广发证券:香港稳定币草案带来短期结构性机会,跨境支付等板块料受益

Blockbeats
03 Jun

BlockBeats 消息,6 月 3 日,广发证券称,香港的稳定币监管框架可能为内地企业通过香港发行人民币锚定的稳定币用于跨境贸易和投资提供合规渠道,增强其在全球市场的竞争力,吸引增量资金进入 A 股。但考虑到虚拟货币政策环境仍较为严苛,大规模增量资金进入 A 股的概率偏低。

短期内可能给股市带来结构性机会,数字货币、跨境支付、区块链、RWA(现实世界资产通证化)等板块或受提振。稳定币或成为美国捍卫美元地位的战略工具,一定程度上缓解美元和美债的抛售压力。不过由于稳定币规模有限且竞争加剧等原因,短期对美元和美债的提振作用有限。(金十)

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