一、全球科技大浪潮：AI 与区块链"量级双升" AI：2024 年全球人工智能市场规模约 2,792 亿美元，预计 2030 年激增至 1.81 万亿美元，年复合增速 35.9%。 反向收购：存量主板壳公司通过发行新股注入 AI / 区块链资产，满足《上市规则》重大收购条款。 分拆上市：母公司先在A股或美股坐稳现金牛，再把高成长的 AI/链业务打包来港。 SPAC 合并：利用港交所2022 年放开的 SPAC 框架做"先并后转主板"，时间成本≈12–18 个月。 窗口期：恒指回暖、监管沙盒加速、港元流动性充沛，是 2025-2026 年科技资产登陆的"黄金两年"。 区块链：全球区块链技术市场正以 87.7% 的惊人 CAGR 奔跑，2030 年市值有望突破 1.43 万亿美元。 算力红利、数据要素入表、Web3 监管框架逐步清晰，让"算法+共识"成为资本市场下一个冲锋角。 二、香港主板：科技"升温"数据读秒 | 指标 | 最新数据 | 关键含义 | | --- | --- | --- | | 主板上市公司总数 | 2,319 家（截至 2025-06-19） | 规模稳居全球前列 | | 2025 年 1-5 ...

Group 1 - OCTO Asset Management and Amplegest have established a wholly-owned subsidiary, OCTO GLOBAL TRADING PTE. LTD., in Singapore, marking the implementation of their "technology + finance + trade" integration strategy [1] - The subsidiary aims to create a global trade ecosystem focused on cross-border e-commerce, smart supply chains, and blockchain finance, providing a decentralized, transparent, and efficient new channel for global SMEs [1][3] - The company plans to develop a three-in-one operational system combining trade, finance, and blockchain, with initial investments in a global marketplace, smart supply chain network, trade finance solutions, and a blockchain system for transaction transparency [3] Group 2 - Singapore is positioned as an ideal hub for OCTO, offering favorable policies and port resources, and has been selected for the Monetary Authority of Singapore's FSTI 3.0 program, which provides up to 50% funding for technology research and development [5] - The company is collaborating with institutions like National University of Singapore, MIT, and Tsinghua University to establish AI and blockchain laboratories, and plans to work with international organizations for cross-border data compliance [5] - According to IMF predictions, the global cross-border e-commerce market is expected to exceed $15 trillion by 2030, positioning OCTO as a key infrastructure platform in the digital trade era due to its strong asset management background and advanced technology capabilities [5]

Group 1 - The blockchain major is not a niche field, supported by strong industry demand across various sectors such as finance, supply chain, healthcare, and government, indicating a broad job market for professionals [3][4][5] - Government policies are actively promoting blockchain technology, integrating it into "new infrastructure" initiatives, which fosters innovation and attracts educational institutions to develop relevant programs [4][5] - Educational institutions are increasingly offering blockchain-related programs and courses, reflecting the growing importance and potential of the blockchain field [5] Group 2 - Students in the blockchain major must acquire foundational knowledge in computer science, mathematics, and cryptography, which are essential for building and securing blockchain systems [7][8] - Core technologies of blockchain, such as distributed ledgers, consensus mechanisms, and smart contracts, are critical areas of study for students [8][11] - Practical skills in blockchain application development are emphasized, including the use of frameworks like Ethereum and Hyperledger Fabric for real-world project implementation [11] Group 3 - Graduates can pursue careers in blockchain technology research and development, focusing on optimizing platforms and developing new consensus algorithms [12] - There is a growing demand for blockchain application developers in various industries, including finance and supply chain, to create and maintain blockchain-based systems [13] - Project management roles in blockchain initiatives require professionals to coordinate resources and ensure project completion, highlighting the need for strong communication and management skills [14] - Consulting and research opportunities are available for blockchain professionals to provide insights and support for industry and government entities [15]

中新网上海6月20日电 (记者 陈静)电气电子工程师学会(IEEE)区块链中国区办公室20日正式成立并落户 上海市静安区，将强化区块链技术的发展应用及与国际间的交流合作，助推静安成为全球区块链治理与 创新中心之一。 中国科学院院士郑志明、静安区委书记钟晓咏、同济大学副校长石振明、IEEE区块链技术社区主席拉 米什·拉马多斯(Ramesh Ramadoss)共同为IEEE区块链中国区办公室揭牌。 IEEE区块链中国区办公室20日正式成立并落户上海市静安区。(静安区新闻办供图) 20日，以"通全球链世界——打造可信数字未来"为主题的首届IEEE全球区块链大会(GBC)在上海市静安 区正式启幕。静安区委副书记、区长翟磊，上海市数据局副局长翁轶丛，同济大学副校长石振明分别为 大会开幕式致辞，IEEE主席凯瑟琳·克莱默(Kathleen Kramer)通过视频方式致贺词。 据悉，区块链作为数字技术核心引擎，已成为可信数据流通基石与全球产业链重塑的关键力量，深度赋 能金融、供应链、政务、民生等多领域。翁轶丛强调，上海正全面推进区块链技术攻关、产业发展、应 用创新与生态培育，着力打造全国区块链创新发展、场景应用示范、技术标 ...

Index Level - The Shanghai Composite Index is still in a downward adjustment phase, with support around the gap at 3320 [3][4] - The ChiNext Index has fallen below its short-term moving averages, indicating potential weakness [3] - Overall market sentiment is low, with a trading volume of only 1.06 trillion, down by 185.7 billion, and a net sell-off of nearly 30 billion by domestic investors [3][4] Market Conclusion - The market is expected to continue its adjustment, and any potential rebounds should be viewed as temporary [4] - Investors should avoid chasing prices and consider maintaining around 50% of their positions [4] Sector Analysis - The banking and insurance sectors are showing strength, while brokerage firms are underperforming [5] - Consumer sectors like liquor are experiencing a rebound, but sustainability is uncertain [6] - The solid-state battery sector remains active, while some technology stocks are showing strength [5] Banking Sector Insights - The rise in bank stocks is attributed to a lack of alternative investment options, with banks offering around 4% dividend yields [7] - Investors are advised to hold existing positions in banks or cautiously enter with a portion of their capital [7] Hot Sector Breakdown - CPO is in a corrective phase but maintains an upward trend, presenting potential buying opportunities [7] - PCB shows a similar upward trend despite recent fluctuations, indicating potential for speculative opportunities [7] - The storage chip sector is in a consolidation phase, requiring further observation for potential upward movements [7] Additional Sector Observations - The innovative drug sector is in its sixth day of adjustment, with a downward trend persisting [8] - Stablecoins and digital currencies are showing signs of trend reversal, necessitating caution if they break below key support levels [8] - The solid-state battery sector is experiencing a slowdown in momentum, but short-term trading opportunities may still exist [8]

Market Overview - The A-share market continues to experience a pullback, with the Shanghai Composite Index down by 0.07%, closing at 3359.90 points. The total trading volume in the Shanghai and Shenzhen markets was 10,677 billion yuan, a decrease of 1,829 billion yuan compared to the previous day [1] - There were 1,540 stocks that rose while 3,645 stocks fell, indicating a bearish sentiment in the market [1] Sector Performance - Solid-state battery concept stocks maintained strong performance, while copper foil stocks in the PCB industry surged. However, oil and gas, as well as blockchain concept stocks, showed mixed results with some hitting the daily limit up and others limit down [1] - High-profile stocks such as Jinshi Technology and Limin Co. faced consecutive limit downs [1] Competition Insights - The 63rd session of the "Digging Gold" competition concluded with the champion achieving a return of 37.25%, the runner-up at 35.15%, and the third place at 35.08%. Participants capitalized on opportunities in oil and gas, nuclear pollution prevention, and blockchain concept stocks [1][3] - A total of 488 participants achieved positive returns and will receive cash rewards, with the distribution scheduled for June 23 [1] Upcoming Events - The 64th session of the competition will start on June 23, with registration open from June 21 to June 30. Participants will trade with a simulated capital of 500,000 yuan [1][10] - Weekly cash rewards will be distributed based on performance, with the first-place winner receiving 688 yuan and subsequent positions receiving varying amounts [10] Participant Strategies - Several participants effectively utilized "Fire Line Quick Review" to seize market opportunities, particularly in methanol and strontium carbonate sectors during the competition period [7][8] - The champion's strategy involved short-term trading with stocks like Langxin Group and Chuangshi Technology yielding profits, while the runner-up focused on military and nuclear pollution prevention stocks [5][6] Market Sentiment - Experts believe the A-share market is currently in a structural market phase, with support levels at the 60-day, 90-day, and 120-day moving averages. The market is expected to exhibit a range-bound trading pattern [9] - There is a focus on dividend assets such as insurance and highways, while small-cap stocks are seen as volatile and risky for retail investors [9]

（原标题：和讯投顾刘天娇：稳定币，大涨！） 近期，稳定币在市场整体表现不佳的情况下逆势走强，龙头股一分钟内1.7亿爆量封板，引发了市场的 广泛关注。这背后究竟是哪位游资大佬的操作？稳定币的炒作热度居高不下，目前炒作的焦点已经来到 了RWA（现实世界资产）和数据确权环节。 除了安妮股份，产业链中还有其他相关公司。例如，蚂蚁集团通过蚂蚁新能将光伏运营收益权转化为链 上数字凭证；协鑫集团与蚂蚁集团合作，参与光伏运营收益权的链上转化；沃尔玛则通过发行稳定币， 用于商品交易及盈利凭证的链上交易。这些公司在RWA领域的布局和实践，为市场提供了新的投资方 向和机会。但投资者在参与时需要谨慎，关注公司的业绩支撑和市场环境的变化。 RWA的中文名是"现实世界资产"，其核心逻辑是通过区块链技术将实体资产（如房产、债券、商品 等）转化为链上的数字凭证。这一过程有点类似于链版的资产证券化，例如，蚂蚁集团和协鑫集团成立 的蚂蚁新能，就是将光伏运营的收益权转化为链上的数字凭证供投资者买卖。海外商超沃尔玛也发行了 稳定币，用于自家商品的交易，并将公司盈利打包成凭证在链上交易。这种模式的玩法多样，核心理念 是"万物皆可上链"。 在RWA的运 ...

6月16日，玩具制造商SRM Entertainment宣布将更名为Tron Inc，并采用以TRX为核心的财库战略，TRX是Tron区块链的原生加密货币。 孙宇晨的Tron即将挑战华尔街对合法公司资产的认知，如果这一挑战在压力下失败，其影响可能波及远超公司本身的范围。 这一被广泛定义为反向并购的举措获得了1亿美元私人投资的支持，如果认股权证全部行使，投资额可能增至2.1亿美元。Tron创始人孙宇晨将担任顾问一 职。 Tron的战略将TRX作为公司储备资产进行实测。虽然比特币（BTC）已在公共资产负债表上获得了一定地位，但TRX交易量更为稀薄，集中控制程度更高， 且与公司本身紧密相连。 TRX在公告发布后立即上涨5%。来源：CoinGecko 2025年上半年，越来越多的上市公司将加密货币纳入其财库。Strategy公司（前身为MicroStrategy）推广了进取型比特币收购策略，该策略激励全球企业纷 纷效仿，希望通过此举扭转低迷的股价走势。 如今，企业正围绕以太坊（ETH）、索拉纳（SOL）和瑞波币（XRP）等资产构建财库计划。然而，这种做法的光环正在逐渐褪去，宣布加密货币财库策略 不再是确保股价飙升的保 ...

Core Technology Components - The technology architecture of RWA tokenization includes five main components: blockchain ledger, smart contracts, oracles, cross-chain technology, and off-chain asset custody and verification [3][4][5][6][10][11]. Blockchain Ledger - Provides decentralized records for asset ownership, transaction history, and token data, utilizing public chains like Ethereum, Solana, Polymesh, and Avalanche, as well as consortium chains like AntChain's "two chains and one bridge" architecture [4]. Smart Contracts - Automates the processes of tokenization, trading, revenue distribution, and compliance management, with standards such as ERC-3643 for compliant tokens and ERC-721/1155 for non-fungible assets [5]. Oracles - Ensures secure transmission of off-chain asset data to on-chain, maintaining consistency between tokens and assets, with projects like Chainlink and Pyth Network providing real-time data services [6]. Cross-Chain Technology - Facilitates interoperability of assets and data across multiple chains, utilizing cross-chain bridges and protocols [8][9]. Off-Chain Asset Custody and Verification - Custody is managed by regulated entities to ensure 1:1 anchoring, with periodic audits recorded on-chain, while verification involves IoT monitoring and AI for valuation accuracy [10][11]. RWA Tokenization Process - The process includes asset assessment and digitization, tokenization through smart contracts, compliance embedding, on-chain recording and trading, and automated revenue distribution [12][13][14][15][16]. Technical Challenges - Key challenges include smart contract security requiring formal verification and auditing, real-time synchronization of off-chain asset changes, scalability issues related to high gas fees on Ethereum, and balancing privacy with compliance [17][20]. Future Trends - The integration of AI and IoT is expected to enhance pricing accuracy, while dedicated blockchains and Layer 2 solutions will improve efficiency and reduce costs [20].

Core Viewpoint - The report highlights the potential growth opportunities for Shanda Diwei following the change in its actual controller, emphasizing its leadership in the "AI + Blockchain" sector and the expected positive impact on revenue growth [2][3][8]. Group 1: Company Overview - Shanda Diwei is a leading "AI + Blockchain" technology service provider in China, affiliated with Shandong University, focusing on deep integration of production, education, and research [2]. - The company is advancing in key business areas such as smart social security, smart healthcare, and intelligent electricity, while enhancing its AI technology research and product development [2]. - In 2024, the company is projected to achieve revenue of 555 million yuan, a 3.14% increase year-on-year, but its net profit is expected to decline by 21.04% to 64.08 million yuan due to increased costs and R&D expenses [2]. Group 2: Strategic Developments - The company announced a potential change in its controlling shareholder and actual controller as part of a broader reform initiative by Shandong University, which could open new business avenues and enhance revenue growth prospects [3]. - Shanda Diwei is leveraging its core technologies to develop a new product system that supports data circulation and utilization, including four major core products and solutions [4]. Group 3: AI and Blockchain Applications - The company is actively exploring AI and blockchain technologies, having developed a comprehensive product system that includes platforms for data governance and resource management [4]. - Shanda Diwei's AI initiatives include the development of a large model, DareWen, aimed at enhancing various business applications, with contracts worth 88 million yuan signed in 2024 [5][6]. Group 4: Investment Outlook - The earnings per share (EPS) forecasts for 2025, 2026, and 2027 are projected at 0.20, 0.25, and 0.27 yuan respectively, with corresponding price-to-earnings (PE) ratios of 54.65, 44.06, and 40.33 [8]. - The company maintains a "buy" rating, with expectations that the change in actual controller will inject new growth momentum and break through revenue growth ceilings [8].