中信建投:RWA資產運營、銀行IT以及跨境支付等領域或將迎來投資機遇
中信建投研報稱,5月30日,香港《穩定幣條例》作爲全球首個針對法幣穩定幣的專項立法正式落地,有效填補了法幣穩定幣監管空白,加快推動穩定幣合規化發展。隨着RWA持續深化發展,發行機構、託管銀行、投資者、區塊鏈等RWA生態主體有望快速壯大,RWA資產運營、銀行IT以及跨境支付等領域或將迎來投資機遇。建議關注:1)穩定幣發行方及加密貨幣交易所直接受益;2)考慮到RWA作爲加密市場的受益品種,建議關注具備RWA發行能力的服務方,尤其是已經跑通RWA發行業務的螞蟻數科相關標的;3)中信建投認爲加密貨幣及香港地區穩定幣的發展,會對人民幣國際化,以及跨境支付產生較大的促進,建議關注跨境支付相關標的。
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