China Merchants Securities: Under the environment of endorsement by the central bank and global competition, the theme of digital currency is higher and the theme is newer.

According to the China Securities Journal, the digital currency concept sector rose more than 6% on September 25, leading the major concept sectors, and most of the constituent stocks in the sector rose sharply. China Merchants Securities said that from the perspective of industry or themes, in the context of endorsement by the central bank and global competition, the theme of digital currency is relatively high, the theme is relatively new, and the market expectation is relatively insufficient, so we can pay attention to the investment brought about by the subsequent gradual introduction. opportunity. The agency expects digital currency to land in the future and will be transformed on the existing payment clearing system. It is recommended to pay attention to traditional payment service providers and network clearing institutions + bank IT service providers; central bank digital currency puts higher demands on digital security and information security. You can focus on core service providers such as identity authentication and financial security encryption.