日 成交逾1.22万亿。截止收盘沪指涨0.02%，深成指跌0.7%，创业板指跌1.21%。 3，热门概念：电力股逆势爆发，韶能股份、华银电力、世茂能源等近10股涨停。 | 上证指数 | 3473.13 | 0.81 | 0.02% | 4762亿 | 3.62% | | --- | --- | --- | --- | --- | --- | | 深证成指 | 10435.51 | -73.25 | -0.70% | 7324亿 | 0.20% | | THESO | 1401.92 | -13.12 | -0.93% | 186亿 | 35.08% | | 万得全A | 5330.87 | -1.51 | -0.03% | 12271亿 | 6.15% | | 科创20 | 978.29 | -6.51 | -0.66% | 175亿 | -1.08% | | 创业板指 | 2130.19 | -26.05 | -1.21% | 3465 Z | -0.53% | | 沪深300 | 3965.17 | -17.03 ...

跨境支付板块今天也表现亮眼，信雅达、京北方这些做支付系统的公司涨停，这背后是技术和政策的双重驱动。最近中越二维码支付互联互通落地，银联和 越南国家支付公司打通了实时本币结算，这意味着中国的支付系统正在加速出海。更关键的是，数字人民币和区块链技术正在重塑跨境支付的格局，以前靠 代理行的传统模式成本高、效率低，现在新技术让跨境支付像国内转账一样便捷。我看了下，拉卡拉、新国都这些公司已经在东南亚市场拿到了不少份额， 随着人民币国际化的推进，这个板块的长期增长空间还很大。 不过市场也有让人头疼的地方，CPO、减肥药这些前期热门板块今天跌得挺惨。CPO概念股集体调整，中际旭创、天孚通信跌超4%，这其实是涨多了的正 常回调。之前AI算力需求爆发，CPO企业业绩大幅增长，但现在市场开始担心产能过剩的问题，资金获利了结也是情理之中。减肥药板块冲高回落，科兴制 药跌超8%，这可能和部分企业临床试验结果不及预期有关。对于这些板块，我建议中长线投资者别被短期波动影响，还是要盯着行业基本面。比如减肥 药，如果真能在减肥适应症上取得突破，长期还是值得关注的。 现在市场量能缩到了7800亿，比昨天少了近千亿，这说明资金观望情绪挺浓。在这 ...

Market Overview - The A-share market experienced low volatility with major indices showing mixed results, where the Shanghai Composite Index fell by 0.21% and the Shenzhen Component Index decreased by 0.70% [2][3] - The total market turnover was 783.06 billion yuan, indicating a significant decrease compared to the previous day, with 2,925 stocks rising and 2,243 stocks falling [4] Sector Performance - The energy sector saw a collective rise, particularly in hydropower and thermal power stocks, with notable gains from companies like Huayin Power and Shaoneng Shares [12][13] - The stablecoin, cross-border payment, and digital currency sectors showed strong performance, with several stocks reaching their daily limit up [9][10] - Conversely, the CPO, CRO, and innovative pharmaceutical sectors experienced a pullback, while 6G and communication sectors faced declines [4][5] Hong Kong Market - The Hong Kong market also faced declines, with the Hang Seng Index dropping by 0.45% and the Hang Seng Tech Index falling by 0.15% [6][7] - Major players in the food delivery sector, such as Meituan and Alibaba, saw significant drops, with Meituan falling over 2% amid intensified competition in the food delivery market [16][17] Stablecoin and Cross-Border Payment Trends - The stablecoin market is rapidly expanding, with a projected transaction volume of $26.7 trillion in cross-border payments by 2024, and the market for Real World Assets (RWA) expected to reach $16 trillion by 2030 [11] - The upcoming implementation of the stablecoin regulations in Hong Kong is anticipated to boost the market, with at least nine institutions expressing interest in obtaining licenses [10][11] Energy Sector Insights - The National Energy Administration reported a record peak electricity load of 1.465 billion kilowatts, indicating a significant increase in demand due to high temperatures [13] - Analysts recommend focusing on hydropower and thermal power stocks that are expected to benefit from the ongoing construction of a unified electricity market [15] Food Delivery Competition - The ongoing "food delivery war" has led to aggressive marketing strategies, including substantial coupon distributions by major players, resulting in a surge in orders for Meituan [21] - Despite the short-term losses, analysts view these marketing expenditures as a long-term investment strategy that may enhance marketing efficiency in the future [21]