值得注意的是，金融板块表现相对平淡。这反映出市场对高市可能推动的金融监管改革持观望态度。一位东京券商分析师透露："投资者正在重新评估各行 业在新政策环境下的定位，产业洗牌才刚刚开始。" 狂欢背后的三大隐忧 你有没有想过，一个人的当选竟能让整个国家的股市沸腾？就在昨天，日本资本市场用一场5%的史诗级暴涨，向我们展示了政治与经济的奇妙化学反应。 日经225指数逼近48000点，丰田汽车单日飙涨7%，这场狂欢背后，是新任自民党总裁高市早苗带来的政策预期旋风。 政策红利点燃市场热情 当高市早苗以185票击败小泉进次郎当选自民党第29任总裁时，资本市场早已提前狂欢。选前三天，敏锐的投资者就开始布局"高市交易"——大举买入股 票，同时抛售长期国债。野村证券等机构分析师明确指出，这位即将成为日本新首相的政治家，其政策主张正是市场梦寐以求的强心剂。 高市的经济政策蓝图包含三个关键要素：大规模基建投资、企业税制改革和科技创新扶持。特别是她主张的"数字日元"战略，让科技板块成为这轮上涨的领 头羊。市场普遍预期，这将带动日本企业数字化转型浪潮，创造数万亿日元规模的新市场。 仔细观察这轮上涨，我们会发现一个有趣现象：传统制造业与新兴 ...

来源：军哥的杂谈 8月18日，巴基斯坦宣布与日本合作开展央行数字货币试点项目。 这一消息的发布时机耐人寻味，因为它恰逢中印高层会谈即将在新德里举行前夕。 表面上看，这是一项经济合作，但结合巴基斯坦与中国长期以来的紧密关系，以及日本在国际金融体系 中的特殊角色，这一事件背后隐藏的战略考量引发了广泛关注。 然而，过度依赖中国的标签也让巴基斯坦面临国际舆论的质疑。 此次与日本合作，被分析为一种外交多元化的尝试，意在打破单一依附关系，向外界传递其自主选择合 作伙伴的信号。 日本在数字货币技术领域并非全球领跑者。尽管日本央行近年来启动了"数字日元"试验，但相关研究仍 处于初步阶段，尚未进入大规模商用。 相比之下，中国的数字人民币已覆盖超过2亿用户，应用场景涵盖零售、交通、医疗等领域，技术成熟度 遥遥领先。 巴基斯坦选择与日本合作，可能看重的是日本在金融监管、支付清算和银行体系建设上的经验，而非单 纯的技术转让。 然而，这一选择也带来了风险。数字货币的核心是数据主权，其交易数据可能被实时记录和追踪。 如果关键技术和系统由外国企业掌控，巴基斯坦未来可能面临"数字依赖"，甚至可能在地缘政治博弈中 失去主动权。 巴基斯坦地处南 ...

Group 1 - South Korean financial giant Shinhan Financial Group's subsidiary Shinhan Investment Corp has applied for seven trademarks related to Korean won stablecoins, marking a significant move in the stablecoin market following NH Investment & Securities [1] - The competition for digital currency positioning in South Korea is intensifying, with Shinhan Card and Jeju Bank already making strategic moves in this area [1] - The digital currency landscape in East Asia is evolving, with Japan and China also advancing their central bank digital currency (CBDC) initiatives, indicating a regional push towards digital currency ecosystems [2] Group 2 - The U.S. is experiencing a breakthrough in digital asset tax reform, with a new proposal aimed at eliminating double taxation on digital assets, aligning their tax treatment with traditional assets like gold and livestock [3] - The proposed legislation includes a $5,000 annual tax exemption for small transactions, which could facilitate the use of cryptocurrencies for small payments [3] - The EU's decision to remove the digital tax option from its 2028 fiscal plan is seen as a significant victory for U.S. tech giants, reflecting a shift in global tax policy [2][6] Group 3 - The competition for digital asset infrastructure is intensifying globally, with the EU's concession on digital tax seen as a move to avoid trade tensions with the U.S., thereby creating more policy space for digital asset innovation [6] - XBIT, a decentralized exchange platform, is emerging as a key player in connecting traditional finance with the digital currency ecosystem, offering efficient cross-border settlement channels [6][10] - The surge in cross-border payment transactions using the digital yuan, particularly with oil-exporting countries and ASEAN members, highlights the growing demand for agile digital asset exchange hubs like XBIT [7]

Group 1 - Japan's cashless payment ratio has increased from 13.2% in 2010 to 42.8% in 2024, surpassing the government's 2025 target a year early [2] - The growth in cashless payments is primarily driven by the rapid adoption of QR code payments and the continued increase in credit card usage, with credit card payment totals reaching 116.9 trillion yen in 2024 [2] - The Bank of Japan has initiated a pilot project for a digital yen in 2023, collaborating with private enterprises to test the application of Central Bank Digital Currency (CBDC) in real payment scenarios [2] Group 2 - Various countries and regions have begun discussions and experiments regarding the feasibility of CBDCs, although some have yet to issue digital currencies [3] - China has been actively developing the digital yuan since 2014, with pilot programs launched in multiple cities and scenarios, enhancing the efficiency of cross-border payments and reducing reliance on the SWIFT system [4] - The non-cash payment scale in China reached 32.56 trillion yuan in the first three quarters of 2021, accounting for 52.4% of the payment system, with continued growth expected [4]