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中信建投:穩定幣核心生態及相應IT支撐領域有望迎來突破式發展機遇
中信建投研報稱,上海國資委圍繞加密貨幣與穩定幣召開學習會,《瞭望》發文定調穩定幣發展,穩定幣熱潮持續演繹。穩定幣作爲連接傳統金融與加密世界的核心橋樑,對傳統金融體系而言既是機遇亦是挑戰。在機遇層面,穩定幣基於區塊鏈技術,大幅提升跨境支付效率,拓寬金融普惠範圍,加速DeFi以及RWA等金融市場創新,並潛移默化地重塑國際貨幣格局。但挑戰亦隨之而來,金融監管需應對技術風險與合規難題,傳統金融機構則面臨業務衝擊與轉型壓力,積極探索虛擬資產業務佈局。穩定幣的發展既打破舊有金融壁壘,又推動新生態構建,在“革舊鼎新” 中,虛擬資產生態有望加速走向繁榮,穩定幣核心生態以及相應IT支撐領域有望迎來突破式發展機遇。
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