非银一周观点随着美国及中国香港稳定币相关政策的落地,稳定币受到广泛关注。我们认为稳定币就是基于信用背书产生的挂钩法定货币的加密货币,具有一般等价物的性质,稳定币的出现有利于推动交易的进行;对中国香港而言,稳定币的发行对于国际贸易的正常开展具有积极意义。预计第二大稳定币USDC发行方Circle将于6月上市,有利于提升USDC的信任度,或将带动其市场份额的进一步提升,也将带来相关AH股映射机会。此外...
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