金吾财讯 | 美股加密货币概念股盘中强势，截至发稿，Strategy（MSTR）涨9.10%，MARA Holdings（MARA）涨8.38%，Sharp Link（SBET）涨7.75%，Bitmine ImmersionTech（BMNR）涨6.97%，Gemini Space Station（GEMI）涨6.77%，Coinbase（COIN）涨6.49%，Circle（CRCL）涨6.48%。消息面上，美国证券交易委员会（SEC）于当地时间周四发布了一项为期五年、附带严格条件的“创新豁免”，首次为许可制AMM模式下的代币化NMS股票链上交易提供专项联邦豁免路径，为代币化美股在链上交易划定合规边界。这一举措绕开了国会立法受阻的僵局，被市场解读为代币化证券从离岸向美国本土迁移的关键转折点。不过，该命令并非全面放开代币化证券，而是暂时豁免符合条件的代币化证券交易场所被认定为《证券交易法》下的“交易所”，并为特定流动性提供商提供有限的“交易商”定义豁免。摩根士丹利研究认为，该豁免框架有望扩大Robinhood、Coinbase、GeminiSpaceStation等加密原生券商的产品线与盈利空间，同时加剧对传统交易所的竞争压力。
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