移動支付板塊集體上漲 微信支持數字人民幣支付
移動支付板塊集體大漲,其中新開普漲12%,江泉實業,翠微股份漲停,新國都、創識科技、神思電子漲7%,飛天誠信、泰禾集團漲6%,德生科技、證通電子漲5%,拉卡拉漲4%,天喻信息漲3%,紫光國微漲2%。

消息面上,數字人民幣App升級更新,微眾銀行(微信支付)數字人民幣錢包隨之上線,騰訊開始為用户提供數字人民幣服務。
國盛證券指出,數字人民幣落地獲頂層政策支持,2022將成DCEP(央行數字貨幣)元年。數字人民幣(試點版)錢包體現出數字人民幣的若干創新之處和相應的政策空間,建議關注其在冬奧會等場景中的表現。建議關注:(1)安全芯片公司:紫光國微、華大電子等;(2)卡商:恆寶股份、楚天龍、天喻信息等;(2)設備端:新開普、拉卡拉等;(4)金融IT廠商:四方精創、長亮科技等。
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