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 ...

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>> ...

Core Viewpoint - The recent update of the digital RMB App to version 1.2 enhances user experience through improved functionality and wallet management, reflecting ongoing efforts to create a user-friendly digital currency ecosystem [1][2]. User Experience Improvement - The digital RMB App has undergone 45 updates since its launch in January 2022, maintaining an average monthly iteration rate. Key features have been added, such as consumption red envelopes and wallet quick payment, enhancing the service system [3]. - The latest version focuses on optimizing core functions and wallet management, significantly improving user operation efficiency and convenience. The homepage layout has been adjusted to prioritize frequently used functions [3][4]. Dual-Layer Operation System - The digital RMB employs a dual-layer operation system, with the People's Bank of China managing the central layer and various operational institutions managing the second layer. This structure fosters a competitive environment and encourages diverse product offerings [4][5]. - Users currently average 1.6 wallets per person, indicating a preference for multiple wallets due to the variety of services provided by different operational institutions [4]. Hard Wallet Applications - The digital RMB hard wallet is gaining popularity among various demographics, including tourists and the elderly, due to its low entry barriers and wide application scenarios. It is now accepted in public transport systems in several cities [12]. - The latest update has optimized the hard wallet cancellation process, allowing users to remove wallets even if they are lost or damaged, enhancing user experience [12]. Expanding Use Cases - Beyond retail payments, the digital RMB has established applications in enterprise payments and cross-border transactions, with models already in place for non-tax payments and B2B transactions [15][16]. - Collaborative efforts with other central banks have led to the establishment of cross-border payment frameworks, enhancing the efficiency and security of international trade [16]. Future Development and Recommendations - Experts suggest that to fully realize the potential of the digital RMB, its application scope should be expanded beyond M0 to include M1 and M2, facilitating broader usage scenarios [17]. - There is a call for increased support and legal backing for the digital RMB, alongside the establishment of market-driven incentive mechanisms to stimulate its growth [17].

贝森特预计稳定币即将突破3.7w亿市场。 面对支付环境的大变化。海外评论沃尔玛 亚马逊等巨头正在开拓稳定币相关 产品。 昨晚 美参议院通过了稳定币法案。 ...

【深圳商报讯】（首席记者谢惠茜）稳定币近期政策利好不断，再次引爆全球资本市场。继前一天集体 涨停之后，6月17日，A股稳定币相关概念股持续发酵。截至收盘，恒宝股份、东信和平再次涨停，均 已两连板，四方精创收涨5.29%续创历史新高，拉卡拉再次涨超15%。此外，有"稳定币第一股"之称的 Circle自上市后短短10来天，股价已较发行价涨超4倍。 消息面上，有关稳定币的法案密集落地。中国香港《稳定币条例》已获立法会通过，将在8月1日生效， 成为近期市场高度关注的焦点之一。据介绍，在《稳定币条例》生效后，香港金管局将尽快处理收到的 牌照申请，以便合资格的申请人开展其业务。 美国参议院有望通过《GENIUS稳定币法案》修正案。上周五，美国参议院以68票对30票通过对 《GENIUS 稳定币法案》修正案的程序性动议，为最终表决铺路。该法案要求稳定币以美元或等值高流 动性资产全额储备，并对市值超过500亿美元的发行方进行年度审计。 韩国也提出《数字资产基本法案》。根据该法案，股本在5亿韩元及以上的韩国公司可发行稳定币，同 时确保通过储备金保证退款。 可以看到的是，世界各主要金融中心都在建立自己的数字货币体系，确保在数字金 ...

Core Viewpoint - The surge in stablecoins is driving the rise of digital currency concept stocks, with significant increases in various markets as regulations are implemented in multiple regions [1][3][6]. Market Performance - The stablecoin index rose by 4.29% on June 17, following a 9.05% increase on June 16, while the digital currency index increased by 2.28% on June 17 after a 6.24% rise the previous day [2]. - In the A-share market, notable stock performances included Chuangshi Technology (300941.SZ) up 20.02%, Lakala (300773.SZ) up 16.16%, and Hengbao Co., Ltd. (002104.SZ) up 10.02% on June 17 [3]. - In the Hong Kong stock market, performance was mixed, with Okex Chain (1499.HK) up 0.42% and Lianlian Technology (2598.HK) down 2.75% [3]. - In the US stock market, SharpLink Gaming (SBET.O) surged by 45.60%, and Top Win International (SORA.O) rose by 22.91% as of June 16 [3]. Stablecoin Market Insights - Circle, the issuer of USDC, saw its stock price rise to $151.06, a nearly fourfold increase from its IPO price of $31, with a market capitalization exceeding $33 billion [4]. - The total market capitalization of stablecoins is estimated at $240 billion, with a trading volume exceeding $20 trillion last year [6]. Regulatory Developments - The Hong Kong Stablecoin Regulation will take effect on August 1, with expectations on how the capital market will respond to stablecoins [7]. - The Hong Kong government is processing license applications to facilitate business operations related to stablecoins, aiming to create new opportunities for the local economy [6]. Industry Trends - The stablecoin industry is expected to see significant growth in the issuance and usage scenarios, particularly in cross-border payments, where it can reduce costs and improve efficiency [9][10]. - Stablecoins can lower transaction costs by over 80% and reduce transaction times from days to minutes, making them suitable for small and medium enterprises [10]. - The decentralized nature of stablecoins enhances financial inclusion, allowing users without traditional bank accounts to participate in the financial system [11]. Corporate Actions - Lakala is planning an H-share listing to accelerate the application of digital currency in cross-border scenarios [15]. - Stripe has made strategic acquisitions to integrate stablecoin functionalities into its payment services, indicating a trend towards vertical integration in the payment industry [14].

A股复盘 | 又跌了 / 2025.06.17 一大早，看到华尔街日报的报道， 中东和欧洲官员表示，伊朗一直在发出紧急信 号，表明其寻求结束敌对行动并恢复有关其核项目的谈判，并通过阿拉伯中间人 向以色列和美国传递信息。 这些官员称，在以色列猛烈的空袭行动中，德黑兰已 告知阿拉伯官员，只要美国不加入攻击，伊朗方面就愿意重返谈判桌。 心想着，今天油气、核污染防治该消停消停了吧！ 结果又是霍尔木兹海峡起火、特朗普提前结束加拿大之行、警告撤离德黑兰啊， 一些资金又回到油气去了！ 这剧情真是扑朔迷离啊 伊朗现在骑虎难下， 被打得真落花流水， 必须得把核武器亮出来了！ 刚写完发现一条新闻，国际原子能机构：已发现伊朗纳坦兹铀浓缩设施遭受直接 打击。 里外一锅端了！ 再说说今天的行情，一个是创新药和新消费大跌，明星股泡泡玛特、蜜雪集团、 老铺黄金集体杀跌超5%。 说实话，涨了那么多，该调整调整了！ 虽然昨天周报里写了那个创新药临床试验审批流程提速30日的消息， 但是这段 时间不少机构都在写新消费和创新药交易热度太高！ 周报写了东吴的， 昨天华安也指出， 创新药当前交易拥挤度当前处于2022年以 来的极致水平。 将申万二级行业 ...

Core Viewpoint - The implementation of the "Stablecoin Regulation" in Hong Kong on August 1 marks a significant step in establishing a comprehensive regulatory framework for fiat stablecoins, making Hong Kong the first jurisdiction to do so [1][2]. Group 1: Regulatory Developments - The "Stablecoin Regulation" requires any entity issuing fiat stablecoins in Hong Kong to obtain a license from the Financial Management Commissioner [1]. - Only licensed institutions are permitted to sell fiat stablecoins in Hong Kong, and only those issued by licensed issuers can be sold to retail investors [1]. - The regulation was passed by the Hong Kong Legislative Council on May 21, 2025, and officially became law on May 30, 2025 [1]. Group 2: Market Dynamics - There is a growing interest from various companies in applying for stablecoin licenses from the Hong Kong Monetary Authority, leading to increased stock prices for companies related to stablecoin concepts [1]. - Ant Group plans to apply for stablecoin licenses in Hong Kong and Singapore through its subsidiaries, Ant International and Ant Digital Technologies [1]. - JD.com also announced plans to issue a stablecoin pegged to the Hong Kong dollar, with its subsidiary becoming one of the first participants in the regulatory sandbox [2]. Group 3: Market Growth - The stablecoin market is experiencing rapid expansion, with the total market capitalization reaching approximately $246.38 billion as of May 26, 2025, a staggering increase of about 4927.64% from approximately $5 billion in 2019 [2]. - Major stablecoins currently dominating the market include USDT (Tether), USDC (Circle), DAI (MakerDAO), and the emerging USDE (Ethena) [2].

各位朋友大家好，这里是帮主郑重的复盘分享时间。接下来咱们来聊聊6月17日A股市场上那些值得关注的涨停股。虽说大盘三大指数当天都有点小调整， 但有些板块和个股却逆势突围，背后的逻辑值得咱们好好琢磨。 油气板块当天也低开高走，通源石油、山东墨龙、准油股份都涨停了。这主要是因为中东地缘冲突升级，国际油价出现了上涨。油气作为重要的能源，在全 球经济中扮演着关键角色。不过，地缘政治的影响是短期的，油价的波动也比较大。对于中长线投资者来说，油气板块可以作为资产配置的一部分，但不要 过度依赖短期的事件驱动。 还有金一文化，这只股票因为摘帽和业务转型涨停了。公司从ST变为正常交易，说明经营状况有了改善。而且，金一文化原本主营黄金珠宝业务，现在又 切入了AI + 金融科技赛道，这种战略转型如果能成功，有望带来新的盈利增长点。不过，转型的过程中也存在不确定性，咱们得持续关注公司的业务进展 和市场反应。 从资金流向来看，主力资金当天流入了电池、消费电子、航运港口等板块，这些板块都是未来经济发展的重要方向。电池行业受益于新能源汽车的普及，消 费电子则随着人们生活水平的提高需求不断增长，航运港口则与全球贸易紧密相关。而文化传媒、化学制 ...

6月17日，市场跌多涨少，2921只个股下跌，2250只个股上涨，61只个股涨停，9只个股跌停，热点聚焦农药、稳定币、固态电池、脑机接口等 板块。 | 代码 名称 | | 几天几板 涨停分析 | 价格 | 涨幅% 换手率 | 成交额 首次涨停时间 | | | --- | --- | --- | --- | --- | --- | --- | | 1 600281 华阳新材 | | 5天4板 贵金属回收+稀土永磁+一李 8.45 | | +10.03% 33.58% | 13.93亿 | 14:23:25 | | 2 | 002017 东信和平 | 4天3板 数字货币+量子科技+低空经 14.60 | | +10.02% 28.36% | 23.60 Z | 09:31:33 | | 002015 办鑫能科 | 3 | 3连板 蚂蚁金服概念+光伏RWA+虚 11.78 | | +9.99% 0.72% | 1.37 7. | 09:25:00 | | 600722 金牛化工 | ষ | 3连板 甲醇+煤化工+一李报增长+E 6.97 | | +9.94% 14.68% | 6.93 乙 | 09:25:01 | ...